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In Partnership With
National
School Boards
Association Annual Conference
Consortium of Florida Education Foundations
Thank you to our 2008
Silver and
Copper Sponsors!
Click logo to visit
sponsor web site.
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SESSION DESCRIPTIONS
Most of the
conference
handouts are now available to
download.
The schedule has been
finalized. Download the documents
below to help plan your conference
schedule.
(All are
 Adobe
.pdf)
Conference
Overview
Schedule at a
Glance
Thursday's
Program Descriptions
Friday's
Program Descriptions
Program Notes - Don't
miss out on these new sessions just
recently added to the program.
(Please Note: Schedule is subject to change)
KEYNOTE
PRESENTATIONS
Thursday, March 27
8:30 - 9:40 am Grand Ballroom B
-
Things
Are Not As They Seem...Why Public
School Foundations
Fail To Reach Their Potential
Presenter: Dave Sternberg,
The Fund Raising
School at the
Indiana University Center
on Philanthropy
Your
mission is essential. Teachers,
parents and administrators are
looking to you to make an impact. So
what is keeping you from reaching
your full potential? It might just
be that things are not what you
believe they are. Learn the real
facts on giving and the key
principles of organizational
structures that will move you from
point A to point B.
Friday,
March 28
8:30 - 9:40 am Grand Ballroom B
-
Funding Today and Tomorrow: Expert
Views
Presenters: Bill Porter, Grantmakers for Education;
Wendy Puriefoy, Public Education
Network; Deanna Lee, The Wachovia
Foundation, Inc.; Cyrus Driver, Ford
Foundation
Bill
Porter will share insights into
education funders, current trends,
and possible future forecasts,
followed by a panel discussion with
funders.
Friday, March 28
1:00 - 2:00 pm Grand Ballroom B
SPECIAL 3-HOUR
TRAINING SESSIONS
Thursday, March 27
9:55 am
- 12:55 pm Salons 9 & 10
-
How to
Recruit a Dynamic Fundraising Board
Presenter: Chuck Loring,
BoardSource
Does
your board do good fundraising? Were
they recruited with fundraising as
an expectation? Do you have the
right board members for effective
fundraising? Do you need a new
board?
This workshop will focus on the
realities of today's nonprofit
fundraising and why the right board
is an important part of the
successful fundraising team.
You will analyze your current board
to determine if it is the right
board. Ideas will be shared on how
to gracefully "retire" some board
members and how to recruit the type
of board members you actually need.
You will learn why you should
abolish your Nominations Committee
and replace it with a Governance
Committee.
Other issues to be covered:
Why great boards profile
Why your board Expectation
Statement is critical for
recruitment
Why term limits are essential for
a fundraising board
Why some nonprofits confuse
volunteering with governance
Why board orientation and
education are critical for success
Thursday, March 27
1:25 - 4:25 pm
Salons 9 & 10
-
Getting the Right Board to Do Great
Fundraising
Presenter: Chuck Loring,
BoardSource
This
workshop will pick up where the
morning workshop ends. We will start
with the assumption you have
assembled a great board or that you
now know how to assemble a great
board.
You will participate in a sample
board fundraising training. At the
end of this training you will learn
how every willing board member can
be a great fundraiser. Board members
will understand that fundraising is
not about asking for money, its
really about building relationships.
You will see that board members who
are afraid to solicit can be
empowered to be great fundraisers.
You will learn:
The role of stewardship in board
fundraising
How board members can help with
planned giving
Periodic fundraising exercises you
can do with your board
How to get your board to
articulate your value to the
community
BREAKOUT SESSIONS
BREAKOUT #1
Thursday, March 27
9:55 -
10:45 am
-
Salons 6 & 7 Creating a Successful Education
Foundation
Presenter: Elaine Free,
Successful Ways, Inc.
If your school district is
considering an education foundation,
this session will provide
information to assist you in the
process. A detailed overview will be
shared in regard to the steps
involved in organizing a foundation
including a feasibility study,
steering committee/board members,
funding priorities, administrative
tasks, marketing tips, and
development ideas to raise the
initial funds.
-
Salon 5 Building Relationships with the
Business Community
Presenter: Brett Pawlowski,
DeHavilland Associates, sponsor of Business/Education Partnership Forum
-
Salon 4 Development of the Case Statement
for a Major Gifts
Campaign to Build Your Endowment
Presenter: Jodi
Bender-Sweeney, The Sweeney Group
Successful foundations across the
country are raising millions of
dollars for their general endowments
or to develop endowments to enhance
programs in conjunction with their
districts.
The case statement is the key
element to their success. Learn
about the models used by other
public school foundations, how to
test these models in your community,
and the elements needed to use your
case as the basis for a successful
campaign.
These models can be used to start
your foundation effectively, to
revitalize a foundation, or can
assist an established foundation to
develop a major gifts campaign.
BREAKOUT #2
Thursday, March 27
11:05 - 11:55 am
-
Salons 6 & 7 Why
Should Funders Care About Your
Programs?
