Advancement Consultant for
Independent Schools
About Me
What I Do
Services Offered
Advancement Consulting
What is “Advancement Consulting?”
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Advancement Appraisal
What is an “Advancement Appraisal?”
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Finding the Good: How the Advancement Appraisal Works
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Creating Campaigns
What Kind of Campaigns Does Barbara Create?
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Feasibility Studies
The Power of the Feasibility Study
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Ongoing Coaching
What Kind of Coaching Does Barbara Do?
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Speaking and Training
My Latest Talk: “Fixing Fundraising – New Nonprofit Best Practices”
LATEST
List of Speaking and Training Events
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Client Schools
Locations
Canada
Crofton House School
–
Vancouver, BC
China
Shanghai American School
–
Shanghai, China
USA – West Coast
Athenian School
–
Danville, CA
The Carey School
–
San Mateo, CA
Cow Hollow School
–
San Francisco, CA
Crystal Springs Uplands School
–
Hillsborough, CA
Drew School
–
San Francisco, CA
Harbor Day School
–
Newport Beach, CA
Julia Morgan School for Girls
–
Oakland, CA
Live Oak School
–
San Francisco, CA
Marin Primary and Middle School
–
Marin County, CA
Mount Tamalpais School
–
Mill Valley, CA
Presidio Knolls School
–
San Francisco, CA
Sage Ridge School
–
Reno, NV
San Diego French American School
–
San Diego, CA
Silicon Valley International School
–
Palo Alto, CA
Sonoma Country Day School
–
Santa Rosa, CA
Spring Hill School
–
Petaluma, CA
St. Matthew’s Episcopal Day School
–
San Mateo, CA
Trinity School
–
Menlo Park, CA
The Wesley School
–
North Hollywood, CA
Woodside Priory School
–
Monterey Bay, CA
USA – The Midwest
Trinity Catholic School
–
Hutchinson, KS
USA – East Coast
Cheshire Academy
–
Cheshire, CT
Indian Mountain School
–
Lakeville, CT
Rodeph Sholom School
–
New York City, NY
Watkinson School
–
Hartford, CT
Testimonials
Advancement Articles
Categories
Most Popular
How to Design a Major Gifts Program That Works
October 17, 2022
How Do We Become Schools That Truly Value Teachers?
March 13, 2019
How Do I Get Rid of My School’s Phonathon and Raise More Money?
November 7, 2018
How Do We Write a Welcome Letter to the New Parents at Our School?
August 8, 2018
How Do We Create a “Culture of Philanthropy” At Our Schools?
June 13, 2018
What Are Some Low-Cost High-Impact Gifts We Can Give Our Donors?
November 8, 2017
How Do We Write a Really Good Annual Fund Letter?
September 27, 2017
The Board of Trustees
How to Build a Great Advancement Committee
March 30, 2023
11 Ways to Make Sure Your School’s Newest Trustee is Prepared for the Job
February 23, 2023
Selecting Good Trustees: 6 Ways to Make Sure the Newest Addition is a Good One
February 17, 2023
The Board of Trustees at The Nirvana School
August 8, 2022
How Can We Help Boards Overcome Campaign Jitters?
February 23, 2022
How Do We Thank Trustees?
August 17, 2020
View all
Changing the Culture
Why Participation is Not Worth Fighting For
August 14, 2023
How Can We Set Priorities that Serve Us and Our Programs?
July 25, 2023
Sacrificing Sacred Cows: Some Reflections on CASE-NAIS ’23
February 6, 2023
Moving Beyond Conflict Between the Development & Business Offices
August 10, 2021
How Can We Fit In at Our School?
May 19, 2021
Ignoring “The Gap” and Moving Away from a Scarcity Mindset
February 19, 2021
View all
The Development Team
What is the Real Cost of Turnover in Our School’s Development Office?
February 16, 2022
Let’s Hear it for the One-Woman Development Office
February 20, 2021
How Can We Train Volunteers To Be Superstars For Our Campaigns?
April 10, 2019
How Can We Show Our Team That We Appreciate Them Every Day?
December 13, 2017
View all
Ending Things
Should We Plan for Our Own Succession?
April 5, 2023
Ending Our Engagement
November 16, 2021
How Can We Know When We’re Done?
February 7, 2018
View all
Engaging with Donors
How Can You Make Sure Your School is Ready for the New Millennial Super Donor?
May 26, 2023
How to Create a “Guide to Giving and Getting Involved” for New Parents
April 5, 2023
How We Can Get Rid of That Terrible Thank You Letter
July 26, 2022
The Best Question You Can Ever Ask a Donor
April 10, 2022
What We Can Learn From Banks – and Then Do Very Differently
April 16, 2021
What Are the Dangers of Having an Angel Donor?
February 12, 2020
View all
Fundraising Tactics
How to Design a Major Gifts Program That Works
October 17, 2022
What Makes a Great Case for Support?
October 3, 2022
How Can We Earn the Opportunity to Make That Big Ask?
August 8, 2022
Giving Circles Taken to the Next Level
February 4, 2021
How to Use Permanent Life Insurance to Help A Donor Make Their Largest Gift –Ever
January 24, 2021
How to Quickly Create a Legacy Program at Your Independent School
October 6, 2020
View all
The Head of School
How to Make Yourself Invaluable to a New Head of School
May 19, 2021
Taking Care of Our Heads — of School, That Is
December 8, 2020
How Can We Cultivate a Strong Relationship With Our Head of School?
April 11, 2018
View all
Interviews
Major Gifting with Elizabeth Carter
November 30, 2021
Diversity, Equity, and Inclusion: An Interview with Tesha McCord Poe
October 12, 2020
View all
The Nirvana School
Welcome to the Nirvana School
May 8, 2022
The Board of Trustees at The Nirvana School
August 8, 2022
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Summer Projects
The Two Things You Must Do Before Summer Vacation
May 8, 2022
The Four Summer Projects That Are Worth Your Time
June 2, 2023
Unsexy Money
How Do the Recent Tax Changes Impact Giving?
September 30, 2020
How Can We Raise Money for Debt Reduction and Cash Reserves?
October 10, 2018
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About
What I Do
Advancement Appraisal
Creating Campaigns
Feasibility Studies
Ongoing Coaching
Speaking and Training
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