Page 1

chart your course for success


conference map

CONFERENCE MAP

conference space map captains rooms

The captains rooms are on the second floor so they are not noted on the map. To access them, take the elevators that are near the gift shop / Claim Jumpers and head up to the 2nd floor.

P.O. Box 2294 Seattle, WA 98111 Phone: 866-824-8513 www.schoolfoundations.org

1

chart your course for success


at - a - glance

AGENDA AT-A-GLANCE 9:00 AM – 9:30 AM

Opening Session with NSFA Leadership & CEFL Recognition

9:30 AM – 10:45 AM

Keynote

10:45 AM – 11:00 AM

Break

11:00 AM – 12:15 PM

Learning Session A

12:15 PM – 1:30 PM

Luncheon & Keynote

1:30 PM – 2:45 PM

Learning Session B

2:45 PM – 3:45 PM

Visit Vendor Booths & Down Time | Industry Leadership Council Meeting

3:45 – 5:00 PM

Learning Session C

6:00 PM

NSFA State Leader’s Dinner (invitation only)

6:30 PM

Free Night / Dine Around with Peers in San Diego

sunday 9:00 AM – 5:00 PM

NSFA Board Meeting & Annual Retreat

monday 8:30 AM – 9:00 AM

Pre-Conference Member Registration Check-in

9:00 AM – 2:00 PM

Pre-Conference Session: New Foundation or Foundation Leader Training

9:00 AM – 2:00 PM

Pre-Conference Session: Training for Experienced Leaders

11:00 AM – 12:00 PM

Optional Lunch for PreConference Attendees

1:00 PM – 2:15 PM

Pre-Conference Member Registration Check-in

2:15 PM – 4:15 PM

Pre-Conference NSFA Member Session

4:15 PM – 7:00 PM

Conference Registration Check-in

5:00 PM – 7:00 PM

Welcome & Networking Reception

7:30 PM – 10:00 PM

Explore San Diego

tuesday

wednesday 8:00 AM – 9:00 AM

Exhibits Open & Networking Breakfast by Type of Foundation

9:00 AM – 9:30 AM

Awards

9:30 AM – 10:45 AM

Keynote

10:45 AM – 11:00 AM

Break

11:00 AM – 12:15 PM

Learning Session D

8:00 AM – 9:00 AM

Pre-Conference Member Registration Check-in

12:30 PM – 2:30 PM

Closing Session: Lunch and Keynote Panel

8:00 AM – 9:00 AM

Exhibits Open & Networking Breakfast by Role

3:00 PM – 5:00 PM

Task Force & Committee Meetings

2019 nsfa annual conference

2


welcome

WELCOME TO SAN DIEGO Welcome to San Diego and the 14th Annual National Conference! That you carved time out of your busy schedule to attend speaks volumes about who you are and your commitment to the students and organizations you serve. Charting Your Course to Success spotlights the intention that is required to maximize your impact. Whether it is developing annual goals, a strategic plan, development plan or marketing and communication plan, greater achievement will come from knowing your destination before you start your journey. We encourage you to take full advantage of this experience! Share meals with people you don’t know, introduce yourself to someone new at every session—ask them what it is that their organization does best. Gather a group together for a dine-around or to enjoy nightlife in downtown San Diego. The connections you make are the most powerful part of coming to the National Conference, so we challenge you to expand your network. A conference with this many moving parts requires a large team to whom we own our deepest thanks: the sponsors and exhibitors for providing critical tools, and also underwriting costs of this conference to make it more accessible to all, the keynote speakers for so generously providing their valuable insight, the workshop presenters for imparting their hard-earned wisdom, the fabulous National Conference Committee, dedicated NSFA Board and many volunteers who have stepped up in so many roles. We are also grateful to all who commit time and leadership throughout the year to make sure YOUR voice is represented at the national level. Our deepest thanks to the members of the State Affiliate Network, Industry Leadership Council, National Standards and Best Practice Task Force, Marketing Committee, Superintendent of the Year Committee, Governance Committee, Membership Structure Committee and Finance Committee. We could not do this work without ALL of you, THANK YOU! Investing your time and resources in your professional development is how you enact change. Whether it is through Education Foundation Leadership Training and Certification, the Board Member Training Program, joining the Large Urban Foundation or New Education Foundation Director Focus Groups, joining NSFA’s Closed Facebook Group or coming to this conference, connecting with and learning from thought leaders in the industry will enable you and your organization to reach new heights. At its core, the National School Foundation Association is a community of like-minded people who care deeply about growing the resources in preK-12 philanthropy. Every day, the local education foundation movement becomes more critical in sustaining and improving the education our students receive. We know that to start, maintain and grow an education foundation is hard work and we are here to support you on the journey. Thank you for all you do for students, schools and their leaders,

Terry Boehm NSFA Board Chair

3

Robin Callahan Executive Director

chart your course for success


table of contents

Ch a r t s e r Your Coru fo S uc ce s s

TABLE OF CONTENTS

1

2

7

1

8

7

conference map

monday schedule

leadership certificate program

24

9

19

exhibitor & sponsor table map

tuesday schedule

staff, board & committees

16

21

getting around

program overview

wednesday schedule

—mi ssion

about nsfa

board training program

to w er —

sa n

2019 nsfa annual conference

d i eg

o

— 4


learn more

EDUCATION FOUNDATION LEADERSHIP & TRAINING CERTIFICATE PROGRAM Are you an already outstanding Education Foundation Leader who wants to attain the valuable CEFL designation? Or, are you a relatively new education foundation leader who wants to develop the skills and knowledge to maximize your organizational impact? NSFA has developed a training and certificate program in education foundation leadership for YOU. The only education foundation leadership certificate program available internationally, coursework has been developed in conjunction with the Sanford Institute of Philanthropy at National University.

Certificate Program provides students with skills and knowledge in: Board Development, Financial Management, Legal Requirements, Organization Planning & Leadership, Resource Development & Marketing and Educational Collaboration. All courses are offered online in a one-course-permonth format which provides concentrated learning. Students may sign up for one class or all. Students who complete this certificate program may be eligible for the NSFA designation, Certified Education Foundation Leader (CEFL).

The Education Foundation Leadership Training and

on behalf of the board of directors of the national school foundation association, congratulations to the newest certified education foundation leaders (cefl).

