Phillips Brooks School (PBS) seeks a dynamic, thoughtful, and inspiring leader as its next Director of Institutional Advancement (DOIA) to begin July 1, 2023, so as to achieve the goal of being the most sought-after elementary school in the Bay Area. The new DOIA reports to the Head of School and is a member of the senior Administrative Team. The successful candidate will be responsible for leading the strategic and operational components of annual giving, capital giving, stewardship, fundraising strategy, and alumni relations for the School.
The DOIA is responsible for ensuring an integrated approach to the School’s fundraising and external relations operation — including donor solicitations, volunteer engagement and management, advancement publications and outreach, donor stewardship, engagement events both intimate and school-wide, board relations, and alumni relations. The DOIA partners with the Head of School and Associate Head of School on a variety of initiatives and is singularly responsible for sustaining and strengthening awareness and understanding of PBS’s distinctive annual and capital funding needs.
PBS views this time in its history as a transformative opportunity. As a top-notch elementary school, PBS wants to be an educational model that other schools look to for inspiration. The successful candidate in this newly structured role will work to achieve the next level: Being the highest regarded and most-sought-after elementary school in the Bay Area. To do that, PBS is poised to leverage its strengths and build an ambitious and aspirational future. The PBS community looks forward to welcoming this new leader to achieve this exciting future.
PBS is an exceptional and highly respected independent elementary school located in the heart of Silicon Valley. It is a co-educational day school offering a truly child-centered learning program for preschool through 5th grade, located in Menlo Park and neighboring Stanford University.
The campus is delightfully and thoughtfully arranged on its exceptionally well-maintained, six-acre site. Each grade level has dedicated space with ample room for the students to play outdoors, lots of hand-washing stations, and places for recess, lunch, and for students to enjoy being together with one another. A large amphitheater is central for all school gatherings.
The School has five promises:
Live our compelling mission and core values every day.?
Deliver a challenging and collaborative curriculum.?
Hire and develop inspiring teachers whose expertise and growth mindsets ensure a high-quality classroom experience.?
Embrace a child-centered philosophy: know and love each student.?
Build authentic partnerships with families.
PBS’s core values are:
Courage: We value strength of character and the integrity to do what is right in spite of the risk of fear or discomfort.?
Kindness: We value empathy and respect for self and others through honest and effective communication.?
Community: We value ourselves as responsible members of both our local and global communities and in doing so, demonstrate a deeper understanding and compassion for others.?
Love of Learning: We value learning as a lifelong process, driven by intrinsic motivation and focused on process rather than product.?
The PBS community inspires students to love learning, to develop a spiritual nature, to communicate effectively, to be kind to others, and to respect the uniqueness of each person.
PHILLIPS BROOKS SCHOOL AT A GLANCE
STATEMENT ON DIVERSITY
PBS is committed to creating and sustaining a diverse, inclusive, equitable, and just community that is safe and welcoming for all. The School also strives to build and support an environment in which each child can become a confident, respectful, and compassionate individual by accepting and valuing the uniqueness of self and others.
PBS respects, affirms, and protects the dignity and worth of each member of the community. The School values the representation and full engagement of individuals within its community whose differences include, but are not limited to, age, ethnicity, family makeup, gender identity and expression, learning ability, physical ability, race, religion, sexual orientation, socioeconomic status, or any characteristics that contribute to each individual’s full identity.
A diverse student population enhances the educational experience for all of the children at PBS. When learning with a diverse group of peers, PBS’s students become deeper thinkers, better learners, and compassionate citizens who are able to thrive in a multicultural, global community.
GOVERNANCE AND LEADERSHIP
The Board of Trustees works alongside the Head of School to craft and oversee the School’s statement of vision and its short and long-term strategic goals, review and support important school policies and plans, ensure resources are adequately provisioned and effectively managed for the short and long-term, establish and maintain bylaws, ensure the School’s compliance with applicable laws and regulation, and promote and advance the School’s mission. Trustees do not have authority over the day-to-day operations of the School.
The Board meets regularly throughout the academic year. Trustees are expected to contribute actively to the work of the Board, attend meetings, and provide guidance and expertise as needed. As leaders in the School community, Trustees are expected to support the School through their advocacy and ambassadorship, their time and expertise, and their meaningful philanthropic efforts.
Trustees may serve up to two consecutive three-year terms. The Board Chair serves a two-year term, and the officers (Vice Chair, Secretary, and Vice Chair for Finance) are elected each year. Board membership may include current parents, parents of alumni, alumni, and representatives from outside the PBS community. The Head of School serves ex-officio to the Board. There are 14 members of the Board.
