Event Pages - Archive
January 7, 2015 (SNOW DATE January 9)
Wednesday, January 7, 2015
8:30 AM to 2:30 PM
Registration & continental breakfast
8:30 AM to 9:00 AM
Program begins at 9:00 AM
ADVIS Members pay $60 per person;
Non-Members pay $180 per person.
Friday, January 2nd.
Please note, in the event of inclement weather, registrants will be notified if the program will be moved to the
SNOW DATE - January 9th
Penn State Great Valley Conference Center
30 E. Swedesford Road
Malvern, PA 19355
For written directions visit
Director of Professional Development
This program is graciously supported by funding from the following
ADVIS Event Underwriters
ADVIS' ANNUAL DEVELOPMENT RETREAT Candid Conversations, Transformational Fundraising, and Lessons Learned
For Directors of Development and Your Team
Please note - our original opening speaker, Laura Doherty, unfortunately has the flu and had to cancel. Please see *below for the updated program information:
No matter the size of your advancement team, you will come away from this day feeling inspired and armed with ideas to take back to your own school and fund raising program.
9:00-11:00 AM -
Keynote: Achieving Peak Performance in Leadership Giving
Robert E. Fogal, ACFRE, CAP®
, Founder and Managing Partner, Fogal and Associates
Successful school leaders and fundraisers know that relationships are key to their achievements. Hear from Bob Fogal how understanding our own personality styles, and those of our colleagues, donors, and volunteers, is key to developing and sustaining fruitful relationships, and helping to achieve fundraising goals.
currently coaches nonprofit leaders in the areas of team building, philanthropic fundraising and career development. He has held Chief Development Officer positions in higher education, health care, long-term care and human services. He is also former director of The Fund Raising School at the Lilly Family School of Philanthropy at Indiana University.
Bob has served on AFP’s international Board of Directors, Research Council, and Advanced Certified Fund Raising Executive Credentialing Board. He is a past president of the Greater Cleveland Chapter. Currently he is a board member of the Partnership for Philanthropic Planning of Greater Philadelphia and chairs PPPGP’s annual Planned Giving Course.
Bob was the founding editor of New Directions in Philanthropic Fundraising and for seven years contributed to the “Management File” column in Advancing Philanthropy. He authored the chapter on fundraising in all three editions of The Jossey-Bass Handbook of Nonprofit Leadership and Management (most recently the 2010 edition). He has led seminars and workshops for dozens of professional, religious and community organizations throughout the United States as well as in South Africa and Israel.
Before entering the field of philanthropic fundraising, Bob was a church music professor at the Protestant Institute for Advanced Theological Studies in Buenos Aires, Argentina, where he also implemented ethnographic field research. He holds the master of sacred music degree from Union Theological Seminary (New York) and a Ph.D. from Indiana University in folklore and ethnomusicology. He is also a certified trainer for the Myers Briggs Type Indicator, and a licensed minister in the United Church of Christ.
11:30 AM - 1:00 PM - Concurrent Sessions (Choose 1)
Lessons Learned in a $40 Million Campaign
Ann Laupheimer Sonnenfeld '77 Board Chair, Margaret Welsh, Director of Development, Patricia Voigt, Capital Campaign Director, The Agnes Irwin School, Rosemont, PA
The Agnes Irwin School's DARE TO DO MORE Campaign concluded successfully after three years, surpassing the ambitious goal of $40 million. This historic accomplishment was the result of the extraordinary generosity of over 2,700 loyal parents, alumnae, grandparents, parents of alumnae and friends of the Agnes Irwin community. Record-breaking gifts as well as wide participation marked the largest campaign for any girls' school in the Philadelphia area. Three of the major players involved provide a candid assessment of The Agnes Irwin School’s $40 million DARE TO DO MORE campaign including how they employed an urgency strategy to make goal in the final month and days of the campaign.
Raising Big Money in a Small Shop
Virginia Connor, Head of School, and Susan Mohi, Director of Development, St. Hilda’s & St. Hugh’s, New York, NY
You think that a small shop can’t run a robust major gifts program? Learn how a head of school, a development director, a board president and a campaign consultant identified untapped major gifts prospects and inspired them to give to a school like never before, transforming it into an innovative 21st century learning environment. Meet two of the leaders on this team, hear their story and then ask them how they did it.
2:30 Working Lunch & Breakout Session with Facilitated Discussions
Discussions to be facilitated by our program presenters.
