Raise Your Fundraising Sights With a Comprehensive Campaign

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Status: RECORDED on APR 26, 2017
Certification Credits: 1 IACP

$156 Non-Member

[$143.00 Gold Member]

If you find your annual fund is suffering because you are conducting a capital campaign, a comprehensive campaign may be the answer. While any size school can create a successful comprehensive campaign, it does require a level of experience on the part of your development professionals.

These campaigns run over a predetermined period of time (often three years), which requires a high level of planning, well-trained staff and volunteers, excellent communication, a strong focus on stewardship, and an effective database. This webinar identifies the guiding principles that lead to success.

Takeaways:

  • How can a comprehensive campaign expand your school’s fundraising capacity?
  • Why does this inclusive, “one-ask” approach motivate donors?
  • What are your Development Office’s assets and liabilities when it comes to supporting a successful campaign?
  • How do you set up a powerful campaign, from theme to stewardship plan?
  • Why do your strategic plan, financial plan, and Case for Support matter?
  • What capabilities does your database need to create detailed donor profiles?
  • How do you use commitment letters, pledge forms, and the database to track each individual’s comprehensive gift?
  • What roles do your School Head, faculty and staff play in this effort?
  • Why must your Trustees lead by example and set the pace for the campaign?
  • How do you identify strong volunteer leaders to promote peer-to-peer engagement, solicitation, and stewardship?

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

Who Should Attend:School Heads, Trustees, advancement professionals (Development, Admission, Marketing/Communications), Finance Directors

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.

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