Confidential CANDIDATE SUMMARY SEQUOIA HC DISTRICT CHIEF EXECUTIVE OFFICER SEARCH PERSONAL INFORMATION Lee B. Michelson 2337 Ticonderoga Dive San Mateo, CA 94402 (650) 931-4239 Email: ldmichels@comcast.net EDUCATION Lindenwood University, St. Charles, MO Masters of Arts, Health Administration Webster University, St. Louis, MO Bachelor of Arts, Social and Behavioral Sciences MOST RECENT PROFESSIONAL EXPERIENCE (see resume for additional information) 2007 – Present: Executive Director San Mateo County Health Foundation San Mateo, CA 2004 – 2006: Vice-President, Development and Communications Ronald McDonald House of Charities St. Louis, MO 1999 – 2004: Vice-President, Development St. Louis Sports Commission, St. Louis, MO 1991 – 1999: Executive Director Caring Program for Children, Missouri 1993 - 1999: Director of Community Relations Blue Cross Blue Shield of Missouri, Missouri Lee B. Michelson 2337 Ticonderoga Drive (h) 650.931.4239 San Mateo, California 94402 ldmichels@comcast.net Professional Summary Highly experienced executive with significant fundraising, programming, public relations, community relations, corporate giving, board development, strategic planning, budgeting, and staff management skills. Excellent communicator and results driven leader. Professional Experience San Mateo County Health Foundation Executive Director 2007-present • Serves as chief executive officer of the Foundation overseeing fund raising, communications, Board/staff relationships, granting and fiscal management. • Developed the Keller Society major gifts program. • Oversaw the granting of more than $7 million dollars in program support. • Manages all special events and donor recognition programs. • Serves as chief spokesperson for the Foundation and have made numerous presentations to community organizations. Ronald McDonald House Charities in St. Louis 2004 to 2006 Vice-President, Development and Communications • Served as chief development and communications officer, coordinated all giving, special events, donor management programs and both internal and external communications. • Managed 2005 Golf Tournament that raised $536,000 and 2006 Tournament that raised $585,000. • Managed 2005 Kids and Clays Tournament that raised a record $203,000 and 2006 event that raised $260,000. • Coordinated 2004 Holiday Direct Mail Program, 2005 Summer Direct Mail Program, 2005 Holiday Direct Mail Program and 2006 Summer Direct Mail. Campaigns raised highest net figure in organization’s history. • Oversaw the re-development of website, newsletter, brochures and several other publications. • Served as staff liaison to board of director’s development and communication committees. Also served on planned giving committee. • Secured major corporate gifts to support the Ronald McDonald Family Room at St. John’s Mercy Medical Center. St. Louis Sports Commission 1999 to 2004 Vice-President, Development Served as Chief Development Officer for the organization, coordinating all giving and donor management programs. • Developed and led the corporate Partnership Program resulting in raising more than $500,000 per year. • Developed and led the Membership Program, which resulted in raising more than $70,000 per year. • Managed and developed the Baseball and Football Forecast Luncheons, which raises in excess of $40,000 per year. • Coordinated the selling of more than $100,000 in patron sponsorships at the Missouri vs. St. Louis University basketball game. • Coordinated the selling of more than $75,000 in tickets and table sales for the Century of Sports Celebration. • Sold more than $150,000 in sponsorships of the University of Missouri vs. University of Illinois football game. • Wrote the ten-year strategic development plan, establishing organizational goals, strategies and yearly tactics. • Was responsible for meeting and exceeding annual revenue budgets, as well as monitoring income and expenses on a monthly basis. • Sold corporate sponsorship packages for several NCAA championship events, including Men’s Final Four. Caring Program for Children 1991 to 1999 Executive Director Served as the Chief Executive of the organization, which assisted more than 50,000 Missouri children. • Raised more than $1,000,000 annually to support the administrative and programming needs of the organization through grant writing, golf event management, an annual dinner and a variety of donor programs. • Coordinated the administration of providing health care to more than 50,000 uninsured children throughout an 85 county region. • Developed and coordinated provider relations with more than 1,000 physicians, 100 hospitals, numerous clinics and other health care institutions. • Supervised the recruitment of eligible uninsured children through contacts with the Missouri Department of Social Services, the St. Louis Public Schools and dozens of public and private not-for- profit organizations. • Supported the development of the Board of Directors, coordinated all board meeting materials, helped recruit and train new board members. • Responsible for establishing and monitoring annual budget, assuring sufficient income to meet all personnel, administrative and program expenses. Blue Cross Blue Shield of Missouri 1993 to 1999 Director of Community Relations Responsible for gifts and grants coordination, community programming, sponsorship and United Way campaign. Handled these duties in addition to serving as Executive Director of the Caring Program for Children. • Coordinated the annual corporate giving program that distributed more than $200,000 annually to various not-for-profit organizations in the social welfare, health care, art and education fields. • Annually led the corporate United Way Campaign and served as a United Way community spokesperson. • Developed the annual strategic plan for evaluating donor requests, distributing funds, and assessing program results. • Served on the board or leadership committees of the March of Dimes, Cystic Fibrosis Foundation, St. Louis Ambassadors, and National Council for Youth Leadership, Senior Olympics and other not-for- profits. • Represented Blue Cross Blue Shield as the community spokesperson. Education Master of Arts, Health Administration; Lindenwood University Bachelor of Arts, Social and Behavioral Sciences; Webster University Related Professional Information Association of Fundraising Professionals member- Golden Gate and Silicon Valley chapters Development Executives Roundtable member- San Francisco chapter Planned Giving Council Northern California member Presenter on special events and corporate giving at several fund raising conferences and workshops. Submitted by Lee Michelson MAKING AN IMPACT The next few years provide the Sequoia Healthcare District the opportunity to continue supporting good works and to define the impact it hopes to have on the health and welfare of the residents. No organization has the time, talent or treasure to be all things to all people and must focus on defining its priorities and determining the outcomes it would like to achieve. As partnering health care providers becomes more strapped for operational dollars, they will turn to sources of funds like the District to help them meet their basic challenges. How will the District respond? Will the district wish to be reactive to the demands of those in difficult financial circumstances or will it wish to set its own agenda determining exactly to whom it wishes to help the most and in what ways? Each granting or supportive organization must ask itself and those that they are helping the basic question: “So what?” More specific questions are: o How is the money that we are spending helping? o Who is it helping? o How is it changing lives? o How is it making the community better? o What are the long-term positive effects? o What would happen if we did not fund the project? When we have answers to these questions and can see the positive impact of the District funding, we can communicate clearly the value of our work to the constituents who provide the ongoing tax dollars. It is the District’s obligation to inform them of not only what it is doing with the revenue, but why it has chosen the specific projects and how they as citizens are benefiting. As the Executive Director, I would work closely with the Board of Directors to draft a series of impact goals. These would be communicated to our prospective partners. All requests would be evaluated against these criteria. We would expect measured outcomes, and would recognize and reward success. We would actively and regularly inform those that have put their trust and hard-earned dollars in our hands. As tax revenue becomes tighter and the demands for services grow, not only in health care, but for all social needs, it will become increasingly important that the District be able to demonstrate its value and importance. Wise choices must be made and communication of our success must be wide-spread and frequent. There is nothing more important to me than having the opportunity to make a positive and meaningful impact on the health and welfare of the community. It is truly a gift to be taken seriously and thoughtfully. As the Executive Director, I would work to achieve this goal above all others.