Lucille Tarin and Mary Ann Sigler Stanton, will present on two programs that have been built over the past two years within University Advancement (UA) to support the entire division - - People, Success and Operations (PSO) and Strategic Philanthropy Programs (SPP) and how we work together to strengthen our shared goals. Both PSO and SPP were created three years after a division-wide reorganization, and after COVID forced Advancement to look at our organization with fresh eyes and with a new awareness of what could be accomplish and how. While the university has a human resources department, it became clear that our division of just over one hundred would benefit from oversight and coordination at a more granular level.

PSO is responsible for:
• Talent Strategy
• UA Employee Engagement & Culture
• Professional Development & Performance Management
• Operations
• UA Success - Objectives & Key Results

Our fundraising arm moved into an individual top level strategic philanthropy team, with 3 regional teams focused on prospects at the 100K and up level, a principal gifts team, and a brand new team, the Strategic Philanthropy Programs, Education, and Corporate, Foundation and Government Relations team. This team serves as the "sherpa" for fundraisers and focuses on:
• Onboarding new and professional development of gift officers
• Building/Maintaining resources for fundraisers
• Liaising with the university leadership regarding fundraising priorities and proposals
• Providing philanthropic support to our top level affinity based deans’ councils
• Collaborating with university communications on all philanthropic communications
• Corporate, Foundation & Government Relations
• Affinity based fundraising when leadership level prospects are involved

We will review the hows and whys of these new departments, the impact on the division, and how we have staffed them. Ahead of the majority of the university, UA allows 100% of our staff to have hybrid work options, and a small percentage are entirely remote. UA served as a model for the rest of the university as they confronted alternative work arrangements. While walking attendees through our origination, we'll also share examples of projects upon which we have collaborated.

Your next wave of volunteers, ambassadors and lifelong supporters are in your admissions pipeline now – are you engaging them with the big picture in mind? Parent involvement at school is critical to your institution’s enrollment and development goals, and building a culture of parent participation starts with every family’s first inquiry. In this session, learn how Penn Charter cultivates relationships with new parents, beginning with the application process and continuing throughout a family’s first year. We’ll discuss the ways we’re building a solid partnership between our Admissions and Development teams by centering the needs of incoming and new families, leading to increased parent giving and continuously strong enrollment and retention rates.