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CASE-NAIS Independent Schools Conference 2024
CASE-NAIS Independent Schools Conference 2024
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4:30 PM - 5:30 PM CT
Why Data is the 4-Letter Word Savvy Fundraisers Swear By
To fully flex your fundraising muscle, you need buy-in from both the annual giving and advancement services sides of the house. How do you achieve the alignment necessary to drive meaningful results? The devil is in the data.
GiveCampus analyzed aggregate data from 4,532 campaigns and 4,973 giving forms to identify what’s moving the proverbial needle in fundraising and what’s not. Find out from fellow K-12 fundraisers how they’re leveraging that data to drive decisions at key stages of the philanthropic lifecycle, and how they got everybody—including advancement services—to back their biggest bets.
GiveCampus analyzed aggregate data from 4,532 campaigns and 4,973 giving forms to identify what’s moving the proverbial needle in fundraising and what’s not. Find out from fellow K-12 fundraisers how they’re leveraging that data to drive decisions at key stages of the philanthropic lifecycle, and how they got everybody—including advancement services—to back their biggest bets.
Speakers: Felicity Meu, Senior Director of Partner Success, GiveCampus, Ashly Maag, Director of Philanthropy, Asheville School
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 3
4:30 PM - 5:30 PM CT
Rethinking Participation Rates
Join Ann Snyder to take a fresh look at participation rates, their impact on predictive goal setting, and whether they truly tell us anything about our fundraising or engagement programs. Think critically about what other measures might be useful indicators of strong fundraising potential and retrain your board and stakeholders to ask different questions about the philanthropic culture at your school.
Speakers: Ann Lefeve Snyder, Senior Director, Communities Engagement, Council for Advancement and Support of Education
Competencies: Relationship BuildingBusiness and Financial Acumen
Experience Level: All Levels
Topics: Annual GivingParent engagement
4:30 PM - 5:30 PM CT
A Deeper Dive to Create More Meaningful Board Engagement
Engaged Board members is not enough. Creating engagement that is meaningful to Board members is key for every school. Seeing what this means through the lens of Board members will be at the heart of this session. What is meaningful engagement, how to create it, and how it can lead to increase giving are all part of the session.
Speakers: Walt Edwards, President, Graham-Pelton, Michelle Robinson, Director of Advancement, Carrollwood Day School
Competencies: Industry or Sector ExpertiseRelationship Building
Experience Level: All Levels
Topics: Parent engagement
4:30 PM - 5:30 PM CT
Workshop on Asking for Major and Principal Gifts
There is no one script for asking for a gift of significance. Each circumstance requires its own nuanced approach. In this session we will explore the factors that have led to successful outcomes, learn about the art of listening for important ques, and better understand the process that leads up to and is part of a major gifts conversation. We will conclude with 10 takeaways to think about as you plan and execute a comprehensive major and principal gifts program. While the presentation is designed for those with the experience to manage six, seven, and eight-figure conversations, this session will be valuable to those at all levels of the advancement operation.
Speakers: Jonathan Bridge, Assistant Head of School for Advancement, University School
Competencies: Integrity and ProfessionalismRelationship Building
Experience Level: All Levels
Topics: Major giftsPlanned giving
4:30 PM - 5:30 PM CT
Strategically Transforming Your Culture of Giving
Get an in-depth view into how the French American International School and International High School of San Francisco transformed their culture of giving. You will learn how the Head of School, Leadership Team and Board of Trustees sequenced this transformation into the Strategic Plan and put the plan into actionable steps. This change in culture led to innovative everyday actions of the advancement team and their work, resulting in record-breaking fundraising and double annual giving in less than 5 years.
Speakers: Melinda Bihn, Head of School | Proviseur, French American International School, Stephen Dini, Director of Advancement, French American International School
Competencies: LeadershipStrategic Thinking
Topics: Annual GivingMajor gifts
4:30 PM - 5:30 PM CT
How to Create a Robust Alumni Program That Delivers ROI
The relationships between your school and your alumni are lifelong. Alumni are greatly influenced by schoolwide communications and there are opportunities to engage them across every facet of your operations. Whether your school is a boarding school with a large and active alumni body or a small K–6 school, a robust alumni relations program can engage your school’s graduates in every phase of their lives.
Your program should be respectful, transparent, and grounded in supporting and fulfilling your school's mission. This session will provide you with tools you can use to evaluate your program and strengthen lasting relationships with your alumni. We will share how the newly developed CASE Alumni Metrics can be used to create a robust alumni strategic plan and to evaluate your program.
Your program should be respectful, transparent, and grounded in supporting and fulfilling your school's mission. This session will provide you with tools you can use to evaluate your program and strengthen lasting relationships with your alumni. We will share how the newly developed CASE Alumni Metrics can be used to create a robust alumni strategic plan and to evaluate your program.
Speakers: Harold Brown, Director of Advancement, Cranbrook Schools, Phil Higginson, Consultant, ISM Inc.
Competencies: LeadershipStrategic Thinking
Experience Level: All Levels
4:30 PM - 5:30 PM CT
Increasing Giving and Engagement with New Parent Philanthropy Meetings
Educating new families about the importance of philanthropy at independent schools is more important than ever. At Seven Hills, we introduced New Family Philanthropy Meetings to share information about how philanthropy benefits every student, introduce our top giving priorities, invite families to participate in giving and volunteering, and identify possible parent leaders. A partnership with the Board of Trustees Development Committee and the Development Team, these meetings have become an important part of the school’s giving strategy, helping build personal connections, promote a culture of philanthropy, and have resulted in a significant increase in new family giving to the school each year.
Speakers: Daniel Murphy, Annual Fund and Alumni Relations Manager, The Seven Hills School, Amy Walters, Director of Development, The Seven Hills School
Competencies: Relationship Building
Experience Level: Level 3
Topics: Annual GivingParent engagement
4:30 PM - 5:30 PM CT
Alumni Summer Internship Program
How a board member's idea turned into a hallmark (and manageable!) summer internship program run by alumni for our students. This will be a discussion on the opportunities and challenges of starting an internship program and what the path looked like for The Kinkaid School.
Speakers: Emily Dominique, Alumni Activities Manager, The Kinkaid School
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Parent engagementSocial Media
4:30 PM - 5:30 PM CT
On the Culture War's Front Lines: Introducing a Gender Policy at a Boys' School
Questions of gender are front and center in the evolving culture wars affecting society today, and single-sex independent schools are at the epicenter as they are being asked their position on admitting and retaining students who do not fit the gender binary. When the Browning School introduced its gender policy in June 2023, it received negative national media attention as well as much heartwarming support from the school community. Come hear about how the policy was communicated, lessons learned, and how to approach this issue from an advancement perspective whether you are in a single or all gender school.
Speakers: Jan Abernathy, Chief Communications Officer, The Browning School
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
4:30 PM - 5:30 PM CT
Striking Brilliance: The Influence of Brand Equity in Independent Schools
Delve into the vital role of immersive storytelling, long-term vision, emotional buy-in, and innovative marketing driven by vision-based strategies. Discover the captivating magic that arises when these elements converge, creating powerful brand experiences that leave an indelible mark on how people view your school. Understand the significance of defining your school's brand in the Independent Schools Market, recognizing its role in driving success, differentiation, and long-term sustainability.
Speakers: Rachael Uriarte, Director of Communications, The Archer School For Girls
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
Topics: BrandingSocial Media