Governance Resources

Care Relationship
Care Relationship
Governance Handbook
Governance Handbook
Principles of Good Practice [Schools]
Principles of Good Practice [Schools]
Principles of Good Practice [Orgs]
Principles of Good Practice [Orgs]
Starting a New School Kit
Starting a New School Kit

ADVIS and Friends Council on Education have partnered to offer this series of Online Governance Programs for Trustees. Each year consists of a Fall Course and a Winter Course, each with three online sessions.

Trustee U was supported by the Edward E. Ford Foundation.

Archive 2013-14


Fiduciary Responsibility: The Board's Role in Philanthropye
Facilitated by Ginny Christensen, Strategy for Growth


October 15, 2013
18 Months: Create a Board Development Plan for Philanthropy
Karen Osborne (Click to view)
October 29, 2013
The 4 R’s of Major Gift Fundraising: Research, Romance, Request and Recognition
Eileen Heisman (Click to view)

November 12, 2013
Stories of Building Philanthropy in Our Schools
James McKey and Ari Betof (Click to view)


Responsibility for a Successful Future: Goal Setting and Evaluation 
Facilitated by Ginny Christensen, Strategy for Growth


January 14, 2014
Goal-setting for the Board and Head
Sarah Daignault (Click to view)

February 11, 2014
Best Practice in Goal-setting and Evaluation
Stacey Kley, Rich Nourie, Steve Piltch, and Ann Satterthwaite (Click to view)

Archive 2014-15


Fiduciary Responsibility: The Board's Role in Philanthropye
Facilitated by Ginny Christensen, Strategy for Growth


October 7, 2014
James SchwarzSenior Governance Consultant, BoardSource
Please find additional materials from the session below. The following titles are available through multiple sources. Click on the book title to purchase using ADVIS' Amazon.com link.

October 21, 2014
Using Robert's Rules to Facilitate Dialogue and Harmonious Decisions Amongst Diverse Perspectives
Joe McTighe, Executive Director, Council on American Private Education & Irene McHenry, Former Executive Director, Friends Council on Education

Please find book resources discussed in the session below. The following titles are available through multiple sources. Click on the book title to purchase using ADVIS' Amazon.com link.

November 4, 2014
Leading for Unity: Group Dynamics and Consensus-Based Decision-Making
Drew Smith, Executive Director, Friends Council on Education & Sarah Daignault, Consultant to Independent Schools
(Click to view archive)


Responsibility for a Successful Future: Goal Setting and Evaluation 
Facilitated by Ginny Christensen, Strategy for Growth


January 13, 2015
The Board as a Force Multiplier: Leaning into Action
Please find additional materials from the session below.
Karen Osborne, President, The Osborne Group

January 27, 2015
The Science, Art, and Impact of Generative Thinking in the Boardroom
Cathy Trower, President, Trower & Trower Inc.,
Author, The Practitioner’s Guide to Governance as Leadership: Building High Performing Nonprofit Boards
(Click to view archive)

February 10, 2015
Best Practice: Generative Conversations to Design the Future
Karen Osborne, Cathy Trower with:
Habib Gorgi, Board Clerk, Moses Brown School &
Matt Glendinning, Head of School, Moses Brown School

Following are the two articles that Moses Brown School Head of School, Matt Glendinning forwarded in preparation for this session:

As discussed in our session, often, after the strategic plan is in place, boards do one of two things – breathe a sigh of relief and say, “What’s next?” or meddle in details of implementation that belong to the administration. Neither of these paths is fruitful. So, what is the role of the board after the strategic plan is up and running? The role of the board is to continue to think critically and ask a different set of questions such as these provided by Cathy Trower: Download "Questions for Generative Conversations" here. 
(Click to view archive)



Governance Matters!
Designed for Trustees, Heads, Business Officers, Advancement Staff & Volunteers
Archived Webinars & Recordings

Archive 2008-09

Webinars 2008-09

Dec. 2, 2008
The Quaker Way: Philanthrophy as Stewardship
with Carolyn Evans & Joe Evans Click here to view this recording.

