Women in the Philanthropic Driver’s Seat: How to Steer Funds to Your School, Elizabeth Zeigler, President and CEO Graham Pelton, Location: Parlor When reviewing potential donors, nonprofits should make sure they are leveraging the enormous giving power of women. Through analyzing research, Graham-Pelton found women are becoming more influential within philanthropy. The data from the study shows women’s philanthropy is not a trend and is here to stay. We are on a mission to break the giving glass ceiling. Participants will learn how to transform real data into real results as we explain how our research uncovered a wealth of information such as: in 84% of high net worth households, women are either the primary decision maker or the joint decision-maker about investments.-Women philanthropists place value on their giving as a statement of equality and centrality within their families. DoA/D, AF, MG
Digital Media Crash Course - Tools, Tips and Tricks, Stephanie Long, Assistant Director of Development, Buckley Country Day School, Location: Sunset 1 Join us for an interactive dive into digital communications! Learn how to translate impact stories – your school’s “Why” – across a variety of social media and communications platforms (Facebook, Instagram posts and stories, Email, Twitter, Blog, Video, LinkedIn, and more!), and engage your stakeholders in two-way conversations that empower them to participate. We’ll cover the basics of a digital communications plan, and how to execute it with tools like Adobe Spark, Canva, and iMovie that small shops (and small budgets) can leverage. If you have a success story or a learning moment, be ready to share – we’ll discuss ways schools and organizations are pushing the world of digital media and engagement forward through innovative content and new ways of interacting with stakeholders. Be sure to bring your laptop and smartphone! M/C
Milestones and Memories: Planning Your School's Anniversary Celebration, Karen Edelman, Director of Advancement, Brooklyn Friends School and Emily Cowles, Special Events and Digital Marketing Manager, Brooklyn Friends School, Location: Mountain View Brooklyn Friends School celebrated its 150th anniversary during the 2017-2018 school year. Come to this session and learn about the ways we educated our internal and external communities about our history and celebrated in big and small ways throughout the year. Find out what was successful, what we would repeat, and what we won't at the 200th! No matter how long your school has been around, you will be able take lots of ideas away from this session. DoA/D, E
Turning Big Ideas into Action (the intensive strategic plan process and a feasibility study), James Kennedy, Director of Development, Regis High School, and Eric Javier, Principal & Managing Director, CCS Fundraising, Location: Sunset 2 In this session, James Kennedy, Director of Development and a Regis alumnus, and Eric Javier, Managing Director at CCS and also a Regis alumnus, will share lessons learned and key takeaways that came out of an intensive strategic plan process and feasibility study, which involved seeking feedback from more than 3,200 school leaders, board members, and other key stakeholders. Attendees of this session will come away with key steps needed to develop a strategic plan, how to connect results of the plan to your fundraising strategy, and how to turn big ideas into action through deliberate communication with your school community. DoA/D
Better Together: Collaboration between Admissions, Development, Alumni, and Communication Offices, Linda Shuffman, Director of Admissions and Melissa Bauman, Director of Advancement at The Town School with David L. Smith, Director of Development, Saint Ann’s School, Diana Lomask, Director of Admissions, Saint Ann’s School, Location: Laurel Any advancement professional can tell you at least one cringe-worthy story about when they reached out to a family, donor, trustee, or alum with the wrong message at the very wrong time. The very same people can also likely tell you about another moment when a thoughtful, informed approach led to an excellent outcome. Our schools' success depends on a personal approach, on showing our constituents that we know them and understand their connection to our community. And we can always do this better, together, with a culture of information sharing and co-planning in place. This panel of experienced Advancement professionals will discuss the profound benefits of - and how to work towards - a true advancement model with Admissions, Development, Alumni, Communications, and even academic teams partnering together to better achieve our goals. Whether you are struggling with departments in 'silos' or have good partnerships in place and want to take it to the next level, this promises to be an engaging discussion about the necessity of a collaborative approach to advancement. DoA/D, M/C, AR, D
