Development Bootcamp

A Collaboration Between Prizmah: Center for Jewish Day Schools and Evolve Giving Group
 
Registration Closed
Past Event
Date:
-
Registration Fees:
  Early Bird Pricing
Until December 17

Standard Pricing
December 18 - February 5

Prizmah Network schools $550 per person $600 per person
Non-network schools $687.50 per person $750 per person
Canadian Prizmah Network schools $412.50 US per person $450 US per person
Canadian non-network schools $515.63 US per person (Code: CADNON) $562.50 US per person (Code: CADNON)

 

Group Discount: Prizmah Network schools that bring three or more participants will receive $50 off per person. In order to activate the group discount all participants from a school must register together.

The registration system will automatically determine whether or not your school has joined the Prizmah Network, and will charge the appropriate price for all US schools and for Canadian Prizmah Network schools. Participants from Canadian Non-network schools should use the discount code CADNON to activate Canadian school pricing.

Presenter(s)
Amy Adler, Judy Gadiel, Nora Hennessy, Jamie Klobuchar, Pam Lookatch, Elissa Maier, Hannah Strasser Olson, Dan Perla, Traci Reisberg, Amy Schiffman
Audience(s)
Board Chairs / Presidents, Board Members, Development Professionals, Heads of School
Registration Closed

A two-day tactical training around fundraising best practices for Jewish day school and yeshiva fundraising professionals, leadership, and lay leaders.

Monday, February 5, 2024 - Tuesday, February 6, 2024

Hosted at JUF Chicago (30 S. Wells Street, Chicago, Illinois 60606)

This in-person intensive gathering will provide a hands-on approach to explore new ways to generate revenue, engage volunteers and streamline development processes. Walk away with tangible and applicable strategies as well as a strong network of Jewish day school and yeshiva colleagues from across North America to continue to support you well after the bootcamp is over.

This gathering will be especially meaningful for a team from your school to attend together (development professionals, heads of school, development chairs or other lay leaders) to explore the roles we all play in fundraising for our schools and strengthening overall advancement efforts.

We strongly encourage you to attend with other members from your school team. This team driven approach will allow participants to blend high-quality professional development training and opportunities for hands-on collaboration to workshop and plan new ideas and strategies to bring back to your schools. See below for team registration discounts.

The gathering is focused around three core content areas: Endowment Development, Lay/Professional Partnership, and Fundraising Fundamentals. The sessions are programmed so participants can choose to take a deep dive into one content area for the duration of the training or jump from area to area and explore all three tracks. Select sessions will qualify for CFRE continuing education credits.

 

Endowment Development

Whether your school is looking to add endowment building to its fundraising program for the first time or ready to take your work to the next level, this track will address the how, when, and why legacy. Endowment fundraising are critical components of your strategic development program. Session facilitators will help integrate endowment planning into existing fundraising efforts, explore legacy and endowment messaging, cultivation, solicitation, and stewardship, and provide the concrete tools and resources necessary for reaching your long term sustainability goals.

 

Lay/Professional Partnership

If recruiting and engaging volunteers who embrace fundraising seems like mission impossible, join these open and honest conversations about the roles volunteers play in capacity building. From the board’s role in fundraising, to development committee forms and functions, to navigating the head of school/board relationship, to the volunteer’s role in managing relationships with donors, we’ll address the challenges and opportunities available via this unique partnership and ensure you have the tools necessary to recruit, train, engage, and retain committed volunteers.

 

Fundraising Fundamentals

Research tells us that schools with a documented fundraising strategy raise more money than those that don’t... so what does it take to develop a roadmap for success? This track addresses core fundamentals with sessions that include annual campaign planning and budgeting, committee development, campaign infrastructure, prospect identification, donor cultivation, solicitation, stewardship, case for support messaging, and major gift development. Learn to evaluate current tactics and make strategic changes to increase revenue and improve operations.