Dec. 9, 2008
Friend-Raising is First, Foremost, and Forever
with Nancy Starmer & Jim McKey Click here to view this recording.

Jan. 6, 2009
Beyond Grants, Galas and Golf: Setting Your Sights On Sustainability
with Roberta Healey Click here to view this recording.
Click here to download the powerpoint presentation.

Jan. 13, 2009
Sticking to Priorities: Making Advancement Happen While You're Juggling 20 Other Balls
with Phyllis Mincer & Peter Bailey Click here to view this recording.

Feb. 3, 2009
The Sweet Spot: Asking for Major Gifts and Getting Them
with Roberta Healey Click here to view this recording.
Click here to download the powerpoint presentation.

Feb. 10, 2009
Train Your Trustees: Short Fundraising Exercises for Board Meetings
with Irene McHenry & David Tomlin Click here to view this recording.

Archive 2009-10

Webinars 2009-10

Part II in series
Advancement & Financial Sustainability - Part II 
Designed for Heads, Trustees, Business Officers, Development Staff and Volunteers

Dec. 1, 2009
Sense of the School: Branding, Positioning, Strategic Planning for Friends Schools
Position your school for success in your particular market.
with Glenn Ravdin Click here to view this recording.

Dec. 8, 2009
From Hi-Tech to No-Tech: Cultivate Your Extended School Family 
with Cathy Hunter, Matt Bradley, Scott Baytosh & Anne Javsicas Click here to view this recording.

January 5, 2010
Pedal to the Metal: Getting from 0 to 60 in Your Planned Giving Program
Focus on getting results now – and revolutionize your long-term future.

with Sam Caldwell Click here to view this recording.

January 12, 2010
The Gold Standard: Donors, Data, and Dignity Research and record data on your prospective donors – hitting the mark both ethically and effectively.
with Robbe Healey Click here to view this recording.

February 2, 2010
Hit the Nail on the Head: Granular Marketing Increase enrollment by researching and targeting your real market.
with Drew Smith Click here to view this recording.

April 20, 2010
Good to Go: Marketing in a Down Economy
Take account of current trends, fresh data, and proven strategies to craft winning marketing for today.

with Heather Hoerle Click here to view this recording.

Archive 2010-11

Webinar 2010-11
Webinar Series A – Funding Our Schools for Success
Webinar 1, "Events that Work: Friendraising and Fundraising"
Click here to view this recording.

Webinar 2, "The Olney Story: Transformational Change"
Click here to view this recording.

Webinar 3, "Double Your Dividends: Annual Fund, Facebook, and Alums"
Click here to view this recording.


Webinar Series B – Supercharge Your Board
Webinar 1, January 11th: "The Governance Committee: Tasked with Transformation"
Click here to view this recording.

Webinar 2, January 25th: "Action-Oriented Beginnings: Trustee Orientation and Training"
Click here to view this recording.

Webinar 3, February 8th: "Formative Evaluation: For Boards and Heads"
Click here to view this recording.

Friends Education: Funding Our Schools for Success
Video by Sam Caldwell, The Planned Giving Company
Click here to download this video (zipped file)


Governance Consultants
Advancement Resources
Advancement Resources
Barbara R. Caldwell
Barbara R. Caldwell
Richard Eldridge, Ph.D.
Richard Eldridge
Edward F. Swenson & Associates
Edward F. Swenson & Associates
Farr Associates Consulting LLC
Farr Associates
John Friedman
John Friedman
Marty Goldstein
Marty Goldstein
Bruce S. Haines
Bruce Haines
Richard K. Jung
Lisa Willsey
Glenn Ravdin
Glenn Ravdin
Will Scull
Will Scull
Schultz & Williams
Schultz & Williams
James Williams
Jim Williams
Susan Stone
Susan Stone