Event Pages - Archive
February 18, 2016
Thursday, February 18, 2016
9:00 AM to 2:00 PM
Registration & continental breakfast
9:00 AM to 9:30 AM
Program begins at 9:30 AM
Retreat is limited to 100 registrants
Registration closes on February 11th
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.
Program fee includes breakfast and lunch.
PLEASE NOTE: SNOW DATE is
FRIDAY, February 19, 2016
West Chester University Graduate Center
Greenhill Corporate Park
1160 McDermott Drive
West Chester PA 19380
(West Chester University is not a sponsor,
co-host or participant in this event.)
Director of Professional Development ~ ADVIS
ADVIS Social Media
Registration is closed - At capacity.
Annual Development Retreat
For Directors of Advancement, Advancement Committees, key fund-raising volunteers and Development Office Staff as appropriate.
Suzanne Hilser-Wiles, Senior Vice President and Managing Director,
and James W. McKey, Vice President, Grenzebach Glier and Associates
and Jonathan Ball, Managing Associate; Director of School Services and Marketing, Carney, Sandoe & Associates
Check-in and Continental Breakfast
Major Gifts—Building Successful Programs and Developing
Suzanne Hilser-Wiles, Senior Vice President and Managing Director, and
James W. McKey, Vice President, Grenzebach Glier and Associates
Major gifts drive a school’s ability to achieve its strategic goals. Whether you have a shop of one or of twenty, there are principles and practices for organizing a program around major gifts. Once you are organized, how do you develop a unique plan for each of your major donor prospects that results in soliciting and closing gifts? In his session we will explore the roles of school heads and other leaders, volunteers, stewardship and prospect management. We will also discuss the integration of major gifts with annual giving and planned giving.
Concurrent Breakout Sessions
(choose one at registration)
Strategic Staffing for Today’s Development Office -
Office structure and healthy teamwork can be the keys to your success. Learn to optimize the size and scale of your program and the strengths and skills already on your team to produce better results. Develop intentional management techniques to work more efficiently and create balance and stability for your office.
Jonathan Ball, Managing Associate; Director of School Services and Marketing, Carney, Sandoe & Associates
Broadening Your Major Donor Base: Strategies from a Small Development Shop with Big Aspirations
- Fundraising success at many independent schools, especially major gifts fundraising, relies heavily on board members and a handful of “usual suspects.” Efforts to expand that base are often limited more by staff resources than by the number of available prospects. In this session, we will explore effective methods for developing your prospect pool, prioritizing your work with prospects and strategies for increasing your major gifts base, all within the context of a small fundraising shop.
Suzanne Hilser-Wiles, Grenzebach Glier and Associates
The Ingredients of a Successful Campaign
- Successful campaigns require a compelling case for support, strong institutional and volunteer leaders, experienced staff and a well-planned budget. And, of course, an adequate pool of potential donors is essential. In this session you will learn more about the key ingredients of a campaign, how your school might measure up, and how to deal with roadblocks that hinder progress. Whether your school is in a campaign or contemplating one, you can learn how to build on your strengths and address your challenges in a focused, organized way.
Jim McKey, Grenzebach Glier and Associates
ADVIS members pay $60 per person; non-members pay $180 per person. Cost includes continental breakfast and networking lunch.
DEADLINE TO REGISTER
Thursday, February 11, 2016. Payment should be made, in advance of the program, by credit card or check, made payable to Association of Delaware Valley Independent Schools.
About our Presenters
James W. McKey, Vice President, Grenzebach Glier and Associates (GG+A)
Jim McKey joined GG+A full-time in July 2015 as Vice President in its Education, Independent Schools, and Arts and Culture Practices. He first joined the firm in 2008 as a Consulting Vice President, bringing more than 25 years of experience in fundraising and administration for academic institutions. Most recently, Jim served for 12 years as Vice President for Institutional Advancement at Earlham College, where he oversaw development, alumni relations, foundation relations, and communications. Under his leadership, Earlham completed a comprehensive campaign in 2011, raising $68 million on a $60 million goal.
Jim also served as Director of Advancement for ADVIS's own George School, where he managed a staff of 13 and a campaign exceeding the $28 million goal. While there, he received the CASE Circle of Excellence Award for overall fundraising performance. His cultivation and stewardship of George School’s lead donor prepared the way for her making the largest gift ever to an independent school, of $128 million, and a subsequent bequest of $30 million.
Jim's ties with ADVIS and ADVIS schools run deep - he served as the Director of Development with Friends’ Central School, as well as chairing the ADVIS Board. Jim has provided campaign counsel to numerous Friends schools and Quaker organizations; he has served on the boards of the Friends Council on Education and the Richmond Art Museum. He holds a bachelor’s degree in history from Earlham College and a master’s degree in teaching from Brown University.
Suzanne Hilser-Wiles, Senior Vice President and Managing Director, Grenzebach Glier and Associates
Suzanne Hilser-Wiles joined GG+A in 2011 and became a member of the executive committee in 2013. Prior to joining GG+A, Suzanne served since 2007 as Vice-Chancellor for Advancement at the University of North Carolina School of the Arts (UNCSA). At UNCSA, she was responsible for overseeing fundraising, communication, and marketing programs, including admissions marketing, alumni relations, and the press office for a conservatory in the 16-campus UNC system. In addition, she served on a five-person executive team advising the University chancellor on all major policy decisions, as well as primary staff member for the Advancement Committee of the Board of Trustees. During her tenure at UNCSA, Suzanne developed and implemented an individual major giving program, including planned giving, and designed training and support programs to engage the CEO, deans, and trustees in fundraising. In recognition of her work at UNCSA, Suzanne received the "Women in Business" Award in 2010 from The Business Journal of the Triad.
Suzanne's experience in advancement, program building, and campaign planning and implementation spans multiple fields from higher education to healthcare, arts and cultural, and other non-profit organizations. An active community volunteer, Suzanne has served as an Alumna Fundraiser for The Masters School, a parent fundraiser at the Shipley School, a member of the Gala Benefit Committee of the New York Stage & Film Company, and a member of the Family Benefit Committee of the Metropolitan Museum of Art.
Suzanne received her bachelor’s degree in art history from The University of North Carolina at Chapel Hill and holds a master’s degree in arts administration from the Golden Gate University in San Francisco.
Jonathan Ball, Managing Associate; Director of School Services and Marketing
At Carney, Sandoe & Associates, Jonathan Ball has served as Placement Associate and Associate Director of Recruitment and Member Services, and as the Director of Recruitment and School Services for the past twelve years. He was promoted to Managing Associate in 2005 and has been placing Development/ Advancement candidates for the past three years. Jonathan implemented a comprehensive college recruitment program, and instituded a client marketing, retention, and customer service program.
Jonathan has chaired a resume critique and job search strategy panel at Columbia University Teachers College, presented at the doctoral symposium at Stanford University on careers in independent education, and delivered a keynote on job search strategies in the K-12 educational market at Experience's national conference.
Jonathan also chairs CS&A's volunteer committee; is the Director of Advancement for the Gardner Carney Leadership Institute; has been a third grade tutor at the Boston Renaissance Charter School. Jonathan is an alumnus of The Manlius Pebble Hill School, DeWitt, NY, and graduated from the University of Wisconsin -- Madison, with a B.A. in History.
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