Program Outline

Monday, February 5th
 
8:15 AM Registration and Breakfast
9:00 AM

Plenary and Bootcamp Opening

Jewish Philanthropy Today: Making the Most of this Moment

11:00 AM

Breakout Sessions

  • Fundraising Fundamentals -  Building Your Annual Campaign Plan
  • Endowment - Building Your Endowment: Are You Ready?
  • Lay Leadership - The HOS/DOD/Board Chair Partnership: Making the Dream Team Work For You
12:30 PM

Lunch and Plenary

Asking for the Gift:  “No Fail” Solicitation Scenario Planning

2:30 PM

Breakout Sessions

  • Fundraising Fundamentals -  Major Gift Program: Prospecting and Early Cultivation
  • Endowment - Unlocking Potential: Strategies for a Robust Endowment
  • Lay Leadership - Empowering Your Board for Success
4:15 PM

Breakout Sessions

  • Fundraising Fundamentals - Developing Your Case for Support and Messaging for Day School Audiences
  • Endowment - Managing Concurrent and Comprehensive Campaigns (Capital, Endowment, Legacy and Annual)
  • Lay Leadership - Epic Fundraising: Making Your Donor the Hero of their Own Story
5:30 PM Dinner
6:30 PM

Plenary

Donor Panel - Strengthening Donor Relationships: An Open Conversation with Day School Stakeholders

   
Tuesday, February 6th
 
8:15 AM Breakfast
9:00 AM

Plenary

The Role of the Board in Capacity Building

11:00 AM

Breakout Sessions

  • Fundraising Fundamentals - Development Operations: CRMs, Gift Acknowledgements, Acceptance Policies and More
  • Endowment - Endowments and Special Campaigns:Next Level Stewardship and Donor Recognition
  • Lay Leadership - Activating Your Development Committee for Success
12:15 PM Lunch
1:15 PM

Plenary and Closing Exercise

Unreasonable Hospitality -  A New Approach to Philanthropy

3:00 PM Bootcamp Ends

 

To make the most out of this experience, please plan on participating in-person for the entire gathering.

Meals and Snacks

Your registration fee includes breakfast, lunch and dinner on Monday and breakfast and lunch on Tuesday. Snacks and beverages will be provided throughout the gathering. Meals and snacks will be catered by the Lillian and Larry Goodman Conference Center and are strictly kosher under the supervision of the CRC. All meat will be glatt. Cholov Yisroel and Pas Yisroel (dairy and bread with additional supervision) products will be available upon request.

We make every effort to meet your dietary needs. All meals will include vegetarian, vegan, and gluten-free choices. Prizmah cannot guarantee the absence of gluten or allergens from any food; however, we are happy to connect you to our catering staff on-site who will be glad to help you find nourishing choices.

Hotel and Travel Information

You are responsible for your own transportation to/from the Development Bootcamp as well as overnight lodging. Our program is hosted at JUF Chicago (30 S. Wells Street). If you are flying into Chicago, you can fly into either O’hare International Airport (ORD) and Midway International Airport (MDW). JUF Chicago is easily accessible from both airports via Uber, Lyft, cabs or Chicago public transportation.

For your convenience, Prizmah has negotiated a special rate of $129 per night, plus tax, for Bootcamp participants at the Residence Inn Chicago Downtown/Loop located three blocks from the program venue at 11 South LaSalle Street, Chicago. There are a limited number of rooms available at this rate, and they are available on a first come, first served basis until January 14, 2024. Reserve your room.

Presenters

The bootcamp will be facilitated by day school experts from Prizmah and Evolve Giving Group.

Additional presenters will be announced soon.

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Amy
Adler
Senior Director, Catalyzing Resources

Amy is Prizmah's Senior Director of Catalyzing Resources. Learn more about her here.

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Judy Gadiel
Judy
Gadiel
Senior Vice President, People & Projects

Judy’s nonprofit career dates back nearly 30 years to her early days as a camp counselor and a community based clinical social worker. Switching to the operational side of nonprofits close to 15 years ago, she has focused on organizational development, fundraising, and philanthropy. Judy’s strength lies in the blend of compassion and expertise she brings to her clients, and in the dedication and leadership she brings to her teams.

Judy has been consulting with nonprofit organizations since 2010 and launched Evolve Giving Group with several of her colleagues in 2020. Judy currently serves as its Senior Vice President, People & Projects, offering insight, possibility and strategic counsel to fundraising projects, and leading the Evolve team in alignment with its core values.

Judy’s commitment to doing meaningful work carries over to her personal life, where she is a trustee with the Jewish Women’s Foundation of Metropolitan Chicago and a board member at Neighbor by Neighbor in Southwest Michigan. A native of Chicago, she now lives in Southwest Michigan with her family.

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Nora Henessey
Nora
Hennessy
Consultant

With 20 years of experience in institutional advancement, Nora joined Evolve Giving Group in 2021. Nora is a versatile fundraiser and nonprofit leader, having served in roles as diverse as a director of development in a comprehensive campaign setting in higher education and as a volunteer board member for a startup nonprofit art organization. As a consultant, Nora excels at assessing an organization’s mission and goals from the 30,000 foot view while simultaneously building “on the ground” plans that create sustainable fundraising growth and impact.

