NZ Chapter eNEWS – March 2025 - 12 March

From the Chapter President

Kia ora and Happy New Year to our NZ Chapter members!

Wishing you a year of success, growth, and thriving in 2025! Hopefully, you’ve had time to recharge over the summer break. Now, as we dive into the year ahead, I encourage you to embrace the mindset of Twenty Twenty Thrive—striving for balance and fulfilment rather than just getting through.

Here’s what’s in store for you in 2025:

REGIONAL EVENTS

Our Regional Professional Development and Networking events are launching, with registrations for Auckland and Christchurch open now, and Hawkes Bay, Wellington, Dunedin and Palmerston North opening shortly – keep an eye out for invitations! These free events (open to members and non-members) are fantastic opportunities to learn, connect, and share ideas with peers. [For further details, see the ‘In-Person  Events’ tab in this eNews]

PROFESSIONAL DEVELOPMENT

Kicking off the year is the Advancement Practitioner Training (APT) in Adelaide this March—four Kiwis are already signed up, and it’s not too late to join them! [For further details, CLICK HERE]

NZ SUMMIT – WELLINGTON, 19-20 AUGUST

Our flagship event is set to be a standout! Expect:

Masterclasses—deep dives into key areas
A full-day Summit—insights, strategies and networking
Exclusive site visits—Parliament, Old Government Buildings (Law Library of Victoria University), iconic Old St Paul’s and Queen Margaret College (QMC)
A stellar social programme

The event is being held in Wellington on Tuesday 19 and Wednesday 20 August. The programme is still being finalised but you can find out more on the website.

 TRAVEL GRANTS AND MEMBERSHIP INCENTIVE

To help you get to Wellington, we’re offering up to 30 travel grants of $300 each. Plus, non-members who register will receive complimentary membership for the rest of 2025—a great opportunity for your team! Keep your eye out for more details in the weekly newsletters and on the website about how to apply.

THROUGHOUT THE YEAR

Expect regular Educate Plus webinars and some new Coffee Catch-Ups—casual, local meet-ups to share wins, challenges, and ideas, and a couple of online SIGs (Special Interest Group) get-togethers for robust discourse on selected topics.

More details will be provided as the year progresses and on the website as details are finalised.

ENGAGE AND THRIVE!

Make the most of your membership—join webinars, attend in-person events, tap into the Members Forum, and, of course, come to the NZ Summit!

I look forward to catching up with many of you at our regional events and seeing you all in Wellington in August.

Mā te wā e te whānau,

Emma Zigan
NZ Chapter President & Educate Plus Board Director

Director of Advancement
Dilworth School & Trust

 

Welcome to our Newest Members

Welcome to our Newest Members

 

We can’t wait to meet you!

We extend a very warm welcome to our latest Members, who have recently joined us since the last NZ eNewsletter.

We are thrilled to have you as part of our NZ Chapter community!

New Member Meet-Up

We invite all of our new members to join colleagues from across Australasia, at the next New Member Meet-Up as follows:

Date: Thursday 20 March 2025   *NEXT WEEK*
Time: 3pm-4pm NZDT
Venue: Online via Zoom
Cost: Free (Member only event)

To Register:

Register Here / More Info | New Member Meet-Up

 

Welcome to the following new NZ Chapter Members:

 

New Member Position Institution
Allen, Matt Headmaster Hereworth School
Bale, Antonia Communications Manager Queen Margaret College
Bethell, Susan Events Manager Auckland Grammar School
Booth, Amanda Communications Manager Auckland Grammar School
Dobson, Jude Fundraiser and Publications Manager Auckland Grammar School
Eadie, Rachel Advancement Manager Cashmere High School
Falloon, Nic Alumni Events Officer  Cashmere High School
Fowler, Chanel Communications Department Administrator St Andrew’s College, Christchurch
Hanson, Emma Events Manager Rangi Ruru Girls’ School
Paterson, Stacey Head of Admissions St Cuthbert’s College
Ruckes, Nawarihi Business Manager Rotorua Boys High School
Soppit, Emma Communications and Events Coordinator Rangi Ruru Girls’ School
Weir, Mark Director of Marketing, Communications & Community Engagement Hereworth School
Wilson, Rebecca Alumni and Community Engagement Officer Hereworth School
Convenient Online Learning

Convenient Online Learning

 

We invite you to join us for these Online Professional Development events …

 

 

WEBINAR | Excellence Series – Marketing Publications or Collateral

Event Details *NEXT WEEK*
Date: Tue 18 Mar
Time: 3.30pm-4.30pm NZDT
Venue: Online via Zoom
Cost: Free for Members; $75 (+gst) for Non-Members

Join us for the first Webinar in our Excellence Series where we will be showcasing the 2025 Marketing & Communications Publications or Collateral winner.

