2019-2020 Membership Renewal Information ~ Annual Report
Annual Report ~ Membership Renewal Information, June 2019
“Excellent, very interactive and collaborative; efficient use of time.
As a new board member, the information I received was very timely and informative!
~ Trusteeship 101/201 participant
“Energizing and helpful -
I left with big-picture ideas for our school community as well as concrete steps
I could take right away.”
~ Service Learning program participant
“Greg Bamford was fantastic - he made design thinking real and applicable, not just an academic exercise. The group work enhanced the learning and the possibilities across the school were bounded only by time and energy - not money or skill.
Very worthwhile use of my time.
“I love that we get together and have the
opportunity to make connections
. Having professional development opportunities close to home is important. Thank you, as always, for all your hard work in bringing us
excellent professional development
~ Fall Design Thinking for Admissions program participants
“Easy access to a retreat day that offered an
interesting voice on school program design and a direct and engaging voice on fundraising
. In between, the chance to engage in smaller groups on different topics and a good lunch at the midpoint. All told, a welcomed offering for our area Heads of School.”
“Great event. Speakers were dynamic and nice to move around for different pieces. Broke up the day. Good content.”
Great job balancing the regular sessions with more time to network
. It was great to catch up with everyone. A wonderful turnout and hope that we will see even more next year.”
“Thanks for encouraging us to step away from our desks and connect with colleagues. It's always refreshing and helps to re-frame perspective.”
~ Heads Retreat participants
“Really terrific program.
I was challenged, engaged, and thoroughly involved.
The whole morning was stimulating and valuable. Hats off to ADVIS and Dr. Horsford. KEEP DOING THIS WORK!”
~ participant of MCRC@ADVIS program with Sonya Horsford
“This workshop, although short, was
impactful, useful, thoughtful, and expertly run.
It was meaningful to be greeted, as well, by the Head of School… who made a concerted effort to welcome all participants. This set the tone for the workshop.”
~ participant of MCRC@ADVIS program with Howard Stevenson
ADVIS Annual Report To The Membership
“A dynamic community of independent schools in the Greater Delaware Valley and beyond, ADVIS enriches and sustains schools through advocacy, thought leadership, professional development and networking opportunities.” ~ADVIS Mission Statement
Dear ADVIS Members,
As I write this letter at the end of my term as Chair of the ADVIS Board, I pause to reflect on the work the organization has accomplished during this past year. While not surprising, given the strength of this organization, I do believe that there are a couple of items worth noting. This year has been remarkable for several reasons. To begin with, we spent the year in discussion with PAIS about the possibility of a merger. While we did not get as far in our work as we had hoped, these discussions will continue this coming year. Whatever the outcome, it is appropriate for our organization to be constantly looking for opportunities that will ensure its ongoing health and sustainability and best serve its members.
Speaking of opportunities, as members this year we were afforded an amazing opportunity to apply for a grant through the ADVIS/Edward E. Ford Foundation partnership, designed to develop transformative models for sustainability. One of the things that I appreciate most about membership in ADVIS is the fact that Barbara and her staff are always listening and responding to our needs. With this program, ADVIS is able to support its membership to implement out of the box ideas that could impact the long-term sustainability of our schools.
What better reasons could there be to renew membership in this amazing organization? We look forward to continuing this exciting journey with you as ADVIS continues to push the boundaries to create opportunities for its member schools.
Victoria C. Yatzus,
Board Chair, ADVIS; Head of School, The Independence School
Dear ADVIS Heads of School
As Vicky references above, it has been an interesting, exciting and busy year at ADVIS!
While engaging in several special projects and new initiatives, providing quality professional development and bringing folks together remained our “hedgehog,” and primary focus. Please take a few moments to review the
Professional Development Report for 2018-19
for program highlights and attendance statistics. ADVIS continues to grow its reach, both in programs and member participation, while obtaining high ratings on program evaluations and meeting participants’ expectations.
New Program Initiatives in 2018-19 year included:
E. E. Ford/ADVIS Transformative Models for Independent School Sustainability Forum and Grants:
Following a full day program featuring representatives of six schools from across the country that have implemented transformative operational models, applications for project funding were accepted and $110,000 in funds, on a 1:1 match basis, was awarded to five innovative projects involving collaborations among 14 schools, PAISBOA and SEPCHE (Southeastern PA Consortium for Higher Education). We look forward to sharing news about these projects with the membership, and beyond, as the goal is to offer models that can be scaled or replicated to address the challenges facing independent schools. The funded projects will be featured at an ADVIS/E. E. Ford Project Exposition at the Annual Trustee Conference in November 2020.
