In This Section
Conference HandoutsKeynote Speech
Guy Kawasaki: The Art of InnovationSpecial Sessions
Chief Advancement OfficersMaster Classes
Alumni Relations Development - Campaign Strategies Advancement Services - You and Your Team Communications - Media TrainingPre-Conference Sessions
New Advancement Professionals Emerging LeadersTrack Sessions
Alumni Relations Development Communications Advancement Services Community Colleges Independent Schools Professional InterestIndependent Schools
Sunday, November 15 - 1:30-2:45pm
A Golden Partnership: the Development Office, the Board, and the Development Committee
A successful development effort relies on building strong relationships between the advancement office and leadership volunteers on both the Board and the Development Committee. Developing strategies for how to keep the volunteers active, focused, and effective fundraisers, while fostering a good working and communicative relationship, are key to ensuring positive outcomes—all of which takes ingenuity and a targeted plan. Whether newcomers to development or seasoned professionals, fundraisers must be able to motivate and encourage leadership volunteers to be effective solicitors on behalf of the institution.
Terry Pink Alexander, Director of Development, Head-Royce School
Terry Pink Alexander is the Director of Development at Head-Royce School, an independent K-12 school in Oakland, California founded in 1887. She has 30 years of experience fundraising for academic institutions, the arts, medical research, and international youth exchange. Through successful volunteer leadership programs, Terry has successfully built and carried out creative fundraising strategies for multi-million dollar campaigns, class reunion giving programs, and annual funds.
Betsy Crabtree, Trustee, Head-Royce School
Betsy Crabtree is president of SFArts Media LLC, publisher for San Francisco Arts Monthly and manager of SFArts.org, two communication vehicles that promote arts and cultural events in San Francisco. A trustee at Head-Royce School in Oakland, California, Crabtree has served on the Development Committee for seven years and chaired it for three. From 1990-1993, she worked in the development office at The Hamlin School as publications director.
Newcomer, Intermediate, Advanced
Sunday, November 15 - 5:00-6:15pm
The Seven Rules of Fundraising in Changing Times
How do we succeed in today's wildly shifting fundraising environment? People are still giving, but they are giving differently. Discover the successful strategies today's smart and innovative fundraisers are employing, what's motivating donors now, and the special role only board members can play with donors today.
Gail Perry, CFRE; President, Gail Perry Associates
Gail Perry, MBA, CFRE, is a leader in a new breed of fundraisers. The best-selling author of Fired-Up Fundraising: Turn Board Passion into Action, she has developed a “passion-driven fundraising” system over the past 22 years as a non-profit philanthropy expert, helping organizations raise hundreds of millions in gifts and support. She has experience designing and leading workshops, seminars, webinars, and full retreats on fundraising; her writing has been featured in a variety of industry journals and media outlets. Past work and leadership experience include fundraising at Duke University and at The Kenan-Flagler School of Business, University of North Carolina at Chapel Hill. She is the founder of Gail Perry Associates, a Raleigh-based consulting and training firm, is past president of the Triangle Chapter of AFP, and very active in North Carolina politics. Perry holds a bachelor’s and MBA from University of North Carolina at Chapel Hill.
Intermediate
Monday, November 16 - 9:00-10:15am
Fire Up Your Board for Fundraising: 7 Steps to Turn Board Members' Passion Into Action and Real Results
Discover a 7-step approach to tap board members' fundraising potential and activate their enthusiasm for all aspects of fundraising -- finding friends, donors and spreading the good word about their vision for your institution. Learn the four words that can open any donor's heart and mind to your case and a sure-fire exercise to get your board members over their fear of fundraising.
Gail Perry, CFRE; President, Gail Perry Associates
Gail Perry, MBA, CFRE, is a leader in a new breed of fundraisers. The best-selling author of Fired-Up Fundraising: Turn Board Passion into Action, she has developed a “passion-driven fundraising” system over the past 22 years as a non-profit philanthropy expert, helping organizations raise hundreds of millions in gifts and support. She has experience designing and leading workshops, seminars, webinars, and full retreats on fundraising, and her popular board retreats--"Easy Fundraising for Board Members" and "Friendmaking for Board Members"--are industry favorites known for taking board members from fear of fundraising to enthusiasm. Past work and leadership experience include fundraising at Duke University and at The Kenan-Flagler School of Business, University of North Carolina at Chapel Hill. She is the founder of Gail Perry Associates, a Raleigh-based consulting and training firm, is past president of the Triangle Chapter of AFP, and very active in North Carolina politics. Perry holds a bachelor’s and MBA from University of North Carolina at Chapel Hill.
Intermediate
Monday, November 16 - 10:45am-12:00pm
Maximizing Existing Talent: A Case Study of the Menlo Communications Team
In this economic climate, employee changes and transitions are common and, as a consequence, can be disruptive to the operational continuity and working goals of a departmental team. In this session, we will discuss how managers can retain talent in the office and, via a case study, provide a concrete example of how one institution has successfully established and maintained a solid team.