This is an excellent professional development opportunity to learn about best practice, share the challenges and achievements.

Lucy Cohen and Hannah Clifton from Trinity Grammar School will share insights about their Trinity Choose Your Own Adventure book and associated collateral that inserts families in the Trinity experience and communicates the key identified themes.

Thank you to our Excellence Series Partner: Global Philanthropic

Register Here / Find Out More: CLICK HERE

WEBINAR | New Member Meet-Up

Event Details *NEXT WEEK*
Date: Thu 20 Mar 
Time: 3pm-4pm NZDT
Venue: Online via Zoom
Cost: Free for Members (Member only event)

Register / Find Out More: CLICK HERE

ONLINE SIG | Residential Colleges Conversations

Event Details *NEW*
Date: Thu 27 Mar
Time: 3pm-4pm NZDT
Venue: Online via Zoom
Cost: Free for Members (Member only event)

Register / Find Out More: CLICK HERE

WEBINAR | Reputation 360 – Unlocking Data to Make Sense of Enrolments

Event Details *NEW*
Date: Tue 1 Apr
Time: 3pm-4pm NZDT
Venue: Online via Zoom
Cost: Free for Members; $75 (+gst) for Non-Members

Register / Find Out More: CLICK HERE

WEBINAR | School-Based Sponsorship Programs

Event Details *NEW*
Date: Wed 30 Apr
Time: 3pm-4pm NZST
Venue: Online via Zoom
Cost: Free for Members; This is a Member-Only Event

PresenterJohn Phillips, Senior Manager, Strategic Relationships, Brighton Grammar School

Register / Find Out More: CLICK HERE

 

 

In-Person Events

In-Person Events

 

We invite you to connect with colleagues in-person at these upcoming Professional Development events…

 

 
Advancement Practitioner Training (Adelaide)

Event Details *NEXT WEEK*
Dates: Mon 24-Tue 25 Mar ACST
Times: 2 full days (Finishing 4.45pm on Day 2)
VenueStamford Grand Adelaide

Five Targeted Programs: Admissions, Alumni & Community Relations, FundraisingMarketing & CommunicationsPeople & Culture-1Day (NEW!)

Thank you to AdvancedLife our Event Photography Sponsor

Register / Find Out More: CLICK HERE

NZ Regional Networking Events – Registration Now Open

Join us for our networking events. These relaxed gatherings are the perfect opportunity to share ideas, build connections, and ease into the year ahead. Non-members also welcome. Come join our Community!

AUCKLAND
Date: Tue 25 March
Time:
11am-12pm
Place:
Arts Centre Foyer, Diocesan School for Girls
Cost: Free for members and non-members
Hosts:
Angela Coe and Kate Eatts

Register/Find Out More: CLICK HERE


CHRISTCHURCH
Date:
Wed 2 April
Time:
4pm-5pm
Place:
The Staffroom, Strowan House, St Andrew’s College, Papanui
Cost: Free for members and non-members
Hosts:
Georgia Harvey and the new College Rector, Mark Wilson

Register/Find Out More: CLICK HERE


HAWKES BAY
Date:
Thu 8 May
Time:
9am-11am
Place: Lindisfarne College, 600 Pakowhai Rd, Firmley, Hastings
Cost: Free for members and non-members
Host: Nicola Parsons

Register/Find Out More: CLICK HERE


WELLINGTON
Date:
Tue 13 May
Time: 7.15am-8.15am
Place: Staff Room, Queen Margaret College53 Hobson St, Thorndon, Wellington
Cost: Free for members and non-members
Host: Jane Ball

Register/Find Out More: CLICK HERE


DUNEDIN
Date:
Fri 16 May
Time: 8.30am-9.30am
Place: John McGlashan College2 Pilkington St, Māori Hill, Dunedin
Cost: Free for members and non-members
Host: Kirstyn Sandall

Register/Find Out More: CLICK HERE


PALMERSTON NORTH
Date:
Tue 10 Jun
Time:
12pm-2pm
Place: College House Boarding Hostel, Palmerston North Boys’ High School, Corner of Featherston and North St
Cost: Free for members and non-members
Host: Rachel Wenham

Register/Find Out More: CLICK HERE

NZ Chapter Summit

Date: Tue 19-Wed 20 Aug
Place:
Victoria University Wellington

Find Out More: CLICK HERE 

 

 

Alumni Giving: How to Build a Sustainable Culture of Giving Back

Alumni Giving: How to Build a Sustainable Culture of Giving Back

 

This article written by Clive Pedley, CEO and Director, