Who Champions Your Annual Fund?

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Status: RECORDED on MAR 26, 2014
Certification Credits: 1 IACP

$156 Non-Member

[$143.00 Gold Member]

What does it take to make an annual fund campaign inspiring and successful? A key component is knowing who your Annual Fund Champions are. How does a well structured Annual Fund Cabinet form a strong volunteer partnership with your development office?

When volunteers step into leadership roles in your fund-raising programs, a dynamic cycle begins. Their involvement with “their school” grows. They become increasingly invested in its success and are motivated to give more generously and inspire others to do the same.

This webinar outlines how to identify volunteer annual fund champions.

Both experienced and new Annual Giving and Development Directors will benefit from this session. Join us as we explore the elements of designing your annual fund to motivate your professional and volunteer development leaders to champion your annual campaign. You’ll inspire them to deepen their connection, increase their levels of giving, and inspire others to join them.

You’ll cover these topics

  • Who are your Annual Fund volunteer champions?
  • How do identify and recruit them?
  • What are their responsibilities?
  • What roles can they play?
  • How do you support them for success in their leadership roles?
  • Does everyone need to “make the ask” to be part of the champion team?
  • How can your Board support your volunteer champions?
  • How can your professional development leadership support your volunteer champions?

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.

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