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CASE-NAIS Independent Schools Conference 2024
CASE-NAIS Independent Schools Conference 2024
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4:15 PM - 5:15 PM CT
Maintaining Advancement Momentum Through Leadership Transitions
As schools are challenged to maintain fundraising momentum through leadership transitions, hear how The John Cooper School has strengthened partnerships and accelerated its fundraising efforts to meet pressing capital needs and strategic objectives while onboarding a new Board Chair, Head of School and Chief Advancement Officer over the last 18 months.
Speakers: Beth Griffith, Chair, Board of Trustees, The John Cooper School, Stephen Popp, Head of School, The John Cooper School, Christen Wilson, Chief Advancement Officer, The John Cooper School, Dawsey Romero, Director of Advancement, St. John's School
Competencies: Strategic ThinkingLeadership
Topics: Major gifts
4:15 PM - 5:15 PM CT
Build your Bench: A Comprehensive Annual Giving Approach
Creating a motivated and excited community of donors doesn’t have to be difficult.
Though your constituents contain a wide group of ages, genders, ethnicities, and relationships to your institution, not every initiative needs to appeal to them all. That’s why you need a set of strategies as diverse as your base. Join us and learn how Proctor Academy built their calendar of events and initiatives to appeal to specific donor-groups. With four major events and appeals, both in-person and online, from an Annual Golf Tournament to their 1848 Giving Challenge, Proctor was able to meet and exceed their participation and annual fund goals and you can too.
With a new outlook on fundraising and engagement your school is a mindset shift away from replicating the success seen by Proctor Academy.
Though your constituents contain a wide group of ages, genders, ethnicities, and relationships to your institution, not every initiative needs to appeal to them all. That’s why you need a set of strategies as diverse as your base. Join us and learn how Proctor Academy built their calendar of events and initiatives to appeal to specific donor-groups. With four major events and appeals, both in-person and online, from an Annual Golf Tournament to their 1848 Giving Challenge, Proctor was able to meet and exceed their participation and annual fund goals and you can too.
With a new outlook on fundraising and engagement your school is a mindset shift away from replicating the success seen by Proctor Academy.
Speakers: Keith Barrett, Director of Development, Proctor Academy, Holman Gao, Founder & CEO, Boost My School
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 3
4:15 PM - 5:15 PM CT
Making the Ask...Inclusively-- All of the Steps that You Need
What does it mean to lead a philanthropy program that aligns with your school's values? Can philanthropy be inclusive and transformative at the same time?
Philanthropy is a powerful display of community engagement and when fundraisers lead with the school's values, the act of giving can foster a sense of joy and belonging for all members of the community. This session will inspire senior fundraising professionals, heads of school, and trustees to work in partnership to make all donors feel seen and valued. Attendees will walk away with tools for making the ask inclusively - honoring the donor and the needs of the school.
Speakers: Lauren Thornhill, Executive Director of Institutional Advancement, The Hamlin School, Tesha McCord Poe, CEO and Founder, Joy-Raising LLC
Competencies: Integrity and ProfessionalismLeadership
Topics: Diversity & InclusionMajor gifts
4:15 PM - 5:15 PM CT
Moving from Galas and Gimmicks to Being a Place Where Fundraising Can Thrive
Presentation High School was ready to let go of the complicated, old-school fundraising practices their community had relied on for decades. Their advancement team needed a simple yet elegant way to increase their fundraising capacity without all the clutter that comes with traditional models. Responsive Fundraising’s Three Lanes approach was exactly what they were looking for: a framework that could bend and flex as they matured their fundraising effort. In this session, Presentation’s President, Holly Elkins, and Chief Advancement Officer, Danna Davis, along with Responsive Founder, Jason Lewis, will share how the Three Lanes have afforded Presentation’s team clarity of purpose and clear performance indicators with an intuitive, relationship-centered approach to increasing fundraising capacity.
The Three Lanes approach is not a rigid prescriptive plan; rather, it is a below-the-surface understanding of how effective fundraising really works. In addition to providing a framework for planning and evaluating the program’s overall performance, the Three Lanes approach addresses common roadblocks that organizations encounter in their efforts to create a place where fundraising can thrive. All participants in this session will leave with an understanding of this approach, ideas for implementing it with an existing team, and metrics you can start tracking immediately.
The Three Lanes approach is not a rigid prescriptive plan; rather, it is a below-the-surface understanding of how effective fundraising really works. In addition to providing a framework for planning and evaluating the program’s overall performance, the Three Lanes approach addresses common roadblocks that organizations encounter in their efforts to create a place where fundraising can thrive. All participants in this session will leave with an understanding of this approach, ideas for implementing it with an existing team, and metrics you can start tracking immediately.
Speakers: Holland Elkins, President, Presentation High School, Jason Lewis, Owner, Responsive Fundraising
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
4:15 PM - 5:15 PM CT
Engaging Grandparents on Grand Day
Grandparents are a key constituency for independent schools, and yet they are rarely on our campuses. In an effort to engage our grandparents near and far as we emerged from the pandemic, our school revamped our Grand Day programming and the communications sent to grandparents throughout the year. These changes in our grandparent engagement strategy, have led to an increase in grandparent philanthropic giving. Join this session, to learn how to leverage existing programs to engage your grandparent population not just on Grand Day, but throughout the school year!