2018 - 2019 Anne Baunach Erin Brooks Blair Ellis Donna Frisby-Greenwood Robin Jones Masiel Rodriguez-Vars Erica Silk Mike Taylor

5

2017 - 2018

2016 - 2017

2011

Beth Best Suzi Bruin Judi Caddick Toba Cohen-Dunning Jennifer Collett Megan Dzwonkowski Karen Jennings Deb Lund Jodi Lunt Mary MĂŠlon Molly Servais Brent Severe Lance Swanson Lisa Wilkie

Jeffrey Abke Robin Callahan Heather Carroll Teresa Fong Valerie Foster Jessica Golden Angela Lynch Robin McGowan Ashley Molyneaux Larysa Panchyshyn Connie Pelphrey RuthE Potter Gail Rothman Traci Skalberg Debbie Sontupe Ingra Winkler Anderson Liane Zimny

Dawn Marie Baletka Katherine Barton Shelly Coulter Joel Cracchiolo Sandy Dyser Sheryl Franke Larry Goddard Laura Harsch Janet Hubbard Jan Lewis Heather McFarland Linda Roser Laurie Sutton

chart your course for success


hello

NATIONAL UNIVERSITY AND THE NATIONAL SCHOOL FOUNDATION ASSOCIATION

EDUCATION FOUNDATION LEADERSHIP CERTIFICATE PROGRAM The National School Foundation Association (NSFA) and National University have partnered to develop a certificate program in education foundation leadership for NSFA members. A certificate of completion will be issued by National University to an individual who successfully finishes the course work, allowing NSFA to confer the formal certificate. This is the only education foundation leadership certificate program available internationally.

/FX$PIPSU4UBSUT*O.BZ $PTUDMBTTPS GPSDFSUJGJDBUJPO

LEARN MORE TODAY Call: 858.642.8600 Email: extlearning@nu.edu Visit: www.schoolfoundations.org/certification-program

The Education Foundation Leadership Certificate Program will provide students with the skills anELOowledge required to effectively lead education foundations, including: • Building and sustaining a well-connected and engaged board of directors • Efficient organizational planning and development • Key financial management techniques • Establishing effective and cooperative relationships with school districts and other community stakeholders

*Classes can be taken individually for training purposes, certification is not not required. 2019 nsfa annual conference

6


Outline of CertiďŹ cate Program All courses are offered online in a one-course-per-month format that provides concentrated learning so students can complete a full course in a single month. Students who complete this certificate program may be eligible for the NSFA designation of a "Certified Education Foundation Leader" (CEFL).

CORE AREA

COURSEWORK INCLUDE4

Board Development

Ideal board structure, board membership, board training, board roles and responsibilities, committees, working with boards, and board leadership

Financial Management

Budgeting, financial planning, interpreting financial reports, financial controls, working with a finance committee, audits, and reporting requirements

Legal Requirements

IRS requirements, Articles of Incorporation and Organizational By-laws, donor expectations and gift restrictions, ethical considerations around gifts, human resource issues

Organization Planning & Leadership

Development and use of an effective strategic plan, team and volunteer recruitment and management, program design (including accountability, program evaluation, & ROI to donors), program oversight, and reporting

Resource Development & Marketing

Marketing and communications strategies, identifying and qualifying prospects, case statements, gift policies, grant writing, annual fund, alumni engagement, major gifts, planned giving

Educational Collaboration

School district funding (constraints and opportunities for foundations), working with district leadership and school boards, funding, and oversight of programs

What Participants are Saying About the Program: " The value of the certification comes not only from the course but, also from the interactions with other Education foundation leaders who are facing the same challenges and opportunities that we are facing at Decatur Education Foundation. Sharing experiences, documents, and strategies has created a network between us, which I think will be a huge asset well beyond the course end date." -Gail Rothman, Executive Director, Decatur Education Foundation

"Whether you have been in the field a long time or are just starting out, this certification program will challenge you, inspire you, and give you the tools you need to grow your school foundation. After 18 years in the nonprofit sector, 15 of them in the development field, this program is the most highly relevant coursework that I have completed." -Traci Skalberg, Executive Director, Grand Island Public Schools Foundation

Accredited by the Accrediting Commission for Senior Colleges and Universities of the Western Association of Schools and Colleges (WASC); the Commission on Collegiate Nursing Education (CCNE) for the Bachelor of Science in Nursing Program; the International Assembly for Collegiate Business Education (IACBE) for the School of Business and Management; and approved by the Commission on Teacher Credentialing (CTC). National University is nonprofit and does not discriminate in any of its policies or practices on the basis of race, ethnicity, religion, national origin, sex, disability, age, or veteran status. Š2016 National University SEC16_5439

chart your course for success


mon feb 11

MON FEB 11 8:30 AM - 9:00 AM

Pre-Conference Member Registration Check-in

lobby foyer

9:00 AM - 2:00 PM Laurie Cromwell, CFRE PresidentFoundation Innovation, LLC Stephanie Maxwell, CFRE Executive Director, Mountain Brook City Schools Foundation

Pre-Conference Session: New Foundation or Foundation Leader Training Are you new to the education foundation industry? Is your foundation just getting started, or restarted? Two renowned education foundation experts will share fundamentals in: Governance, Financial and Legal Responsibilities, District Relationships, Aligning Funding Priorities with District Priorities, Fundraising, Staffing, Engaging your Board and Telling Your Story. Get your most pressing questions answered while building a national peer support network.

east coast

Dr. Laura Deitrick, Associate Director of the Nonprofit Institute, USD Stephen Howard, Coach & Author, Caliente Leadership west coast

11:00 AM - 12:00 PM loma vista terrace

1:00 PM - 2:15 PM

Pre-Conference Session: Training for Experienced Leaders This session is designed for experienced education foundation or other non- profit leaders who want to increase their effectiveness in “non-fundraising” areas such as time management, navigating challenging relationships, building leadership skills and measuring your foundation’s impact. Build a national peer support network.

Optional Lunch For New and Experienced Leaders in Pre-Conference Sessions

Pre-Conference Member Registration Check-in

lobby foyer

2:15 PM - 4:15 PM coast ballroom

4:15 PM - 7:00 PM

Pre-Conference NSFA Member Session Charting Your Course for Success—Mastering Strategic Planning

Conference Registration Check-in

lobby foyer

5:00 PM - 7:00 PM

Welcome & Networking Reception

loma vista terrace

7:30 PM - 10:00 PM

—ga slamp

Explore San Diego—Old Town, Little Italy, Gas Lamp District

—old 2019 nsfa annual conference

d is tr ic t —

to w n —

8


progr am schedule

TUE FEB 12 Pre-Conference Member Registration Check-in

8:00 AM - 9:00 AM lobby foyer pacific ballroom

Exhibits Open & Networking Breakfast by Role i.e. ED no staff, ED 1-4 Staff, ED 5+ Staff, Development Staff, Marketing Staff, Program Staff, Business Managers, Other Staff, Foundation Board Members in All Volunteer Org., Foundation Board with Staff, Superintendents, School Board Members

9:00 AM - 10:45 AM pacific ballroom

Opening Session with NSFA Leadership & CEFL Recognition Keynote: Jay Wilkinson—Founder of Firespring/Speaker/Author, Culture Eats Strategy for Breakfast (and Lunch and Dinner) Is your organizations culture determined by design or default? Join lifelong entrepreneur Jay Wilkinson, to discover how to purposefully create an award-winning nonprofit culture that reflects values like diversity, equity and inclusion with minimal resources. By taking simple, actionable steps to improve their culture, any organization can attract and retain the best volunteer and staff talent and grow both internally and externally. Jay has been passionate about crafting his own company’s culture for decades, and now spends time helping others do the same.

