The Afternoon Sessions at Mohonk Ensuring Success in your Capital Campaign

Ensuring Success in your Capital Campaign Moderator: Myles Amend, Associate Head of School for Advancement, Trinity School Panelists: Pam Cunningham, Director of Development, The Berkeley Carroll School John Gannon, Director of Development & Alumni Affairs, Hackley School Craig MacPherson Director of Institutional Advancement, Convent of the Sacred Heart David Smith, Director of Development, The Allen-Stevenson School

School Name Allen-Stevenson Berkeley Carroll Brearley Brooklyn Friends Hackley Sacred Heart Trinity School Type Boys K-9 Day School Co-ed PreK-12 Day School Girls K-12 Day School Co-ed K-12 Boarding & Day School Girls PreK-12 Day School Co-ed K-12 Day School Number of students 416 968 712 859 842 728 1,000 Campaign Purpose Building Expansion and Renovation Construction of a STEAM space and theater classroom, Renovation of Middle School Library and construction of an Upper School Library, Renovation of science labs, Construction of faculty offices and work space, Endowment Facilities, Endowment, Annual Fund Upper School Building Project, Annual Fund, Gala Endowment for Financial Aid & Faculty Compensation, Faculty Housing, Upper School Renovation, Athletics Fields & Cross country trails, Center for Health & Wellness and related curriculum, Annual Fund Athletics & Wellness Center, Endowment, Annual Fund, Spring Benefit Campus Expansion & Annual Fund Campaign Goal $50 million $12 million TBD, at least $100 million $7.3 million $90 million $75 million $100 million Campaign Results/Progress $38.3 million to date $8 million to date undisclosed, still in quiet phase $7.5 million $89.2 million to date $80.4 million $122 million Start & End Date Quiet Phase April 2014, Public Launch 2019, Completion 2019 Quiet Phase April 2015, Completion June 2018 Quiet Phase Fall 2015, Anticipated Public Launch Fall 2017, Anticipated Completion 2021 Quiet Phase June 2013, Public Launch September 2016, Completion October 2016 Quiet Phase Fall 2010, Public Launch December 2013, Completion June 2017 Quiet Phase 2008, Public Launch 2013, Completion 2014 Quiet Phase Fall 2012, Public Launch Fall 2014, Completion June 2016 End date of prior campaign 2007 September 2012 December 2010 June 2004 (followed by two fundraising initiatives) 2005 June 2009 2015-2016 Annual Fund Results $2,395,840 $785,000 $3,700,000 $1,000,250 $3,446,022 $2,831,081 $6,124,053 2015-2016 Annual Fund Parent Participation 95% 68% 99% 88% 91% 83% 97% 2015-2016 Annual Fund Alumni Participation 25% 8% 43% 9% 30% 32% 35% 2016-2017 Annual Fund Goal $2,400,000 $3,500,000 $1,000,000 $3,180,000 $2,900,000 $5,800,000 Staff Size 4 staffers 3 staffers (plus a part-time CCS Director 3 days a week, Communications is a separate office) 12 staffers (9 Development, 3 Communications) 5 staffers 8 Staffers (Communications is a separate office) 8.5 staffers (7 Development, 1.5 Comminications) 8.5 staffers (6 Development. 2.5 Communications) Number of Solicitable Alumni 2,700+ 1,200+ 4,100+ 2,400+ 4,500+ 4,800+ Consultants CCS none Marts & Lundy Serapis Prospect Research Tools iWave, Wealth Engine CCS & Helen Brown Group Blackbaud's Research Point & Target Analytics, Helen Brown Group DonorSearch Freelance Prospect Researcher WealthEngine DonorSearch, iWave, ResearchPoint 7 Talking Points, Guidestar, Hoover's

Ensuring Success in your Capital Campaign Thank You! Questions? Contact Information: Myles B. Amend P’24, Associate Head of School for Advancement, Trinity School myles.amend@trinityschoolnyc.org / (212) 932-6859 / www.trinityschoolnyc.org Pam Cunningham, Director of Development, The Berkeley Carroll School pcunningham@berkeleycarroll.org / (718) 534-6580 / www.berkeleycarroll.org John Gannon, Director of Alumni Affairs & Development, Hackley School jgannon@hackleyschool.org / (914) 366-2654 / www.hackleyschool.org Craig MacPherson, Director of Institutional Advancement, Convent of the Sacred Heart cmacpherson@cshnyc.org / (212) 722-4745 ext. 107 / www.cshnyc.org David Smith, Director of Development, The Allen-Stevenson School dsmith@allen-stevenson.org / (212) 933-5214 / www.allen-stevenson.org