Blog

Major Gifts is a Contact Sport
Greg Markiton, Senior Partner

I didn't ask my wife to marry me on the first date. I took time to get to know her. I spent time with her. I discovered her likes, her dislikes, and the things she was passionate about. We developed the relationship and it took time before I finally made the ask. (Fortunately for me, she said YES almost 29 years ago!)

The most successful Advancement teams go beyond just asking for money—it's about building and nurturing relationships with donors. Our Donor Relations model offers a roadmap for transitioning from transactional to relational fundraising. Let’s explore how these six steps foster meaningful connections that drive sustained support for your mission.

  1. Identification: Effective fundraising starts with identifying potential donors who share your values and commitment to Catholic education. Rather than focusing on immediate gifts, this stage emphasizes finding individuals who have the capacity and inclination to develop long-term partnerships.
  2. Qualification: Once identified, it’s essential to qualify prospects based on their capacity to give. This is not simply about wealth; it’s about understanding their potential interest in your cause. Wealth screening helps narrow down the list to those who can truly make an impact, but it’s only the beginning of a relational journey.
  3. Assignment: To build strong relationships, assign donors to the right member of your team who can best connect with them. It could be the President, Principal, Advancement Director, or another member of your team. Your team member should be committed to investing in the relationship, not just the gift.
  4. Cultivation: This is where the relational model truly shines. Cultivation is about creating meaningful interactions—inviting donors to events, sending personal updates, and involving them in the school’s story. It’s a steady and consistent process of building trust.
  5. Solicitation: When it’s time to ask for a gift, the relationship should already be solid. The ask is no longer a one-time transaction but a continuation of an ongoing partnership in support of a shared mission.
  6. Stewardship: After receiving a gift, follow up with gratitude, impact reports, and further engagement. Stewardship is key to ensuring donors feel valued and appreciated, encouraging them to remain involved long after their initial contribution. Stewardship is not the last step. It is the next step in continuing the relationship.

By focusing on relationships over transactions, Advancement teams can transform their fundraising efforts into a sustainable and meaningful partnership that benefits our Catholic schools for years to come.

  • Advancement Tips
  • Cultivation
  • Donor Relations
  • Major Gifts
  • Solicitation
  • Stewardship
My College Speedrun: Competency-Based Education and What it Means for Catholic Schools
Lincoln Snyder, Senior Partner

Many of you congratulated me on LinkedIn this Spring when I added University of Maine - Presque Isle to my education profile as a degree in process — and the good news is that I’m already done with the program. Competency-based education (CBE) has the potential to disrupt higher education, and with it the notion of what “college prep” means, so I decided to try it out firsthand. My experience with UMPI’s marketing degree program makes me even more convinced that our Catholic high schools need to find ways to lean into this new model.

Unlike traditional education models built around time spent in the classroom, CBE emphasizes mastery of specific skills and competencies, allowing students to progress based on their individual understanding and abilities rather than rigid course timelines. In my quick journey through the marketing program, I was able to spend more time on the things I wanted to learn while assessing out of the things that I already knew. Classes were designed to ensure that I not only absorbed theoretical knowledge but also developed practical skills applicable in the marketing field. I worked on projects that simulated real-life marketing scenarios, from crafting campaigns to analyzing market research data; professors encouraged students, who were mostly working adults, to connect classwork to application in their day jobs.

As I reflect on my experience with CBE, I can’t help but consider its potential impact on our Catholic high schools, which mostly brand themselves as "college preparatory." Our schools pride themselves on preparing students for higher education and fostering well-rounded individuals. College attendance has fallen, however, and with the rise of competency-based models, the way a new generation of students think of college will change. 

So how do we respond? One answer is to head in this direction ourselves. For Catholic high schools, integrating CBE principles could enhance their curricula, aligning them more closely with the demands of the modern economy while taking into account the kind of education many of our students will come to expect. CBE could easily upend the traditional AP or dual enrollment models; what if high school students could earn school or college credit by assessing out of a particular class at any time? Imagine a high school where students could earn credits by demonstrating proficiency in skills like digital marketing or ethical leadership, reflecting competencies valued by colleges and employers.