Presenter: Karla Sartin, KWSartin Enterprises
(Developing metrics that matter to
funders and follow through) This
program offers additional
developmental insight into metrics
that matter to funders. Funders want
programs that give them ROI (Return
on Investment). There are many ways
to demonstrate this, and we'll
review some along with brainstorming
ones for actual grants in
development.
-
Salon 5 Growing Your Foundation to Meet the
Needs of Your School District
Presenter: Krina Lemons,
Salem-Keizer Education Foundation
and Oregon School Boards Association
The Salem-Keizer Education
Foundation serves the largest and
most poverty-stricken school
district in Oregon. Foundation board
members chose to grow the
organization and with the hiring of
its first staff person in 23 years,
and a multi-layered approach to
development, grew the $50,000 annual
budget to $350,000 in three years.
Learn how this foundation hit the
million dollar investment mark with
events, membership programs, grants,
and fee for service academic
programming.
-
Salon 4 Is
Your Annual Campaign Well Oiled or
Just a Well?
Presenter: Dave Sternberg,
The Fund Raising
School at the
Indiana University Center
on Philanthropy
Stop!
Your annual fund is the difference
between being good and being great.
Learn how to examine your annual
fundraising efforts and move from
bake sales and galas to multiple
strategies and a culture of
fundraising!
BREAKOUT
#3
Thursday, March 27
1:25 -
2:15 pm
-
Salons 6 & 7 Development 101:
Building the Development Capacity of
Your Schools
Presenters: Cynthia Talbot-Holz
and Michael Williams, Salt Lake
Education Foundation (UT)
This
past summer Salt Lake Education
Foundation hosted a two-day training
for "school development teams" (i.e., principals, teachers, staff,
PTA/Os, alumni associations, etc.)
and presented basic, yet state of
the art development tools and
strategies for schools to use in
partnership with the district
foundation. The results, just 4
months later, have been remarkable.
This session will share with
participants ways to raise the
development and community awareness
raising capacity of local schools as
they seek external resources to
support programs. The text developed
for the training included the most
current literature and data from 3rd
sector authors and fundraisers and
delves into everything from special
events, annual campaigns, planned
giving, grant seeking, donor
relations, etc.
Outcomes from the session will
include how to design similar
trainings, resources, and follow up
techniques used by SLEF in this
successful project.
-
Salon 5 Alumni - Valuable
Partners in Attaining Your
Foundation's Goals
Presenter: Elaine
Woods-Martinez, Harris Connect
Alumni: Dont forget your largest
group of donors!
Hear how public schools are
leveraging their alumni!
-
Salon 4 Compelling Case, Committed Crew, and
Collaborative
Connections - The Plan Within Your
Strategic Plan
Presenter: Gaye Leonard,
Cherry Creek Schools Foundation (CO)
Successful K-12 Foundations have one
thing in common. Everyone is on
board and rowing in the same
direction. A well-oiled "crew" -
like a team of rowers gliding
through smooth water.
We focus a lot on the challenges of
FUNDRAISING and community support.
The true key to success for school
foundations seems to rest in the
alignment of the school board,
district administration, foundation
board members, staff, donors, and
last but never least, the students
we serve. School foundation
management takes "herding cats" to
new heights but it is well worth it.
Whether your goals are modest or
monstrous, a strategic plan within
your plan will ensure that you have
the right crew rowing in the same
direction toward success and smooth
sailing!
BREAKOUT
#4
Thursday, March 27
2:30 -
3:20 pm
-
Salons 6 & 7 Alumni
Recognition Event Planning
Presenters: Judy Taylor and
Marilyn Davis, Decatur Public
Schools Foundation (IL)
A
comprehensive guideline on building
your foundation's "Signature Event".
This includes timelines, committee
recruitment, sponsorship
development, media involvement,
and alumni contacts. This presentation
will tie the concepts of alumni
development, promoting your
foundation to the community,
fundraising, and the positives of
your school district together. In
its fifth year, the Decatur Public
Schools Foundation's signature
event, "Celebrate! The Legacy of
Learning", raised $80K in 2007.
-
Salon 5 When
to Tell It's Time to Reboot Your
Education Foundation...and 10 Simple Steps to Get It Going
Presenters: Larry Goddard and
Ross Connor,
Tyler ISD Education Foundation (TX)
Education Foundations can be like
equipment in our technology world.
There comes a time when everything
needs to be rebooted, restarted,
even restructured. With more than 20
years' experience in education
fund-raising, marketing and
outreach, the presenter will give an
honest, simple approach to putting
new life into your education
foundation.
-
Salon 4 Making
the Ask
Presenter: Darrell Slabaugh,
McKinney Education Foundation (TX)
Asking
for money is often rated next to
public speaking as a process to
generate fear. Understanding the
seven basic donor types and
tailoring your approach to each
group's motive for giving provides
confidence, trust and increased
success. Darrell will share his
experience with the ask which has
helped MEF triple its annual gift
income the last three years.
