LOIS L. LINDAUERSEARCHES SAINT MARY’S SCHOOL BACKGROUNDER ⏐ 1

Director of DevelopmentSaint Mary’s School

Raleigh, NCwww.sms.edu

Send Nominations or Cover Letter and Resume to:Zena LumSearch Director617-262-1102zlum@LLLsearches.com

The Opportunity:

LOIS L. LINDAUER SEARCHES is proud topartner with Saint Mary’s School in its searchfor the position of Director of Development.

Where young women discover theirtalents, find their courage, pursue their

passions and achieve their personalbest.

Saint Mary’s School, a community dedicatedto academic excellence and personalachievement, prepares young women for

college and life. The School challenges each girl to embrace the habits of an intellectual life,engages her with the past and the emerging future, and empowers her to serve and shape herworld. Saint Mary’s fosters in each girl a spirit of connection to others, guides her in developingher spiritual and ethical integrity, and prepares her to take responsibility for herself and herfuture.

LOIS L. LINDAUERSEARCHES SAINT MARY’S SCHOOL BACKGROUNDER ⏐ 2

Established in 1842 in the Episcopal tradition, Saint Mary’s is the fourth oldest girls’ boarding andday school in the country. Today, the School sustains a 100% acceptance rate to selectivecolleges and universities around the world.

The Director of Development is the school’s chief fundraising officer, serving as a high-profileambassador representing the Head of School, the Institutional Leadership Team, and the Board ofTrustees to alumnae, parents, grandparents, foundations, and other current and prospectivesupporters. She/he also provides leadership and guidance managing a current team of 5-6 full-time professional advancement staff. This is an ideal role for the experienced, successfuladvancement professional who thrives in a school that honors tradition as it moves confidentlytoward its 175th anniversary.

Position Overview – Director of Development

The Director of Development reports to the Head of School (HOS) and works closely with theInstitutional Leadership Team (ILT) and Board of Trustees (BOT) to advance the Saint Mary’sSchool mission through the successful implementation of robust fundraising initiatives andeffective relationship building with all constituent groups. She/he will provide visionary leadershipfor the Development Staff, assume responsibility for managing and expanding an existing donorbase of alumnae, parents, grandparents, and community members, and excel at the skillfulbuilding and maintaining of constituent relationships, both internally and externally.

Areas of General Responsibility:

General

Oversees a comprehensive development operation, including capital campaigns, majorgifts, annual giving, planned giving, foundation fundraising, constituent relations, donoreducation, and special events;

Designs and implements annual and long-range development plans;

Develops and manages development and capital campaign budgets;

Partners with Business Office to ensure accurate tracking and reporting of financial data.

Fundraising

Oversees the development and implementation of all programs within the Annual Fund;

Leads major campaign initiatives;

Oversees special-event fundraising programs;

Oversees the development of a comprehensive planned-giving program;

Facilitates the major gifts work of the HOS, BOT, Development Staff, and volunteers;

Oversees all major gift solicitations, maintaining a specific caseload of assigned prospectsand assuming a solicitor’s role when necessary and appropriate;

LOIS L. LINDAUERSEARCHES SAINT MARY’S SCHOOL BACKGROUNDER ⏐ 3

Collaborates with Development Staff to develop individualized solicitation strategies forprospects.

Constituent Relations

Leads staff and volunteers in developing and maintaining key long-term relationships withdonors and prospects;

Works with alumnae councils, parent councils, and other volunteer committees to createpositive and mutually beneficial relationships;

Oversees donor cultivation and recognition activities as well as other development-relatedfunctions.

Development Office

Provides oversight and support of Development Office Staff and cultivates a culture ofcollaboration and teamwork;

Creates office systems to support all development projects and operations;

Supervises donor and gift record-keeping;

Coordinates development research activities;

Oversees the management of databases and all records, files, and gift processing;

Oversees accurate reporting of data to school-related agencies, e.g., NAIS, CASE, etc.;

Oversees the process of issuing pledge reminders and acknowledgements.

