Fast Facts About ADVIS:
Over 130 Member Schools in the tristate, 13 county Greater Delaware Valley region…
Educate nearly 50,000 students in pre-kindergarten through high school; 31% students of color
Employ over 11,000 faculty, administrators, and staff
Award nearly $325,000,000 in need based financial aid to 36% of students
Represent more than 500,000 alumni
Collectively have an annual operating budget greater than one billion dollars!
home > Member Resources > Trustee U > Year Two 2013-2014 Archives > 

YEAR 2 - Online Session Archives    
Fiduciary Responsibility: The Board's
Role in Philanthropy
Facilitated by Ginny Christensen,
Strategy for Growth 
Responsibility for a Successful Future: 
Goal Setting and Evaluation
Facilitated by Ginny Christensen, 
Strategy for Growth 
October 15, 2013
18 Months: Create a
Board Development
Plan for Philanthropy

Karen Osborne
January 14, 2014
Goal-setting for the Board and Head
Sarah Daignault
View Archive
October 29, 2013
The 4 R's of Major
Gift Fundraising:
Research, Romance, Request and Recognition

Eileen Heisman
View Archive
January 28, 2014
Evaluation of the Board and Head
John Littleford
View Archive
November 12, 2013
Stories of Building Philanthropy in Our

James McKey and Ari Betof
View Archive
February 11, 2014
Best Practice in Goal-setting and Evaluation
Stacey Kley, Rich Nourie, Steve Piltch, and Ann Satterthwaite

View Archive
Program Year Two 2013-2014    
"Fiduciary Responsibility: The Board's Role in Philanthropy"
  • October 15, 2013: “18 Months: Create a Board Development Plan for Philanthropy”
    Karen Osborne – President, The Osborne Group (read bio)
    Whether your Board is highly skilled and engaged in philanthropy, or just starting to get involved, this session is for you. You’ll start with a quick baseline evaluation, then learn how to build a step-by-step program to elevate your performance and your success over the next -- exciting -- 18 months.
  • October 29, 2013: “The 4 R’s of Major Gift Fundraising: Research, Romance, Request and Recognition”
    Eileen Heisman – Local Consultant, President and CEO, National Philanthropic Trust (read bio)
    Does it surprise you to hear that “romancing” your donors should comprise at least 60% of the time you put into cultivating major gifts In this online session, Eileen Heisman will walk us through the 4 stages of successful cultivation. Attendees will finish with a tested model based on respect and careful collaboration.
  • November 12, 2013: “Stories of Building Philanthropy in Our Schools”
    James McKey, VP Institutional Advancement, Earlham College (read bio), and Ari Betof, Head of School, New Garden Friends School (both former Chief Development Officers, George School) (read bio)
    In this session, we’ll extend principles introduced earlier in this course, basing our discussion on compelling, real-life stories from our schools.


"Responsibility for a Successful Future: Goal Setting and Evaluation"
  • January 14, 2014: "Goal-setting for the Board and Head"
    Sarah Daignault, Consultant to Independent Schools (read bio)
  • January 28, 2014: "Evaluation of the Board and Head"
    John Littleford, Senior Partner at Littleford & Associates (read bio)
  • February 11, 2014: "From Experience: Best Practice in Goal-setting and Evaluation"
    Panel of ADVIS and FCE Board Chairs and Heads
    • Stacey Kley, Former Board President and Governance Committee Chair, Montgomery School; Board Vice Chair and Former Governance Committee Chair, The Shipley School (read bio)
    • Rich Nourie, Head of School, Abington Friends School (read bio)
    • Steve Piltch, Head of School, The Shipley School (read bio)
    • Ann Satterthwaite, Former Board Clerk, Friends Central School (read bio)
CONNECT with Trustee U!
In addition to interactive online programming the Trustee U offerings include 3-minute podcasts throughout the year and regular twitter updates.

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