10:30 - 11:30am
Volunteer Victories: Expanding your Volunteer Efforts and Achieving Ambitious Goals, Jemima Attanasio, Director of Leadership Gifts and Annual Fund, The Spence School, Location: Parlor Peer-to-peer solicitations - whether parent to parent or alum to alum - can be highly effective. But how do you recruit a larger pool of volunteers so that your core group isn't overwhelmed by constant outreach? And how can you motivate your community to give earlier, so those newer volunteers stay motivated? Jemima Attanasio will share insights from The Spence School’s recent 75% for $75,000 parent challenge. Setting an ambitious goal to increase parent participation substantially by the end of December -- just 2 months after launching the Annual Fund -- the Advancement team recruited 20 new volunteers to promote the fundraising initiative. But then what happens when you don’t quite reach that goal? You keep going! Learn how they crafted their messaging to hit their all-time year-to-date record for parent participation. AF, DoA/D
Empowering Parents of Color in Your School’s Fundraising Culture, Courtney Archer-Buckmire, Director of Major Gifts at Poly Prep Country Day School, Erica Corbin, Director of Diversity and Community Life at The Chapin School, Location: Sunset 1 Families of color in independent schools often experience the fundraising culture differently from the rest of the school community. Come to this workshop to learn the joint perspectives of a front-line fundraiser and a director of diversity. Together, they will address how stereotypes can impact fundraising efforts, share best practices in school transparency and provide ways to respond to the unique needs of families of color when seeking to build engagement and solicit gifts from participation to major. DoA/D, MG, AF
Spread Love, It’s the Brooklyn Way: Creating Meaningful Engagement through Cross-School Events, Jamie O'Regan, Director of Alumni Relations and Events, Berkeley Carroll and Hannah Swacker Kurnit, Director of Alumni Relations, Saint Ann's School, Location: Sunset 2 Come hear about Cross-School Engagement through Networking Events and why its a successful model for maximizing alumni engagement. In June, Berkeley Carroll partnered with four other schools here in Brooklyn. This session will highlight a case study to illuminate how, in this instance five different audiences, not only means higher yield (as attendance is a challenge for many of us in today's over-scheduled world), but also it means shared budgets and resources. AR, E
Gratitude Is Contagious: Building Genuine Relationships With Donors, Deborah Cavalcante, Director of Advancement Services, Lauren Bonaventura, Advancement Services Manager, and Alicia Antonelli, Advancement Associate, Location: Laurel When a school trustee challenged Poly Prep’s Advancement Services Team to create a system fueled by gratitude, they transformed the way donation acknowledgements were handled. Everyone on the Advancement Team joins in the execution of this meaningful stewardship interaction based on direct, personal connections with our donors. The personal touch has made all the difference in fostering a community of philanthropy and gratitude. This workshop will explore all the mechanics used by the Poly’s Advancement Services Team to execute this innovative structure. The presentation will cover:
The origin of the challenge and the creation of the Segal Protocol.
Details of the planning phase and implementation, including the execution and tracking of “thank you” actions with all members of the Advancement Team. We will demonstrate our protocol and ensuing actions in our database.
Donor outreach metrics: improvements and enhancements.
Upon completion, participants will be:
Able to develop similar initiatives with their teams — gratitude is contagious!
Thinking of the Advancement Services Team as a key partner beyond daily queries and reports.
Mining stewardship opportunities across all constituencies, including Board of Trustees.
