School Advancement Institute Files-Getting Started

Getting Started - What You Need to Know

Pdf Summary

The provided document appears to be a guide or presentation on fundraising strategies for educational institutions, specifically related to Francis Parker Schools in San Diego and Chicago. The document seems to be written by Shara Freeman Hoefel and Brent Caburnay, offering advice and insights for fundraising efforts.<br /><br />Key points include:<br /><br />1. **Introduction**: The document starts with a brief, informal introduction template that suggests individuals introduce themselves by sharing their name, position, affiliation with the school, and tenure.<br /><br />2. **Fundraising Strategies**: The document poses a question about the number of fundraisers at the school, indicating a focus on the variety and effectiveness of fundraising activities.<br /><br />3. **Goal Setting and Donor Engagement**: It emphasizes aligning fundraising goals with the institution's mission, suggesting that a clear ‘north star’ or vision can guide these efforts. Moreover, it highlights the importance of helping donors achieve their personal objectives through their contributions.<br /><br />4. **Value Proposition and Student Experience**: The document stresses the importance of communicating the unique value of the institution and ensuring that the fundraising efforts enhance the overall student experience.<br /><br />5. **Building Relationships**: There's a strong focus on the importance of relationship-building, suggesting it requires time and trust before making financial asks. It encourages strategic thinking, research, and raising expectations for success.<br /><br />6. **The ‘Ask’ and Stewardship**: Encourages making a compelling and strategic 'ask' for contributions while also focusing on stewardship, the management, and nurturing of donor relationships.<br /><br />7. **Ongoing Learning and Networking**: The document suggests continual learning and networking as essential components of effective fundraising.<br /><br />Overall, the message is welcoming and optimistic, closing with a note of gratitude and an encouragement to embrace the journey of participating in something extraordinary.

Keywords

fundraising strategies

educational institutions

Francis Parker Schools

San Diego

Chicago

donor engagement

relationship-building

stewardship

goal setting

value proposition