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Ongoing
Relationships
 Hockomock Area YMCA,
North Attleboro, Massachusetts
Serving 15 area towns, the Hockomock Area YMCA has four branches, 32,000 members, and an annual revenue exceeding $15 million. For more than eight years, Mario has consulted with the YMCA on its two largest capital campaigns, its comprehensive marketing programs, its communications efforts, and its annual giving program—the Reach Out for Youth & Families Campaign.
Mario’s hands-on approach to annual giving involves mentoring staff, partnering with volunteers, and guiding the organization on topics such as database management, direct mail marketing, communications and promotions, printed collateral material, campaign systems and structure, special events, and overall annual campaign strategy.
Annual giving in all its forms is one of Mario’s specialties. He learned the fine art and craft of annual appeal while employed at the University of LaVerne, the California Institute of Technology (Caltech), and the American Cancer Society—putting into practice state-of-the-art annual giving techniques and tactics that have raised millions of dollars.
Cape Ann Priority, Inc. (CAPI), provides 24/7 transportation to seniors in a dignified, trusted, and safe fashion to the greater Cape Ann communities of Massachusetts. With hubs in Cape Ann, Newburyport, and Salem, CAPI will use volunteer and paid drivers to transport senior citizens throughout the region, employing a proprietary, state-of-the-art computerized reservation system developed by iTNAmerica, the first and only national non-profit transportation system serving America’s aging population. The model marries the power of information technology and the strength of local, grassroots support and involvement to meet the emerging needs of the nation’s aging population.
Under the public policy rubric of social entrepreneurship, CAPI, a pre-affiliate of iTNAmerica, provides critical social services, helps drive local economies, build communities, and maintains an important sense of connectedness between seniors and their families, friends, and neighbors.
 YMCA Southcoast, Gleason Family YMCA
Wareham, Massachusetts
We are pleased to once again be working with YMCA Southcoast, an association with five branches serving southeastern Massachusetts. After successfully completing the capital campaign for the brand new Gleason Family YMCA, located in Wareham, we are back consulting on the second phase expansion.
 Boys & Girls Club of New Britain, located in New Britain, CT
We are thrilled to be working with the volunteer and staff team at the New Britain Boys & Girls Club on its feasibility study and pre-campaign plans. Working along side a Boys & Girls Club executive director and members of its board of directors is always a fun project, allowing us to make a street-level impact on our communities’ youth. Neighborhood resources as critically important as Boys & Girls Clubs not only warms our hearts, but allows us to build long term capacity for our community organizations.
Hockomock
Area YMCA, Foxboro Branch and Mansfield Arts & Education Center
Campaigns
Mansfield, Foxboro, and Sharon, Massachusetts
Current campaign management, including feasibility study implementation
and general development guidance, for a multi-project $6 million
capital campaign. This campaign’s ongoing success is indicative
of how a well-honed client
partnership can work so well.
Systems
In Sync located in East Thetford, VT
Creation of all marketing collateral including a website for a
start-up consulting firm in central Vermont. Serving educational
administrations and non-profit organizations, this “systems
thinking” firm required a fresh look and corporate identity
that would attract clients and explain clearly how systems thinking
can create or adapt to organizational change.
 YMCA
of Central Massachusetts located in Worcester, Massachusetts
Partner with senior staff and Board members to execute a successful
capital campaign for Boroughs Family Branch, Greendale Branch,
and Central Branch YMCAs; in addition, provide guidance and counsel
on membership
marketing, Association-wide marketing and media planning, and
general income development operations.
 "Mario,
I, for one, appreciate your commitment to this. We can all do more than we do, but the good news is that even small steps can add up. I try, both personally and professionally, to do my part, particularly through recycling, and I try to instill this in my kids. Thanks… always glad to pay the very modest surcharge*."
Donald G. Dufault, Vice President
Financial Development & Communications
YMCA of Central Massachusetts
*In 2007, our five clients joined the i team in helping to offset
carbon emissions associated with our consulting services.
Past Relationships
 In 2008 and the beginning of 2009, Mario was instrumental in assisting the Gottschall Autism Center through their early stages of development, working with their board members and founders to create a new organizational structure, define their markets, plan their strategic approaches, and begin to develop important long-term relationships.
The Gottschall Autism Center will provide an individualized biomedical, nutritional, and parent educational program. Families are given the opportunity to relax and reclaim their optimism in a respectful, loving environment. No one else can match the experience and dedication of a parent. We seek to empower parents by giving them the tools they need to help their child work towards health.