Helming the School is Dr. Scott Erickson, who has been guiding PBS since 2011. He is the fifth Head of School. Under his stewardship, the School has enjoyed tremendous growth across the board: admission, philanthropy, diversity and inclusion, academic rigor, and student life and programming. Before coming to PBS, Scott was a senior administrator at the National Cathedral School in Washington, D.C. and, before that, a faculty member and department chair at St. Paul’s School in New Hampshire. He holds his Bachelor of Arts from North Park University, completed his doctorate at Uppsala University, and did a post-doctorate at Harvard University.
Scott is excited to bring onboard an experienced and dynamic DOIA to join an inventive, collaborative, and high-performing administrative team. This role is an excellent opportunity for a dynamic strategist and leader that is eager to partner with a seasoned head and talented group of peers to continue to expand the profile of the School.
A key member of this senior administrative team is Olana Khan, the Associate Head of School. Olana has been in this key leadership role for five years and is intimately familiar with the School’s advancement efforts. Olana did her undergraduate work at the University of Michigan and has done post-graduate work at Cornell University (DEI certificate), Stanford University (Executive Program), and at the University of California – Berkeley (Executive Coaching Institute).
FINANCES AND FUNDRAISING
The school’s budget is $13.4M with approximately $1.1Mof that designated for financial aid. Tuition for 2022-2023 is $32,675 for Preschool and Pre-Kindergarten, and $39,600 for Kindergarten through 5th grade.
Seventy-eight percent of budget comes from tuition; endowment provides 3.5%; fundraising provides 13%; and ancillary and other income provides 5.5%. Long-term plans for salaries and benefits and understanding the School’s overall fundraising capacity are part of the strategic planning process that is underway.
PBS’s next DOIA will need to lead the School’s next Major Gifts effort and Capital Campaign. The School was recently able to raise nearly $6 million in two areas: the Faculty First effort so as to recruit and retain a strong faculty and staff, and for their Innovation Program. The Board recently approved the PBS Strategic Plan 2022-2027 and is actively focused on a plan to fund the initiatives in the plan with a major gifts campaign.
The Head of School and Associate Head of School are both actively engaged and involved in fundraising at PBS. The advancement office includes an Advancement Manager (focused primarily on data, marketing, and constituent engagement), another Advancement Manager (focused part-time on videography and marketing in addition to other responsibilities at PBS), and a communications officer, all of whom currently report to the Associate Head of School. The School is also planning to appoint another advancement professional that will report to the DOIA. The Head of School wants to work with the newly appointed DOIA on finalizing the job spec and to ensure strong focus on leading the annual giving effort.
Annual giving set a school record last year of over $2M. The School wants to do more to cultivate leadership donors (defined as contributing $10,000 or more to the Annual Fund) and to motivate them to make a leadership capital gift. There is capacity for growth in annual giving. Efforts to engage alumni and parents of alumni more fully could also be an area of growth. The School has no debt, and fundraising success has resulted in cash reserves for operations, facilities, and strategic priorities. PBS has a $12.9M endowment, which has grown substantially as supported by an infusion of $1.8M through a brief major gifts effort 6 years ago. Enrollment at PBS is strong, setting a record last year, with increasing market interest in joining the PBS community.
The advancement office needs to navigate the terrain of changing demographics, high expectations, and where PBS is headed into the future. This position entails being an active part of the community and collaborative conversations to keep PBS at the forefront of education in the Bay Area.
PHILLIPS BROOKS SCHOOL: DIRECTOR OF INSTITUTIONAL ADVANCEMENT POSITION DESCRIPTION
PBS is conducting a search for its Director of Institutional Advancement to build on its already successful fundraising programs. PBS welcomes interest from accomplished advancement professionals who want to take the School to even greater heights of excellence by creating a major gifts strategy based on identified fundraising needs to support PBS’s Strategic Plan 2022-2027.
The top things PBS seeks most:?
1)Prior experience in creating and executing a major gifts program at a non-profit institution
2)Demonstrated history of successful campaign project management
3)Commitment to diversity, equity, inclusion, and justice as an institutional lens for advancement work
4)Excellent constituent relations experience, including volunteer and alumni engagement
5)Exceptional management skills that build ownership and coalesce the team around a culture of joyful fundraising
6)Strong marketing, writing, and presentation skills that are critical to this successful communicator’s role
The four focus areas for the DOIA role:
1)Create and execute a major gifts program that includes an alumni strategy and a legacy giving program
2)Develop and run a capital campaign with a focus on building donor enthusiasm to support our strategic plan
3)Manage special event programming for community engagement and stewardship
4)Oversee the comprehensive Annual Giving programs with the supervisory support of the Director of Annual Giving
Serve as an active member of the senior Administrative Team representing the advancement needs of the School in relation to the overall leadership of the institution
Collaborate with the Head of School to set philanthropic and strategic goals for PBS
Work closely with the Associate Head of School to set fundraising objectives and solicitation strategies, evaluate results, and develop corrective strategies as needed
Foster a vibrant culture of joyful philanthropy
Oversee capital giving, leadership giving, alumni relations, stewardship, planned giving, and research, and lead and support the advancement office to reach annual goals in each of these areas
Oversee all capital campaign activities, including selection and support of the campaign steering committee, volunteer management, campaign expenses, funding priorities, volunteer training, and more
Develop and launch an alumni program encompassing alumni of recent and more historical past; and wider family networks, i.e., grandparents, parents of alumni
Produce frequent analyses for the Head of School, Associate Head of School, Board advancement committee, and Board of Trustees
Create a productive and positive work environment for advancement staff, inclusive of regular team meetings, individual meetings with staff, retreats, supervision and evaluation, and professional growth
Solicit top annual gifts from a portfolio of prospects, mainly $25,000-$50,000 and above
Design a multi-year roadmap for building a donor pipeline using wealth screening and predictive analytics
Use data to inform planning and to lead change with a balance of decisiveness and collaboration
Solicit a portfolio of capital campaign gifts in the range of $50,000 to $5M
Serve as liaison to top campaign and annual volunteers in their role as solicitors
Supervise the Director of Annual Giving to ensure a successful and increasing Annual Fund and annual Benefit program
Partner with parent leadership to support volunteer engagement
Support a new parent leadership gift drive and support the admission office in new family onboarding and orientation to ensure effective parent education on the importance of philanthropy
Staff and recruit the major gift committee
Create campaign communications, the annual Impact Report, and other advancement-related publications
Produce capital campaign analyses and goals for Head of School and Board of Trustees
Serve as direct liaison with the business office and Director of Finance & CFO on all items related to campaign funding and expenses
Provide materials, collateral, strategy, and support around all of the Head’s donor prospect meetings, attending donor meetings as needed
Manage weekly agenda for 1:1 meetings with Head of School
Advise the Head of School on speaking points at advancement events, cultivation and solicitation meetings with advancement prospects, capital projects, trustee advancement work, strategic planning, campaign strategy, Annual Fund, alumni relations, special events
Serve on and drive the agenda for the Board advancement committee, including all meetings, analyses, presentations, and solicitation functions
Attend Board meetings and make advancement presentations as needed
Support the Head of School in recruitment of new trustees and training in advancement functions for the Board governance committee
Participate in the new Trustee orientation
Oversee Trustee Annual Fund solicitation every year as well as capital solicitations of trustees
Remain up to date on major issues in the School to be able to serve as an ambassador
Support fellow Administrative Team members in their goals and aspirations
Serve as a leader for the School community by participating in daily life and operation of the School in a present and hands-on manner and by extending oneself beyond the responsibilities of the role
Assist the Head of School with other duties as assigned
ARE YOU THE RIGHT PERSON FOR THIS POSITION?
Do you want to help find the resources for Phillips Brooks School’s educational programs, promoting pedagogical excellence and 21st-century skill building? Are you committed to the notion of the “best is yet to come”?
Are you attracted to the joyfulness and creativity of children?
Do you have the vision and strategic thinking to be involved in leading, strengthening, and maximizing a superb school? Do you know how to use data in driving your decision making?
Do you prize creativity and value a work environment that encourages “open-field” running? Are you flexible?
Do you recognize the unlimited potential of young people to help shape our rapidly changing world?
Are you committed to getting to know the children and the families well, i.e., on a first-name basis? Do you enjoy getting to know, meet, and engage families? Do you recognize it takes a village to raise children?
Do you know how to thoughtfully communicate your appreciation for people?
Do you have the personality to embrace and support a dedicated and diverse community of faculty, staff, students, parents, and alumni?
Are you an excellent listener? Can you show empathy and direct conversations to the appropriate person without becoming an “emotional sponge” to strongly held opinions?
Do people enjoy spending time with you?
Do you have a growth mindset? Are you comfortable with an experimental and entrepreneurial work environment? Do you think creatively and encourage innovation? Are you a curious person?
What examples can you provide of how you have demonstrated forward-thinking abilities? How have you shown your mental nimbleness?
Are you a person of strength, empathy, gentleness, and authenticity?
Do you know how to prioritize your responsibilities? Do you know how to use technology to maximize your time?
Are you willing “to roll up your sleeves” for all the work that is needed? Do you get things done? When you see an issue or problem, are you eager to tackle it?
