California Advancement Partnership for Schools 2010 CAPS conference Find Your Inner Super Hero: Advancing Our Schools in Troubled Times Thursday and Friday, February 18–19, 2010 Francis Parker School, San Diego, CA GreeTings Who Would benefit the 2010 CAPs conference From Sunny from this conference? committee SouThern Anyone in your advancement/develop- colleen Pundyk, ment/communications office! Wildwood School, Co-Chair CAliForniA • Directors of Development/ mary sidell, Advancement Brentwood School, Co-Chair find your inner super hero! • Alumni Staff John thorsen, to help with that mission, join us • Database Administrators and Francis Parker School, Co-Chair for a great conference february Technology Folks danese bardot, Pacific Hills School 18–19, 2010. We look forward to • Communication Directors liza bennigson, Menlo School • Publications and Website meg bradley, Cate School seeing you for our seventh CAPs Administrators andrea edwards, conference—capes and masks are • Annual Fund Staff Crystal Springs Uplands School optional. • Event Coordinators Kelly halligan, Wildwood School • Campaign Staff linda handalian, a great deal of effort and • Volunteers, Trustees, Development St. Matthew’s Episcopal Day forethought has gone into planning Committee Members stephen harrington, this conference to make it well St. Margaret’s Episcopal School worth your time, whether you What is CAPs? candace Johnson, Brentwood School are a seasoned veteran or new Originally formed as the California laura lavoie, The Children’s School Development Partnership (CDP), the sarah mcKay, to the field.o verall, there are 20 named changed to the California Marin Country Day School sessions on friday at francis Parker Advancement Partnership for Schools denise martin, school. there will also be two (or CAPS) in 2003. Organized Center for Early Education scintillating keynote sessions, along completely by volunteer colleagues sue Painter, Marin Country Day School with luncheons, and a reception state-wide, the biennial conferences Jim Pattison, Harvard Westlake and dinner on thursday at our began in 1999 at Crystal Springs meg Paulson, Archer School for Girls conference hotel, the marriott Uplands School. Subsequent Kari Perry, Pacific Ridge School mission Valley. conferences have been held at courtney Peterson, Westridge School, Head-Royce School, Campbell Hall School Menlo School, Cate School and our deborah rockwood, leave your kryptonite behind, most recent event returned to Crystal Cathedral School for Boys register and book your flights for Springs Uplands School in 2008. John trifiletti, The Bishop’s School this great opportunity. francis laura Wensley, The Webb Schools Parker school has just completed Designed to provide an educational 15 new buildings in the span of the and affordable professional last five years and we are confident development experience for the everyone will enjoy seeing the entire development program staff, the conference provides an opportunity new award-winning campus. more to learn about new trends, innovations importantly, CAPs will have the and best practices in campaigns and run of the place as Parker is not in annual giving, alumni, management, session while we are on campus. data management, marketing, and communications—including the current attendees may not be leaping tall hot topic—social media. buildings in a single bound but they will walk away empowered and CAPS is perfect for senior having fostered some great new development professionals and newcomers alike! We look forward to friendships. seeing you in San Diego at Frances Parker School. Your CAPs co-chairs, colleen, John and mary caps conference sessions Keynote speakers are designed to inspire “big picture” ideas and Thursday, FebruAry 18 to foster your personal development. All Thursday activities will take place at the 4:00–5:00 pm San Diego Marriott Mission Valley Welcome and KeYnote Julian m. bivins, Jr. is currently Assistant Vice 12:30 pm President for Development and Public Affairs at conference checK in the University of Virginia in Charlottesville where his responsibilities are of super hero proportions. 1:00–2:30 pm They include human resources, facilities manage- Pre-conference luncheons ment, gift accounting, budget and procurement $35 per person in addition to conference activities, managerial oversight of the donor identification, cultiva- registration. tion, recognition and stewardship activities for the institution, plus the Phonathon. Whew! senior deVeloPment Professionals With Jim mcmanus Julian was a member of the Board of Trustees of CASE from 2000, and Jim mcmanus, Executive Director of The California served as Chair from 2007–2009. John Lippincott, president of CASE, Association of Independent Schools, will present says “Julian Bivins is a true Renaissance man who understands and values an update on the changing demographics of inde- the critically important work advancement professionals do on behalf of pendent schools, the projections regarding school educational institutions around the world.” Julian will share insights and admissions, and trends looking forward in these anecdotes to inspire a celebration of the super hero in all of us. economic times. Open to all Senior Development Professionals. 