BREAK — 10:45 AM - 11:00 AM

LEARNING SESSION A 11:00 AM - 12:15 PM Amy Stuursma, Executive Director— East Grand Rapids Schools Foundation level one

Mary Mélon, President & CEO, Foundation for Oklahoma City Schools Mike Snyder, Executive Director, Claremont Mesa Education Foundation/Claremont Chamber Bill Lampl, Executive Director, Mill Valley Schools Community Foundation

A1: Best Practices Building and Developing your Board The focus of the presentation is best practices in building a board that supports your mission. A board that is clear in their role will increase the impact and awareness of your Foundation. This presentation touches on how to select and seek out board members who support your mission, identifying the players in your organization and the roles they all play as well as the partnership with the district. We will also look at characteristics of a strong board and how to communicate with your board so that they continue to stay engaged in the good work of the foundation.

A2: Business & Corporate Engagement Strategies Panel Corporate and Business relationships are much more than a transactional relationship. Join this panel of education foundation leaders from Oklahoma City, Mill Valley and San Diego to learn the strategies they took to engage their business community in meaningful partnerships which are providing significant dividends for their foundations.

dba Kiddo! Laura Zimmerman Faciliator, NSFA Board Member

9

level two

chart your course for success


tue feb 12

sEssion A continuEd

11:00 AM - 12:15 PM Jay Love, Chief Relationship Officer, Bloomerang level two

A3: The Hidden Power of Donor Surveys As fundraisers, we sometimes suffer from a lack of miss curiosity about our donors. So many of our donations ion de a lc a l are from people who we know very little about. And a even our longest-running donor relationships continue despite not knowing how they feel about the relationship. The good news is that research shows that donors actually like it when we ask them questions about themselves and how they feel about our organization. Knowing that information can also be invaluable in guiding our donor communications efforts. Whether you’re just now discovering the power of donor surveys, or you’re looking to up your game, this session is for you!

Jeannine Cook, Communications Consultant, The Fund for the School District of Philadelphia level two

Karin Cox, Hartsook CoFounder & Senior Executive Vice President, Hartsook Companies, Inc level two

A4: Hashtags & Haberdashery: More Social Social Media Hashtags & Haberdashery: More Social Social Media is an interactive session designed to support participants with creating a simple marketing and communications plan that engages donors both online and off. This workshop encourages participants to consider ways that they can be more social on social media. Participants will analyze several of The Fund for the School District of Philadelphia’s social media marketing campaigns-and gain a greater understanding of how to use social media as a tool to ignite city-wide conversations and donations. Participants will then work together to design creative and out of the box campaign ideas and finally learn the elements of an effective communications plan. Groups will present to one another in a speed dating format and get feedback on ideas from the facilitator and each another.

A5: Demystifying the Major Gift Campaign Research shows that 90% of gifts come from 10% of donors, and the largest portion of giving-by farcomes from individuals, not foundations or corporations. This is why it is so important for nonprofit to know how to properly identify, qualify, cultivate and solicit prospects. Preparing for a major gift campaign requires an organization to undergo a strategic assessment and develop a comprehensive vision for the organization’s future. An organization needs to know how to answer these questions: “When is the right time for a campaign?” “Based on our mission and vision, what are our campaign goals?” “How much can we raise and how long will it take?” This session will offer proven insights and strategies every nonprofit needs to know in order to be adequately prepared for a successful campaign-from ensuring the organization is ready internally with the proper infrastructures in place, to its ability to complete a campaign successfully through external, objective assessments.

board development/governance

fundraising

marketing & community engagement

program

other

level one: newer education foundation or foundation leader level two: suitable for either level three: experienced education foundation or foundation leader

2019 nsfa annual conference

10


progr am schedule

sEssion A continuEd

11:00 AM - 12:15 PM Gail Rothman, Executive Director, Decatur Education Foundation Meagan Berardi, Director of Community Engagement, Decatur Education Foundation Kim Akeley-Charron, Executive Director, Thompson Education Foundation level two

Jamie Fagan, President- AIM Insurance level two

Mary Chance, President- Consortium of Florida Education Foundations Tracy Burger, Director of ProgramsConsortium of Florida Education Foundations level three

12:15 PM - 1:30 PM Azim Khamisa, Speaker/Author “Supporting a World at Peace, Teaching Kids Principles of NonViolence & Peace-Making” pacific ballroom

11

A6: Mental Health, Homelessness and Hunger—Addressing Underlying Student Needs As education foundations evolve, many have come to focus on the “whole child”, understanding that there are underlying student needs preventing academic success that must be addressed before a student can “come to school, ready to learn”, and that they can play a vital role in coalescing the community to provide that support. In 2016, a recent Decatur High School Graduate lost his battle with addiction and our community was consumed by grief. Out of that tragedy, a mission was born to remove the stigma that exists around the mental health challenges and substance abuse our kids are dealing with. We will share the story of Joe’s Fund and the birth of a partnership between the Decatur Education Foundation and City Schools of Decatur to create a holistic student center so that ultimately every child can connect to resources to address their social and emotional health. We hope that by sharing this story, other foundations will be able to more proactively address the serious mental health issues facing our kids. In Loveland, CO, the Thompson Education Foundation garners community support to address the striking increases in the number of students who are homeless in their district. These students come to school sleep-deprived, cold, and hungry with many facing trauma on a daily basis. Working closely with the district Homeless Liaison, TEF’s Homeless Assistance Fund engages donors in our community to assist homeless families and emphasize support for unaccompanied youth living on their own. Their efforts are designed to stabilize a student’s environment, meet immediate needs, and ultimately remove barriers to educational success.

A7: How to Reduce Your Liability and other Insurance Injuries, theft, property damage and other issues can result in lawsuits that may ruin your organization financially. Join us to learn how you can reduce your liability as a staff or board member on behalf of your organization. Also learn how to determine what limits you should carry? Lastly, you’ll receive an overview on the new NSFA Member Benefit, a discounted insurance plan for D & O, General Liability, Property and Crime (Bonding). Bring your questions, we’ll leave plenty of time at the end for you to ask them.

A8: When Disaster Strikes: LEF Roles in Responsiveness During the hurricane seasons of 2017 and 2018, Florida was hit hard by major storms-Irma in 2017 as Category 4 in the Keys and then again as Category 3 in Marco Island on the mainland, and Michael in 2018 as near Category 5 and the strongest on record to hit the Florida Panhandle. Communities in these storms’ path were heavily impacted including schools, teachers and students disrupted with school damage and closings and families’ home life upended due to personal losses and devastation. Schools were also impacted during the 2017-18 school year due to an influx of students from Puerto Rico and the Caribbean Islands after Hurricane Maria ravaged those islands and a school shooter killed 17 lives at Marjory Stoneman Douglas High School in Broward County. Join this presentation on how Florida’s local education foundations and the statewide membership network responded to these tragedies, what they learned and how they are preparing for future disasters.

