How can we begin what might be a 10+ year relationship with a new family that sets the right tone and creates a lunching pad for great things down the road?
Should We Plan for Our Own Succession?
If the research is to be believed, and close to half of our leaders are going to leave their jobs in the near term, and virtually no organization has a succession plan for their top leaders, never mind our positions, we clearly have a ticking time bomb here.
How to Build a Great Advancement Committee
Here are some tasks you can set before this group, starting in August when you first convene. These are actions that actually help. They build connections with families. They extend the cultivation and stewardship work your team is doing.
11 Ways to Make Sure Your School’s Newest Trustee is Prepared for the Job
One of the most effective things we can do is create an excellent orientation process. I’ve done this at multiple schools, and it pays off handsomely in the near and long term. If your school doesn’t do this or doesn’t do this well (with your involvement), run – don’t walk – to advise that they start.
Selecting Good Trustees: 6 Ways to Make Sure the Newest Addition is a Good One
To get additional advice and perspectives beyond my own, I asked three seasoned and outstanding professionals I knew in our group to participate in the facilitated conversation about ways to bring intelligence and experience to these vital volunteer leader selections. All have served their current school for a decade or more. All hold that seat and understand the value in it.
Sacrificing Sacred Cows: Some Reflections on CASE-NAIS ’23
My overarching “ah-ha” was that the sometimes tough-to-make tactical goals of increasing diversity, equity, inclusion, and belonging at our schools were made real in several sessions — with actual, honest-to-God solutions that we could take home and implement.
My Latest Talk
A good major gift program is well designed. It has a short list of needed projects that, generally, have the winning appeal of being tangible, immediate, and high impact. This is the magical trifecta in fundraising!
How to Design a Major Gifts Program That Works
A good major gift program is well designed. It has a short list of needed projects that, generally, have the winning appeal of being tangible, immediate, and high impact. This is the magical trifecta in fundraising!
What Makes a Great Case for Support?
The “great case” is the road map to show a donor what the project is, what good it will do for the school, and how the school and its leaders plan to pay for it. It need not be all that fancy or costly. In fact, most donors I have had the honor of sitting with would prefer we tell it to them clearly, without a lot of distracting glitz. And they most assuredly don’t want us to spend a fortune printing the blessed thing.
How Can We Earn the Opportunity to Make That Big Ask?
Anyone who has read a single article of mine knows that we must start with intentionality. And after intentionality, planning. And then, the benefit of practice. Think of your closest friends. How did you get to know and build trust with them? I suspect that it happened over time, by talking about the things that really matter. From sharing what is most important to you. What you deeply value. Why would it be all that different with a family you are entrusted to engage in your community? Someone from whom you are asking for their support?