The 80/20 Rule: Use Your Annual Fund to Build Leadership Giving

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28

FEB
Status: CONFIRMED

$156 Non-Member

[$143.00 Gold Member]

February 28, 2018 • 3 PM ET

A minimum of 80% of your annual fund will come from 20% of your donors—that’s the 80/20 Rule. These leadership donors are a vital force in moving your school forward, in terms of both their philanthropic gifts and the influence they have as they help set the pace of a campaign and invite and inspire others to join them.

Leadership giving typically is associated with capital campaigns and major gift program. However, it’s your annual fund that’s your key leadership-giving funnel. Learn how to build an annual fund that feeds all types of giving.

Takeaways:

  • Build a leadership giving funnel that impacts your annual and campaign giving
  • Be able to recruit volunteers
  • Identify candidates to serve on your solicitation teams
  • Learn how to train solicitation teams—six steps to success
  • Be able to manage the leadership giving process

Run Time:
Total run time is 60 minutes. The presentation will run approximately 45 minutes with15 minutes designated for Q&A.

Who Should Attend:

This webinar is appropriate for Development professionals at all levels.

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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