Richard Liu—Alumni and Development Manager
Western Academy of Beijing—Beijing
People's Republic of China
Conferences & Training

Direct Mail, Phonathons, Class Agents for the 21st Century

Oct. 20, 2011
Online
2 - 3:30 p.m. Eastern



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How are some of the top independent schools enhancing their annual fund programs? Learn what schools are doing to increase participation, productivity and dollars raised with their direct-mail plans, class agent programs and phonathons.

Take away tangible ideas and tools for enhancing your direct-mail plan, explore innovative approaches to class agent programs, and review best practices for effective phonathons, telemarketing programs and mobile giving plans for multiple segments. This session is designed for annual fund directors and their teams at institutions of any size and type.

 

Benefits of Participating
  • Gather ideas for improving your direct mail plan including segmentation, annual calendar and e-solicitations.
  • Garner new approaches to class agent programs such as effective leadership structures and communication plans.
  • Learn best practices for recruiting, retaining and managing class volunteers.
  • Discover creative ways to boost your phonathons and mobile giving plans.

Who Should Attend
  • Annual giving professionals at all levels
  • Annual fund officers and their teams
  • Phonathon managers
  • Managers of class programs and volunteers

Speaker

Kathy LimmerKathy Limmer
Director of Development and External Affairs
Hockaday School

Kathy Limmer recently accepted the appointment of director of development and external affairs at Hockaday, an independent, college preparatory day and boarding school for girls in Dallas, Texas. Limmer joined Hockaday in 2007 as the director of annual giving and was named director of development in 2010.

As director of annual giving, she was accountable for an annual giving goal of $2 million. She reinvigorated the 1913 Society and has been integral in the quiet phase of the "Centennial Campaign," helping to secure commitments of nearly $30 million to date.

Limmer joined Hockaday after working for Texas Christian University and Tulane University, where she served in a variety of roles. She is active in CASE as a speaker and has been selected to be a track chair for the 2012 CASE-NAIS Independent Schools Conference.


Registration

$275, CASE members; $365, Nonmembers

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