Most recently, Nora served as the Vice President for External Affairs at Openlands, an environmental organization that works to create equitable access to nature for the diverse populations of Chicago. Nora began her fundraising career in annual giving and communications for two of San Francisco’s leading independent schools after working as a teacher and writer. She believes that exceptional communication and storytelling are vital to realizing an organization’s most audacious dreams and goals.

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Jamie Klobuchar
Jamie
Klobuchar
Executive Vice President

With nearly 20 years of nonprofit experience, Jamie brings a strategic vision and collaborative approach to each project. Clients value her ability to evaluate their practices and offer creative solutions to help them strengthen their base of support. Jamie is also known for helping new nonprofits create the right structure and processes to carry out their missions successfully. She also leads business development efforts for the firm and is part of the management team. Jamie has been with the team since 2015, when she joined Giving Tree Associates as a senior consultant. In 2020, she began a new chapter in her role at Evolve Giving Group.

As a graduate of St. Olaf College, Jamie has a long history of volunteerism. Currently she serves on the board of the Oak Park Education Foundation and is actively involved in her daughter’s soccer club. Jamie lives in Oak Park, Illinois with her husband and teenage daughter. In her free time, she takes long hikes with Wilma (her rescue pup), bakes, and plans her family’s next travel adventure.

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Pam Lookatch
Pam
Lookatch
Consultant, Team Leader

As a member of the Giving Tree team since 2017 and now at Evolve, Pam brings with her over 10 years of experience as a professional volunteer. Previously, she advised New York’s top corporations, law firms and banks on their organizational infrastructure to enhance service delivery and maintain cost efficiency. She also spent 10 years as a professional volunteer, serving on numerous boards, managing executive searches, chairing large-scale fundraising events, and overseeing committees ranging from community engagement to strategic planning. Pam feels it is a privilege to advise nonprofit clients and work alongside professionals and volunteer leadership to build capacity, broaden an organization’s reach and create innovative fundraising plans.

As a team leader, Pam is results-oriented and committed to the big picture without losing sight of the tactics involved in growing a community of stakeholders. Pam’s emphasis on effective execution, attention to detail and precise follow-through puts her clients at ease and lets them focus on what is most critical - building relationships with the community they serve.

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Maier_Elissa_April_2021_4836x3271
Elissa
Maier
Chief Operating Officer

Elissa is Prizmah's Chief Operating Officer. Learn more about her here.

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Hannah Strasser Olson
Hannah
Strasser
Olson
Senior Vice President, Development

Hannah is Prizmah's Senior Vice President of Development. Learn more about her here.

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Perla_Dan_Headshot_800x1200
Dan
Perla
Senior Director, Prizmah School Services

Dan is Prizmah's Senior Director of Prizmah School Services. Learn more about him here.

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Traci Reisberg
Traci
Reisberg
Director, Prizmah School Services and Catalyzing Resources

Traci is Prizmah's Director of Prizmah School Services and Catalyzing Resources. Learn more about her here.

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Amy Schiffman Headshot
Amy
Schiffman
Chief Executive Officer

For more than 25 years, Amy has partnered with nonprofit organizations to develop effective fundraising campaigns, build strong leadership teams and empower them with tools to visualize and achieve mission impact. Since 2008, Amy has co-founded two full-service consulting firms and helped over 300 schools, camps, synagogues, community, and human service organizations raise hundreds of millions of dollars, create growth strategies and recruit exceptional executives. Amy serves as a trusted fundraising coach and advisor to professional and volunteer leaders across North America.  

Amy has a robust background in fundraising and nonprofit management, holding leadership positions at Ida Crown Jewish Academy, Jewish Council for Youth Services, Hillel and United Jewish Communities. She is a sought-after presenter at local and national conferences, including the Association of Fundraising Professionals (AFP), Forefront, Jewish Federations of North America, Legacy Heritage Fund, Hillel International, JCC Association of North America, JCamp 180, Prizmah, and Life & Legacy. Amy is a Certified Fund Raising Executive (CFRE) and a member of the Association of Fundraising Professionals (AFP), The Association of Consultants to Nonprofits (ACN), Professionals in Development North, and Chicago Women in Philanthropy. She serves on summer faculty for the HUC/USC Zelikow School of Nonprofit Management in Los Angeles and the Spertus Institute in Chicago.