Reflection from NJAIS Trustee Enrichment Day

By November 5, 2013April 12th, 2021Graham-Pelton News & Events, News & Events

Reflection from NJAIS Trustee Enrichment Day

Sunday, November 3, 2013

Wardlaw-Hartridge School

Edison, NJ

Each year, the NJAIS sponsors a full-day of professional development seminars for independent school trustees and school heads. The event includes a wide range of seminars throughout the day, ranging from new innovations in curriculum design to financial planning to governance to master campus planning to strategic planning to fundraising practices and leadership frameworks. The event this year yielded close to 240 attendees from over 70 independent schools throughout the state of New Jersey.

This year, Graham-Pelton’s Senior Counsel, Dr. Lawrence Sykoff, presented an hour-long seminar titled, Strategic Planning and Strategic Philanthropy in the 21st Century. The presentation was focused on how the most successful schools use both strategic planning and strategic philanthropic structures and methods to sustain a competitive edge, especially in an environment where the rate of change is fast and getting faster.

In the session, school leaders and trustees learned about the critical aspects of effective planning, including data to support the positive impact planning has on philanthropic support and overall school growth. An overview of current philanthropic trends was presented.

Attendees heard Dr. Sykoff explain best practices in strategic planning from a practitioner’s perspective as well as an author on the topic, and they were also exposed to current and anticipated giving tendencies in the non-profit sector from the research provided by Graham-Pelton. The seminar was a meaningful discussion with school leaders about how the use of guided strategies can make a substantial difference in a school’s future.



All Services

Fundraising Strategy

  • Annual giving
  • Planned giving
  • Principal and major gifts
  • Risk assessment


  • Planning studies
  • Campaign strategy and counsel
  • Campaign assessments and audits
  • Communications
  • Coaching

Attraction and Retention

  • Donor relations
  • Alumni relations
  • Grateful patient programs
  • International scoping
  • Member relations

Organizational Effectiveness

  • Operational assessments
  • Talent assessments and development
  • Training and engagement
  • Interim staffing

Business Intelligence

  • Prospect profiling
  • Database optimization
  • Wealth screening and analysis
  • Fundraising metrics


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