Conferences & Training
Program - Summer Institute for Independent Schools

Day 1
Day 2
Day 3
Day 4

Day 1, Tuesday, July 24

10:00 AM-NOON
Residence Hall Registration/Check-in

10:00 AM-NOON

12:30-1:15 PM
Welcome and Faculty Introductions 

Independent Schools Primer

The New Science of Teamwork
Ever wonder what makes for a strong team and how your personal work style may impact it? It may come as no surprise, but the word team is used so frequently that many are unaware of its full meaning—or its full potential. The most successful, high-performing teams are made up of competent individuals who share mutual accountability for achieving a common purpose, lending clear meaning to the phrase, "the whole is greater than the sum of its parts." Explore the difference between a working group and a team, discover what science indicates about the characteristics of high-performing teams, and walk away with an insightful view of your own work style to become a more valuable and effective team member.

Cohort Session #1 – Getting to Know You + Think, Pair, Share

Welcome Reception 

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Day 2, Wednesday, July 25

7:30-8:45 AM

Morning Announcements

Elective Workshops

  • Annual Giving 101
    Annual giving—the gateway gift. At the heart of a successful advancement program is a strong annual giving program. Annual gifts provide critical resources for the school and make it possible for every constituent to invest in your school. With good stewardship, annual gifts also help shape the pipeline for campaign and major gifts. This session covers the basics, including: terminology, solicitation strategies, gift societies and more. We cover fundamentals like branding, family of funds, creating a solicitation calendar, screening, segmentation strategies, and recruiting and training of volunteers with personal solicitations.
  • Introduction to Major Gift Fundraising
    80/20, 90/10, 99/1 ... the trend is toward larger gifts from fewer people. Where your school falls on the continuum is a combination of four factors: school leadership, clear and identified priorities, maturity of your advancement team and capacity of your constituents. Explore some common themes in successful leadership giving programs and review some real case studies—both successful and not.

10:45 AM-NOON
Elective Workshops (choose one)

  • Campaign Planning 101
    Is a capital campaign on your horizon? Campaigns have a way of exposing any and every weakness within an institution—they are complex, intense, and demanding—and therefore require relentless focus on the part of the entire school community. Assessing the readiness of your team, leadership, institution and community is a critical step in effectively launching a transformative effort to advance the mission of your school. As campaigns grow in size and scope, your ability to gauge the institution's preparedness for the road ahead is equally key to your ability to meet the dollar goal. Learn about both the assessments and deliberate planning you can do to ensure you enter your next campaign from a position of strength.
  • Alumni Relations 101
    What is the purpose of your alumni relations program? How can you strategically inform and engage your school's alumni? Learn how to create a program that not only builds loyalty, raving fans and identifies new volunteers, but also impacts your school's admission and philanthropic goals. Discuss how to develop engagement strategies that cover the alumni life cycle (events, networking, mentoring, reunions, class giving), as well as share ways to measure success with alumni metrics.

NOON-1:30 PM
Lunch Sponsored by BU's Office of Advancement 

Impact of Advancement/State of Education General Session with CASE President and CEO Sue Cunningham 

Elective Workshops Across Disciplines (choose one)

  • Persuasive Development Writing/Integrated Communications
    When it comes to writing for development it is imperative to show, don't tell. This session guides you through the craft of written communications and helps you create an integrated communication strategy to share your message—no matter the size of your development office. It is designed for professionals who write for development, whether it's annual giving appeals, case statements, major gift proposals or stewardship reports. Receive hands-on training in a workshop format to deliver a consistent message and improve your fundraising results.
  • Program Planning, Metrics and Analytics
    From a childhood favorite of many, The Point, "A point in every direction is the same as no point at all." (Younger conference participants might want to google this.) This session focuses on using strategic planning to fine tune your institution's point and then focuses on how you can use metrics to keep your campaign on point. As Einstein said, "Not everything that counts can be counted and not everything that can be counted counts."

