Strategic Development Planning Deep Dive

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Registration Fees:
Prizmah Network schools $250 per person
Non-network schools $312.50 per person
Canadian Prizmah Network schools $187.50 US per person
Canadian Non-network schools $234.38 US per person (Code: CADNON)


The registration system will automatically determine whether or not your school has joined the Prizmah Network, and will charge the appropriate price for all US schools and for Canadian Prizmah Network schools. Participants from Canadian Non-network schools should use the discount code CADNON to activate Canadian school pricing.

Catherine Harrison, Chloe Halpin, Elizabeth Abel, Olivia Grinker
Development Professionals
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This series begins on Wednesday, March 1, 2023
1:00 PM - 2:15 PM ET
10:00 AM - 11:15 AM PT

As we head into the second half of the school year, there is no better time to draft 2023-2024 fundraising plans. Annual planning can feel like a daunting task, but in this three-part series, experts from CCS Fundraising will offer digestible strategies and tactics that will make the process feel much more manageable. Participants will learn to leverage the existing annual school calendar to drive the planning process and to activate strategic initiatives that will pave the way for fundraising success in the coming school year.

Program Outline

To make the most out of this experience, please plan on attending each of the three days.

Session 1 | Wednesday, March 1, 2023
1:00 PM - 2:15 PM ET
10:00 AM - 11:15 AM PT

In session 1, participants will gain an understanding of why a strategic development plan is crucial to a school’s annual fundraising success. We will examine the 2022 philanthropic landscape, specifically within the independent school sector, to highlight how trends can inform strategic plan development and fundraising best practices. Then, we will unpack two key elements of an effective strategic plan — an understanding of your data and a clear vision for your case for support.

Session 2 | Wednesday, March 15, 2023
1:00 PM - 2:15 PM ET
10:00 AM - 11:15 AM PT

From preparation to implementation, in Session 2, we will take participations through each stage of developing an annual giving strategic plan. Based around your school calendar, we will discuss key elements of a robust annual fundraising strategy and how to engage prospects and key stakeholders in your plan to realize fundraising success.

Session 3 | Wednesday, March 29, 2023
1:00 PM - 2:15 PM ET
10:00 AM - 11:15 AM PT

Session 3 will focus on leadership and explore the role different leadership groups play in activating your plan. We will discuss creative implementation strategies and common obstacles, leaving participants feeling confident in their ability to introduce and implement a strategic plan at their schools.


Elizabeth Abel
Senior Vice President

Elizabeth is a thought leader in philanthropy and expert in nonprofit fundraising. She has led development initiatives and capital campaigns that have collectively raised half a billion dollars for education, healthcare, arts and culture, and advocacy organizations. Elizabeth is a Senior Vice President at CCS Fundraising, a global fundraising consulting firm to nonprofits. Since joining CCS in 2013, Elizabeth has partnered with institutions to plan and implement fundraising campaigns with revenue goals ranging from $5 million to over $1 billion. In this role, she provides counsel on strategic planning, major gifts fundraising, and board engagement. Elizabeth has also directed campaign planning studies, served in interim development roles, and managed annual campaigns and special fundraising events.

Elizabeth holds a Masters in Nonprofit Leadership from the University of Pennsylvania and a Bachelor of Arts from Tufts University. Elizabeth resides in Manhattan with her husband and daughter. She is an avid traveler, hiker, and tea drinker.

Olivia Grinker
Assistant Vice President

Olivia is an accomplished fundraiser, nonprofit strategy consultant, and project manager. As an Assistant Vice President at CCS Fundraising, she has provided interim leadership, developed multi-year campaign plans, and managed campaigns with goals ranging from $1.5 million to $130 million. She is passionate about helping organizations reach their goals through strategic and impact-focused philanthropy, and has nonprofit experience in higher education, independent school, and arts and culture sectors. She has a BA from Yale University and an MSc from the London School of Economics and Political Science.

Chloe Halpin
Vice President

Chloe is a Vice President at CCS Fundraising. In this role, she enables CCS clients to achieve transformational change by providing interim leadership, campaign management, strategic planning support, and operational re-design to achieve and exceed fundraising goals. Since joining CCS, Chloe has provided executive support to clients in the arts and culture, education, advocacy, and religious sectors, building on more than a decade of prior leadership experience in the non-profit sector. Chloe has an MBA from Henley Business School, an MSc in Non-Profit Accounting and Financial Management from Cass Business School, and a BSc in Social Psychology from Loughborough University.

Catherine Harrison
Senior Director

Catherine is a Senior Director at CCS Fundraising. In her role, she has supported organizations across a variety of sectors to achieve fundraising successes through campaign planning and management, feasibility studies, fundraising assessments, and unique projects tailored to client needs. During the past three years, she has enjoyed notable partnerships with Beth Tfiloh Dahan Community School (Baltimore, MD) and Golda Och Academy (West Orange, NJ).