About Our Workshop Presenters
Ann Laupheimer Sonnenfeld
, Board Chair, The Agnes Irwin School, and AIS Class of ’77, is a partner at the Center City Philadelphia law firm of Blank Rome LLP, in the litigation department, where she has worked as a lawyer since 1986. She concentrates her practice in insurance coverage and insurance insolvency litigation, along with other types of complex business disputes, including directors’ and officers’ breach of fiduciary duty litigation, securities litigation and professional malpractice. She graduated from Princeton University with a degree in Comparative Literature in 1979 and earned her law degree from the University of Pennsylvania in 1984. Ann joined the Board of Trustees of The Agnes Irwin School in 2006 and became the Chair in 2011.
, Director of Development, has worked at Agnes Irwin for over 20 years. She has served in a variety of roles in Development including Annual Fund Director, Director of Parent Relations, Director of Alumnae Relations, Planned Giving Coordinator and Director of Development. The Dare to Do More Campaign is the second, and largest campaign, that Margaret has been involved in at AIS.
, Senior Consultant, Schultz & Williams, served from 2011-2014 as the capital campaign director at The Agnes Irwin School, recently helping to complete their $40 Million campaign. Pat is no stranger to ADVIS, having served as ADVIS Board President from 1992-1994. Since 2004, Pat has counseled many independent schools including The Agnes Irwin School, Academy of Notre Dame de Namur, Delaware Valley Friends School, Gwynedd Mercy College, Montgomery School, The Potomac School (McLean, VA), Rosemont School of the Holy Child and St. Peter’s School.
Pat was director of admissions, director of development and public relations and, for 14 years, director of external affairs at Springside School, overseeing admissions, development, major gifts, planned gifts, alumnae, special events, and public relations and offering expertise on leadership, governance and enrollment management. She successfully headed three capital campaigns at Springside, the last one for $25 million. Prior to her work at Springside, Pat was assistant dean of admissions at Dickinson College and director of college guidance for The Shipley School.
Pat presents at local and national conferences on development and admissions for CASE, NAIS, SSATB and the National Coalition of Girls’ Schools. Pat graduated from Dickinson College, received a master’s degree in counseling psychology from Villanova University and completed further graduate work at the University of Pennsylvania.
is in her 22nd year as head of school at St. Hilda’s & St. Hugh’s, an independent Episcopal day school for children, beginners through grade 8. She has degrees in teaching from Teacher’s College, Columbia University (master of arts) and from Wheelock College (bachelor of science). In her 31-year career in New York City independent schools, she has taught every single elementary grade. She has served on numerous educational boards at Grace Church School, Saint David’s School and Wheelock College. She is currently on the board of trustees of The Brearley School and the New York State Association of Independent Schools.
Since 1993 when Virginia became the head of school, there has been a 250 percent increase in applicants. Enrollment has increased by 98 percent. Diversity in 1993 was 37 percent, whereas today it is 50 percent. Financial aid in 1993 constituted 13 percent of tuition revenue and an average grant size of $2,700--today it is 20 percent with an average grant size of over $30,000. Faculty and staff have also increased by 41 percent since 1993.
Virginia has overseen major infrastructure overhauls including the boiler, elevators, HVAC system and windows. She has also headed up major capital campaigns that have resulted in renovations to almost all 80,000 square feet of the school’s building raising over $28 million since 2000 to accomplish this.
is the Director of Development at St. Hilda’s & St. Hugh’s, responsible for annual giving, capital and major gift campaigns, donor stewardship, events, and alumni relations. Since joining in 2007, St. Hilda’s & St. Hugh’s has experienced a 163 percent increase in annual fund giving. Parent contributions have increased 221 percent and the leadership group ($5k+) has grown by 68 percent. In addition, 100 percent participation by trustees, parents and faculty has been achieved for the past seven years. The most recent $14.0 million capital campaign, which started in April 2011, raised $14.6 million in 14 months. Subsequently, a $3.6 million major gift campaign was completed during the 2013-2014 academic year.
Prior to joining St. Hilda’s & St. Hugh’s, Susan worked for 19 years at various top-tier firms on Wall Street. During this time, Susan managed large-scale global development projects supporting the operations, capital markets and sales and marketing divisions at these investment firms. Susan earned her B.S. in Marketing and Business Administration at Central Connecticut State University.
Fee: ADVIS member schools pay $60 per person. $180 for non-members. Payment should be made by check or credit card in advance of the program.
Deadline to register: Friday, January 2, 2015.
Association of Delaware Valley Independent Schools | 701 W. Montgomery Avenue, Bryn Mawr, PA 19010 | 610-527-0130
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