Tap the Power of Your Annual Fund Cabinet

Status: RECORDED on FEB 08, 2017
Certification Credits: 1 IACP

$156 Non-Member

[$143.00 Gold Member]

Professional fundraisers can’t begin to match the power of a campaign spearheaded by a leadership group of volunteers. An Annual Fund Cabinet provides fundraising strength because it’s made up of constituency-based teams—leadership donors, parents, alumni families, grandparents, teachers, and staff—each chaired by a representative of that group. When these volunteers communicate, peer-to-peer, donors hear the message.

In this Webinar, thinking about your own volunteers, you’ll create a preliminary structure for your school’s Annual Fund Cabinet, based on size, staffing, financial resources, and fundraising experience.

When your cabinet is effectively recruited, structured, trained, and supported, it’s a force multiplier that not only brings in funds, but develops leadership, creates strong bonds with the school, and enhances your overall culture of philanthropy.


  • Understand why a well-orchestrated Annual Fund Cabinet of Volunteers is one of your most effective fundraising strategies
  • Build a cabinet from scratch or re-energize the one you have
  • Understand how you and your School Head can inspire volunteers to serve on the cabinet and deepen their connection to your school
  • Take effective steps to identify, vet, recruit, train, and support your cabinet members
  • Empower prospective volunteers—explain the essential roles they play in engagement, solicitation, and stewardship of your school’s donors and prospects
  • Review options for cabinet designs and determine which might be right for you

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:Advancement professionals (Development, Admission, Marketing/Communications), School Heads, and volunteer leaders.

staff photo paula schwartz

Paula Schwartz, Ed.D., IAP-L

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


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.


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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