Independent school development and advancement professionals face issues and challenges that are different from fundraisers in other fields. This specifically formulated workshop is an opportunity for fundraisers at SAIS member schools to build their campaign knowledge base, network with peers, and find energy in new ideas. Formulated for schools considering a capital campaign, the Winkler Group will present an in-depth three-day workshop to assist schools as they consider taking this critical step. 

During this highly interactive workshop, participants will learn: 

  • How to assess a school’s readiness for a campaign
  • How to develop campaign priorities that appeal to donors and satisfy campus needs
  • The commitment and responsibilities for faculty/staff, volunteers, and campaign leaders
  • How to properly qualify prospects and identify leadership
  • How to set a campaign goal
  • How to create a culture of philanthropy that goes beyond the campaign and results in increased annual giving
  • How a campaign can increase alumni engagement

Session titles and descriptions are available via the “schedule” button above.


SAIS Member School PersonnelNon-Member School Personnel
Through November 12$425 per person$479 per person
November 13 – January 7$475 per person$529 per person
After January 7$575 per person$629 per person


Jim Bush
Principal & President, Winkler Group

Jessica Browning, MBA
Principal, Executive Vice President, Winkler Group


  • Group rate: $149
  • Cut-off date: Friday, January 7, or when the block is full.

NOTE: SAIS does not utilize the services of a housing vendor for any events. Neither SAIS nor the hotel will call you to make reservations over the phone. Please use the above hotel link to secure your reservation directly with the Sheraton Charlotte.

COVID Safety Guidelines

Providing a safe environment for learning is top priority. We need your help achieve this. We want to keep you safe and healthy. All participants will be asked to be fully vaccinated according to CDC guidelines or submit a negative PCR test administered within 72 hours of arrival at the event. As COVID-19 guidelines continue to shift, we will adjust our on-site protocols accordingly.

Acknowledgement of Risk and Safety Procedure

Participation in SAIS events signifies an attendee’s acknowledgement of infectious and other diseases and voluntary assumption of the risk of exposure or infection by attending the event. Attendees agree to comply with all guidelines and procedures, including distancing and/or masking, that may be implemented by SAIS, in accordance with recommendations from the CDC and other public health authorities.

Cancellation Policy

Cancellations received before January 5 via this form will be refunded less a 20% processing fee. After that date refunds are no longer available, but replacement registrants are welcomed. In the event that SAIS cancels the event, attendees will be notified and the cost of registration will be refunded via the original payment method. 

Consent to Use of Photographic and Video Images

Registration, attendance at, or participation in SAIS meetings and other activities constitutes an agreement by the registrant to SAIS’s use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and audio of such events and activities.


  • For questions about event registration or special accommodations, contact
  • For questions about speakers and sessions, contact
  • For questions about exhibits and sponsorships, contact

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