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A-WORK & BUSINESS (very abbreviated)
1-Landlord-Maley Block Apts.-Uptown Butte-’03-present
2-Rancher-i) Silver Star Ranch -’14-present; ii) Campobello Lodge at Bar N Ranch -’96-’03; iii) Bar N Guest Ranch -’77-’97 (West Yellowstone)
3-Philadelphia Tax lawyer (’80-’99)
4-Landlord (Philadelphia & Miami) ’85-‘97
5-Property Tax Consultant-’80-present
6-Julian’s Piano Bar (Uptown Butte) ‘08-‘18
6-GOV’T FRAUD WASTE & ABUSE WHISTLEBLOWER & ACTIVIST-’80-present
B-CHARITY, POLITICAL, ETC. (long & detailed & proud of it)
CHRIST EPISCOPAL CHURCH (Sheridan)(’15-present)
1-Co-Chaired & helped underwrite highly successful two week-long “Gospel Music Workshop” (fall ’19) with world renowned Gospel “Living Legend” Rev. Johnny Thompson.
2-Currently working on repeat of fall ’19 workshop & local performances
BUTTE -SILVER BOW COUNTY(’04-present)
1-Judge of elections-15th Precinct (’04-11)
2-Chief Judge of elections-15th Precinct (’11-present)
3-Special Chief Judge of Elections-2012 absentee ballot count
BUTTE SILVER BOW ARTS FOUNDATION(’07-present)
1-long term board member (ret.)
2-two years as Vice President (charged with all fundraising under BSBAF by-laws)
3-Chaired successful fall dinner dance at Copper King Hotel, raising 3-4 thousand
4-Hosted and paid for several events, including all faiths blessing & “launch” of new building and garden party after
5-Extensive volunteer and fundraising generally
6-Developed draft of a “Board Member’s Bill of Rights”
7-Attended several all-day training sessions for “How to be a Board Member”
8-Created extensive sets of mailing list databases (with relevant personal details) of potential local donors to use for events mailings and for targeted donation campaign.
9-Currently working on curated exhibit of famed photographer Wray Taylor Gillon
BUTTE CENTER FOR PERFORMING ARTS (Mother Lode Theater)
1-3 year term as Board member (’07-’10); 2nd 2 year term (’12-‘14)
2-Member-fundraising & development committees; Chair Ethics Committee
3-Extensive support work on annual fundraiser(s)
4-Drafted and got passed “Kephart Resolution”--requiring all Board members to give or raise a minimum of $500 annually
5-Codified/distributed “7 basic rules” for fundraising [Identify, Approach, Engage, Cultivate, Enroll, Ask, Acknowledge]
6-Codified/distributed basic “3 legged stool” analysis for all charities (Board, “Friends of”, and big annual event), including “rings” analysis/approach to grow each leg of stool
7-Drafted preliminary analysis/approach paper on “fundraising” vs. “development” for later use in divvying up Board members in accordance with matching tasks to skill sets
8-Started a plan to revive “Friends of Mother Lode Theater” (especially older ones) via special “acknowledgement” events (incl. awards, & trophies & plaques) just for them.
9-Started a plan to use my LLM in Tax & Estate Planning and an IRS qualified charity “conduit” fund to try and add some planned giving--such as charitable lead or charitable remainder trusts, life insurance gifts, and other income and/or estate tax leveraged devices
10-started some research on foundations to seek grants from.
11- Currently working forming on a Ruby Valley “Friends of Mother Lode Theater”-incl. support for Starlight Theater of Whitehall
PACHYDERM REPUBLICAN CLUB-Butte (club now on hiatus)
1-regular member/attendee-(sometimes assist on securing lecturers)
ST. JOHN’S EPISCOPAL CHURCH-Butte
1-Vestry member for several years, including Outreach Committee
2-Co-Chaired & helped underwrite highly successful week-long “Gospel Music Workshop” with world renowned Gospel Living Legend Rev. Johnny Thompson, leading to concert by new all faiths, all city gospel choir.(fall ’11)
3-Chaired & helped underwrite 1st annual “Founder’s Ball” Dinner Dance Fundraiser
WEST YELLOWSTONE-AD HOC (’80-’03)
1-Long-time owner-BAR N GUEST RANCH and CAMPOBELLO LODGE
2-Hosted & underwrote all expenses for a “Tex Mex Cook Off “event that successfully raised $3K net for last chance treatments in San Diego for a local snowmobiler with a broken neck. (’03)
3-Long-time member WYS Chamber of Commerce
4-Hosted “TRAVEL MONTANA” & foreign travel agents several times
BUCKS COUNTY REPUBLICAN PARTY (‘90-’03)
1-Extensive fundraising & volunteer work-D.A., local PA House & Senate, & local U.S. Congressional Races
2-Extensive Fundraising & Lobbying with D.A. on HATE CRIMES LEGISLATION PROJECT
PHILADELPHIA REPUBLICAN PARTY (’80-’07)
1-Election day organizer
2-Judge of Elections, and Ward Committeeman
3-Co-Founder & Co-Chair-Junior and Minority Outreach Committees
4-Extensive work-Egan for Mayor-primary & general
5-Extensive work-Frank Rizzo for Mayor, including Young Republicans for Rizzo
6-Hosted Fundraisers for Rizzo for Mayor (incl. commissioning and presenting an oil portrait of his beloved Terrier).
