Schools of Plenty: Finance and Philanthropy
January 23, 2018 | Cohort 16 & 17|
Connors Family Retreat and Conference Center, Dover MA
Driving Directions to the Connors Center
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- Adam Krueckeberg, Interim Executive Director, Student Services and former Program Director, University Strategic Planning Initiative, Boston College
- Ray Witkowski, Managing Director at Changing Our World, Inc.
- Matthew Gembecki, Managing Director at Changing Our World, Inc.
- Patricia Weitzel-O'Neill, Executive Director at The Roche Center for Catholic Education at Boston College Lynch School of Education
- Sam Urh, Graduate Student at The Lynch School of Education, Boston College
Morning sessions - Estate Room
Financial Planning: On the Road to Sustainability
Adam Krueckeberg, Interim Executive Director, Student Services, Boston College
Outcomes:
Building a Culture of Philanthropy
Ray Witkowski, Managing Director at Changing Our World, Inc.
Matthew Gembecki, Managing Director at Changing Our World, Inc.
Outcomes - The session will provide an overview of the steps involved in building a philanthropic culture at Catholic educational institutions today. Attendees will come away with:
In-person Sessions
Developing a Compelling Case for Support
Ray Witkowski, Managing Director at Changing Our World, Inc.
Outcomes - Why should donors give to your school? At times, this can be a challenging question. Your case for support should make it easier to answer. During this interactive session, attendees will come away with:
Creating An Electronic Tool Box for Planning
Sam Uhr – Graduate Student Lynch School of Education, Boston College
Patricia Weitzel-O’Neill, Ph.D. – Roche Center for Catholic Education, BC
Outcomes:
Virtual Afternoon Sessions
A Financial Planning Sandbox
Adam Krueckeberg, Interim Executive Director, Student Services, Boston College
Outcome:
Getting Your Board More Involved in Fundraising
Matthew Gembecki, Managing Director at Changing Our World, Inc.
Outcomes - Many institutions struggle with getting their board members more engaged and actively involved in fundraising and advancement efforts. Attendees at this session will come away with:
Financial Planning: On the Road to Sustainability
Adam Krueckeberg, Interim Executive Director, Student Services, Boston College
Outcomes:
- Understanding what's most important about financial planning;
- Committing to a culture of financial transparency and responsibility; and
- Casting out the fear of financial information.
Building a Culture of Philanthropy
Ray Witkowski, Managing Director at Changing Our World, Inc.
Matthew Gembecki, Managing Director at Changing Our World, Inc.
Outcomes - The session will provide an overview of the steps involved in building a philanthropic culture at Catholic educational institutions today. Attendees will come away with:
- A deeper understanding of what’s happening in philanthropy today and its potential impact on tomorrow;
- What it takes to get to know your donors;
- Advanced tools for cultivating and prospecting donors, including highlights of key data and research from Changing Our World; and,
- Engaging with your key stakeholders on an ongoing basis.
In-person Sessions
Developing a Compelling Case for Support
Ray Witkowski, Managing Director at Changing Our World, Inc.
Outcomes - Why should donors give to your school? At times, this can be a challenging question. Your case for support should make it easier to answer. During this interactive session, attendees will come away with:
- Steps in developing a compelling and relevant case for support; and
- How to effectively communicate your case to multiple audiences (i.e., prospective students, parents, donors, etc.)
Creating An Electronic Tool Box for Planning
Sam Uhr – Graduate Student Lynch School of Education, Boston College
Patricia Weitzel-O’Neill, Ph.D. – Roche Center for Catholic Education, BC
Outcomes:
- Understand the importance of finding useful “information” from your data – to create better plans.
- Recognize the importance of enrollment data, payment data and assistance data and their unique relationship.
- Know, understand and plan for the “gap”. What numbers must you have? (GAP = Real Cost – (Real dollars collected plus in kind assistance.))
- Recognize relative predicting is possible with good data.
Virtual Afternoon Sessions
A Financial Planning Sandbox
Adam Krueckeberg, Interim Executive Director, Student Services, Boston College
Outcome:
- Solidifying the morning's material related to financial planning through a hands-on experience with a best-practice approach and tool
Getting Your Board More Involved in Fundraising
Matthew Gembecki, Managing Director at Changing Our World, Inc.
Outcomes - Many institutions struggle with getting their board members more engaged and actively involved in fundraising and advancement efforts. Attendees at this session will come away with:
- How to reaffirm your board’s roles and responsibilities; and,
- How to get your board more actively involved in fundraising efforts.
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Agenda
Download PDF Agenda |
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8:30-9:30 am - Early Bird Café, Garden Terrace - Arrive early and enjoy some designated school leader space to work or chat with fellow Emmaus colleagues. Coffee and light fare provided. 9:00 am - Arrival, Coffee and Networking 9:30 am - Opening Prayer & Welcome, Estate Room 9:50 am - Presentation I, Estate Room
11:00 am - Presentation II, Estate Room
12:00 pm 1:00 pm - Lunch, Dining Room 1:00 pm - Breakout Session I Virtual participants
On-site participants
2:10 pm - Breakout Session II Virtual participants
On-site participants
3:15 pm - Wrap-up, closing prayer, Estate Room |
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