Annual Fund Cabinet: Peer-to-Peer Cultivation

TOPIC FOCUSED
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Status: RECORDED on APR 20, 2016
Certification Credits: 1 IACP

$156 Non-Member

[$143.00 Gold Member]

3-4 pm EDT

Your annual fund is the keystone of your entire development program. Since your annual fund is broad-based and occurs regularly, it connects your school with the widest possible group of donors in your community building a culture of philanthropy

A key component of successful annual fund campaigns is a well-structured Annual Fund Cabinet of Volunteers. The specific design of your cabinet will depend on the size of your school, and your school’s experience with fundraising. But in all cases the goal is to create a structure that encourages peer-to-peer cultivation, solicitation, and stewardship while at the same time providing fundraising and leadership experience to parents and other volunteers. This deepens philanthropic leadership and commitment to your school and inspires others in your broader community to give.

This webinar outlines what a well structure annual fund cabinet looks like, what it does and how to recruit volunteer leaders to serve on next year’s cabinet.

You'll Cover These Topics and More:

  • Why do you need an Annual Cabinet of Volunteers
  • What kind of cabinet works best for your school
  • How do you identify candidates to serve on the cabinet
  • How and who decides which candidates to invite to serve as members of the cabinet
  • What are their job descriptions
  • Who recruits candidates to serve
  • What are the roles of the Cabinet Chairs

Who Should Attend: Advancement Professionals and School Head

Run Time:
Total run time is 60 minutes. The presentation will run approximately 45 minutes with 15 minutes designated for Q&A.

staff photo paula schwartz

Paula Schwartz, Ed.D., IAP-L

ISM Senior Consultant | Director of Fundraising Group | Advancement Academy Convener

Expertise

Paula joined ISM in 2002 after nearly 20 years working with various educational institutions to plan and execute their development, communications, and research programs. She provides services in the areas of annual, capital, endowment, and major gifts fundraising.

Current Role

As Senior Consultant and Director of ISM’s Fundraising Group, Paula:

  • Consults in development assessments, planning exercises, feasibility studies, case statements, campaign coaching, prospect research, and database management and utilization
  • Has advised and worked on-site with more than 150 schools across North America, many of them more than twice
  • Writes for ISM’s publications, including Ideas & Perspectives
  • Leads leadership and Board retreats, and coaches professional and volunteer leaders
  • Conducts workshops and webinars on annual giving, capital and endowment campaigns, major gifts programs, advancement staffing, and performance evaluation
  • Keynotes and speaks at education conferences including AMS, AISNE, CASE, FCIS, SAES, NCAIS, and CAPS
  • Convenes ISM’s Advancement Academy for expert practitioners in the areas of admission, enrollment management, development, and marketing communications
  • served as co-architect of ISM’s International Advancement Certification Program for advancement professionals in private-independent schools

She holds the Leader Certification through ISM’s International Advancement Program (IAP-L).

Prior Experience

Before joining ISM, Paula was a Vice President with Waters Pelton Ostroff & Associates, Inc., a fundraising consulting firm. In that capacity, Paula conducted numerous development assessments and capital and endowment campaign feasibility studies, totaling more than $65.5 million.

Previously, Paula was Director of Development for the Delaware Symphony Orchestra; Director of Corporate Relations at the World Affairs Council of Philadelphia; and consultant to the Children’s Television Workshop, WNYC-TV, and the New York City Office of the Mayor. She headed and taught at four international institutes established at Duke and Columbia Universities, and for the Council on International Educational Exchange.

Education

Paula earned her doctorate in education from Teachers College, Columbia University, NY. She also holds two master’s degrees, in TESOL and in education, also from Teachers College. She earned her bachelor’s degree from Grinnell College, IA.

If several of us at the school want to attend the Webinar, do we each have to register and pay?

If two or more people at your school want to attend the Webinar in the same location (for example, in a conference room with one monitor) then you only need to register and pay for one person who will receive the email and link. If you have people in remote locations, each person will need to register and pay separately. Essentially, a registration and payment gives you one link to the Webinar.

Will I receive a reminder about the Webinar I’ve just purchased?

Yes. A message will be sent to the e-mail address you registered one or two days before the run date. You will receive a link to the Webinar Website as well as PDF slides of the presentation you will be attending.

What happens if I miss my Webinar? Will the fee be refunded?

If you’ve missed your scheduled Webinar, don’t panic—you will automatically receive a link to the recorded Webinar, barring any technical difficulties that prevent us from recording the session.

Will I receive the recorded version of the Webinar I just attended?

You will receive a personalized link to the recorded version which is included with the live Webinar pricing. You may watch this as many times as you need; however, you will not be able to share this link. If you would like to share the recorded version, you will need to purchase a download. Check the archived Webinar library about two weeks after your live Webinar.

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During the Webinar, you will be able to type questions, thoughts, and concerns in the communication box. Each Webinar allows 15-minutes for answering these.

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What is the difference between single-topic Webinars, Webinar clusters, and Webinar courses?

Single-topic Webinars: These are basic, 60-minute Webinars (typically 45 minutes long with a 15 minute Q&A session), covering various timely concerns and/or situations. Our calendar is updated monthly, and sometimes weekly, as these sessions are designed to tackle a current need within the private-independent school world.

Webinar clusters: These are Webinar sessions covering one topic, but divided into multiple sessions over several days so that the topic can be explored in more detail without overwhelming the attendees. They are designed both for timely topics, such as an update on recent federal laws, and for more general concerns, such as designing your employee medical package to meet both your budget goals and your school’s unique culture.

Webinar courses: These Webinars are designed to function as an ISM workshop but are done remotely. Since they are remote you will not need to travel and incur additional expenses due to that travel. Webinar courses are broken into smaller segments than typical on-site workshops so you won't need to sit in front of your computer for days on end. In fact, Webinar courses can extend over months giving you time to work on projects that a workshop leader may require.

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