CITIZENS FOR AMERICA (’82-’88)-
This was a 501-C-4-civic league for strength in defense & economy issues ONLY, founded by U.S. Representative Jack Kemp & President Ronald Reagan.
1-Founder & Long time Chair for 2nd PA Congressional District chapter (at request of Phila. Republican City Committee, Congressman & Nat’l Chair Jack Kemp, and of President Reagan himself)
2-Extensive fundraising and lobbying & educational outreach (including special retreat at White House with Congressman Kemp & President Reagan)
REPUBLICAN NATIONAL HISPANIC ASSEMBLY (’80-‘88)
1-Long time honorary member
2-Co-chaired major fundraising gala for Hon. Katherine Ortega-United States Treasurer (1st cabinet level Hispanic woman in U.S. history)
FRIENDS OF THOMAS JEFFERSON UNIVERSITY HOSPITAL-Phila (’80-‘88)
1-Assisted Co-Chairs of T.J.U.H. Women’s Committee on organizational events for Kalman Faber Pediatric facilities (later also for Faber Chair)
2-Volunteer work, misc fundraisers
FRIENDS OF SCHEIE EYE INSTITUTE-Phila.(’72-‘97)
1-Temporary stand-in service on Senior Committee, including at hospital ground-breaking events with Ambassador Annenberg, Lord Mountbatten, Douglas Fairbanks, Jr., Gov. Harold Stassen, Councilman Jack Kelly, Mayor Frank Rizzo, Edward Marshall Boehm, etc.
2-Co-Founder, Junior Committee-Scheie Odyssey Ball (their major annual fundraiser)
3-Worked closely with Polly Scheie, Helen Marshall Boehm and others on fundraising events, including to honor Vicountess Mountbatten
4-Extensive work on Silent Auction Committee
FRIENDS OF THE WISTAR INSTITUTE (for Virology Research)-Phila.(’81-‘90)
1-Junior Committee (Founding Co-Chair)-assisted Senior Committee on fundraisers and lectures and public Outreach.
2-Assisted Director of Institute in setting up special combined fundraiser/lectures on his early HIV research at Wistar Institute
FRIENDS OF PHILADELPHIA MUSEUM OF ART-(’81-‘90)
-1-Junior Committee-assisted on Wednesday open house
2-Assisted on famous “Limo Scavenger Hunts”
PHILADELPHIA VOLUNTEER LAWYERS FOR THE ARTS-(’81-97)
1-Long Time Volunteer-artists’ tax returns & 501-C-3 formations
PHILADELPHIA COMMITTEE FOR THE HOMELESS-(’81-’90)
1-Founding Co-Chair-Junior Committee
PAN AMERICAN SOCIETY OF PHILADELPHIA-(’81-’97) This is a 501-C-3 founded during WWII to strengthen ties between the US and Latin America via 2 way cultural exchange programs and 1 way scholarships here to the US.
1-Long time Board member
2-Fundraising & Scholarship Committees
COMBS COLLEGE OF MUSIC-Phila.(’85-95’)
1-Long time Board member
2-Learned, then handled personally, all aspects of all accreditation (and related) filings with Middle States Commission on Higher Education
3-Special Assistant to Board President Mario Mele-longtime (Republican) Chairman, Montgomery County Commissioners- including:
a) successful $100K grant app to PA Dep’t of Ed, and
b) sole responsibility for successful $35K de-accession of 25 grand pianos
LOG CABIN REPUBLICANS (’90-’97)
1-Co-Founder-Phila. & PA Chapters
2-Long time board member, V.P., & President-Phila. Chapter
3-Extensive Fundraising & Lobbying-Hate Crimes Project
4-Founded & Chaired Fashion Night event
B.A.S.S.-(Butte Aids Support Services) (’03-’19)
1- Chaired, Hosted, and paid all expenses for a “Cabaret Night” fundraiser at Passmore House, successfully raising $4,200 net (their single largest amount at any one event) for their Emergency Needs Fund
2-Hosted and donated patron pre parties for most/all their major fundraising
3-Hosted & donated New Year’s event for BASS and “Raise the Roof”/Cutler Theater
PRIDE FOUNDATION-Montana Office (esp. scholarship fund)
1-Hosted and underwrote successful local Xmas event at Pioneers Club
2-Created extensive “hit list” (with relevant personal details) of names of potential local donors to use for targeted donation campaign
3-Hosted and paid for several events, including initial meet & greet with new Executive Director for Montana
I.S.C.S.M.-Missoula
1-Long time supporter/donor to their “Rosalinda de la Luna” Scholarship Fund for severely at-risk & thrown away youth
C-EDUCATION
Preparatory-
The Fay School-Southboro MA (Classes of ’69 & ’70)
The Episcopal Academy of Philadelphia (Class of ’73)
University-
Trinity University-San Antonio, TX (Class of ’77)
University of Arizona-B.A.-Pol.Sci. (Class of ’77)
Law School-
Dickinson School of Law-J.D. (Class of ’80)
Graduate School-
American College of Financial Services-Bryn Mawr, PA (’82);
studied life insurance “Super Trusts” under their inventor, Prof. Stephen Leimberg, as well studying charitable lead & charitable remainder trusts.
Graduate Law School
Temple University Graduate School of Law-LLM-Taxation & Estate Planning (Class of ’83) |