Board of Trustees

Works with the Development Committee of the BOT and the HOS to develop strategies tomeet aggressive fundraising goals;

Attends all Board meetings and committee meetings as assigned;

Develops fundraising training for Trustees and other leadership volunteers;

Assumes responsibility for all Development reports to the Board, including the annualcomprehensive Development Report;

Assists the HOS and Governance Committee with researching and recommending potentialnew members.

Additional Specific Responsibilities

Partners with ILT and HOS in implementing new strategic plan;

Launches a major campaign initiative within the next three years;

Doubles the Annual Fund over the next three to five years;

In collaboration with ILT and HOS, integrates fundraising initiatives into larger 175thanniversary celebrations (May 2016-May 2018);

Leads initiatives to expand leadership giving;

Develops a robust donor education program that reaches all donor constituents andcreates a culture of philanthropy across all constituent groups;

Serves on Marketing Team and contributes to the design of all advancement initiatives.

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Position Requirements:

Bachelor’s Degree;

Minimum of ten years’ development experience working within a comprehensivedevelopment program;

Strong commitment to single-sex education and experience working with female donors;

Commitment to school’s mission;

Experience in planning, leading, and managing large-scale development projects, includingcoordinating with peers to achieve desired outcomes, and tracking and reporting onprogress to senior leadership team members and BOT;

Evidence of solid experience in major/planned gift solicitation and volunteer management;

Evidence of being results orientated; proven track record in setting and achievingambitious goals;

Skills in creating powerful, compelling written and oral communications for fundraising;ability to convey complex ideas through brief, simple materials; experience and credibilitywhen presenting materials to internal and external audiences;

Evidence of entrepreneurial spirit and ability to take initiative;

Ability to create win-win situations;

Capacity to sustain resilience and optimism through the challenges of fundraising;

Superior organizational, interpersonal, and communication skills;

Ability to build constituencies at the Board and volunteer level;

Strong desire to partner with senior leadership and volunteers in a full range ofadvancement activities;

Willingness to travel.

Development Overview*

In June 2012, Saint Mary’s School concluded its largest campaign to date, the $30 million BeyondImagination Capital Campaign. The campaign funded a major renovation of Smedes Hall, adesignated Raleigh Historical Landmark; and created a new athletic field, as well as funded theconstruction of eight new townhomes for residential faculty. In addition to the investments madein facilities, campaign funds also supported implementation of a one-to-one laptop program.Remaining funds were added to the endowment, with a current estimated value of $20 million.

Since the campaign’s conclusion, about 26% of Saint Mary’s annual operating budget is fundedthrough contributed income. Annual giving raises $1.1-1.2 million and alumnae participation hasconsistently performed in the low- to mid-20th percentile with an average alumna gift of about$400. Leadership is unwavering in its confidence that alumnae annual giving over the next fewyears could double and lay the groundwork for Saint Mary’s next campaign, given what is known

* Please refer to the Appendix for Head of School bio and SMS organization chart

LOIS L. LINDAUERSEARCHES SAINT MARY’S SCHOOL BACKGROUNDER ⏐ 5

of the 9,000+ alumnae and their overwhelming passion for their school. With the 175th

anniversary approaching in 2017, and a visionary Head of School at the helm, this is the idealtime for a seasoned development leader to take philanthropy at Saint Mary’s to new heights.

Client Overview – Saint Mary’s School

Saint Mary's School in Raleigh, NorthCarolina, is an independent, Episcopal,college-preparatory, boarding and dayschool dedicated to academic excellenceand personal achievement for girls ingrades 9-12. It offers a comprehensiverange of programming and opportunities toprepare its students to compete in collegeand in today's complex and fast-changingglobal world. Established in 1842 in theEpiscopal tradition, Saint Mary’s is the fourth oldest girls’ boarding and day school in the country.Its alumnae network consists of 10,000 women around the world.