Vermont
Student Opportunity Scholarship Fund located in Williston, VT
Since 1998, this statewide organization has provided scholarship
funds to low-income Vermont students K-8. In the second phase
of the organizations development, services provided included a
new updated identity; annual appeal
redesign and segmentation; strategic planning; major donor identification
and cultivation; and board development focusing on sustainability.
Also work on developing a community assessment study that will
point the direction for
public outreach and marketing in the future.
 girls
inc. , Lynn, Massachusetts
We
had the privilege of working with Girls Incorporated of Lynn on
a major foundation grant initiative, as part of their capital
project. Girls Incorporated inspires girls to be strong, smart,
and bold! Our i team consultants joined this fabulous organization
in its quest to inspire girls, making our next generation of females
wonderfully equipped to be successful and accomplished in life. We are honored to report that our partnership in writing and editing the girls inc. proposal to the Kresge Foundation was successful, bringing our total number of successful Kresge challenge grants to six.
 The
Vermont Association for the Blind and Visually Impaired
Brattleboro, Burlington, Montpelier, and Rutland Vermont
Executed and delivered a successful feasibility study and managed the first half of their $3.5 million capital and endowment campaign.
 The Abbott Library
Sunapee, New Hampshire
Provided pro-bono guidance and counsel for twelve months aimed at creating their marketing and public relations
program for the community and patrons, prior to a launch of a capital campaign.
Boys & Girls Clubs in New Hampshire
Nashua, Manchester, Concord, Bedford, Seacoast, and Milford, New Hampshire
Executed a comprehensive nation-wide executive search process for a consortium of six New Hampshire-based Boys& Girls Clubs, starting with the facilitation of a plan to create a statewide corporate relations program.
 Boys & Girls Club of Souhegan Valley
Milford, New Hampshire
Campaign counsel for a $4 million capital campaign to renovate a community theater on six acres and create a new,
performing arts-based Boys & Girls Club. This project included a Federal HUD grant was a part of this project’s
funding mix, working through US Senator Judd Gregg.
 Bridgton Hospital
Bridgton, Maine
Successful management of a $5.5 million capital campaign to construct a new hospital for the Lakes Region of Maine.
This successful project was the first new hospital in Maine to be built in more than 20 years and became a shining
example nationwide for rural community hospitals.
Community Coalition (RU12 Community Center, Out of the Mountains,
and Safe Space)
Burlington, Vermont
Designed and implemented a comprehensive community needs assessment and feasibility study for four social
services agencies testing whether they should merge all or part of their organizational, governance, operational,
and/or stakeholder relations activities. This diverse study included the participation of more than 250 community
stakeholders.
 Hockomock Area YMCA
Bernon Family Branch YMCA, Franklin, Massachusetts
Overall campaign direction of a $1.5 million campaign to expand the Branch. Total $4.6 million expansion project.
The Los Angeles Blind Children’s Center
Los Angeles, California
Provided pro-bono guidance and planning support for the creation of a comprehensive gift planning program, which
included marketing and volunteer advisory committee recruitment. Their planned giving program is string, and a
vital part of the long term support of this organization.
 Maine Coast Memorial Hospital
Ellsworth, Maine
Pre-campaign, infrastructure, and volunteer recruitment and development assignments, prior to handing this off to
a colleague who successfully completed the capital campaign for a new emergency room, new surgical suites, and
expanded maternity center.
Portland Public Library
Portland, Maine
Provided a comprehensive development operation audit and report on findings and recommendations for growth,
changes, and staffing enhancements. This assignment laid the groundwork for a successful City-wide funding
referendum that helped launch the capital campaign.
 Rumford Hospital
Rumford, Maine
Execution of a comprehensive feasibility study that ultimately led to recommending not to enter into a capital
campaign to build a new community hospital. This project proves that not every feasibility study ends with an
affirmative recommendation and that our work is truly professional.
The San Mateo Public Library
San Mateo, California
Provided pro-bono development counsel and advice to the development director, with an eye on beginning a capital
campaign.
Southington-Cheshire Community YMCA
Southington, Connecticut
Directed their successful $2.5 million capital campaign for YMCA Camp Sloper and the Southington YMCA branch
expansion project.
 The Trust for Hidden Villa
Los Altos Hills, California
Provided yearlong guidance to the board of directors, the executive director, and the development director on a
balanced, yet comprehensive long-term development and donor relations plan.
 Woburn Council of Social Concern
Woburn, Massachusetts
The planning and implementation of a yearlong public and donor relations campaign—aimed at enhancing the
Council’s relationships with its various stakeholders. This led to the successful direction of a $1.5 million renovation
project for the new social services and child care campus.
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