Luncheon & Keynote: Azim Khamisa—Speaker/Author, Supporting a World at Peace, Teaching Kids Principles of NonViolence & Peace-Making Azim Khamisa guides audiences in how to take fulfillment and peace into the world to help support a world at peace. For Azim, the action step included working with children, teaching them of the choice between the world of gangs and violence and the world of peace and nonviolence. For you, what is that first step that leads to the thousand, where you don’t simply talk or philosophize, but take action...and make the difference you were born to make? chart your course for success


tue feb 12

LEARNING SESSION B 1:30 PM - 2:45 PM

B1: Strategic Planning—Charting Your Course for Success

Regina Neu, Nonprofit ConsultantNeu Consulting Patty Cowan, CEO-Coronado Schools Foundation level two

Peter Kelly, President- Boston Latin School Association Nicole Dumas, Director, Alumni Engagement & Philanthropy level two

Lenise Andrade, Professor, Sanford Institute of Philanthropy, NU level two

Michele Roberts, Executive Director, Central High School Foundation Josh Bucy, Communications & Database Manager-Central High School Foundation Sydney Davidson, Events and Alumni Relations Manager- Central High School Foundation Jim Burgraff, President, Alumni Nations level two

This workshop will provide an overview of strategic planning for an education foundation. The presenters, a strategic planning consultant and an education foundation chief executive, will present a typical strategic planning process and format, using as a case study the strategic plan that was developed for and with the Coronado Schools Foundation board of directors and staff. Topics to be covered include: learnings from the process, what is necessary for the process to be successful, what were the takeaways from doing a strategic plan (i.e. how did it impact the organization, the board, and the structure and programming focus), what some of the challenges were during the process and things to consider once the plan is completed (i.e. accountability). We will provide examples of completed strategic plans, templates, and a beginning strategic planning activity for participants, with ample time for group discussion and questions.

B2: Be Intentional: Building a Resource Development Plan Whether you’re a one-person show or part of a larger team, your best work will flow from a coordinated fundraising approach. Annual fund, major gift and capital or comprehensive campaign programs are all mutually reinforcing, but without good planning and integration you might be suboptimizing your results. In this session, we’ll discuss how sound resource development planning can advance your organization’s fundraising outcomes.

B3: Donors—Hopelessly Devoted to You! We all know that strong donor relationships are critical to our fundraising success at all stages of the development cycle. BUT, how often do we invest in the practice of encouraging and nurturing donor loyalty to stand the test of time? Learn innovative tactics to increase donor retention and sustain donor engagement. Join our workshop to: • Discuss the value of donor loyalty and what it means to your organization • Understand some of the leading causes for lack of donor retention • Explore key activities to retain a higher percentage of your donors • Identify how to maximize current donors Bonus: Practice Makes Perfect! Learn best practices from your peers through interactive activities and take away new solutions to elevate donor devotion throughout the year!

B4: Alumni Engagement: Many Paths, One Spirit In this workshop, you will learn from alumni specialist, Jim Burgraff (Managing Partner, Alumni Nations), Michele Roberts (Executive Director, Central High School Foundation) and the CHSF staff how to jump start alumni engagement from developing a strategy to finding your alumni! By engaging alumni through Communications, Events, and Fundraising, you will ensure that your institution doesn’t forget its past, continues to live successfully in its present, and is planning for its future.

board development/governance

fundraising

—la

jo l l a b e a ch—

marketing & community engagement

program

other

level one: newer education foundation or foundation leader level two: suitable for either level three: experienced education foundation or foundation leader

2019 nsfa annual conference

12


progr am schedule

sEssion B continuEd

1:30 PM - 2:45 PM Dan Davis, Founder & CEO, Stiry level two

Kirk Smiley, Principal Director, Advocacy and Public Partnerships, DonorsChoose.org Mary MĂŠlon, President & CEO, Foundation for Oklahoma City Schools level two

Jennifer Henderson, Executive Director, Boise Public Schools Foundation Carola Barton, Managing Director,Carmel High School Foundation Ashley Sine, Executive Director, McKinney Education Foundation Mary Chance, Faciliator, CEO , Consortium of Florida Education Foundations level two

Michelle Wallis, Executive Director, Austin Ed Fund Milli Christner, Director of Resource Development-Austin Ed Fund level two

2:45 PM - 3:45 PM pacific ballroom

B5: Discovery Your Story, THEN Change the World Each participant will walk away with the ability to connect experiences from their own story that allow them discover their own potential, their 'why', and how it is connected to their cause. In turn they will learn how to peel back the layers of their own story, connect their personal mission in life with their organization's mission, and subsequently be able to share that story and mission more effectively to internal teams, donors, and partners in an emotionally powerful way. No longer will they think of storytelling as a list of chronological events. They'll use it as their most effective tool to motivate those around them to participate, donate, and support the cause like they've never done before.

B6: Crowdfunding Best Practices for School Foundations As crowdfunding becomes an increasingly popular and viable form of fundraising, how can school district foundations make sure they maximize the benefits, leverage donations from outside their community, align with their districts' policies and guidelines, protect student privacy, and avoid any safety or legal concerns? Learn about the best practices for effective K-12 crowdfunding as published by organizations like AASA and NSBA, the questions you should ask before implementing a program, success stories from peer foundations, and what resources already exist to get you started. This presentation will feature a case study and first-hand experience from the Foundation for Oklahoma City Schools.

B7: Programs Making a Difference for Students Are you curious about the types of programs that other foundations are funding which are innovative and providing a good return on investment for foundation donors? Join this panel discussion to learn about these innovative student programs. In Boise, Idaho, Community Schools are both a place and a set of partnerships between the school and community resources. An integrated focus on academics, health and social services, community development and community engagement leads to improved student learning, stronger families and healthier communities. Learn about a program that is working to empower student advocates in Carmel, CA and Scholarship Counselors that are leveraging millions of dollars in post secondary support for students in McKinney, TX.

B8: It's not about the money: an Austin growth story The Austin Ed Fund has been around for 25 years but the board's engagement has varied with every leadership and staffing change. Learn how a laser focus on deepening board's work and engagement has resulted in millions of dollars to support school district priorities. We will share specific strategies used to involve board members in every part of the donor's cycle.

Visit Vendor Booths & Industry Leadership Council Meeting

embarcadero

board development/governance

fundraising

marketing & community engagement

program

other

level one: newer education foundation or foundation leader level two: suitable for either level three: experienced education foundation or foundation leader

13

chart your course for success


tue feb 12

LEARNING SESSION C 3:45 PM - 5:00 PM

C1: It's All About Planning!

JoAnn Perotti, Director of Strategic Services & Executive Director of the Bucks IU Education Foundation, Bucks County Intermediate Unit (Education Service Agency) level two

Ami Becvar, Account Executive, Blackbaud Josh Bucy, Communications and Database Manager -Central High School Foundation level two

Michelle Ginn, CEO- Carlsbad Educational Foundation Joanne Couvrette, Executive Director- Canyon Crest Academy Foundation level two

This workshop will present the importance of developing a reality- based Strategic Plan for your Education Foundation. Participants will receive the 30,000 foot overview of the process of how a plan is developed and implemented. This inter-active and engaging presentation will engage with you in the process of strategic planning. You will leave the presentation with a better understanding of the importance of developing goals, strategies, action plans and measurable objectives for implementing the plan. Handouts with tips will also be provided.