**Malvern Bank, National Association was the Lead Contributor to the matching funds that ADVIS raised in order to obtain the grant and award these funds.**
Annual Head of School Retreat
, January 2019. Sixty-seven HOS’s attended with very favorable feedback.
The MCRC@ADVIS ~ Carney Sandoe Equity in Action Grant:
Three $5000 grants were awarded to fund educator projects/research related to best practices for diversity, equity and inclusion in our schools and communities. We were thrilled to receive 17 quality proposals representing a diverse range of 19 member schools. Grant recipients are receiving support to submit proposals to present at national conferences under the MCRC@ADVIS banner, and registration and travel will be funded if accepted. All applicants were invited to submit to present at MCRC@ADVIS’s DEI Conference. Discussions continue about how best to perpetuate this initiative and support the outcomes going forward.
The Professional Development Report also previews planned programs for the coming year. In addition to our keystone administrator retreats and MCRC@ADVIS and Governance tracks of programs, in 2019-20 we will once again hold the MCRC@ADVIS DEI (Diversity, Equity and Inclusion) Conference on Friday, October 11, at Tower Hill School in Wilmington. The DEI Conference in 2017 was our largest program to date, with 67 presenters and 1100 attendees. The resulting word of mouth seems to have generated increased interest for this round - we are very excited about the caliber of keynote speakers and workshop presenters we have been able to attract. Be sure to check our website regularly as we update the full professional development calendar of events throughout the summer and early fall.
We continue our work to market and advocate for independent education and our member schools throughout the Greater Delaware Valley region, which as many know, is the most densely concentrated region of independent schools in the country. We are always poised to respond to media queries, and allocate nearly 10% of the operating budget to run an annual marketing campaign to make the case for independent education and direct folks to our website, where they find the prominent school search function on our home page so they can learn more about our schools, and ultimately, your school. All member schools are included, with no need to pay a surcharge to participate.
As refresher, be sure to review this list of highlights of other services ADVIS provides:
analysis of regional enrollment trends
by major sub-segment of our membership
Guidelines for Best Practice in Admissions and Marketing Independent Schools
, monitored and periodically updated
Guidelines for Best Practice in Responding to Media Surveys and Inquiries
Recommendation as to Data Points to Include on School Websites
, both offer guidance to maintain collegiality and best serve families
open administrative positions
on our website - no fee for member schools and historically our most visited page!
Placement of group advertisements of the
Policy of Nondiscrimination
required by the IRS to maintain your 501 c 3 status - ensures that this important task is not overlooked, saves administrative time and ad expense
ADVIS Common Recommendation Forms
by division - eases the process for families and teachers
In Support of Independent Education brochures
- make the case for annual giving with versions for current parents and alumni
New as of Summer, 2019 – ADVIS discount for member school employees and their immediate family members for
graduate and undergraduate degree programs.
Your membership renewal invoice has been sent to your Business Office. In spite of the overall decrease in the total aggregate number of students in our 132 member schools illustrated in the
Enrollment Trend Report
, we are able to minimize the membership fee increase due to our work to raise underwriting dollars - typically 17% of our operating budget comes from corporate and foundation support. That said, after four consecutive years of maintaining an overall 2% membership fee increase while at the same time adding the MCRC@ADVIS track and other new programs and services, we find it necessary this year to increase the overall membership revenue line by 5%.* This will allow us to add a much needed part-time person to support this robust program growth, as well as enhance other member services, such as supporting better participation and use of the data provided by NAIS’s DASL and Market View tools.
I welcome your questions, comments and feedback. The ADVIS staff and I very much value your participation in ADVIS and are eager to welcome you to the interesting and informative programming we are planning for the 2019-20 academic year. Until then, please accept my very best wishes for a wonderful summer full of fun, rest and renewal!
*As always, the exact percentage increase varies by school, depending on school size and whether enrollment increased or declined in 2018, the basis for the fee, compared to the previous year.
Association of Delaware Valley Independent Schools | 701 W. Montgomery Avenue, Bryn Mawr, PA 19010 | 610-527-0130
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