Do you understand the cadence and rhythm of a school year? What are examples of how you work with your colleagues in a collegial manner?
Can you encourage and support change and innovation while retaining the core values and traditions of a school?
Do you have a track record of success as a fundraiser? What is your level of experience in communicating the narrative of an institution?
Do you have a mindset to create a culture of philanthropy and have successfully solicited and closed major gifts (5-, 6- and 7-figure gifts)?
Can you handle the considerable range of tasks – from major gift solicitations to helping with the smallest details of an event?
Do you have business and financial savvy?
What is your vision of independent school education, especially in the area of access and affordability?
Do you have the ability to inspire, lead, develop and attract talented staff? Do you have the network to grow your staff? Can you manage well in all directions?
Do you have you the collaborative spirit to work not only with your external relations teams and staff – but also within the context of a larger organization?
Do you have the humility, desire, and facility required for diversity, equity and inclusion work?
Minimum 5 years of advancement/institutional advancement management experience and a strong understanding of the factors that create transformative philanthropic outcomes
Demonstrated ability to conceptualize, plan, and cohesively integrate a full range of development programs; an alumni relations background is desirable
Contributor to the overall strategic planning of the School through innovation and creativity
Event management experience and/or passion for community social events
Excellent marketing and communication skills, both oral and written, and an understanding of what should be communicated to different audiences
Decisive and confident leader who embraces the School’s mission-driven culture
Knowledge in and experience using donor wealth screening platforms and development data systems, significant experience using technology including databases, spreadsheets, and Google tools
Proven track record of thriving on and contributing to teams
Strategic thinker and creative problem-solver with the ability to see the big picture
Demonstrated dedication to multiculturalism, equity, and inclusion in school settings with a record of accomplishment
Superior interpersonal, organizational, leadership, and managerial skills
High level of energy, flexibility, warmth, and a ready sense of humor
Comfortable with the use of data to drive decision making
Ability to work effectively with multiple constituencies
Experience with independent school is preferred yet not required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.?
Duties and tasks in this position are varied and complex. The position works on whole problems or projects. This position directs projects, and the challenges are resolved with complex and precedent setting solutions. This
position requires a high degree of collaboration. This position operates in a professional school environment.
The functions of this position are performed in a typical office environment with no known hazards. This is a full-time exempt position that requires occasional evening and weekend work and requires active engagement in the life of the school community.?
Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit
for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.?
See in the normal visual range with or without correction.?
Hear in the normal audio range with or without correction.?
Local and regional travel, as well as occasional out-of-the-area and overnight travel, is expected in this position. A valid driver’s license and passport is required.
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Other duties, responsibilities, and activities may change or be assigned at any time.
Phillips Brooks School maintains a strict policy of nondiscrimination in regard to employment. All aspects of employment at PBS are governed on the basis of competence, merit, and qualifications, and will not be influenced in any manner by race, color, religion, sex, age, national origin, ancestry, veteran’s status, disability, or any other classes referred in applicable state and federal laws.
APPLYING FOR THIS EXCEPTIONAL OPPORTUNITY
PBS seeks to connect with dynamic, thoughtful, and inspiring advancement professionals who are prepared to help achieve the School’s goal of being the most-sought-after elementary school in the Bay Area.
List of five references with contact information: References will not be contacted without prior notice.
Applications will be reviewed upon receipt with consultant interviews to follow. We encourage interested advancement professionals to apply as soon as possible so that the PBS Team can engage with candidates about this exciting opportunity. We will prioritize applications received by October 24 so that PBS can conduct on-campus interviews for finalists between November 1 and 11. Compelling candidates will be asked to provide a one-page Letter of Interest to answer the questions: Why this exceptional opportunity? Why Phillips Brooks now?
If you have any questions about the search, please contact Jim Pattison of Resource Group 175 who is overseeing the search at: firstname.lastname@example.org
Thank you for your interest in PBS! We look forward to hearing more about your interest in this opportunity for a visionary Director of Institutional Advancement.
Phillips Brooks School is an independent, co-educational day school offering a truly child-centered learning program for preschool through 5th grade, located in Menlo Park – neighboring Stanford University.
PBS is a diverse community of families and educators committed to partnering in support of student learning. We offer intimate student-to-teacher ratios, ensuring that each child is known and loved by their teachers. Our Early Learning Center program engages our youngest students in creative, play-based, hands-on projects to teach early literacy, math, and problem-solving skills. Our innovative, rigorous, and research-based K–5 program blends literacy and math curricula with deep, experiential learning in world languages, visual art, music, and STEM. PBS's unmatched Emotional Intelligence program, integrated throughout the curriculum, ensures that PBS students are set up for a lifetime of being eager learners and great people.