C2: Donor Acquisition Strategies to Get More $ Successful foundation leaders understand the latest fundraising strategies to grow your donor base to drive fundraising revenue and grow your mission. This session will provide insights from fundraising thought leaders with tips and tricks that you can implement at your foundation to get more dollars in the door. Learn about innovation in peer-to-peer fundraising, donor insights and wealth analytics. Is updated constituent data keeping you up at night? We hear you! Walk away from this session with action items that you can take back to your foundation for immediate impact!

C3: Earned Income Strategies Panel How do you create a sustainable source of revenue for your Foundation? Education Foundations are increasingly turning to earned income instead of simply relying on contributed income. In this workshop, learn how the Canyon Crest Academy Foundation and the Carlsbad Educational Foundation collectively raise millions of dollars annually from earned income strategies including: K-8 Enrichment Programs, Boost Academy Classes (9-12), Before and After School Child Care, Camps and Clinics, Licensing Facility Use, Graduation Photography, and more.

C4: Marketing, Branding, Engaging Laurie Cromwell, CFRE, President, Foundation Innovation, LLC Chris Ary, Board Member – Blue Springs Education Foundation level two

One of the biggest challenges we face many times for our education foundations is awareness. Is your foundation the best kept secret? Most of us have limited staff and time to not only create, but execute a marketing plan. In this session, we will explore simple ideas to develop an outreach plan that will brand your organization as well as engage your donors. Get up to date on technology tools to help your nonprofit get noticed and to make your organization more efficient.

C5: Go Get Those Corporate Dollars! Stephanie Maxwell, CFRE, Executive Director- Mountain Brook City Schools Foundation level one

"Go get those corporate dollars!" Have you heard that before? We all have. The number of nonprofits appealing to corporations are growing, but the number of corporations willing and able to contribute are not. This makes a fund development professional's job more challenging, but not impossible. Business community engagement isn't limited to event sponsorship levels. It's a living, growing component of an overall development plan that can provide bigger, more rewarding opportunities for your foundation. Corporate support comes in many fashions from event sponsorships and in-kind services, to annual giving, and even alumni involvement and support. Strategic research, effective methods, leveraged relationships, and a strong proposal spell success. Experience research ideas, successful samples, practical exercises, and suggested talking points, to implement when you return home.

2019 nsfa annual conference

14


tue feb 12

sEssion c continuEd

3:45 PM - 5:00 PM

C6: Capital Campaign Basics-Get Ready for your Future

Debbie Sontupe, President, Match Nonprofit Consulting & Executive Director of the Morris Educational Foundation Molly Servais, Senior Consultant, Match Nonprofit Consulting & Board Member of the Morris Educational Foundation level three

Trisha Garlock, Board President, SchoolsRule, Marin Kim Lund, Executive Director, Bellingham Public Schools Foundation Steffani Gray, Vice President of Operations, All Hands Raised, Portland level two

Wayne Padover PhD, Professor of Educational Leadership- Sanford College of Education, National University

level two

6:00 PM

6:00, 6:30, 7:00 PM Sign-up at Registration Desk

Have you been considering approaching your district about partnering with them to do a large capital project to benefit your students? Have you been considering bringing the idea to your board of directors? This workshop outlines the foundation needed to embark on a capital campaign for your district and the basics of campaign planning and execution. From doing a feasibility study, writing a case for support of the project, recruiting the right leadership, working with your superintendent and Board of Education, cultivating leadership gifts, keeping the campaign moving, engaging volunteers and running a community campaign, this workshop will walk through the fundamentals of capital campaigns from A to Z.

d o w n to w

n

C7: Tackling issues of Equity & Equality in Education Education foundations can play a powerful role in ensuring every student has equitable access to opportunity and the chance to meet their unique potential. Some foundations are more intentional than others in their focus on equity and equality. Join us to learn about three groundbreaking efforts to better ensure that foundation resources are shared with those most in need and not just by zip code.

C8: Managing through Challenging Times - Superintendent Transition Superintendent transitions are inevitable given the average superintendent tenure of 3 years. What can your education foundation do to prepare for and maintain continuity during this critical leadership transition? In this interactive workshop, the presenters will discuss: a) How to be a good partner i.e. how to align with key district stakeholders and develop effective communication strategies, b) establishing formal and informal working agreements prior to your current superintendent’s departure, b) what you can do to help attract superintendent candidates who are supportive of education foundations, d) strategies you can use to gain input into the superintendent search process, e) how to orient the new superintendent and f) how to get on the same strategic page with the new superintendent.

NSFA State Leader’s Dinner (invitation only)

Free Night or Sign up for a Dine Around with Peers in San Diego

board development/governance

fundraising

marketing & community engageme t

program

other

level one: newer education foundation or foundation leader level two: suitable for either level three: experienced education foundation or foundation leader

15

chart your course for success


wed feb 13

WED FEB 13 8:00 AM - 9:00 AM pacific ballroom

9:00 AM - 9:30 AM pacific ballroom

9:30 AM - 10:45 AM pacific ballroom

Exhibits Open and Networking Breakfast by Type of Foundation i.e. Large Urban, Small Rural, Medium Rural, Small Suburban, Medium Suburban, Large Suburban, Single High School, Private School, County Wide Foundation

Awards: SWAG, Superintendent of the Year: Dr. Susan Enfield—Highline Public Schools (WA) Keynote: Dr. Laura Deitrick—Associate Director of the Nonprofit Institute, USD If You Had One More Dollar To Spend, Where Would You Spend It? Every education foundation, regardless of its size, has to make difficult decisions about where and how to spend scarce resources. How do you make that decision? Foundations collectively invest millions of dollars in education initiatives each year. But, for everything we invest in, there is an opportunity cost for that in which we don’t invest. What does philanthropic research tell us about how to do a needs assessment to better make these funding decisions? Dr. Laura Deitrick knows the Education Foundation Industry, having once led the Coronado Education Foundation.

BREAK — 10:45 AM - 11:00 AM

LEARNING SESSION D 11:00 AM - 12:15 PM Dr. Susan Enfield, 2018 National Superintendent of the Year, Highline Public Schools Anne Baunach, Executive Director, Highline Schools Foundation level two

Abby McNulty, Executive Director, Park City Education Foundation Clayton Ramick, Executive Director, Moore Education Foundation Masiel Rodrizuez-Vars, Executive Director- Montclair Fund for Educational Excellence Donna Alexander, Facilitator ,NSFA Board Member level two

D1: Working as Collaborative, Strategic Partners Want to know what goes into a successful Foundation and District relationship? Learn from the award winning 2018 National Superintendent of the Year and the Highline Education Foundation’s Executive Director, the formal and informal working agreements that allow them to effectively collaborate, communicate and maintain a strategic alignment.

