After the Storm: Strategies for Future Fundraising Success
For: Advancement Officers, Directors of Development, and other Fundraising Professionals
Tuesday, April 27, 2021;
10:00 a.m. - 11:00 a.m.
This past year has tested independent schools in countless ways. With the challenges of virtual learning, ensuring the safety of students and faculty, and securing enrollment stability, fundraising may have taken a back seat as school leaders navigated the myriad uncertainties caused by COVID-19. As the 2020-2021 school year comes to a close and we collectively look towards a new, more inclusive normal, now is the time to reflect on what we have learned. Strategically looking back can help us develop fundraising plans to position our schools for short- and long-term fundraising success to effectively weather any future crisis.
In this session, CCS Fundraising leaders, Caroline Chick, M. Angel Flores, and Lara Tilley-Bouez will present ideas, strategies, and tactics that advancement professionals can execute today to prepare for the 2021-2022 school year and beyond. Leveraging their combined 45+ years of fundraising expertise, the presenters will share case studies from independent schools across the tri-state area followed by a robust discussion. Participants will leave the session with tangible, actionable strategies to begin implementing at their schools.
TOPICS TO BE COVERED:
1. Refining the “Why”
How to update your case for support to reflect new needs that may have surfaced throughout the past year
2. Campaign Readiness
How to know if your school is campaign-ready and the steps to take to get there
3. Fundraising During a Leadership Transition
What you should do and what pitfalls to avoid
4. The Future of Virtual Events
Hybrid events, in-person events, and emerging trends
5. Moving Beyond Cash
With the wealth transfer in the U.S. peaking in 10 years, now is the time to invest in and commit to gift planning culture
$25 per registrant, Member Schools
$50 per registrant, Non-Member Schools
About the Presenters:
Caroline Chick, Managing Director at CCS Fundraising, is a driven professional who thrives on building client relationships with nonprofit organizations. In her role, Caroline is an account executive and project leader who brings over 15 years of successful fundraising experience to the fold. She has served and counseled organizations with financial targets ranging from $5 million to $3 billion, and has assisted clients in raising more than $500 million in the last year alone. Some of her clients include colleges, universities, international and national charities, faith-based organizations, human and social service agencies, healthcare systems and hospitals, environmental groups, and arts and cultural institutions, among others. Caroline attended Trinity College in Hartford, Connecticut where she received her Bachelor of Arts in Political Science. She is also a graduate of Columbia University where she received her Master of Science in Social Work. Caroline resides in Summit, New Jersey, with her husband and three children.
Angel Flores, Corporate Vice President at CCS Fundraising, has nearly two decades of experience working with and within organizations in the health, education, cultural, and human services sectors. She has advised organizations and planned and managed campaigns ranging from $20 million to $2.8 billion. She has extensive expertise and experience managing strategic operations, planning and directing large-scale capital and comprehensive campaigns, incorporating gift planning strategies, refining major gift programs, and building and fostering positive cultures of philanthropy. She also led her team’s mentorship program for five years, serving as one of a cohort of mentors for 35+ colleagues. She founded and led the Working Parents community for two years, which engaged over 100 colleagues through bi-monthly webinars. More recently she was chosen for CCS’s DEI Working Group, which is tasked with creating substantive policies and initiatives and to contribute positively to the national discourse on DEI and anti-racism and the intersection with philanthropy. As of October 2020, Angel was elevated to lead the Gift Planning Team and is responsible for managing a cross-firm team to create a new project concept with the potential to diversify and increase revenue for CCS’s nonprofit partners. Prior to joining CCS, Angel worked for the Alvin Ailey organization, first with The Ailey School coordinating the Ailey/Fordham BFA program, and later with Alvin Ailey Dance Foundation developing and managing the marketing plans and budgets for the School and the junior company, Ailey II. Originally from West Texas, Angel studied English Literature and Dance at Washington University in St. Louis before moving to New York City. Angel currently resides in Westchester County, New York, with her family, and constantly draws on her dance, yoga, and Ayurvedic training to maintain her flexibility and strength in mind, body, and spirit.
Lara Tilley-Bouez is Corporate Vice President at CC Fundraising. With more than fifteen years of experience in the U.S. and Europe, Lara has worked with a range of clients – from those raising billions to those building a culture of philanthropy – across every nonprofit sector. Lara’s commitment to nonprofit causes started in college, where she participated in Northwestern University’s Dance Marathon fundraiser every year and interned with the Avon Walk for Breast Cancer. After graduating, she worked in consulting for several years before joining CCS’s Midwest team in 2008. “I always wanted to work in the nonprofit sector, but couldn’t find ‘my’ one cause. For me, finding CCS was the answer,” Lara says. In 2009 she moved to CCS Europe – where she spent several years serving clients in Paris, Dublin, and Geneva. In 2015, Lara returned to the U.S. to join the New York team.