Our Work at Julia Morgan School for Girls

Julia Morgan School for Girls in Oakland, CA is the first and only all girls middle school in the East Bay of the San Francisco Bay area, serving 125 girls in grades 6-8.

For a year, I worked in lieu of a director of development to restart their Annual Fund program. My consulting focused on establishing best practices, writing and overseeing their appeal, and training members of their Board to engage in solicitation conversations with key families.

Together we raised nearly 40% more that in the previous year and began a process for identifying and stewarding leadership supporters.


"Barbara was an invaluable resource when JMSG chose to revive an annual giving campaign after several dormant years. She trained and encouraged board members as they successfully met with families; and was a great support for me as Head of School as we enriched a previous annual giving letter writing practice in a robust and ongoing way throughout the year.

JMSG will continue to benefit as Barbara has given us a roadmap, not only including suggestions as we move forward, but also a practical timeline, sample letters, and conversation scripts for when we meet individually with families. I look forward to continuing to call on her expertise and highly recommend Barbara as a consummate advancement consultant."

Sandra Luna
Head of School, Julia Morgan School for Girls
Oakland CA

Does your school need an advancement consultant? Tell me your story here or reach out via e-mail.