BREAKOUT
#5
Thursday, March 27
3:40 - 4:30 pm
-
Salons 6 & 7 Twenty-Five Years of
Successes--Lessons From the Field
Presenters: Susan Sweeney,
California Consortium of Education
Foundations; Donna Elder, National
University, Los Angeles; Wayne
Padover, National University, Los
Angeles
This workshop will focus on the
lessons learned over 25 years, and
what it takes to make an education foundation
enduring and successful. We will
highlight new trends in resource
development and community outreach
based on the current work of
California's 600 local education
foundations. Specific examples will
be included. We will also focus on
the need for successful
collaboration with a variety of
educational partners -- teachers,
school board, administrators, PTA,
and other non-profit organizations.
Concrete examples and guidelines for
establishing effective partnerships
will be included.
-
Salon 5 A
Successful Strategy: How to Build
Your Foundation into a Dynamic
Non-Profit Organization
Presenter: Linda Johnson,
Jefferson County Public Education
Foundation (KY)
The
presentation will focus on areas of
extreme importance in building a
successful foundation.
Highlights include selecting new
board members and motivating
existing ones to maximize their time
and talents; revisiting priorities
and the need for a strategic
vision/plan; dealing with leadership
changes (testimonies of working with
a new superintendent and new
chairman of the board); and
beginning a new capital campaign.
-
Salon 4 From
Better to Best: Practical Strategies
to Boost Efficiency in Your
Education Foundation
Presenters: Stacy Carlson,
Consortium of Florida Education
Foundations; Terry Boehm, Pinellas
Education Foundation
BREAKOUT #6
Friday,
March 28
9:55 -
10:45 am
-
Salons 6 & 7 The
Power of Strategic Communication:
Marketing, Branding & Positioning
Presenters: Milli Christner
and Laurie Cromwell, Foundation
Innovation
Education foundations must create a
positive buzz to increase
visibility, recognition, funds,
donor confidence, participation, and
credibility to be sustainable. A
strategic approach links all
communication practices in one plan
to promote the mission of the
organization. This session will
review key components of a
communication plan and share some
creative approaches to marketing,
branding, and positioning utilized by
various education foundations.
-
Salon 5 National Study of
K-12 Foundations
Presenters: Michelle Lange,
SilverTree Marketing; Jim Collogan,
NSFA Project Director
-
Salon 4 Soliciting Gifts from Individual
Donors -
A New Strategy for School
Foundations
Presenter: Stan Levenson, Levenson & Associates,
Author
-
Salons 9 & 10 Ask
the Experts
Panelists: Stacy Carlson,
Consortium of Florida Education
Foundations; Barb Bartle, Foundation
for Lincoln Public Schools (NE);
others to be determined
BREAKOUT #7
Friday, March 28
11:05 - 11:55 am
-
Salons 6 & 7 Adding
Meat to the Bones:
The First Year with an Executive
Director
Presenters: Larry Levin, Donna Coble,
and Marsha Chappelow, Ladue Education
Foundation (MO)
The
Ladue Education Foundation in
suburban St. Louis was incorporated
in 2006, and a year later added a
professional director with
substantial nonprofit experience.
We will discuss the impact of
professional staff on the foundation
in various areas including
marketing, fundraising, and community
outreach.
-
Salon 5 Excellent Schools are Everyone's
Business
Presenters: Sharon Henry, Dr.
Steven L. Walts, and Keith Imon, Prince William County
Public Schools and PWCS Education Foundation (VA)
Prince William County Public Schools
(PWCS) combined the Business
Partnership Office and the PWCS
Education Foundation to create the
Community and Business Engagement
Office.
The synergy between business
partnerships and the mission of the
PWCS Education Foundation will be
highlighted during the presentation.
The audience will be provided with
the rationale behind what prompted
this merger and the benefits of such
a merger. Attendees will gain
perspectives
about the benefits of a single point
of entry to support PWCS, from School
Division representatives and the businesses that support PWCS. .
This presentation is designed to
showcase the process of doing
business with a School Division that
has 86 schools and over 72,000
students. This multi-media
presentation will outline how
partnering with PWCS to provide
goods and services for business
partnerships or financial support of
the Education Foundation is as
convenient as a single phone call.
-
Salon 4 Planned Giving: How We Got
Started
Panel: Terry Boehm, Pinellas
Education Foundation (FL);
Bill Hoffman, Hillsborough Education
Foundation (FL);
Darrell Slabaugh,
McKinney Education Foundation (TX);
Ruth Gerber, Foundation for Lincoln
Public Schools (NE)
A
panel discussion with four education
foundation executives sharing their
experiences with developing a
planned giving program.
Following a 5-minute description by
each panel member, a question and
answer time will be opened up with
the audience.
-
Salons 9 & 10 Legal
Q&A
Presenter: Janet Bubert,
Attorney, Brackett & Ellis, PC
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