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MARK E. SULKIN 1195 Somerset Drive Glenview, IL 60025 (847) 204-2124 http://twitter.com/markesulkin

msulkin@gmail.com http://www.linkedin.com/in/marksulkin

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FUNDRAISING – MAJOR GIFTS – PLANNED GIVING – CAPITAL CAMPAIGNS Major Gift Officer with extensive background in Annual and Capital Campaigns, Major Gifts, Planned Giving, Alumni relations, and Board Development. Significant experience in relationship management, prospecting, stewardship and cultivation, event management, board of director governance and leadership and volunteer recruitment. In depth experience counseling high net worth clients with long term planning needs. Created strategic marketing and promotion plans, oversaw administration and budgets and leveraged major donor contacts with MBA in Finance and Marketing. Volunteer for American Red Cross; Give Back Chicago and World American ORT. __________________________________________________________________________________

PROFESSIONAL EXPERIENCE Senior Development Officer, Major Gifts

2010

Northern IL Food Bank, St. Charles, IL. July-September, 2010, temporary assignment Created strategic major gift initiative covering budget, goals, and performance measures. Utilize Blackbaud Target Analytics, Raiser’s Edge, ProspectPoint, WealthPoint and ResearchPoint tools and iwave PRO Prospect Research ONLINE. Generated screens identifying major gift likelihood, target gift ranges and Echelon scores. Generate formal Moves Management guidelines, implement planned giving program and determine major giving propensity, capacity and linkage

Major Gifts Officer, Chicago, IL Interim Regional Director, Milwaukee, WI

2006 to 2009

Development Corporation for Israel, Chicago, IL •

Developed and managed a major gift portfolio of 150 prospects and donors with proven track record of identifying, cultivating and soliciting individuals at the $10,000 to $500,000 level and counseled individuals on their long term gift planning needs

Directed strategic development and stewardship plan, built strong relationships with major and leadership gift donors, volunteers, committee and board members. Increased donations 17% over a three year period

Managed budget and results of all giving programs including annual campaign and event development, major gifts, planned giving and institutional producing annual results of $7,000,000

Oversaw planning, preparation and execution of annual City-wide Medical Event which produced revenues of $2,000,000+

Independent Financial Consultant Non Profit & Institutional Investment Consultant - Employee

2004 to 2006

Robert W. Baird & Co. Inc., Milwaukee, WI •

Prospected utilizing cold calls and referrals to identify new 401(k) and 403(b) retirement plan sales opportunities and deliver finalist presentations to clients


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Mark Sulkin

Achieved annual production goal of $70MM in assets in new retirement plan accounts

Cross-sold existing client base with advisors in the $5MM-$250MM marketplace, followed up on new business opportunities, closed sales and executed on partnering initiatives

Institutional Financial Consultant/Relationship Manager Education & Healthcare Non Profit Division

2001 to 2004

TIAA-CREF; Chicago, IL •

Consultant to non-profit accounts on 403(b) & 401(k) retirement plan accounts with $50 million to $500 million in plan assets. Well versed in estate planning solutions including annuities, trusts and gift planning techniques.

Sold new business, managed client expectations, reviewed service levels, wrote plan documents and consistently was rated in the top quartile of satisfaction levels

Directed $100 million asset rollover and a new defined benefit plan conversion in excess of $50 million. Consistently rated in the upper quartile for customer service satisfaction

Clients included Loyola University, Museum of Science & Industry, Art Institute of Chicago and Froedert Children’s Hospital of Milwaukee

National Annuity Sales Manager; Non Profit Education Division Zurich Life/Retirement Solutions Group; Long Grove, IL

2000 to 2001

Built all functions of variable annuity distribution through independent advisors and developed and implemented new project plans

Drove new pricing initiatives, identified additional third party administrators and enhanced product features to strengthen the 403(b), 457(b) and 401k product line

Achieved $90 million sales budget while reducing expense ratios and increasing profits

Institutional Annuity Consultant; Non Profit Healthcare Division American Hospital Association; Chicago, IL

1997 to 2000

Led sales, service and marketing activities of 403(b) retirement plans and employee benefit products while providing support for product strategies, promotions, and sales/marketing campaigns

Sold 403(b), 401(k) and 457 plans, long term care, worker's compensation and managed disability insurance to hospitals and integrated healthcare systems

Architect of revenue model as Retirement Product Manager for agency’s largest sponsored program producing annual commissions in excess of $2.5 million

Regional Employee Benefit Sales Executive

1994-1997

Regional Employee Benefit Underwriting Manager

1991-1994

U.S.Life Insurance Company, Chicago, IL.

SAFECO Life Insurance Company, Hoffman Estates, IL.

EDUCATION: Keller Graduate School of Management, Chicago, Masters in Business Administration, (MBA)


Loyola University of Chicago, Bachelor of Science,


Mark Sulkin CV