Event Pages - Archive
Annual Giving Retreat
May 13, 2019
Monday, May 13th
8:30 AM to 12:00 PM
8:30 AM - 9:00 AM
Check-in and continental breakfast
9:00 AM - 10:15 AM
Small Changes in Your Annual Fund Can Make a Big Difference
10:15 AM - 10:30 AM Break
10:30 AM - 12:00 PM
Collaborative Giving Days:
How to Create the Why
No charge for ADVIS Members.
Non Members pay $120 per person.
May 6, 2019
Late registrations will be charged an additional $10 per person.
Friends' Central School
Middle & Upper School Campus
1101 City Avenue
Wynnewood, PA 19096
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Director of Professional Development
This program is graciously supported by funding from ADVIS Event Underwriter
Schultz & Williams (
Spring Annual Giving Workshops
Small Changes in Your Annual Fund Can Make a Big Difference
Brooke Buchanan, Consultant, Schultz & Williams, former Director of Annual Giving, George School; and Christine Kitzmiller, Director of the Annual Fund, Flint Hill School
Two annual fund professionals with 20+ years of experience share their ideas, and many of them require only small tweaks to your current program. Discuss tracking data points to inform your strategies, building a gift chart to know where your outstanding prospects are, utilizing tracking systems to determine what communications are working best, and simple stewardship tips so your donors know their value to your school.
Learn about small changes that can be implemented, no matter the size of your office or annual fund, in terms of dollars raised.
Use various (and easy to access) data points to drive your annual fund strategy and help your program soar.
Collaborative Giving Days: How to Create the Why
Julia Judson-Rea, Assistant Director of Marketing Communications; Nicole Martz, Director of Engagement; and Emma Rowan, Assistant Director of Annual Giving, William Penn Charter School
Giving Days are becoming more and more popular. Explore the communication and engagement strategies behind how to exceed your development goals. Learn how to use social media, solicitations and events to create the why, thereby enhancing fundraising and building community on your day of giving.
About Our Presenters
Brooke Buchanan, Consultant, Schultz & Williams, former Director of Annual Giving, George School
Brooke has more than two decades of professional fundraising experience, having worked with several well-regarded independent schools and nonprofits before joining Schultz & Williams as a consultant. Brooke started her career in Washington, D.C., as a prospect researcher at the Smithsonian Institution and the National Trust for Historic Preservation. After two years working in the healthcare field at the Washington Hospital Center Foundation as the director of prospect research and annual giving, she transitioned to independent school fundraising as the director of annual funds at Sidwell Friends School. She subsequently served in similar roles at the National Child Research Center and The Lab School of Washington. In 2014 she returned to her alma mater, George School, where she was responsible for all aspects of a $1.3 million annual fund as the director of annual giving.
With a passion for mentoring and teaching best-practices fundraising, Brooke has served on the faculty of Independent School Advancement’s Annual Giving Bootcamp, where she guides and coaches professionals who are new to independent school fundraising. She has also been a presenter at CASE-NAIS and AISGW (Association of Independent Schools of Greater Washington) on such topics as annual giving and the use of data in fundraising.
Christine Kitzmiller, Director of the Annual Fund, Flint Hill School
Chris began her career in Development as an intern during her sophomore year in college at ArtsBoston. After graduation, she worked in Corporate and Foundation Relations at her alma mater, Wellesley College, and was able to spend time in various departments including Annual Giving, Alumnae Relations, and Major Gifts. She then moved to Washington, DC working in a non-profit advocacy group before landing in the independent school niche. In 2005, she was hired as the Assistant Director of Alumni Relations at Georgetown Day School for 2 years before moving in the role of Director of Annual Giving for 4 years. Next, she steered Aidan Montessori School through their 50th Anniversary year as the Director of Advancement. In October 2012, she secured a position as the Director of Annual Giving at Holton-Arms School and moved into her current role as Director of the Annual Fund at Flint Hill School in July 2015. Throughout these roles, Chris has helped to develop annual fund programs through streamlining processes, building peer-to-peer volunteer programs and data-driven strategy.
Julia Judson-Rea, Assistant Director of Marketing Communications, William Penn Charter School
Julia is in her fourth year at Penn Charter as the assistant director of marketing communications, having most recently been a development associate at the Carnegie Endowment for International Peace. She holds a Master of International Development, focusing on nonprofit management, from the University of Pittsburgh Graduate School of Public and International Affairs. She has worked with a variety of nonprofit organizations doing program management, project design, grant writing, development writing, capacity building, social media, print publications and web. Julia earned her BA from Bates College. She lives in Mt. Airy with her husband and their son.
Nicole Martz, Director of Engagement, William Penn Charter School
At Penn Charter, Nicole is responsible for the overall administration and execution of donor engagement through stewardship and cultivation activities and events. Before coming to Penn Charter, Nicole worked as an event consultant for non-profits by providing strategic event management. Nicole Spent 8 years as a management consultant focused on communications management, organizational analysis and performance design and development.
Emma Rowan, Assistant Director of Annual Giving, William Penn Charter School
Emma is in her fourth year at Penn Charter as the Assistant Director of Annual Giving. She focuses primarily on strategy and segmentation of Annual Fund appeals, data tracking and stewardship of prospects and donors, and faculty/staff engagement and solicitation. She also works on grandparent visiting days and the 5th and 10th reunions, along with other Annual Fund events. Prior to her time at Penn Charter, Emma served in the development offices at George School and Peddie School.
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