College, of course, is about much more than just book knowledge, and brick-and-mortar universities should remain the goal for Catholic school graduates. At UMPI, contact with professors was infrequent; I never met a single classmate; I had no occasion to learn firsthand the soft skills that are so important in business, nor was I socialized into any particular culture. We are proud of our rigorous academics at Catholic schools, but the real lessons are learned in community, and not just in the classroom. Catholic school graduates go on to be engaged servant-leaders who understand discourse and debate, who understand the importance of helping others, and who are more likely to observe their faith. Our mission is to build a bench for the Church and the world, and we prepare our students to attend colleges and universities that continue that trajectory - and to give back to their communities once they are established.

Competency-based education is part of a new world that is already upon us. My degree at UMPI was cheap, practical, and useful. I updated my skills in a field that is important to me. I would be hard-pressed to articulate how a more expensive in-person program would have been more useful for me. But I’m not eighteen, either; I already had my true undergraduate experience. This was something else.   

Should we change what we are doing as Catholic high schools because of CBE? In part, yes. By embracing competency-based education as another way to gain credit, private Catholic high schools can maintain their identity as institutions that prepare students for college while also equipping them with the tools they need to thrive in an ever-evolving job market. We will also find ourselves with alumni and employees who have competency-based degrees, and we should not discount the substance of what they have learned.

Not everything we learn at Catholic school is about academic knowledge, and the most important lessons that our in-person, faith-based schools provide can’t be taught online. I am happy with my degree from UMPI for what I learned, but I love my Catholic schools for who I have become thanks to them. So the next time you speak with an alum or a colleague about their competency-based degree, congratulate them — and then talk about how they will never find another community like their Catholic school.

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Footnote: My Degree Path

I found out about the University of Maine - Presque Isle marketing degree through a discussion forum, DegreeForum.net, that takes the notion of the cheap and speedy completion of a college degree to the level of high art. (The world of the college speedrun is a rabbit hole, but who can really knock a subculture based on higher education?) I was interested in both updating my marketing skills and learning about CBE, so after research on the forum and talking to enrollment officers, I applied for a Bachelor of Arts in Business Administration - Marketing in UMPI’s online YourPace program. UMPI is a legitimate, accredited state college that is part of the University of Maine system.

To earn the degree, I had to complete 41 classes in total, including all transfer credits.

  • For completing my previous undergraduate degree, UMPI waived 21 of those 40 classes, including all of the mandatory general education curriculum requirements.
  • While preparing for the program, I took 12 classes at Sophia Learning and 10 classes at Study.Com. (I had initially planned to get my marketing degree from Western Governors University, which would not have waived nearly as many classes, so I took more classes at Sophia and Study.Com than I needed for the UMPI degree). I spent anywhere between 2 and 20 hours on each of these classes, depending on their difficulty and my familiarity with the content - in several classes, I reviewed the materials, challenged the tests, and passed. I ended up using transfer credits for 2 classes from Sophia Learning and 3 classes from Study.Com. I do not consider the other classes a waste, as many of them made for excellent professional development, and I can still transfer them into other programs in the future if I wish to pursue another degree.
    • Sophia Learning classes are straightforward and simple. The subscription provided for an unlimited number of classes for a monthly fee, though you can only take two classes at a time.
    • Study.Com classes are for the most part more rigorous than Sophia. Study.Com classes consist of 70-120 individual lessons with a quiz at the end of each. The exams are proctored virtually and feel like a college final. Some classes require a final paper, the most challenging of which took me 10 hours to complete. (I could have completed it faster, but as my goal was actually mastering the material that I didn’t know, I did my best on the product, just as with UMPI).
  • I had previously taken classes in accounting and business math at community colleges in the Sacramento area. UMPI accepted 3 classes from American River College for transfer.

