The Power of Partnerships in Development and Advancement

Thursday, October 17, 2019

Gann Academy, Waltham, MA
8:15 a.m. - 3:00 p.m. -- RESCHEDULED, PLEASE SEE BELOW


Register Here for our Business Leadership Retreat

Presented and Facilitated by Jill Goodman, Bob Weston and Brian Nevins


  • Registration, Networking and Breakfast: 8:15 - 9:00 a.m.
  • Welcome: Becky Biggs, AISNE: 9:00 a.m.
  • Morning Program: 9:00 - 11:45 a.m.
  • Networking Lunch: 11:45 a.m. - 12:30 p.m.
  • Afternoon Program: 12:30 - 2:45 p.m.
  • Reflections and Farewell: 2:45 - 3:00 p.m.

Morning Program

Our morning will be comprised of two parts:

  • Parent Volunteerism as a Key to Advancement and Retention
  • Alumni Relations 101
The Advancement and Retention Connection: 9:00 - 10:15 a.m.

All schools are committed to student retention and the experience of students should be the priority of every adult in the building. But, who prioritizes the experience of parents after the admissions process and through graduation? Formal parent organizations or volunteer task forces are often charged with providing key information to parents and creating a sense of community within the school. Is a “family-like community” a stated brand promise at your school? So, why do some faculty, administration, and parents, cringe when the topic of the parents association comes up?

In this workshop we will identify steps to parent retention, with volunteerism as one key element. Participants will see the disconnect between what motivates parents and what motivates the school staff in regard to parent involvement, and will learn how to evaluate each program that involves parent volunteers for mission and brand alignment. We will explore the myths and realities of recruiting, managing, and stewarding effective parent volunteers and consider a new way forward.

Morning Break: 10:15 - 10:30 a.m.

Alumni Relations 101: 10:30 - 11:45 a.m.

According to the NAIS 2017-2018 Trendbook, philanthropic giving by alumni to the annual fund represents up to 20% of the total contributions. Alumni represent a key driver of both development efforts and represent a growing admissions value through professional networking. For schools without a formal alumni program or hiring their first dedicated alumni engagement director, knowing where to start can be a daunting proposition. With the collected wisdom of 13 alumni directors, gathered through personal interview and located across the country and in the UK, participants will learn where to focus their energy in the first two years and the most important elements of creating an alumni program that will engage and resonate with their school’s alumni. The session will explore proven methods to connect with alumni that graduated in 8th grade and those that graduated in 12th.

Afternoon Program

Our afternoon will also be comprised of two parts:

  • Creating an Effective Campaign Committee
  • Group Discussion and Peer Case Study Sharing

Creating an Effective Campaign Committee

When executed well, a capital campaign can be a unifying and transformative experience for a school community. Central to the success of a campaign is the effective formation, composition and activity of a campaign committee. In this session, explore the important differences between an advancement and campaign committee and share insights about creating dynamic campaign committees that are strategic partners with school leadership and ensure early, as well as sustained, campaign success.

Group Discussion and Peer Case Study Sharing

Share your experiences and hear from your peers! We're all in this together. Harness the power of your AISNE member school peer network.

About Our Speakers

Jill Goodman is an executive mentor and strategist with a diverse range of skills across the non-profit and educational sectors. With over 20 years of experience in developing high-level strategy, executing and growing core programs to forward the mission of numerous independent schools and organizations, Jill’s intense listening skills have helped her develop a reputation for providing exceptional, solution-oriented results. Jill has a 360-degree understanding of the non-profit world – she has served as an administrator, staff member, grant maker, trustee, and volunteer.

Bob Weston brings to CCS 30 years of independent school experience and expertise as an educator, administrator, and fundraiser. Over the span of his career, Bob has held several senior administrative positions, and worked extensively on hiring and recruiting faculty, collaborating on institutional strategic planning, and directing annual, major gifts, and capital campaign fundraising programs. As an experienced fundraiser and school administrator, Bob’s deep knowledge of independent schools’ culture, programs, and fundraising needs uniquely positions him to serve independent clients well.

Brian Nevins has provided professional counsel and service to numerous educational, healthcare, conservation, advocacy, and international organizations. Since joining CCS in 1990, Brian has had extensive experience supporting clients in achieving their visions and dreams. For Brian, raising funds for many different clients for over 20 years has been a personally rewarding experience. Brian manages the the firm's New England business. He is often invited to speak and present at conferences in the Northeast and New England for industry groups like Association of Healthcare Philanthropy (AHP), Association for Fundraising Professionals (AFP), and Council for Advancement and Support of Education (CASE).