AF, AR, D
The New Value Proposition: Marketing to Millennial Parents, Jan Abernathy, Director of Marketing and Communications, The Elisabeth Morrow School, Location: Mountain View What are millennial parents looking for in a school brand and how should you shift your marketing to address that? How can you tap into your current parents to help develop a compelling value proposition? And how is a true advancement team model important in making this all happen? I will elaborate on these topics, as well as share lessons learned in the New Jersey independent school market, which has out of necessity been in a 'selling' mindset for many years, a position that may be somewhat new for many New York schools. M/C
1:15 - 2:15pm
Start Young! Shifting the Culture of Alumni Giving, Bart Hale, Director of Alumni Relations, The Calhoun School, Location: Rock Reading Room “You can’t always teach an old dog new tricks,” but there is endless potential in changing the culture around alumni giving at your school when you turn to your newest grads. From student initiatives and the Senior Class Gift, to breaking the mold on the traditional Annual Fund, to tapping partnerships with faculty and harnessing social media, learn how The Calhoun School has grown its alumni participation from 4% to 20% in seven years. Share your own efforts and leave with some tangible steps to implement in your school! AR
The Future of Online and Mobile Giving, Jordyn Wolking, Advancement Director, Cornelia Connelly Center and Andrew Forman, CEO of Givz, Location: Sunset 2 Givz aims to become the "Venmo for nonprofits." Andrew and Jordyn have worked together for Connelly Center events to fundraise from younger crowds. They will provide an overview of mobile giving and online giving resources, discuss what their collaboration looks like now, and talk about what they hope and foresee for both their collaboration and the future of mobile giving in general. DoA/D, AF, D
Reinventing and Reimagining an Auction or Gala, Joyce Doyle, Director of Annual Fund & Alumni Relations, Village Community School, Elisabeth Ingwersen Mendez, Alumni & Special Events Manager, LREI, Sara Shulman, Director of Development, The Packer Collegiate Institute, Location: Sunset 1 Have you wondered if your auction/gala event is truly honoring the mission of your school? Are you thinking about making changes to your event, or getting rid of the auction/gala altogether? Get off the hamster wheel and join us for a discussion about thinking critically about your school’s priorities and how to approach reinventing and reimagining this community event. E
Recent Changes to US Tax Laws: What Fundraisers Need to Know, Marie Arrigo, Partner, EisnerAmper LLP, and William P. Epstein, Partner, EisnerAmper LLP, Location: Parlor During this session, learn from two tax experts how the new Federal Tax Law impacts charitable giving at independent schools. There has, no doubt, been some confusion and concern because the new tax bill is complicated. This session will provide guidance so that attendees will have a clearer understanding of the tax bill's implications and will be provided tailored information to utilize when speaking with our donors about the tax law’s impact. Marie Arrigo is a Partner at New York City-based accounting firm EisnerAmper LLP, and chair of the Philanthropy and Charitable Giving Practice for the firm’s Personal Wealth Advisors Group, wherein she advises family offices and other donors on charitable giving, including charitable trusts, private foundations and donor-advised funds. William P. Epstein is a Partner in the Not-for-Profit Services Group and has developed his expertise over almost two decades in public accounting. He has extensive experience in planning, administering, and supervising not-for-profit, governmental, and commercial audit engagements, including those of entities that receive government funding and that require special compliance reporting, as well as employee benefit plans. DoA/D, AF, MG
Marketing for Admissions Objectives: Design an Effective Approach and Measure Performance, Marc Rognon, Senior Manager for Digital Media and Marketing, Lycée Français de New York, Location: Laurel For Communications / Marketing directors, the marketing part of our job gets more essential every year -- especially around engaging prospective parents. This session will look at the complex school consumer journey as well as how to define and strategically approach objectives around content and message, paid digital media campaigns, and owned digital media campaigns (SEO, blog). Marc Rognon brings his expertise in successfully implementing these ideas for Lycée Français as well as his broader perspective on designing compelling content from his prior career as a TV journalist. M/C
Building a Major Gift & Planned Giving Pipeline (pre or post-campaign) through effective stewardship, Rebecca Holmes, Director of Major Gifts and Planned Giving, Friends Seminary, and Vessy Shestorkina, Benefit Director and Stewardship Manager, Friends Seminary, Location: Mountain View Join this collaborative workshop to discuss how to move all constituents through the pipeline to their next major gift or planned gift. The strategies needed to encourage a parent to support one or two capital campaigns may be different from those needed for an alumnus to make a planned gift to the endowment. All constituents need a tailored and effective stewardship program to make impactful gifts. DoA/D, AF, MG
2:30 - 3:30pm
Navigating Blackbaud & NXT, Kristin Shotland and Julie Wright, Blackbaud, Location: Sunset 2 In this interactive session, you will learn the basics of how to use NXT. Whether you are a front-line fundraiser or development associate you will walk away with a solid foundation of how to best use NXT for your fundraising purposes. D
