Virtual Workshop

October 3, 2024 | Noon - 2:00 PM ET

Making the Ask Workshop | This online workshop will not be recorded; it will be presented live only.
For many, making an ask for support is the most daunting aspect of development. But with preparation and practice, your confidence and comfort will increase dramatically. Practice making the ask during this interactive online workshop. Perfect your pitch while role-playing various scenarios with peers in breakout groups. 

David Smith, Principal, David Smith Consulting
 

On-Demand Sessions

Culture of Philanthropy
This presentation explores the topic of philanthropy at schools and aims to provide insights on what a culture of giving is, why it is important, and how to create a culture of giving within educational institutions. The presentation will provide actionable tips for building a culture of giving in schools and as well as a discussion about the role of school Heads and Boards in promoting philanthropy.

Caroline Baugh, Chief Advancement and External Affairs Officer, Taipei American School 
Kevin Yaley, Head, Francis Parker School

From Annual Fund to Endowment: Building a Mature Fundraising Strategy
This session examines traditional elements of annual giving as well as the paradigm shift to current trends in annual giving. It also reviews capital campaigns and provides a thorough analysis of endowment.
Peter Gallo, Director of Development, Landon School

Leadership Giving and Campaigns
This session equips school heads with the essential elements of a successful campaign, including the case for support, volunteer leadership, prospect management, and closing the big gifts. Learn how to assess the readiness of your fundraising team, board, and community in preparation for a capital or endowment campaign.
David Smith, Director of Advancement, Saint Ann’s School

Integrated Advancement: A CASE Schools Toolkit for Sustainability
What is advancement integration, why does it matter, and why it matters even more now? Let’s prepare practices to start now.
Caroline Baugh, Chief Advancement and External Affairs Officer, Taipei American School 
Gustavo Segui, Director of Marketing and Advancement, International School of Curitiba

Good to Great: Strengthening the Relationship Between the Head of School and the Director of Development
While not every Head is born a great fundraiser (much less ever aspiring to be one), each possesses an abundance of talents and skills that can be leveraged into increasingly effective fundraising strategies. More than any other person in the School, the CAO wields unique and significant influence in both moving your Head from good fundraiser to great fundraiser, and, of equal importance, positively supporting the most critical relationship in the School—namely, the relationship between the Head and the Board Chair. More than any other member of the senior level team, the CAO partnership will have a greater and more lasting impact on the health and sustainability of the school in areas that extend well beyond fundraising. In this session, we will look deeply into the powerful partnership between the Head and CAO and learn how within the partnership the CAO can effectively manage-up and set the Head up for success in fundraising, board relations, and strategic planning. We will also explore things to consider when managing a CAO and your advancement operation. Gain insights and identify critical ways for building this relationship and learn ways to optimize, empower, encourage, and support each other to advance your institution.
David Smith, Director of Advancement, Saint Ann’s School
Kevin Yaley, Head, Francis Parker School

Metrics of a Strong Advancement Team
How to have intelligent and informed 1:1 meetings with your Advancement Director (AD), understand what key performance indicators a Head should keep his or her eye on, and what your board will expect to see from meeting to meeting. This session is designed to take new Heads from a general sense of what goes on in the advancement office to a deeper knowledge of the season to season and month-to-month KPIs that indicate the strength of your advancement team and position.
Teresa Weber, Former Director of Advancement, Hackley School

Using Data to Identify and Eliminate Pervasive DEIB Systemic Barriers in Advancement
As part of the CASE OIC: Opportunity and Inclusion Center’s work, CASE is determined to identify and eliminate pervasive systemic barriers. We’ll cover two components of the OIC’s DEIB capacity building services–the CASE Advancement Inclusion Index and CASE Executive Advisor Program. Participants will learn how both can be used to support professional development for leaders, enable a better understanding of a diverse workforce and diverse engaged alumni, and enhance retention of leaders with diverse lived experiences.
Benjamin Fiore-Walker, Senior Director for the Opportunity and Inclusion Center (OIC), CASE