The CAIS Commission for School Advancement invites you to join fellow Development professionals for a day of learning and collaboration.

Where: Miss Porter's School, Farmington, CT
When: Thursday, April 24, 2025
Who: Development professionals
How: Register below; $70 per person, CAIS member school || $85 non-member school

SCHEDULE
9:00 - 9:30                 Registration & refreshments
9:30 - 9:45                 Welcome
9:45 - 10:45                Generational Giving and Messaging Trends in the Era of Wealth Transfer: What You Need to Know and Do in FY 2025, Ann Snyder, CASE   
10:45 - 11:30              Workshop / Roundtable, led by Ann Snyder
11:30 - 12:00              Tour of Miss Porter's                           

SESSION DESCRIPTIONS
Generational Giving and Messaging Trends in the Era of Wealth Transfer: What You Need to Know and Do in FY 2025
As one of the largest intergenerational wealth transfers in history accelerates, schools and advancement teams must adapt to the unique preferences, motivations, and communication styles of different generations. This session provides an overview of giving trends across generations—from Baby Boomers to Gen Z—and offers actionable strategies to craft compelling messages that resonate with diverse donor groups in FY 2025.

Ann Snyder  is a Senior Advisor and philanthropy consultant at Huron GG&A Consulting in the Independent Schools Practice Area. Before joining Huron GG&A, Ann was the Senior Director of Engagement at CASE, Council for Advancement and Support of Education, where she served as the industry insider, expert, and thought-leader for schools globally. Ann’s professional speaking and facilitation engagements in addition to CASE have included events for the National Association of Independent Schools (NAIS), National Business Officers Association (NBOA), the Canadian Association of Independent Schools (CAIS), Institute of Development Professionals in Education (IDPE), the Association of American Schools in South America (AMISA), and regional associations throughout the United States.

Prior to joining CASE, Ann was Director of External Affairs at Stuart Hall School in Virginia. With nearly 20 years of experience in student and family marketing, advancement, enrollment, financial aid, and external affairs, Ann is a seasoned school leader and industry expert. Working with hundreds of schools over the past decade, Ann has a proven track record of coaching schools to meet ambitious goals. In her time at Stuart Hall, she brought a corporate sensibility and entrepreneurial mindset to increase revenue by nearly 20% in her first three years, further the school’s mission, streamline the school’s external offices, manage and direct international enrollment and fundraising strategy, and develop strategy for the school’s first significant marketing and campaign efforts.