Crystal Springs Uplands School is one of the top private college prep middle & high schools in the San Francisco Bay Area.
I began working with the Chief Advancement Officer in 2017. Our work involves ongoing, strategic coaching on a variety of advancement topics.
Examples include recommendations for redefining leadership giving at the school with a plan to significantly increase annual gifts, creating a staff evaluation process and instrument, and conducting a planning and visioning session during their department retreat.
"I emailed Barbara at the end of a particularly long and challenging day. Our school had recently completed a successful campaign, and our board was anxious about losing momentum. They wanted to "keep raising money" yet hadn't decided what the next strategic funding priorities were. With a Head of School transition looming, I needed an objective and experienced thought partner to help craft a roadmap for major gifts while engaging our board in a prioritization and goal-setting exercise. Barbara has been indispensable in leading us through these efforts and much, much more.
In addition to being warm, engaging, and smart, Barbara has the unique ability to hone in on the most salient details of complex issues and provide guidance that is relevant and practical. Barbara listens, she rolls up her sleeves, and she helps to get the job done. From providing direction on staff management to creating frameworks for major capital initiatives, Barbara truly understands Advancement's broad scope. She provides professional and constructive hands-on support that has a meaningful impact on advancing our school's mission."
Betsy Berman
Chief Advancement Officer
Crystal Springs Uplands School