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CASE-NAIS 2022 Sessions
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Strategic Planning for a New Era
The session is designed to provide participants with the context and tools they need to gain a clearer picture of the future and to develop an effective strategy for a new era. Tim Fish will share insights on practical ways for heads of school, their boards and advancement teams to approach problem framing and to engage in strategic design that supports long-term sustainability and fund-raising. Practical case studies from a few schools will also be shared.
Tim Fish, Chief Innovation Officer, National Association of Independent Schools
Building Your Annual Fund Case for Giving
Whether you are running a highly successful annual fund or just starting out, you can’t create your next Case for Giving without accounting for the last two years of dramatic change. Join us to explore what you should know before reformulating your next Case for Giving. How you define the compelling elements that inspire giving matters, and we're here to help!
Chris Pryor, Director of Business Development, ISM and former Assistant Head of School for Advancement and External Affairs, Congressional School (VA).
Institutional Strategy + Economics: 10 Dimensions of Philanthropy Net for Near and Long-Term Institutional Sustainability
Running a school is like running a state. What resources do you consume in the present versus conserve for the future? 15 years from now will your school’s choices be more & better, comparable, or fewer & worse? What actions can you take in the next five years to improve those choices?
The vital signs of general health for individuals — temperature, pulse, blood pressure, respiration, oxygen saturation and blood sugar. The vital signs of institutional sustainability for schools — program revenue, program expense, grants, advancement net, endowment net, operating contribution, and capital maintenance.
Explore with a management consultant in institutional economics 10 dimensions of philanthropy net for deep board/management dialog and discourse. Investigate student population, market position and meaningful philanthropy. Analyze and assess near and long-term performance of institutional sustainability.
Session provides institutional sustainability analytics for more than 1000 schools including: (i) key segments (K-12, primary, secondary, boarding) and (ii) individual schools (via code). To include your school in the presentation materials, please email [email protected] by Mar 30 (filed Form 990 with $5M+ program revenue).
William Kummel, Principal, Rational Partners
Building Consensus, Building Your Brand
A great school is a complex organism, with competing priorities, contrasting strengths and an array of idea champions. Marketing and communications and leadership teams can sometimes struggle to come to agreement on how best to distill the richness of their school into a clear, coherent brand platform. Challenges arise when teams attempt to start with selling points (e.g. programming, facilities, etc.) rather than the school's foundational values and mission. Successful brand development teams start with the "whys" in order to find common ground on the "whats." This session will provide a working model for building team consensus around your school's principles and purpose in order to build a branding program that resonates with both internal and external audiences. This session will include a case study and a workshop activity.
Lisa E. Grider, Director of Advancement and Strategic Initiatives, Trinity Valley School, Shelly Peters, Principal, CRANE, and Renee Walker, Director of Communications and Marketing, Newark Academy
Big Impact Stewardship with Small Shop Resources
COVID-19 made many traditional stewardship and donor engagement traditions impossible. Gone were the parties, group gatherings, and visits to classrooms. So what’s a small development shop to do?
The team at Pike responded to this challenge by quickly and creatively building new stewardship opportunities to engage donors, shine a bright light on impact, and provide a much-needed sense of community. This included launching the school's first-ever podcast (a four-part series examining how Pike was paving the way for student learning and growth in unprecedented times), offering "live looks" into busy classrooms during the annual day-of-giving, hosting a 2-day symposium about the future of learning (with nationally recognized experts), and more. All on a minimal budget with a three-person Advancement Team.
In this session, Rod, Donna, and Elizabeth will share what it took to reimagine stewardship at Pike in 2020. You’ll hear what they learned, where they succeeded (and a few places they didn’t), and which of the new efforts were so impactful that they’re already including them in post-pandemic stewardship plans.
Rod Boyer, Director of Advancement, Elizabeth Fitzsimons, Associate Director of Development, and Donna Richards, Advancement Services Coordinator, The Pike School
Strategic Planning Fundamentals
Ideally, all fundraising and advancement initiatives support a school's strategic plan. The strategic plan supports the mission of the institution. They are all tethered in a way that helps prioritize energies, organize staff and volunteers effectively. Institutional success becomes clearly defined and prioritized. Passionate enthusiasm is garnered through this critical visioning process. Boards and administrators unite around lofty, purpose driven goals that ask not just what we do, but why we do what we do. Boards and senior executives are more passionate around goals that they help create.
Mark Dini, Chief Advancement Officer, St. John's School and Mark Rodriguez, Board Chair, St. John's School
The Road to DEIB in the Advancement Space: The CASE Opportunity & Inclusion Center
Established in 2021, the CASE Opportunity and Inclusion Center (OIC) exists to provide a body of work and services to assist advancement professionals enhance their proficiencies in serving more diverse university communities. In this session, schools will learn about the DEIB tools and resources that CASE and the OIC can offer in addition to DEIB strategies for advancement professional growth and organizational change.
Benjamin R. Fiore-Walker, Ph.D., Sr. Director of the Opportunity and Inclusion Center, Council for Advancement and Support of Education
What We Have Learned During the Pandemic: Strategies to Keep
The last 18 months have been difficult for everyone but there are strategies that we have learned that we will want to put in our advancement plans as we prepare for the new normal. How will we engage with our alumni and will travel be what it was before the pandemic? How will we solicit our alumni and parents for major gifts? Will our events be virtual or in-person and how did the pandemic change our way of thinking?
Jessica McPherson, Advancement Associate, Susan Parent, Director of Annual Giving and Special Projects, Grace Young, Advancement Associate, Robert Zaiser, Director of Institutional Advancement, and Jeff Zemsky, Head of School, Moravian Academy
Building an Inclusive Advancement Operation
Georgetown Day School (GDS) was founded 75 years ago as the first integrated school in Washington, DC and its longstanding commitment to diversity, equity, and inclusion is grounded in that history. GDS’s Advancement operation reflects that commitment and considers diversity, equity, and inclusion in all of its practices. From choosing its words and photos intentionally, to recruiting, engaging, and uplifting its volunteers and staff, to celebrating its diverse community at every turn, GDS is leading the way. Join GDS Advancement leaders Lynn McNair and Lindsey Jacobson with CCS Fundraising executive, Allyson Reaves, in a discussion about not only supporting diversity, equity, and inclusion, but weaving into the fabric of your advancement operation and institution.
Lindsey Jacobson, Associate Director of Development, Georgetown Day School, Lynn McNair, Chief Advancement Officer, Georgetown Day School, and Allyson Reaves, Senior Vice President, CCS Fundraising
Creating a Virtual Tour on a Shoestring
You can be a hero to your end users, your colleagues and community through the power of a virtual tour! Learn how to put together an engaging self-directed virtual tour using in-house resources. Uncover how to best utilize your school's assets to create a sustainable production that will make users feel like they are on a campus tour with you. A new way to introduce the end user to your community, a virtual tour is a great way to both acquaint and reacquaint target audiences with your institution. The tour also builds your admissions funnel and engages alumni. In this session, we will share how we put together a cost-effective award-winning virtual tour with minimal resources—you can even make one using just your cell phone—and provide tips and tricks to provide your constituencies with a high-quality interactive experience for a low cost while mining the data provided by the platforms.
Jen Jordan, Marketing and Communications Manager and Cathy Morrison, Associate Director of Marketing and Communications, The Bishop's School