Preconference Advancement Workshops


Add a Workshop to Your Registration

Saturday, Jan. 20 · 2:00-5:00 PM
Sunday, Jan. 21 · 8:30-11:30 AM

These three-hour workshops touch on a broad range of topics and are held the afternoon before and the first morning of the conference.
Separate registration fee required.

Saturday, Jan. 20

2:00-5:00 PM

Advancement 101 Part I: Capital Campaigns, Major Gifts and Planned Giving—A Survey of What Every Newcomer Needs to Know
What is a campaign? Do you have to have a campaign to have a major gift? What is planned giving? These are questions newcomers often ask. We'll help you understand the difference between an annual campaign and a capital campaign, a comprehensive campaign and a major gifts effort. Leave the session with an understanding of the basics of these efforts.

Learning Objectives:

  • Define and understand the types of campaigns, how they work and which is right at which time.
  • Provide the basic understanding to get an appointment and make a major gift ask.
  • Understand the basic terms for planned giving and where to start a basic planned giving program.

M. Janes Eaves, Partner; and Kent M. Huyser, Senior Consultant, Gonser Gerber LLP

Being the Boss
Now you are in the number one director seat and responsible for building and managing an effective team while also achieving your increased goals. In this workshop, three senior advancement directors with more than 90 years of combined experience will lead an intensive tutorial on the skills and knowledge needed to be successful in your role. You'll leave with a work plan enabling you to create your own actionable and measurable objectives, and a toolkit with resources that will allow you to lead with confidence.
Charlie Brown, Assistant Headmaster for Advancement and Strategic Initiatives, The Pennington School; Craig Hall, Chief Advancement Officer, Blair Academy; and Melissa von Stade, Assistant Head for Development, Peddie School

The Art of the Ask
The quality of the solicitation is key to both the organization's success and the donor's comfort level. Having the right language for both the annual fund and major gifts ask needs to be in the repertoire of every fundraising professional and school leader. This in-depth session offers the tools, and most importantly the script and confidence, to have the critical conversations that ensure fundraising success.
Jay Goulart, Director of Development, Tampa Prep

Network Reception


Sunday, Jan. 21

Continental Breakfast

8:30-11:30 AM

Advancement 101 Part II: The How-to for Annual Fund and Alumni Relations
Is your office strategically working to grow your annual fund and alumni relations programs? Discuss two programs that are critical to your school's success. This session identifies best practices and ideas that can be used by everyone.

Learning Objectives:

  • Discuss the fundamentals of an annual fund program including the solicitation calendar, selecting appropriate solicitation vehicles for various constituencies and affinity groups, and ideas for increasing your participation percentage.
  • Review strategies for building your alumni program, techniques for engaging future alumni before they graduate, and learn how to decide where to invest resources.
  • Learn how the annual fund and the alumni program should work together and the importance of alumni engagement to strengthen both.

M. Jane Eaves, Partner; and Kent M. Huyser, Senior Consultant, Gonser Gerber LLP

Demystifying the Path to Greater Gifts Through Planned Giving
Want to take your donors to a whole new level of giving? This workshop investigates ways for you to help your prospects turn their dreams and generosity into potentially transformational contributions. Do not leave huge gifts on the table because of your lack of understanding about planned giving. How do you get started? Learn the basics in easy-to-understand language. This type of philanthropy does not have to be complicated. Find out the easiest way to begin or improve a planned giving program with a five-step strategy.
Herbert Soles, Consultant, Independent School Management

The Untold Story: Using the Portrait of the Graduate for Admissions and Development
Your school's mission answers the question, "Why do we exist?" But how do you answer the question, "What do I get?" By developing and leveraging the portrait of the graduate for your school's recruitment, re-recruitment and development efforts, you will bring to life your school's product and value proposition in concrete, easily understood terms. This session offers participants the tools to create their school's portrait of the graduate and to explore ways to use it for building the case for support in all areas of advancement.
Philip C. Higginson, Assistant Head of School for Institutional Advancement, Ravenscroft School; and Penny Rogers, Consultant, Independent School Management




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Sepio Capital