Fundraising and Development
Strategies, samples, and ideas for independent school advancement efforts.
Strategies, samples, and ideas for independent school advancement efforts.
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How to Create a PTA/PTO Action Plan
You want to be a great leader! The right action plan for parent teacher associations can set you up for success from the very beginning, but it can be tricky and overwhelming to nail down a year-long action plan. The steps below will give you everything you need to get started on another successful year. […]
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5 SUMMER TIPS TO START YOUR PTA/O SCHOOL YEAR STRONG
Ahhhh, summer. Those long days, outdoor adventures, and beautiful nights are here. You survived the end-of-year rat race, and now you’re ready for some well-deserved relaxation. Start your summer with a complete break from your PTA/PTO leadership duties to allow yourself time to rest and rejuvenate. When you’re ready, take advantage of the important opportunities […]
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Virtual & Hybrid Event Fundraising
This past year, schools and PTAs have developed innovative strategies to reach students all while ensuring the safety and health of those around them. Fundraising strategies are no different. Schools have shifted in person galas to virtual events and moved school events like choir performances online. There are many benefits to virtual events, and even […]
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Five Tips for Writing Effective Volunteer Job Descriptions
Once you have published your Guide to Giving and Getting Involved and have identified your school’s volunteer needs, it is time to develop job descriptions for each position. Without job descriptions, you risk matching the wrong person to the job, misusing the volunteer’s time, and having no formal means of giving feedback and celebrating your […]
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How to Create a Terrific Case for Support
One of the pillars of an effective fundraising campaign is your school’s Case for Support. The Case for Support communicates with donors and prospects, and begins the process of matching their values and interests with your school’s mission and guiding principles. Here’s how to create a terrific Case for Support. The Case for Support should […]
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Are Your Fundraising Priorities Still Relevant? A Marts & Lundy Perspective
There is no shortage of questions about how to proceed with fundraising in a climate that is unlike anything we have previously experienced, given the simultaneous public health, economic, political, racial inequality and civil unrest crises. And one question Marts & Lundy believes should be top of mind for CAOs, CEOs and board leadership: Are […]
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Six Ways to Use Your “Guide to Giving and Getting Involved” During and After COVID-19
Many schools are engaged in all or partial distance learning. This does not reduce the need for volunteer or philanthropic support. In fact, it is critical to remind parents your school must be sustained through the commitment of time and money from its friends. ISM recommends creating and using a “Guide to Giving and Getting […]
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Fundraising in the Midst of Social Distancing and a Down Market
Advancement offices are faced with the difficult challenge of engaging with donors amidst the COVID-19 pandemic. Watch this interview-style webinar to hear from Steve Nelson, Chancellor and Chief Relationship Officer at Valley Christian Schools in San Jose, CA (and former Senior Director of External Relations at Harvard Business School) and Phil Higginson, Associate Head of […]
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How to Hold a Successful Giving Day for Your School
We believe that every K-12 independent and private school can run a successful giving day — and should do so at least once a year. Like with any other type of fundraising, there’s a learning curve, and we’re here to help.