D2: Unique Fundraising Ideas Panel Are you looking for unique fundraising ideas to implement — balboa pa which bring both financialresources and community rk — awareness to the foundation. Park City hosts Running with Ed (RWE), a 38-mile, 10 leg race traversing Park City, featuring 1,500 runners, 100+ volunteers, sponsors, fundraising partners, and generous donors, raising over $240,000 for PCEF. The Moore Public Schools Foundation has found a unique fundraising opportunity outside of events and monthly donors that appeals to businesses and marketers. They sell adds on the elementary students homework folder, netting over $36,000 in our second year and generating significant awareness for the Foundation. Showdown Montclair! is an amazing party with a talent-battle twist that features talent acts as well as lip sync battlers who leverage crowdfunding to compete in the show. In its first year, the event grossed over $60,000 and engaged almost 1,000 people as performers, donors, attendees, and volunteers.

2019 nsfa annual conference

16


progr am schedule

sEssion d continuEd

11:00 AM - 12:15 PM Debbie Sontupe, President, Match Nonprofit Consulting & Executive Director of Morris Educational Foundation Molly Servais, Senior Consultant, Match Non Profit Consulting & Board Member of the Morris Educational Foundation, Michelle Wallis, Executive Director, Austin Ed Fund Milli Christner, Director of Resource Development, Austin Ed Fund level two

Laurie Cromwell, CFRE, President, Foundation Innovation, LLC level two

Alicia Lingane, President, Yorkville Educational Foundation Kristine Liptrot, Director of Communications and Community Engagement-Yorkville Educational Foundation level one

Danielle Grant, President and CEO, AchieveMpls level two

17

D3: Channeling Higher Education: Lessons from University Fundraising Colleges and Universities have been far more successful at education philanthropy than K-12 education foundations. Why? What are they doing that we should be doing? In this workshop, you will gain greater insight into the successful college and university fundraising model and how you can apply it to your education foundation. Topics will point include major gifts, alumni engagement and leveraging the loma lighth ouse experts within your schools to help you engage donors. Then you will hear about how Austin, TX has been taking notes. Hear how the team expanded the reach of its education foundation and transformed its work and structure into a college or university style development office that in just 5 short years has raised over $55M, supporting innovation in Austin ISD. Learn more about Austin’s development, lessons learned and why there is a gong in the office!

D4: Turning Philanthropic Trends into Opportunities Education foundations that support public school systems have unique opportunities to engage donors, but many times do not take a methodical approach. In order to be a successful fundraising organization, you need to know your donors and the best ways to engage them and align that approach with philanthropic trends. Charitable giving data is released annually, as well as projected trends. Learn what trends are expected, how giving to education has changed, and best practices to engage your donors based on these trends. These specific techniques include giving by each generation and the unique opportunities to utilize these trends in giving to the increase funding, develop investors and methodically develop a plan of work through a sustainable giving program

D5: The First 3 Years: Collaborating to Maximize Impact Starting an educational foundation from scratch is hard work! Learn how Yorkville Educational Foundation was able to supercharge their results by creating key collaborations. When our Foundation was established in 2015, neither our Board or our District Administration had experience running an educational foundation. In 18 months we went from collecting the first donation to raising $30,000+ district wide (appx 600 students). There were two key collaborations that allowed the Foundation to succeed: a close relationship between the Superintendent, Dr. Tim Shimp and Director of Communications, Kristine Liptrot, and a mentorship with an established educational foundation, A+ Foundation of Aurora. Newly established foundations will learn how valuable these collaborations can be, and how they can maximize their impact. Attendees will learn how to create a road map for their Board, engage the community, and scale first year programs so they can blossom into major fundraising events.

D6: Elevating All Paths: Career Readiness Initiative In this session, you’ll learn about the Career Readiness Initiative, an expansion of our Career and College Center programming providing targeted career guidance, resources and industry connections for high school students who want to pursue career paths that do not require a 4 year degree. CRI was created in response to the needs of students seeking high-demand, familysupporting careers that can be accessed more quickly after high school, and the needs of Twin Cities companies struggling to find skilled workers and build their workforce pipelines. CRI enhances and expands post-secondary planning resources available to students; recognizes the value in chart your course for success


wed feb 13

sEssion d continuEd

11:00 AM - 12:15 PM Elevating All Paths Continued

Veronica Figoli, President & CEO, Denver Public Schools Foundation Demesha Hill, Managing Director, Janus Henderson Foundation Danna Ortiz, Strategic Resources Manager, Imaginarium, Denver Public Schools’ Innovation Lab Amy Keltner, Deputy Chief Schools Officer, Denver Public Schools

every path to success and empowers each student to pursue the opportunities that best suit their individual career aspirations; and helps students identify their career interests early in high school to create the best path for their career goals, including 2 and 4 year degrees, technical school, certificate programs or apprenticeships.

D7: Lessons from a Public-Private Partnership. Denver Public Schools (DPS), DPS Foundation, and Janus Henderson Investors formed a publicprivate partnership to have a deep and meaningful impact on student achievement and the quality of teaching in our home community. But in 2016, Janus Henderson became frustrated with their return on investment and their inability to serve as a thought partner when the projects they helped fund were failing and considered ending the ten-year partnership. Learn how the team collaborated to reignite the relationship, spur innovation, more fully engage employees, better leverage Janus Henderson’s resources and become an exemplar for public private partnerships to dramatically improve student outcomes.

level two

Jeff Stein, Project Director- Future First USA / AlumniToolkit.org level two

12:30 PM - 2:00 PM pacific ballroom

D8: Strategically Engage and Mobilize Your Alumni Your alumni are a powerful resource. They’re your school and educator success stories. 73% of college-going students attend locally, 63% pursue their careers in state, and 36% would be willing to share their college, career, and networks with their former schools- if they were asked. But few schools or foundations have alumni programs that actively, and systematically, engage alumni. The Alumni Toolkit is a next generation alumni program- specifically designed to make it easy for foundations, schools and educators to reach, engage, and mobilize alumni as the community partners, program volunteers, and student influencers they need to succeed. This session will feature examples of foundations and educators who utilized the Alumni Toolkit to provide their schools, and educators, with alumni role models, college advocates, career partners, project-learning supporters, tutors, mentors, committee members and funders for their students. You can too.

Closing Session, Lunch & Keynote Panel: HOW DID THEY DO IT? Traci Skalberg, CEFL, E.D. Grand Island Public Schools Foundation (NE) | Mary Melon, CEFL, CEO Foundation for Oklahoma City Schools (OK) | Gail Rothman, CEFL, E.D. Decatur Education Foundation (GA) Panel discussion and Q & A with some of the most successful executive directors in the industry explaining what they did to grow their foundation’s revenue, staff and organizational impact along with the challenges they faced along the way and how they overcame them.

