The independent school advancement office faces issues and challenges that are different from fundraisers in other fields. This workshop is designed intentionally for development officers, heads, and trustees of 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 lead this in-depth workshop to guide those ready to think about embarking on 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

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 MemberNon-Member School
Through Dec 9$525$629
Dec 10-Jan 20$625$729
After Jan 20$725$829


Jim Bush
Principal & President, Winkler Group

Jessica Browning
Principal, Executive Vice President, Winkler Group


The SAIS room block is now closed.


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.

Acknowledgement of Intellectual Property

Participants expressly acknowledge the intellectual property of the presenters of this conference and these other terms that are conditions of attendance. This acknowledgement includes the understanding that creating any form of recording, including but not limited to video or audio is a violation of the intellectual property of the speakers as well as a violation of the terms of participation in this event. Participants expressly agree not to independently record, or knowingly let anyone else record, any of the conference sessions in which they participate. Participants will also not share their unique link to the conference platform or the content therein with anyone else. The unique link to the conference platform will be used solely by the participant.

Cancellation Policy

Cancellations received before January 25 via this form will receive an 80% refund. After that date, replacement registrants are welcomed but no refunds are available. Extenuating circumstances will be considered on a case-by-case basis following the conclusion of the event.

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