Speakers: Claire Fallat, Development Engagement and Alumni Manager, University Prep
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Special Events
4:15 PM - 5:15 PM CT
Creating a More Inclusive Advancement Organization Through Increased Cultural Competency
In an increasingly diverse and interconnected world, fostering inclusivity is not just a virtue but a strategic imperative for advancement organizations. This presentation will explore the critical role of Cultural Competency in achieving inclusivity and how it significantly enhances how schools approach the work of advancement. Cultural Competency or Cultural Intelligence (CQ) is the ability to understand and adapt to different cultural perspectives, enabling schools to foster inclusivity, connect with a broader audience, and build stronger relationships with their constituencies. In this insightful presentation, you will gain a clear understanding of how Cultural Competency can transform your advancement organization into a more inclusive and effective entity. You'll gain valuable insights into enhancing engagement, ultimately leading to increased support and success for your school. Join us in this transformative journey toward a more culturally intelligent and inclusive future.
Speakers: Ben Fiore-Walker, Sr. Director of the Opportunity and Inclusion Center, Council for Advancement and Support of Education
Competencies: Relationship BuildingGlobal and Cultural Competence
4:15 PM - 5:15 PM CT
International Engagement and Philanthropy - From Aspiration to Transformation
In a world transformed by the pandemic, rising global conflict and economic uncertainty why should we commit people and resources to global engagement and fundraising ? This session will examine global trends in philanthropy, where best focus your international engagement and fundraising, and building cross-generational transformative philanthropic relationships. With professional experience across six of seven continents this session will share practice from countries such as The United Kingdom, France, Switzerland, Germany, Spain, South Africa, Saudi Arabia, The United Arab Emirates, Qatar, Bahrain, Oman, Turkey, Cyprus, India, Thailand, Australia, New Zealand, Hong Kong, China, Japan, Taiwan, Malaysia, and Singapore.
Speakers: Oliver Jackson-Hutt, Director of Development, Shrewsbury School, Thomas Moore, Director of Advancement, The Kinkaid School
Competencies: Relationship BuildingGlobal and Cultural Competence
Topics: Major giftsParent engagement
4:15 PM - 5:15 PM CT
Parent Engagement Feedback
Join CASE experts for a highly interactive and collaborative session to give us your feedback about parent engagement. CASE has successfully launched the Alumni Engagement Metrics Survey, but how might this framework translate to the vital work you do every day with parents? How might benchmarking data in this area improve your practice? Give us all your thoughts! We want to ensure parent engagement professionals have what they need; join us to help us fill in the gaps in our understanding so we might provide you with the resources critical to your work.
Speakers: Jenny Cooke Smith, Senior Director of CASE Insights Solutions, Council for Advancement and Support of Education (CASE), Crickett Kasper, Director, Schools, Council for Advancement and Support of Education, Ann Lefeve Snyder, Senior Director, Communities Engagement, Council for Advancement and Support of Education
Competencies: Strategic ThinkingBusiness and Financial Acumen
Experience Level: All Levels
Topics: Parent engagement
9:00 AM - 10:00 AM CT
Shattering Fundraising Goals in Challenging Times: A Blueprint for All Schools
With intensive planning, The Kinkaid School was able to launch the largest capital campaign in the School’s history in October 2021, just 15 months after a new head of school took office in the midst of COVID-19 and societal unrest. Kinkaid’s head of school and chief advancement officer will share lessons learned in communications, board relations, volunteer engagement, and advancement staffing which helped secure $120 million in pledges in only 22 months. This remarkable progress convinced the board to confidently increase the working goal from $125 million to $180 million, a number just $20 million less than the total the community had given in the 115 years before the campaign commenced.
Speakers: Thomas Moore, Director of Advancement, The Kinkaid School, Jonathan Eades, Head of School, The Kinkaid School
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 5
Topics: Major giftsTalent Management
9:00 AM - 10:00 AM CT
A Perfect Circle: The Venn Diagram of Communications and DEI
Quality communications work resonates with a broad swath of constituents and brings everyone into the conversation - it makes everyone feel included. How often, though, have you crafted a social media campaign, a print magazine, an admission or marketing piece, a video, only to hear from your Diversity, Equity, Inclusion, and Belonging team that you shouldn't use it? Or even worse, you didn't ask them for feedback and ended up hearing from a segment of your community that you missed the mark and possibly alienated a group of families or alumni? When the DEI and Communications offices hold up mirrors to each other's programs, it supports a culture of belonging. In this session, we will discuss not only the importance of fully integrating a DEI lens into your communications work, but best practices for creating a culture that allows both programs to thrive.
Speakers: Richard Coco, Director of Communications, St. Andrew's Episcopal School, Lorraine Martinez Hanley, Director of Professional Growth and Studies, St. Andrew's Episcopal School
Competencies: Strategic ThinkingGlobal and Cultural Competence