This left me with twelve classes to complete at UMPI: an orientation and eleven classes in the major itself, mostly focused on marketing. It took me thirty-two weeks to complete those classes. I completed these classes over the course of four eight-week sessions, meaning that I averaged one class every 2 ⅔ weeks. My pace of work was not even throughout the program; some weeks were busier than others. UMPI issues an F for classes that are not completed by the end of a session, so students do face an objective deadline with teeth. (Classes that are not completed have to be retaken the next session, and you only get one shot - though the grade from the retake, and not the F, is the one that is averaged into the GPA).

The classes were real. I completed some challenging projects dealing with marketing and business development that upped my professional skills. Class materials consisted of readings, videos, and lectures, and for the most part made for a good mix of content. Though I did not correspond with every professor, I always got prompt replies and good input or feedback when I did reach out. Assessment consisted of “milestone” papers at the end of each unit, with classes having four to eight units each; some classes had quizzes as well. The final assessments were serious work, and took me anywhere from four to twenty hours each to complete. Some finals were term papers; others were PowerPoint presentations in which I recorded myself presenting; and I had to complete some projects in Excel as well. 

I could have gone faster with many of the classes, but because my goal was professional development and not just degree completion, I took the time to really learn the things that I did not know. I feel that my overall business skills, and my marketing knowledge in particular, improved considerably thanks to the program. I feel much more confident in addressing digital marketing content, strategies, and trends than I did before taking the program - I cut my teeth in business in a pre-social-media age, and I wanted to be sure that I keep up with the times.

My total marginal expense for the program was $6,000 in tuition for UMPI, and approximately $700 in tuition and exam fees for Sophia Learning and Study.Com. I could have saved money and time by moving faster with UMPI and not taking as many classes with Sophia and Study.Com, but I felt that the pace of 2-3 classes per session at UMPI was a lot for a working adult with a family.

I would recommend the program to anyone who is a self-starter and looking for a comprehensive, rigorous professional development program in a particular field. Other than correspondence with the professors, the program offered no real socialization or peer contact. I plan to attend graduation in May 2025 at the physical campus in Presque Isle, Maine, which will make it a less abstract experience. In any case, I learned a lot about marketing and a lot about where education is headed in today’s world.

Maximizing Homecoming and Reunions: Bringing Alumni Back
Partners in Mission

Catholic schools have a unique ability to foster lifelong connections. Homecoming and reunions offer a chance for alums to reconnect with old friends, relive cherished memories, and support the school. Here are some strategies to maximize your Homecomings and Reunions and to bring your alums back to campus:

  1. Personalized Invitations: Craft invitations that resonate with specific alum groups. Highlight the impact of an exceptional teacher, photos of a loved school tradition, and the school values that connect all generations. (Ex. Does your school have a start-of-school mass or ceremony? Share photos from past years to engage!)
  2. Create a Memorable Experience: Organize nostalgia-inducing activities that evoke fond memories. Host events in areas of the school that will remind alums of their days at your school. Bring back old-fashioned games. Have a photo booth and print out props, including teachers from past years. Bonus if you have uniforms or athletic attire from back in the day to let students wear! Make sure you host teacher and student-led school tours. This will give alums an opportunity to retrace their steps, see new improvements, and most importantly connect with current students and teachers over shared experiences.
  3. Class Reunions: Encourage alums to attend class-specific reunions to reconnect with classmates and share updates. Create a reunion timeline across a large wall with photos from each reunion class. Organize a current student/faculty vs. alumni athletic event! It is an excellent icebreaker for reunions of all years to mingle.
  4. Foster a Sense of Community
  • Alumni Mentorship Programs: Connect current students with alums mentors to provide guidance and support.
  • Alumni Giving Programs: Encourage alums to give back financially to support the school's mission and programs.
  • Alumni Recognition: Recognize outstanding alums for their achievements and contributions to the school.
  • Alumni Newsletters: Keep alums informed about school news, events, and achievements through regular newsletters.
  • Alumni Events: Host smaller alumni events throughout the year, such as happy hours or sporting events, to maintain connections.

