Resume Experience Education Professional Development Skills Alexis Peter Surovov, CFRE 25 Carrington Lane Farmington, CT 06032 [email protected] 203.906.5386 (mobile) EXPERIENCE Smith College, Northampton, MA 1.2010—8.2013 Individual Gifts Officer—Relationship manager for a portfolio of 180+ principal, major and planned giving prospects during Women for the World—The Campaign for Smith; a $450 million capital campaign. • • • • • • • • • Responsible for all phases of the solicitation cycle for assigned alumnae in NYC, Northern NJ, Fairfield and Westchester Counties; additional territories held included HI, FL, VT, NH and ME. Solicited and closed major gifts of $100,000—$500,000 and leadership annual fund gifts up to $50,000; maintained a robust travel schedule visiting 15+ prospects per month. Recruited and managed regional fundraising campaign committees comprised of Trustees, Alumni Association Board Members and other leadership volunteers across the tri-state area. Authored strategic documents including solicitation proposals, regional fundraising plans, campaign specific volunteer training materials, and prospect profiles for presidential travel appointments. Secured gifts of artwork from private collectors for the Smith College Museum of Art; total cumulative appraised value of donated works exceeded $780,000. Worked in conjunction with academic department chairs to solicit funds for faculty research projects. Documented bequest intentions, CGAs, stock gifts, and IRA gift transfers totaling over $840,000. Managed constituents on the Chronicle of Philanthropy’s top 100 donors of the year list. Total cumulative amount raised $5.7 million. Trinity College, Hartford, CT 7.2006—1.2010 Assistant Director of Leadership Giving—Frontline fundraiser for The Cornerstone Campaign; a $350 million comprehensive capital campaign. • • • • • • • • Identified, qualified, cultivated, solicited and stewarded alumni and parent major gift prospects located in the Boston metro area, across the Mid-Atlantic and Pacific Northwest regions. Maintained a 210+ prospect list rated at $50,000—$1 million, visiting 18+ prospects per month; made 180+ face-to-face visits year over year while managing a $15,000 annual travel budget. Cultivated capital campaign prospects utilizing moves management engagement strategies. Authored solicitation proposals and secured multi-year gift agreements, CGAs and bequest intentions. Identified new leadership giving prospects and secured Long Walk Society gifts up to $30,000. Organized targeted events across assigned territories for alumni chapters and subject interest groups. Conducted travel appointments with the President, faculty and senior administrators. Total cumulative amount raised $2.3 million. Yale University, New Haven, CT Assistant Director of Annual Giving, Yale Law School • • • 8.2003—6.2006 7.2005—6.2006 Responsible for coordination of all aspects of direct mail solicitation and volunteer management. Provided support and training to existing class volunteers and recruited reunion gift committee members; held monthly conference calls with reunion gift committee volunteers in each class year. Organized a law firm giving challenge that leveraged matching gifts opportunities. Annual Giving Officer, Yale Alumni Fund • • • • Utilized direct mail, e-mail, and telephone fundraising solicitations to achieve fiscal goal of $2 million in unrestricted current use support from the Yale College Classes of 1972—1979. Managed stewardship of Nathan Hale Associates Leadership Annual Giving program: $1,000—$50,000. Recruited, organized, and provided day-to-day support for 146 class agent volunteers. Provided prospect research support and training to fundraising Agents and Chairs of Agents. MBI, Inc. Norwalk, CT Assistant Product Manager, The Danbury Mint • • • 11.2002—8.2003 Produced and coordinated over 163 direct mail efforts yielding over 3.2 million marketing pieces. Managed over 40 product lines and authored marketing plans based on sales projections. Issued purchase orders to international vendors and coordinate transpacific shipments of goods. Fletcher Asset Management, New York, NY Private Equity Analyst—Summer Internship/Senior Year Externship • 8.2003—7.2005 5.2001—9.2002 Maintained watch-list of publicly traded companies that would benefit from PIPEs (private investment in public equity) transactions; e-mailed a daily shelf registration report to management. EDUCATION University of Connecticut, NEAG Graduate School of Education, Storrs, CT Ph.D. Adult Learning (expected 5/2016)—Department of Educational Leadership 5.2011—Present • Dissertation research focus—The Role of Adult Learning in Donor Education; How do high net worth individuals (major gift prospects) adopt a philanthropic disposition? Columbia University, School of Continuing Education (SCE), New York, NY M.S. Fundraising Management Tuck School of Business at Dartmouth, Business Bridge Program, Hanover, NH Tuck Business Bridge Program graduate Yale College, Yale University, New Haven, CT B.A. Economics; Senior Thesis on Private Investment in Public Equity (PIPEs) • NCAA Division I Cross Country Track & Field o Cross Country Captain (2001-2002) o MVP (2001), All Ivy League, All New England, All NCAA District I, All IC4A 5.2007 Summer 2002 5.2002 1998—2002 PROFESSIONAL DEVELOPMENT Plus Delta Partners Professional Advancement Development (PAD); completed a 10-month training and coaching engagement program for frontline fundraisers. 2012—2013 New York Philanthropic Advisors Network (NYPAN), Member 2010—Present CFRE International, Certified Fund Raising Executive, Credential held 2007— Present SKILLS Software: Microsoft Office Suite, Raisers Edge, Banner, PeopleSoft, Cognos, PG Calc, WealthEngine. Languages: Fluent in written and spoken English & Russian, proficient in conversational Spanish. B.S.A., Eagle Scout, Troop 28—Shelton CT (1997)