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 workshop to assist schools as they consider 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.

Teams are welcomed and encouraged to attend together. Having everyone on the same page when it comes to the mechanics of a campaign is quite helpful – including trustees. We will explore the roles of the head of school, the leadership team, and the board of trustees. All roles will be actively involved in discussions.


SAIS Member School PersonnelNon-Member School Personnel
Through November 19$425 per person$479 per person
November 20-January 11$475 per person$529 per person
After January 11$575 per person$629 per person


While we are unable to offer a simultaneous virtual option, we will be recording select sessions that will be available for purchase for non-attendees after the conference. If you’re interested in receiving information about the recordings, please complete this form.


Jim Bush
Principal & President, Winkler Group

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


The SAIS block is closed. Rooms may still be available online at the regular hotel rate.

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 a top priority at SAIS, as it is in your schools. We need your help to achieve this goal. We want to help keep you safe and healthy as we deliver this stellar lineup of speakers and sessions.

All participants:

  • Will be fully vaccinated according to CDC guidelines or will submit a negative PCR test administered within 72 hours of arrival at the event in the event that they need a vaccination accommodation.
  • Will wear a mask throughout the conference except while actively eating/drinking.

A few other details to know about conference logistics and protocols:

  • Seating will be spaced for social distancing.
  • There will be a minimum of 6’ in front of the podiums so speakers can be unmasked if they choose. 
  • To-go boxes will be available for all group meals.
  • Hand sanitizer and masks will be available. 

Thank you for your flexibility and understanding as we continue to navigate returning to the in-person events that are so important to the fabric of the SAIS community. If you have any questions, please email

Acknowledgement of Risk and Safety Procedures

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 12 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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