Cohort Session #2 – Lean-in and Learn

Institute Adjourns for the Day

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Day 3, Thursday, July 26

7:30-8:45 AM

Morning Announcements

Elective Workshops (choose one)

  • Annual Giving 102
    Annual giving is more than asking for giving participation and bridging the gap between tuition and the student experience—it is about building a pipeline of loyal donors who will answer the call during a campaign and transformative giving effort. It is the execution of a production calendar with strong messages and concise constituent segmentation, effective tracking of parents and alumni (by class), and accurate gift pyramids that guide development goal setting for the fiscal year. Discuss all this in detail and most important, identify the key primary goals and outcomes for you to optimize job performance.
  • Campaign Planning 102

10:45 AM-NOON
Elective Workshops Across Disciplines (choose one)

  • Building Your Narrative
    How well do you know your school's mission statement? How do others at the school talk about school values? What does your school tell prospective families at open houses? What does your school say at its state of the school address? Is your school clear and consistent in its messaging? An effective advancement officer should be intimately familiar with how a school speaks about itself. A clear narrative in your messaging connects donors more deeply to your values, and as a result, yields more engagement and success in fundraising. Find out how you can more effectively bring your mission and values to life in your advancement work. Bring your story to life, whether for the annual fund, raising money for financial aid, building the endowment or shaping a campaign.
  • Leadership is Everyone’s Responsibility
    Ever wonder if you are a born leader? The truth is, leaders are made, not born. In a rapidly changing and complex world, it's more important than ever to cultivate leadership at every level of the organization to ensure our ability to effectively and efficiently navigate challenges and leverage opportunities. Explore seven critical transitions you can make to enhance your competence as a strategic leader, enabling you and your team to meet your greatest aspirations with confidence, care and creativity.

NOON-1:00 PM

Journey to Making the Ask
As a school, we have to ask. But, "making the ask" is the easy part. Getting to that point takes hard work, preparation, research and diligent planning. Discuss everything from getting the appointment and meeting preparation, to sitting down with donors. In small group settings, discuss tactics that make the job easier for fundraisers, and get more clarity on how the entire office can make this process more effective. Learn from faculty members and bring your own experiences to share with others.

Cohort Session #3 – Making the Ask and SIIS Reflection

Working Across Campus within Advancement
This panel will feature the chair from each of CASE's four summer institutes, and will be a combined session for all summer institute attendees.

Buses Leave from Residence Halls for the Boston Waterfront
Don't miss the boat! The last bus leaves at 5:30 pm

Boston Harbor Dinner Cruise

Shuttles return to Residence Halls

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Day 4, Friday, July 27

7:30-8:45 AM

Morning Announcements

Elective Workshops (choose one)

  • Reunion Programs and Alumni Giving
    A solid reunion program should build and strengthen your alumni association, and help grow your annual giving program . "Doing" reunions the right way can yield more than 40 percent of your alumni giving total to the annual fund and can be the backbone of a successful and thriving alumni fund. The reunion program allows your school to engage alumni in new ways, bring them back to campus, challenge them to dream big, and eventually ask for leadership gifts. Learn more about programming that builds a strong sense of identity among your alumni classes and grows your annual fund.
  • Major Gifts 102

Elective Workshops (choose one)

  • Building Your Community Through Strategic Events
    How do you meaningfully engage all constituents in your school's mission? We are all on one team—explore ways to encourage everyone to advocate for your school's fundraising initiatives. From new parent on-boarding to affinity groups, learn ways to engage all constituent groups feel like valued members of the community. Learn about innovative programing, coordinated messaging and building strategic internal relationships. This session provides you with a variety of ideas to engage and strengthen your school's culture of philanthropy.
  • Building a Culture of Philanthropy Within Your Community
    Everyone in the organization— the head of school, board of trustees, faculty and staff, parents, alumni and grandparents—all play a key role in building a philanthropic community. Philanthropy is egalitarian; everyone can give. Development professionals have the opportunity to make this possible for all, and to ensure that every donor feels proud of their investment in your school. Unpack ways to empower, encourage and support a culture of philanthropy in which time, treasure and talent are celebrated and expected.

11:30 AM-NOON  
Commencement Ceremony and Closing

Institute Adjourns

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Day 2
Day 3
Day 4