Unleashing the Treasures of Your Archive Program, Yukie Ohta, parent volunteer and Development Chair Board Member at LREI, Ryann Imperioli, Director of Annual Giving at LREI & Jordan Baron from Innovative Document Imaging, moderated by Marjorie Jean-Paul, Director of Development and Alumni Relations, Buckley Country Day School, Location: Parlor Leverage your school’s historical assets for all aspects of fundraising, development and alumni relations. Developing connections and rebuilding bounds with constituents can be strengthened when those areas of shared experiences and values are used to help bring people together, shape events, tell your school’s stories and communicate to the broader school community. Learn how you can turn those archival documents and artifacts into a community engagement tool. In this session learn how Little Red School House & Elisabeth Irwin High School and Buckley Country Day School have each unleashed the treasures of their archive program to engage alumni, parents, faculty and students. From creating customized materials for alumni, to hosting alumni archive nights, to students and teachers incorporating the archive in their lessons, your school’s archival materials are a valuable resource. Marjorie, Jordan, Yukie and Ryann will share their experiences from conceiving an archival program to digitally preserving your materials. Learn about the top ways to use historical material to engage your community. This session is designed for development and advancement professionals at every level. There will be time set aside for attendees to share their own experiences. Jordan C. Baron, Director of Sales Innovative Document Imaging LLC, graduated with a BA in communications from Florida Atlantic University, then pursued a JD from Nova Southeastern University before endeavoring on a career in digital imaging. Jordan has been an industry leader for image system sales and digital conversions in the field of Records Management, as well as consulting on digital preservation and digitization production for the past 7 years. Innovative Document Imaging (IDI), LLC was founded eighteen years ago by digital imaging pioneer Marty Tannenbaum with locations in New Jersey, Connecticut and the United Kingdom. IDI quickly became a leader in digital imaging conversions and system solutions for pharmaceutical companies, publishers, government projects, schools, historical societies and libraries. Our company mission is to supply the best service (at our facility or on location) possible at reasonable cost for the digital conversion of paper documents, newspapers, maps, books, bound materials, microfilm and microfiche. Jordan and IDI have travelled all of the country plus the United Kingdom setting up and consulting on digital preservation projects. IDI balances price, quality, and speed in order provide clients digital assets at the specifications and with the necessary tool to meet their requirements and, where possible, exceed their expectations. In addition to data conversion, IDI prides itself on its ability to go the extra step and fulfill metadata, data archiving, website/platform building and hosting, and enterprise content management needs as they arise. IDI's pharmaceutical customers include Merck, Johnson & Johnson, Bristol Myers Squibb, Amgen, Pfizer and Novartis. IDI is probably most notably recognized for having digitized the History of Flight at the Smithsonian Air and Space Museum in Washington DC and has recently completed scanning the Gilder collection at the New York Historical Society which included an original copy of the Constitution, The original Emancipation Proclamation, The original 13 Amendment and George Washington's Revolutionary War letters. D, AR
Case Study: When Your Alumni Make Headlines, Elisabeth King, Director of Communications, Lycée Français de New York, Location: Sunset 1 When alumni make the news (for better or worse), the alma matter may be part of the story, drawing attention the school may not often get. In this case study-style session, participants will discuss two examples: Barack Obama at the Punahou School, and Brett Kavanaugh at Georgetown Prep, with a look at how their visibility has altered the landscape for both schools. M/C
Building Sustainability and Shaping Tomorrow’s Leaders: a look at a compelling case statement in advance of a planning study and capital campaign, Tara Askeland, Director of Development, Portledge School and Tom Kissane, Principal & Managing Director, CCS Fundraising, Location: Laurel As educators, we are charged with helping to mold the minds and character of our students to become tomorrow’s leaders. At Portledge School, curriculum and programs are grounded in the Portledge Pillars, which include Kindness, Purpose, Honor and Respect--values encompassed by all Portledge community members. These pillars are what make the Portledge experience, and serve as the foundation for activities both inside and outside of the classroom. They were also integral in garnering support and building consensus around a major fundraising initiative. In this session, join Tara Askeland, Director of Development at Portledge School, and Tom Kissane, Principal & Managing Director of CCS Fundraising, to explore a journey that started with a mission and resulted in a clear vision and compelling case statement in advance of a planning study and capital campaign. Participants will hear how this historic campaign played a pivotal role in the school’s ability to deliver the Portledge experience to students and the greater community. DoA/D, MG
CANCELLED: Trends and Directions of Independent Schools, Mark Lauria, Executive Director, NYSAIS, Location: Mountain View What are some of the trends in independent schools today throughout the country and in New York state? Which of these will have an impact on giving and engagement? All Tracks