1. The Afternoon Sessions at Mohonk
Ensuring Success in your
Capital Campaign

2. 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

3. 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
Annual Fund Results
$2,395,840
$785,000
$3,700,000
$1,000,250
$3,446,022
$2,831,081
$6,124,053
Annual Fund Parent Participation
95%
68%
99%
88%
91%
83%
97%
Annual Fund Alumni Participation
25% 8%
43% 9%
30%
32%
35%
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

4. Ensuring Success in your Capital Campaign
Thank You! Questions?
Contact Information:
Myles B. Amend P’24, Associate Head of School for Advancement, Trinity School
/ (212) /
Pam Cunningham, Director of Development, The Berkeley Carroll School
/ (718) /
John Gannon, Director of Alumni Affairs & Development, Hackley School
/ (914) /
Craig MacPherson, Director of Institutional Advancement, Convent of the Sacred Heart
/ (212) ext. 107 /
David Smith, Director of Development, The Allen-Stevenson School
/ (212) /