5:15–6:30 pm X Moderator: Colleen Pundyk, direCtor of KeYnote: Visual literacY institutional advanCeMent, WildWood School, mona brookes is an internationally acclaimed art los angeles educator who has been a consultant to schools and museums worldwide. Ms. Brookes, author of Drawing annual fund 101 with Children and Drawing for Older Children and This session is designed for the professional still Teens, is the founder of the Monart Drawing Method, new to the Annual Fund. Feeling overwhelmed? which uses an alphabet of five elements of shape Need help setting priorities? Looking for tips on to translate visual images onto paper. The Monart working with Annual Fund volunteers? Master the method, developed in 1979, has been shown to improve focus, con- A-B-Cs of the Annual Fund process from setting centration, and problem solving abilities—useful tools for all of us! goals, to mailings, solicitation letters, segmenting donors, managing data, working with volunteers, Mona will lead us through a right-brain, hands-on, art project acknowledgements and stewardship. Prepare now designed to change the way we look at objects and ideas, and to to be the Super Hero of next year’s Annual Fund! help us shift our perspectives and develop our own unique styles of interpretation and creativity when tackling day-to-day challenges. X Presenters: lauren WhittaM, assoCiate direCtor of development, annual Campaigns, saCred heart Schools, atherton and nena 6:45–7:30 pm MontgoMery, direCtor of annual fund, Crystal netWorKing recePtion Springs Uplands School, hillsborough San Diego Marriott Mission Valley Enjoy light snacks, wine and beverages while you network with col- leagues from across the state. “Affinity Group” clusters will be orga- nized so you can meet others in your field who share similar profes- 4:00 pm sional opportunities and challenges. hotel checK in San Diego Marriott Mission Valley 7:30–9:00 pm 8757 Rio San Diego Drive dinner San Diego, CA 92108 Please celebrate with us during a buffet dinner at the San Diego Marriott (800) 842-5329 or (619) 692-3800 Mission Valley. This is a wonderful opportunity to meet new colleagues and catch up with old friends. Seating is unassigned and the cost is included in your registration. find Your inner suPer hero 1 caps conference sessions ultimate camPaign crusaders: the PoWer of Friday, FebruAry 19 the head, staff, Volunteer PartnershiP Jump into this interactive presentation that will help All Friday activities will take place at Francis Parker School. Development officers consider the right roles for each Transportation will be provided in the morning from the member of the philanthropy team. Outcomes will include: Marriott to Francis Parker School. learning when it’s appropriate to use the Head of School in group and one-on-one meetings; how to support the Head of 8:30–9:30 am School and volunteers with staff to maximize their develop- continental breaKfast and checK-in ment work; when to use consultants to leverage Head, staff, Francis Parker School, 6501 Linda Vista Road, and volunteer time; what each “player’s” role should be in San Diego, CA 92111 prospect meetings; how to use the team approach to address prospect resistances; and how the team approach can be the 9:30–10:45 am SessionS most effective and efficient way to raise funds. The presenta- tion will provide concrete examples of successful team strate- to infinitY and beYond: gies and provide time for participant questions. measuring alumni success X sarah McKay, direCtor of development, Marin Country How do we measure success in alumni relations, when dol- day School, Corte Madera lars don’t tell the whole story? Only a marginal amount of X julia McGuire, viCe President, Campbell & Company, many Alumni Directors’ time is spent on direct fundrais- san franCisCo ing and the bottom line is not an accurate measurement of program performance. Comparisons to parent and Trustee from foe to friend: hoW to maKe social media giving is simply not apples to apples. While we intend that an essential communications “sideKicK” our efforts lead to increased giving, it is important to have Whether you are actively using social media, barely dipped a comprehensive metric by which to track progress. Session a toe in, or are scared to death of it, this session