Girls’ schools support a culture, climate and community that together generate high levels ofpersonal and academic self-confidence and a can-do attitude. Research shows that girls in single-gender environments move on to advanced courses more often than do girls in co-educationalclasses. They earn better grades and report that they have greater confidence in themselves andfeel more positive about their learning environment. At Saint Mary's School, girls find the courage

to explore new ideas and experiences, pursuetheir passions and discover their voices and howto use them to advocate for themselves andothers.

Saint Mary’s is accredited by the SouthernAssociation of Colleges and Schools (SACS) andthe Southern Association of IndependentSchools (SAIS). It is a member of the NationalCoalition of Girls’ Schools (NCGS), the National

the National Association of Episcopal Schools(NAES), the Southern Association of Independent Schools (SAIS), the North Carolina Association of

Advancement and Support of Education (CASE).

Association of Independent Schools (NAIS),

Independent Schools (NCAIS), The Association of Boarding Schools (TABS), and the Council for the

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The School’s community consists of 273 students representing 13 states and 5 countries.47% are boarding students and 53% are day students. There is an 8:1 student-to-faculty ratio withan average class size of 12.5 students. 32% of students receive need-based financial aid. TheSchool sustains a 100% acceptance rate to selective colleges and universities around the world.

Average teaching experience for faculty is 15 years.83% of faculty hold advanced degrees in their fieldsfrom universities including Harvard, Yale, Duke,Northwestern, University of North Carolina at ChapelHill, North Carolina State, Emory and others.

The Sarah Graham Kenan Library offers more than33,000 cataloged holdings, including print andelectronic books and media. In addition, students haveaccess to current print periodicals, an extensive boundperiodical collection providing great historic primary

source materials, and full-time library professionals providing research and technology support .It also subscribes to numerous electronic research databases and thousands of reliable onlinetext books.

Saint Mary’s supports over 20 clubs and student organizations, including Model United Nations,Community Service Club, Visual and Performing Arts Club, Human Rights Alliance, FOCUS, ScienceOlympiad and Student Library Council. It has acomprehensive fine and performing arts program,including visual arts, drama, chorale, string ensemble,dance and individual instrumental lessons.

The athletic program includes 11 sports: soccer,swimming, tennis, field hockey, volleyball, golf,basketball, cross country, track and field, softball andlacrosse. The School is a member of the North CarolinaIndependent School Athletic Association (NCISAA) andcompetes regionally in Triangle Independent SchoolsAthletic Conference (TISAC).

Strategic Focus:

Over the fall and winter months of the 2014-2015 school year, a Strategic Planning Committeecomprised of 26 members representing every constituency of Saint Mary’s School (Board ofTrustees, faculty, administrative staff, students, alumnae, and parents) met to envision theschool’s future. The Committee gathered voluminous amounts of data, surveyed constituents,

LOIS L. LINDAUERSEARCHES SAINT MARY’S SCHOOL BACKGROUNDER ⏐ 7

and studied trends impacting independent schools today. In meetings that represented acollective investment of over 500 hundred hours, the Committee identified the strategic issuesfacing the school and confirmed the importance of the following areas of focus for the strategicplan that will be created and approved during the 2015-16 school year:

Enriching academic and student life programming

Investing in our most valuable asset, our people

Ensuring financial sustainability

Increasing enrollment and expanding the boarding school

Broadening diversity and deepening a culture of inclusivity

History:

Founded in 1842 by the Rev. Aldert Smedes, an Episcopal priest,Saint Mary’s School has operated continuously on the same siteever since. With the support of the Episcopal Diocese of North

During the Civil War, Saint Mary’s became a safe haven for relativesof both Union and Confederate generals, including Robert E. Lee’sdaughter and the family of Jefferson Davis. Smedes kept the schooloperating throughout the war. In 1865, General Tecumseh

Sherman’s Union troops camped in The Grove on front campus, and Sherman visited Smedes inthe main building.

Today, Saint Mary's School is an independent, Episcopal,college-preparatory, boarding, and day school dedicated toacademic excellence and personal achievement for girls ingrades 9-12. Saint Mary's School remains true to AldertSmedes' time-honored mission of providing an excellenteducation for young women.