DOOR PRIZE DRAWING EXTRAVAGANZA 3:00 PM - 5:00 PM

Task Force and Committee Meetings

board development/governance

fundraising

marketing & community engagement

program

other

level one: newer education foundation or foundation leader level two: suitable for either level three: experienced education foundation or foundation leader

2019 nsfa annual conference

18


about nsfa

BOARD Donna Alexander co-chair marketing

Sheryl Franke

committee

committee

owner/president, terrier

executive director, lee’s summit

Gail Rothman, CEFL executive director, decatur

properties (ok)

educational foundation (mo)

education foundation (ga)

national conference

Jim Hanks Terry Boehm

governance committee

board chair

chair

president, boehm

attorney, ahlers & cooney

consulting (fl)

p.c. (ia)

Fred Brown, consulting

Bill Hoffman

Traci Skalberg, CEFL

practice task force chair

board training task force

asst. dean for advancement,

treasurer

chair

college of science & engi-

ceo, bill hoffman and

executive director, grand

neering, syracuse university (pa)

Brent Severe, CEFL ceo, granite education foundation (ut)

island public schools

associates (fl)

foundation (ne)

Toba Cohen Dunning board chair-elect executive director, omaha

Mary Mélon ceo, foundation for

Bill Stanczykiewicz director, fundraising school—indiana university lily

public schools foundation (ne)

oklahoma city schools (ok)

school of philanthropy (in)

Dr. Wayne Padover

Ann Terrell

membership structure

industry leadership council

committee chair

co-chair

Matt Coyne vice president, wells fargo

professor, national

investments (wa)

university (ca)

university (wi)

Dr. Dave Else

Dr. Lisa Remy

Laura Zimmerman

immediate past chair

secretary

interim executive director,

professor emeritus, univ. of

superintendent, west des

sonoma valley schools

nothern iowa (ia)

moines community schools (ia)

foundation (ca)

Robin Callahan, CEFL, CFRE

Jennifer Nihart

Dora Rajkhowa

executive director

administrator

accountant

robin@schoolfoundations. org

jennifer@ schoolfoundations.org

accountant@ schoolfoundations.org

Sarah Janssen

Candice Oliver

Gazala Uradnik

national conference

project manager

national conference

planner

candice@ schoolfoundations.org

planner

adjunct faculty, concordia

STAFF

Sarah@gfsevents.org

Gazala@gfsevents.org

Lisa Johnson partnership developer

lisa@schoolfoundations.org

19

chart your course for success


about nsfa

NATIONAL CONFERENCE

COMMITTEE MEMBERS Thank you to the dedicated and hardworking National Conference Committee members. Kim Akeley-Charron executive director, thompson

Peter Kelly

education foundation

school association

Stephanie Baer, CEFL executive director, westminster

Michele Roberts executive director, omaha central

public schools foundation

high school foundation

Laura Brown executive director, tahoe

Brent Severe, CEFL president, granite education

truckee excellence in education

foundation

foundation

Lisa Smith

Robin Callahan, CEFL executive director, nsfa executive

business partnerhsip developer,

director

Amy Stuursma

Joanne Couvrette executive director, canyon crest

executive director, east grand

academy foundation

Patty Cowan

Lance Swanson, CEFL executive director, south sioux

executive director, coronado

city schools

education foundation

Gazala Uradnik

Janet Francis

conference planner, gfs events

executive director, eastlake

executive director, boston latin

nsfa staff

rapids schools foundation

educational foundation

Kendall Williams executive director, shelby co

Sarah French

schools ed foundation

executive director, eau claire public schools foundation

Michelle Ginn executive director, carlsbad educational foundation

Laura Zimmerman executive director, nsfa board Patti Malmuth executive director, solana beach schools foundation

Sarah Janssen

conference planner, gfs events

P.O. Box 2294 Seattle, WA 98111 Phone: 866-824-8513 www.schoolfoundations.org

2019 nsfa annual conference

20


BOARD MEMBER TRAINING

W

e know that your organization is trying to solve big problems but to do that, they need

experienced leaders who are well-equipped for board work. Whether you serve on the board of an all-volunteer organization – or you work alongside competent staff, the material in these courses will better equip your board to play a leadership role in your foundation. The courses in this school were designed by and taught by subject matter experts in one of 5 areas: Governance, Resource Development, Strategic Planning, Education Foundation Programming and Education Foundation Relationships. They are a combination of recorded lecture, readings, examples and exercises to reinforce learning. All should take between 30 and 60 minutes to complete. Check back often as we will continue to add new courses. Once you purchase a course, material can be accessed as long as you retain your Teachable account. We offer a 30-day money back guarantee.

COST IS $35 PER COURSE Current NSFA members get 15% off the rate. Coupon code can be found in the NSFA members section of the website. Not a member yet? Join NSFA today by visiting https://www.schoolfoundations.org

AVAIL ABLE COURSES: • Best Practices for Effective Board Meetings • Building the Board Your Foundation Needs • Drawing Clear Lines – Your Board’s Role vs. Staff Role • Engaging Your Volunteers in Resource Development and More • Executive Director Succession Planning • Fundraising 101: Giving and Getting • Fundraising 201 - Which Fundraising Method is Right for You? • Gift Policies: Which Ones Do You Need and Why? • Governance Organization Life Cycle • How to Create a Strategic Plan that Does More Than Sit on a Shelf • How to Recruit the Right Board for Your Foundation • How a School District Operates • Increasing Resource Development using Return on Investment (ROI) • Is Yours “Normal”? • More than a Checkbook

SIGN UP TODAY BY VISITING HTTPS://NSFA-BOARD-MEMBER-TRAINING.TEACHABLE.COM/

• Positioning Your Foundation for Success • Setting Your Board Members Up for Success • The Importance of Self-Reflection Through Board Evaluations • Understanding the Politics of Education Foundations and School Districts

chart your course for success


about nsfa

INDUSTRY LEADERSHIP COUNCIL The purpose of NSFA’s Industry Leadership Council is to better engage industry leaders as ambassadors on behalf of NFSA and to gain the benefit of their voice in guiding the growth of the industry. Thank you to the 2018 Industry Leadership Council Members. Toba Cohen-Dunning, CEFL ilc co-chair

Liv Gifford executive director corvallis

Gail Rothman, CEFL executive director, decatur

omaha public schools foundation (ne)

public schools foundation (or)

education foundation (ga)

Ann Terrell ilc co-chair

Michelle Ginn ceo, carlsbad educational

Crystal Scanio

foundation (ca)

foundation (tx)

Danielle Grant president & ceo, achievemsp (mn)

Debbie Sontupe, CEFL executive director, morris

Jennifer Henderson executive director, boise public

educational foundation (nj)

Kim Akeley-Charron executive director, thompson

schools foundation (id)

executive director, union county

Jen Hewitt

education foundation (nc)

education foundation (co)

executive director, chandler

Keila Stovall

adjunct faculty, concordia university (wi)

Jeff Abke, CEFL director of development, perrysburg schools foundation (oh)

Ann Arbuckle

executive director, irving schools

Amy Sperry

education foundation (aZ)

executive director, foundation

Peter Kelly president, boston latin school

for east baton rouge (la)

Shannon Barnhill executive director, albuquerque

association (ma)

executive director, east grand

public schools education

executive director, appleton

executive director, ames education foundation (ia)

foundation (nm)

