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November 8, 2017

News and Notes from the DirectorIt’s time to plan year-end appeals.  Contact us if you need some ideas or information.

Congratulations to Janel Ware of Shenandoah Valley Academy!  She received her Certificate in Fund Raising Management from the Lilly Family School of Philanthropy at a recent course taught in DC!   It was also a pleasure to have Miriam Battles from Oakwood University in the group!  Also pictured is Dr. Gene Tempel, founding dean of the School.







Also congratulations to the Advancement office of Walla Walla University, led by Jodi Wagner.  They received recognition for overall performance by the Council for Advancement and Support of Education (CASE).  This is a stellar achievement and we’re pleased to know one of our ranks was honored.  See the list here.

A really important item of information for anyone who is doing fundraising appeared in a recent Chronicle of Philanthropy Daily Update, Oct. 26, 2017, “The Best Research Available for Fundraisers:  A Roundup.” We base our services on both best practices and research on what works, and many of you will be interested, I’m sure, in seeing the sources of the research. If you don’t get the Chronicle, write me and I’ll send you the article.

A yearly highlight for PSI is the President’s Dinner, and it was held in the new NAD building this year, during year-end meetings (see photos on Events page on our website). Our sincere thanks to Dr. Amir Pasic, current dean of the Lilly Family School of Philanthropy, who gave an excellent keynote address. We appreciate those who attended this special event and have shown interest and support of PSI’s work for NAD constituents.

Coming soon!! Charlotte Henderson is working on a comprehensive mentoring program and it will soon be available! We want to use this “tool” to help new fundraisers, strengthen those who are already in practice, and recruit new individuals to our great profession. We also have information on careers in fundraising—contact me or any PSI staff member if you wish to have information, and be sure to download Your Future in Fundraising, available on our website, or purchase this at low-cost from  We always welcome new individuals to this great profession.

Don’t forget that besides personal counsel that PSI provides, we have many resources such as a library and we do grant searches for you.

Until next time! We try to bring you news every two weeks. Apologies that this is late due to my computer locking me out (thanks, Windows 10!) while traveling.

Lilya Wagner

Mobile:  317-250-8274

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