The historic core of the school's 23-acre campus is listed onthe National Register of Historic Places and is a stop on theNorth Carolina Civil War Trails. The Saint Mary’s Chapel,

Carolina, Smedes founded Saint Mary’s as a school for young

women "designed to furnish a thorough and excellent education

equal to the best that can be obtained in the city of New York, or in any Northern school."

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designed by Richard Upjohn, is a National Historic Site, and five of the school’s 25 buildings areRaleigh Historic Properties.

Location

Raleigh, NC:

Saint Mary’s residential 23-acre campus is within easy driving distance of world-renownedResearch Triangle Park and the Raleigh-Durham International Airport.

Raleigh is the capital of the state of North Carolina and is known as the "City of Oaks" for its

named after Sir Walter Raleigh, who established the lost Roanoke Colony in present-day DareCounty.

Home to North Carolina State University, Raleigh is part of the Research Triangle area, togetherwith Durham (home of Duke University) and Chapel Hill (home of University of North Carolina atChapel Hill). It is an early example in the United States of a planned city, chosen as the site of thestate capital in 1788. The city was originally laid out in a grid pattern with the North CarolinaState Capitol in Union Square at the center. In the United States Civil War the city was spared fromany significant battle, only falling in the closing days of the war, though it did not escape theeconomic hardships that plagued the rest of the American South during the Reconstruction Era.

as of July 2013, and is one of the fastest-growing cities in the country. The city of Raleigh is

many oak trees, which line the streets in the heart of the city. The city's population was 431,746

LOIS L. LINDAUERSEARCHES SAINT MARY’S SCHOOL BACKGROUNDER ⏐ 9

The twentieth century saw the opening of the Research Triangle Park in 1959, one of thecountry's largest and most successful research parks, and a major center in the United Statesfor high-tech and biotech research, as well as advanced textile development. With the jobs itcreated the region and city saw a large influx of population, making it one of the fastest growingcommunities in the United States by the early 21st century. In addition, the city is a major retailshipping point for eastern North Carolina and a wholesale distributing point for the groceryindustry. Raleigh's industrial base also includes banking/financial services; electrical, medical,electronic and telecommunications equipment; clothing and apparel; food processing; paperproducts; and pharmaceuticals.

The city is home to numerous cultural, educational, and historic sites. The Duke Energy Center forthe Performing Arts in Downtown Raleigh features three theater venues and serves as the homefor the North Carolina Symphony and the Carolina Ballet. Walnut Creek Amphitheatre is a largemusic amphitheater located in Southeast Raleigh. Museums in Raleigh include the North CarolinaMuseum of Art in West Raleigh, as well as the North Carolina Museum of History and NorthCarolina Museum of Natural Sciences located next to each other near the State Capitol inDowntown Raleigh. Several major universities and colleges call Raleigh home, including NorthCarolina State University, the largest public university in the state, and Shaw University, thefirst historically black university in the American South and site of the foundation of the StudentNonviolent Coordinating Committee, an important civil rights organization of the 1960s.

Background Checks:

Prior to submitting your resume for this position, please read it over for accuracy. LLLS does verifyacademic credentials for its candidates, and our clients frequently conduct background checksprior to finalizing an offer.

Raleigh has featured prominently in a number of "Top 10 Lists," including those by Forbes, MSNBC

and Money Magazine, due to its quality of life and business climate. As of 2011, Time ranked

Raleigh, NC as the third most educated city in the US based on the percentage of residents who

held college degrees. This statistic can most likely be credited to the presence of universities in and around Raleigh, as well as to the Research Triangle Park located five miles to the northwest

of the school. In April 2014, Steven P. Rosenthal of Northland Investment Corp. referred to

Raleigh as "a real concentration of brain power. You have a lot of smart people living in the same place. That will drive the economy.”

