We continue our countdown to CASE-NAIS with Robert “Bo” Rice, Principal and Managing Director at CCS. Known for his extensive experience with non-profit organizations in the Mid-Atlantic region, Bo has gained a wealth of knowledge leading numerous independent school campaigns toward success. On Feb. 1 at 11:00 AM, Bo along with Kerry Johnston, Director of Development at Calvert School, will present “Leveraging Opportunities: How You Can Use Your Campaign to Accelerate the Annual Fund.”

Here, Bo shares what he hopes independent school fundraisers will gain from this session along with snippets of the incredible Calvert School story.

You have quite an extensive background in this sector! Tell us about the work you have done to support independent schools.

It’s been a privilege to oversee assessments, board orientations, planning studies, and capital, endowment and comprehensive campaigns for leading independent schools. Projects include Alexandria Country Day School, The Bermuda High School, The Boys’ Latin School of Maryland, Bullis School, Calvert School, Calvert Hall College, Friends School of Baltimore, Hampton Roads Academy, Georgetown Day School, Institute of Notre Dame, Jemicy School, The Langley School, Loyola Blakefield, River Oaks Baptist School, St. James Academy, St. Joseph’s Preparatory School, and Ursuline Academy.  I also serve on the Boys’ Latin School of Maryland’s Board.

Share with us one of your favorite independent school fundraising success stories.

Calvert School!  To hear more about it, attend our presentation with Kerry Johnston, Calvert’s Director of Development.

Tell us a little about your CASE-NAIS co-presenter.

Kerry Johnston has, since 2003, led Calvert School’s robust development program.  A graduate of the University of Maryland (BS), and the University of Vermont (M. Ed.), Kerry has more than tripled Calvert’s Annual Fund to more than $1 million.  An outstanding professional who previously served as Associate Director of Development at Gilman School, Kerry developed and leads Calvert’s Alumni Association, Parent’s Association, Planned Giving, Cultivation, and Stewardship programs and also oversees the School’s Communications Program including website, print, and online publications.

How will your session help development leaders become better fundraisers?

Development leaders will be provided a detailed case study of the full campaign process (planning, organization, private phase, public effort, celebration and stewardship) and the specific tactics that led to unprecedented success.

What is the #1 takeaway from your session that you hope attendees can quickly apply to their practice?

A tie:  How to deal with unexpected “curveballs” during a campaign, and how to successfully include the annual fund.

What is the top New York attraction or activity you recommend to those attending CASE-NAIS from out of town?

Hamilton is brilliant (took the family in late December) but tickets are next to impossible, so the World Trade Tower Memorial, Guggenheim Museum, MOMA, Rockefeller Center, Lincoln Center, Rangers/Knicks at Madison Square Garden (“most famous arena in the world”), and Chelsea Piers!

Comment below, email info@ccsfundraising.com or share your ideas on LinkedInFacebook or Twitter. Visit CCS’s website to learn more about how CCS is helping extraordinary organizations champion inspirational causes.

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