Advancement Consultant for
Independent Schools
About Me
What I Do
Services Offered
Advancement Consulting
What is “Advancement Consulting?”
Advancement Appraisal
Finding the Good: How the Advancement Appraisal Works
Creating Campaigns
What Kind of Campaigns?
Feasibility Studies
The Power of the Feasibility Study
Ongoing Coaching
What Kind of Coaching?
Speaking and Training
My Latest Talk
A List of Speaking and Training Events
Client Schools
Locations
West Coast
Athenian School
The Carey School
Cow Hollow School
Crystal Springs Uplands School
Drew School
Harbor Day School
Julia Morgan School for Girls
Live Oak School
Marin Primary and Middle School
Mount Tamalpais School
Presidio Knolls School
Sage Ridge School
San Diego French American School
Sonoma County Day School
St. Matthew’s Episcopal Day School
Trinity School
NEW
The Wesley School
Woodside Priory School
The Midwest
Trinity Catholic School
NEW
East Coast
Cheshire Academy
Indian Mountain School
Rodeph Sholom School
Watkinson School
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
The Board of Trustees
Training New Trustees: 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
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Changing the Culture
Moving Beyond Conflict to Collaboration 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
How Do We Become Schools That Truly Value Teachers?
March 13, 2019
How Do We Create a “Culture of Philanthropy” At Our Schools?
June 13, 2018
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
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Ending Things
Ending Our Engagement
November 16, 2021
How Can We Know When We’re Done?
February 7, 2018
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Engaging with Donors
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
What Should We Do When We Make a Donor Angry?
September 6, 2019
How Do We Create Word-of-Mouth Buzz With Our Donors?
May 8, 2019
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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
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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
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Interviews
Major Gifting with Elizabeth Carter
November 30, 2021
How to Approach Philanthropy Through a Lens of Diversity, Equity, and Inclusion: An Interview with Tesha McCord Poe
October 12, 2020
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The Nirvana School
The Board of Trustees at The Nirvana School
August 8, 2022
Welcome to the Nirvana School
May 8, 2022
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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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