By implementing these strategies, Catholic schools can create memorable homecoming and reunion experiences that bring alumni back to campus, strengthen community ties, and inspire future generations.

  • Alumni
  • Constituent Relations
  • Homecoming
  • Reunions
Starting a Planned Giving program at your school…NOW!
Zane Gizzi, Partner

It can be daunting just thinking about creating a Planned Giving program from scratch, especially with all the responsibilities and tasks you are juggling at any particular time.  However, don't let the immediate get in the way of the important!

Why is planned giving important?  During the next 20 years, more than $50 TRILLION will be transferred from one generation to the next.  If your school is not in the planned giving business, you will miss out on the transforming gifts that will ensure the future of your institution.

So don't wait – get in the game now! How?  Take these three easy steps:

Commit: Make the decision TODAY that Planned Giving is part of your Advancement operation.  Not tomorrow, not next week – Today!  The Chinese proverb, “A journey of a thousand miles begins with a single step” is true.  Start your Planned Giving journey today.

Establish: The first tangible step of that journey is to establish a Planned Giving Legacy Society to honor those individuals who have made the ultimate commitment to your mission by including the school in their estate plans.  (Don’t know if anyone has made that commitment? No worries. We can work to find out who has!)

Share the News: Let the world (or at least your constituents) know that you have a Planned Giving Legacy Society.  Not only will it warm the hearts of those who are members, but it will inspire and motivate others.  If people don’t know your school is in the Planned Giving business, they won’t know you accept planned gifts, and will look elsewhere to direct their philanthropic support.  Makes sense, huh?

It’s that simple, so don’t wait.  Get in the Planned Giving game now!

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Whether today is your first day in the Planned Giving Business or you would like to take your current program to the next level, Partners In Mission is here to help.  Our Planned Giving experts are available to provide on-going advice and counsel, provide workshops for Boards and volunteers, conduct seminars for staff and administration or offer assistance in any way. 

Let us know how we can help!

  • Advancement Tips
  • Donor Relations
  • Planned Giving
Building Your Admissions Ambassador Team
Partners in Mission

A well-trained admissions ambassador team can be a powerful asset to your school. These student leaders can provide prospective students with a personalized, authentic view of campus life. How can you create and train an effective admissions ambassador team at your institution?

Recruitment and Selection

  1. Look for students who are passionate about your institution, have strong communication skills, and are comfortable interacting with people from diverse backgrounds. Students involved in various school activities will broaden their ability to connect with different prospective students.
  2. Utilize Existing Networks: Leverage student organizations and academic departments to find potential candidates.
  3. Interview the students you think will best represent your school. Ask questions to assess their enthusiasm and knowledge of the school and ensure they will be a positive reflection of it.

Training and Development

  1. Orientation: Provide a comprehensive overview of the school’s history, mission, and Catholic values.
  2. Campus Tours: Train ambassadors on the key points to highlight during campus tours, such as academic buildings, dining facilities, recreational areas, and any aspects that set your school apart. 
  3. Shadowing: Prepare ambassadors to host shadow students effectively, including how to answer questions, provide guidance, and create a welcoming environment. 
  4. Mentoring: Assign experienced ambassadors to mentor new team members.

Putting it into action. 

Once you learn about your shadow students, pair them with an ambassador who shares their interests to help foster a deeper connection to your school.

Regularly check in with ambassadors and shadow students to identify areas for improvement.

Tips for Success

  • Provide Clear Expectations: Clearly communicate the roles and responsibilities of admissions ambassadors.
  • Offer Incentives: Recognize and reward ambassadors for their contributions, such as certificates, scholarships, or special privileges.
  • Encourage Authenticity: Encourage ambassadors to be themselves and share their personal experiences.

You can create a highly effective admissions ambassador team that will help attract and enroll top-quality students.

  • Enrollment Management Tips
  • Prospective Students
  • Students