Fundraising Institute

Fundraising Institute
Hyatt Regency Coconut Point, Bonita Springs
Saturday, July 27, 2019

8:30AM - 3:00PM

Developing a Successful Fundraising Organization

This Institute is designed for Heads of School and Directors of Advancement/Development to develop practices, policies and procedures that will strengthen the organization's fundraising effectiveness. Through presentation, sharing of best practices, and social interaction, participants will gain practical tactics to apply immediately; policies, procedures and techniques to implement at your school; and a network of like-minded peers you can call upon throughout your career.


Peter Gallo, Ph.D.
Director of Development, The Landon School

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Peter served Lynn University from 1993-2002 in the capacity of Director of Graduate School Admission and Associate Director for Development.  After completing his service to Lynn University, Peter assumed the position of Director of External Relations at The Forman School in Litchfield Connecticut.  Peter held that position from 2002-2004. Peter joined Saint Andrew’s School in 2004 as Director of External Relations and Associate Headmaster for Development.  Collectively, Peter has secured over $100 million dollars in operating, capital, and endowed programs to support the advancement of education.  Peter is currently the Director of Development at the Landon School in Bethesda, Maryland.

Peter has been recognized by both the Council for the Advancement and Support of Education (CASE), and the National Association of Independent Schools (NAIS) for his service in the field of both higher and K-12 independent school education. Peter served as the CASE/NAIS 2014 conference chair. In addition, Peter actively serves the Florida Council for Independent schools (FCIS) as a frequent presenter and accreditation evaluator.   Peter served on the Educational Advisory Board at Lynn University and the Board of Directors of the Greater Boca Raton Chamber of Commerce. Peter holds a Bachelor of Arts in Psychology, a Masters in International Management, and a Doctor of Philosophy in Leadership and Education.  Peter’s and his wife Meredith have two sons, Lucas and Bryce.



Governance  ||  Essential Components of Successful Fundraising  ||  Building a Culture of Philanthropy by Engaging Leadership  || Giving and Getting  ||  Major Giving  ||  Capital Campaigns: Avoiding the Top 10 Campaign Mistakes  ||  The Art of the Ask  ||  Effective Prospect Research  ||  Mind Your Philanthropic Manners  ||  Hiring, Attracting, and Retaining Development Professionals


8:30-9:00AM | Sanibel
Pastries and Coffee

9:00–10:30AM | Sanibel
• Governance
Define the roles and relationships of trustees, heads and chief advancement/ development officers in board development
• Essential Components of Successful Fundraising
Back to the basics with elements fundraisers at any level can apply
• Building a Culture of Philanthropy by Engaging Leadership
Distinguish "philanthropy" from "fundraising" and build up board support
• Giving and Getting
Exploring current giving trends and learn how to get your piece of the philanthropic pie


11:00AM–12:00PM | Sanibel
• Major Giving
Building a Major Donor Program & Building a Donor Cultivation Program
• Capital Campaigns
Avoiding the Top 10 Campaign Mistakes: Step-by-step instruction to plan a successful major campaign
• The Art of the Ask
The "ask" is more about planning than asking, so learn how to ask so that you get a “yes".

12:00–1:00PM | Mangroves

1:00–1:45PM | Sanibel
• Effective Prospect Research
Learn to conduct good research on potential major donors, a must to identify and cultivate your next top leaders and donors

1:45–3:00PM | Sanibel
• Mind Your Philanthropic Manners
How "please" (donor cultivation) and "thank you" (stewardship) can make or break a development program
• Hiring, Attracting and Retaining Development Professionals
The acronym spells HARD, but we will show a clear path to hiring successful fundraisers.


Who Should Attend?  Heads, Trustees, Directors of Advancement/Development, and Chief Financial Officers
Consider sharing this experience as a team.

In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour. In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk for each session.

Feedback from last year's participants: What did you find most valuable?

Thank you for your great explanation of the fundraising process and the importance of the board and HOS involvement.
• Peter’s personal examples from both [his] schools were invaluable.
• Best way to design fundraising strategy
• Clear outline and best practices


Hyatt Regency Coconut Point is located at: 5001 Coconut Road, Bonita Springs, FL 34134

Registration: $249 (Members) | $349 (Non-Members)
* includes workshop, morning pastries and coffee, and lunch

Register for both the Finance Institute and the Fundraising Institute for a reduced cost:
$450 (Members) |
$650 (Non-Members)
* Please note: The bundled option is available to one registrant only and cannot be divided between two registrants.

Hotel Room: $159 (plus resort fee and applicable taxes)
Participants are expected to make their own hotel reservations. Registration fee does not include the price of the guest room. To make a reservation, click here to go to the hotel's website: Hyatt Regency Coconut Point reservations. By phone, call 877-803-7534 and identify yourself as part FCIS for the group rate. Once the room block is sold out, there may not be rooms available at this rate.

In case this hotel sells out, below are possible overflow hotel options nearby. Please note that FCIS does not have a room block or group rate at these hotels.

Hyatt Place
Hyatt Residence Club

Registration and Hotel Deadline: June 24, 2019
To receive the FCIS group rate at the resort, reservations must be made on or before this date.

Parking is included in resort fee for any guests staying at the hotel. There is a daily parking fee for drive-in attendees. 

Cancellation & Refunds: All hotel cancellations must be made directly through the hotel and in accordance with hotel policy. Workshop refund requests must be made in writing and emailed to There is a $50 per person processing fee through June 17, 2019, with no refunds after this date.

View Complaint Resolution Policy

For any questions or more information regarding refund, complaint and program cancellation policies, please contact Alison Carlson in the FCIS office at 813-287-2820 or


FCIS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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