Diane Clausen, Director of Development, Menlo School
Diane Clausen has worked in the advancement field for 28 years, holding positions at two universities and two independent schools. Having joined Menlo School in 1993, she is currently leading the school's third major capital campaign.
Alex Perez, Director of Strategic Communications, Menlo School
Alex Perez has worked at Menlo School for 17 years, beginning as a drama teacher in both the upper and middle school theatre programs. He currently serves as the Director of Creative Arts and as the Director of Strategic Communications. He is a member of the Society of Stage Directors and Choreographers and has worked as both a director and choreographer for several Bay Area Theater Companies.
Jim Pattison, Sr, Advancement Officer, Harvard-Westlake School
Jim Pattison is the Senior Advancement Officer at Harvard-Westlake School. In addition to the overall management of the Office of Advancement, he concentrates on gift planning, stewardship, endowment growth, and solicitations to corporations and foundations; he is also a member of the $175 million Opportunity of a Lifetime comprehensive campaign.
Intermediate
Monday, November 16 - 2:00-3:15pm
The Catalytic Gift as a "Green" Opportunity
In this session, we will look at a case study of Punahou, and how a lead gift to that institution led to a sustainability "revolution."
Barb Morgan, Senior Director of Legacy Planning, Punahou School
Barb Morgan is a descendant of the founders of Punahou School—the largest independent school in the nation with an alumni base of more than 25,000 worldwide—and has led the school’s advancement efforts for the last 17 years. After successfully completing three capital campaigns (over $100m) and more than doubling the endowment, she is currently working to build the school’s planned giving program. In addition, during and following the process of planning Punahou’s Case Middle School (a $62-million, nine-building new project that is LEED Gold Certified), Morgan has served on the Steering Committee focused on sustainability efforts and working toward extraordinary goals for both curriculum and institutional practice by 2016.
Intermediate
Monday, November 16 - 3:45-5:00pm
"Hot! Hot! Hot!: A Gold Rush of Nuggets"
A fast-paced, round-robin format will cover alumni topics (benchmarking, technology/social media, volunteer support, national and international programming models); grandparent stewardship; special tips for special events; listening for the gift; "managing with aloha"; clever thank-yous; extreme stewardship; intra-office communication; and office stewardship
Mike Moses, Director of Alumni Relations, ‘Iolani School
Mike Moses has been at ‘Iolani for five years, overseeing special events, regional alumni programs, reunions, the alumni association’s board, and the school’s alumni online community. Prior to ‘Iolani, he was the Director of Development at Mid-Pacific Institute and has also served as the Director of the 49er Athletic Association at California State University, Long Beach. He earned his bachelor’s degree in communications from the University of Washington and his master’s degree in sports management from the University of San Francisco. Moses is the Treasurer for the Association of Fundraising Professionals (AFP) Aloha Chapter.
Jane Heimerdinger, Director of Institutional Advancement, ‘Iolani School
Jane Heimerdinger has been Director of Institutional Advancement at `Iolani for the past nine years, previously serving on the school’s faculty, then as assistant dean of the elementary division. Before joining `Iolani, she was assistant head of The Teacher Center (a nonprofit) and an instructor at the Martin Luther King Laboratory School and National College of Education. She has served as president of Association of Fundraising Professionals (AFP), Aloha Chapter, (earning the 2008 National Diversity Award), chaired the National Philanthropy Day Awards Conference in 2005 and 2006, founded the Young Leaders in Philanthropy program and chaired the first CASE/HAIS Conference in Hawai`i. She is a contributing author for Philanthropy at Independent Schools (National Association of Independent Schools, 2009) and currently serves on the CASE District VII Board of Directors.
Jim Pattison, Sr. Advancement Officer, Harvard-Westlake School
As Senior Advancement Officer, Jim Pattison manages overall operations for the Office of Advancement, and concentrates on gift planning, stewardship, endowment growth, and solicitations to corporations and foundations. Pattinson is also a member of the $175 million “Opportunity of a Lifetime” comprehensive campaign.
Intermediate
Tuesday, November 17 - 10:45am-12:00pm
Booster Clubs, Athletic Fundraising, and Advancement
In this session, we will talk about best practices in cross-department collaboration in order to maximize fundraising potential.
Rob Ickes, Director of Advancement, Santa Margarita Catholic High School
After eight years in the classroom, Rob Ickes moved into administration as Director of Athletics at Servite High School in Anaheim. In that role, he led a campaign to raise $700,000 to install a new artificial field for the school's football, soccer, and lacrosse teams and to resurface the existing track, and oversaw an athletics booster club whose fundraising efforts exceeded $750,000 annually.
Intermediate