LOIS L. LINDAUERSEARCHES SAINT MARY’S SCHOOL BACKGROUNDER ⏐ 10

To learn more, callZena Lum, Search Director at

617-262-1102or send nominations or cover letter and resume to

zlum@LLLsearches.comAll inquiries will be held in confidence.

LOIS L. LINDAUERSEARCHES

420 Boylston Street, Boston, MA 02116

T 617.262.1102 F 888.772.8681Because the right person in the right job makes all the difference.

www.LLLsearches.com

LOIS L. LINDAUERSEARCHES SAINT MARY’S SCHOOL BACKGROUNDER ⏐ 11

Appendix

Leadership:

Monica M. Gillespie, Ph.D.Head of School

In May 2012, the Board of Trustees of Saint Mary’s Schoolannounced the appointment of Dr. Monica M. Gillespie as the13th Head of School.

Dr. Gillespie brings to Saint Mary’s nine years of head of schoolexperience, a passion for educating girls, deep appreciation forthe Episcopal heritage of Saint Mary’s School, and a distinguishedbackground in education.

Previously, Dr. Gillespie served as the head of school at St. Paul’sSchool for Girls (SPSG), an Episcopal all-girls school outsideBaltimore with 415 girls in grades 5-12. While at SPSG, working

with her leadership team, she carefully navigated the difficult recession years, posting operatingsurpluses each year of her six-year tenure. She oversaw the expansion of a sister school programto include seven schools around the world. Additionally, she expanded the arts and worldlanguage curricula, made strides in efficiency and in program to establish SPSG as a MarylandGreen School, focused on girls’ leadership development, and increased philanthropic support.

Prior to serving St. Paul’s School for Girls, Monica was, for three years, head of school at St.Luke’s Lutheran School in Culpeper, Virginia. Earlier in her career, for a total of eight years, shetaught, coached, advised, and served in the residential communities at two single-sex boardingschools, Westover School in Connecticut and Woodberry Forest School in Virginia.

Dr. Gillespie earned her B.A., M.Ed. and Ph.D. degrees from the University of Virginia, with herdoctoral dissertation focused on independent school leadership. As an undergraduate she playedvarsity soccer, lettering all four years. She currently serves on the board of the NationalAssociation of Episcopal Schools (NAES).

Head of School

Monica Gillespie

Director of Marketing &

Communications

Director of Public

Relations & Publications

Graphic Design & Website Associate

Director of Admission

Associate Director of Admission

Assistant

Director Admission & Financial Aid

Assistant Director, Day

Admission

Manager of Admission Systems &

Data

Interim Director of

Development

Major Gifts Officer

Annual FundDirector

Director of Alumnae Relations

Gift Processing & Database

Administrator

Development Office Assistant

Donor Relations Coordinator

Director of Finance

Accounts Payable &

Student Account Services

Comptroller

Director of Facilities

Campus Security

Custodial Services

Grounds Supervisor

Human Resources Manager

Food Services Manager

Brock & Company

Director of Auxillary

Programs & Services

Administrative Assistant, Auxilary Services

Receptionist

Accounting Administrative Assistant to the Business Office

Associate Head & Dean of Students

Director of Residential Life

Residential Faculty

Director of Student Life and Leadership

Programs

Assistant Director of Student Life and

Leadership Programs

Athletics & Plus Director

Coaching Staff

Associate Director of Athletics

Trainers

Partnership

with Orthopaedic Specialists of

North Carolina

Counseling

Health Center

Dean of Teaching & Learning

Curriculum Integration Specialist

Associate Dean of Teaching &

Learning

Academic Chairs

Teaching

Faculty

Academic Support

Specialist

Director of College

Counseling

Associate Director

Library & Information Services

Registar

Administrative Assistant to the

Dean of Teaching & Learning

Technology Staff

Administrative Assistant,

Institutional Academics

Executive Assistant

Vacant

(6)

Chaplaincy

2 Co-Directors

System Support

Technical Support

Telecommunications Support

Director

Assistant & Archivist

Circulation LibrarianCataloging and