Erin Brooks, CEFL executive director, high school district 214 (il)

Laura Brown executive director, tahoe truckee excellence in education foundation (ca)

Heather Carrol, CEFL executive director, skanteneles education foundation (ny)

Dan Challener ceo, the public education foundation, chattanooga (tn) Carman Cullen-Batt executive director, educational foundation of lake county (fl)

Sheryl Franke executive director, lee summit education foundation (mo)

Julie Krause education foundation (wi)

Amy Stuursma rapids public schools, (mi)

Mike Taylor, CEFL executive director, henrico

Josh Long

education foundation (va)

executive director, hammond

Wendy Van

education foundation (in)

executive director, lincoln public

Stephanie Maxwell executive director, mountain brook

schools foundation (ne)

city schools foundation (al)

Abby McNulty executive director, park city education foundation (ut)

Mary MĂŠlon, CEFL president/ceo, foundation for

Cindy VonFeldt, CFRE executive director, olathe public schools foundation (ks)

Kendall Williams executive director, shelby county schools education foundation (al)

Penny Yantis

oklahoma city public schools (ok)

executive director, mercer island

Deb Merlock president, harford county

schools foundation (wa)

education foundation (md)

Connie Pelphrey, CEFL executive director, lewisville isd education foundation (tx)

Donna Frisby-Greenwood, CEFL president & ceo, the fund for the school district of philadelphia (pa)

2019 nsfa annual conference

22


PLATINUM SPONSOR

GOLD SPONSOR

SILVER SPONSOR

BRONZE SPONSORS

23

chart your course for success


28

29

30

1 2

27

3 4

25

26

5

24

6

23

7

22

8

21

9

20

19

18

17

16

15

14

13

12

11

10

EXHIBITORS Advisors in Philanthropy, Table 3

DonorChoose.org, Table 18

AIM Insurance, Table 14

Future First USA, Table 20

Ornata Motors, Table 29

DonorSearch, Table 15

Genuine School Uniform, Table 24

Publishing Concepts, Table 8

Alumni Nations, Table 4

Firespring, Table 7

Harlem Wizards, Table 23

AwardSpring, Table 10

Foundant Technologies, Table 11

Hartsook, Table 5

Sanford Institute of Philanthropy, Table 9

Blackbaud, Table 22 Bloomerang, Table 25

Foundation Innovation, LLC, Table 17

DonorPerfect, Table 28

Funds2Orgs, Table 2

2019 nsfa annual conference

Horace Mann, Table 19 Little Green Light, Table 6 Major Saver, Table 16 Match Nonprofit Consulting, Table 12

SmarterSelect, Table 21 Snap! Advance, Table 26 Stiry, Table 13 Vozzi, Table 27

24


EXHIBITORS Does your

website

work as hard

LESS PAPERWORK. MORE AWARDING. Stop by our booth to learn more.

as you do?

firespring.com/NSFA

awardspring.com | 888-258-5628

An alumni engagement platform designed specifically to meet the needs of public high school educators, programs, and students.

advisorsinphilanthropy.org admin@advisorsinphilanthropy.org

888.597.6575

Because your alumni can provide the near-peer role models, college knowledge guides, career partners, and resources that your programs and students need to succeed.

Visit AlumniToolkit.org and make your alumni matter. Questions? Email us at info@futurefirstusa.org or call 206.383.4711 AlumniToolkit is a program of Future First USA, a 501c3 non-profit organization.

Engage your alumni and community today! We provide software and services to help you find, engage, and energize your alumni.

.com

Alumninations

Genuine School Uniform Dressing the Leaders of Tomorrow 34 W. 33rd St. New York, NY 10001 646 949 1257

Contact: jim.burgraff@alumninations.com, (���) ���-����

chart your course for success


Ornata Motors is committed to education and school foundations. Let us help to improve your opportunities for 2019 fundraising success. Learn more at OrnataCares.com

For Over 10 Years, We’ve Made Scholarship & Grant Applications Easy Proud Supporter of NSFA Since 2011!

donor management software fundraisers actually love to use

www.getvozzi.com visit https://bloomerang.co/nsfa for 15% off

rethinkfundraising Think outside the box. Join thousands of others who’ve decided to be different and raise funds in a way their supporters love. Curious?

Funds2Orgs.com/nsfa

asap@funds2orgs.com • (407) 930-2979

FUNDRAISING COUNCIL WORLDWIDE SM

GROWING PHILANTHROPY FOR PRE-K – 12 EDUCATION

Not Yet a Member? OUR CORE VALUES REFLECT OUR COMMITMENT TO QUALITY EDUCATION

60+ PROVIDING ORGANIZATIONS WITH TAILORED FUNDRAISING COUNSEL

2019 nsfa annual conference

UNIQUE PROVEN STRATEGIC FUNDRAISING PROGRAMS SUPPORTING EDUCATION

COUNSEL AND HANDS-ON MANAGEMENT FOR FUNDING SUCC SUCCESS

PROFESSIONAL CONSULTANTS NATIONWIDE

WORKING WITH ORGANIZATIONS OF EVERY SIZE, SCOPE AND FUNDRAISING GOAL

816.630.8500 | info@hartsookcompanies.com | www.hartsookcompanies.com

JOIN TODAY 10% off for first time members in February www.schoolfoundations.org


chart your course for success


Major Saver is a Proud Supporter of NSFA ★ 100% turn-key fundraiser! We do all the work! ★ Raise a lot of money in a short amount of time! ★ No work for volunteers, staff or teachers! ★ Safe and easy to sell!

“The easiest fundraiser you’ll never have to do.” Dale Krumm dale@majorsaver.com 1.800.320.1614 majorsaver.com

TOGETHER WE CAN BUILD A

BETTER

TOMORROW

• Fundraising Education & Support • Cause Selling Curriculum • Free Monthly Webinars

BE SURE TO ATTEND OUR SESSION

”Donors…Hopelessly Devoted to You” FEBRUARY 12, 2019 11 AM-12:15 PM

VISIT BOOTH 9

VISIT OUR WEBSITE

SanfordInstituteofPhilanthropy.org

chart your course for success


chart your course for success


2019 nsfa annual conference

32


chart your course for success


SEE YOU IN PHILADELPHIA IN 2020

philadelp

h i a , pa

NSFA National Conference | February or March, 2020 details coming soon

2019 nsfa annual conference

34


2018 NATIONAL SUPERINTENDENT OF THE YEAR

CONGRATULATIONS TO THE 2018 NATIONAL SUPERINTENDENT OF THE YEAR

DR. SUSAN ENFIELD – HIGHLINE PUBLIC SCHOOLS | BURIEN, WA

chart your course for success

Profile for schoolfoundations

2019 NSFA National Conference Program Book  

National School Foundation Association's 2019 National Conference took place in San Diego, February 11-13, 2019. This program book contains...

2019 NSFA National Conference Program Book  

National School Foundation Association's 2019 National Conference took place in San Diego, February 11-13, 2019. This program book contains...

Advertisement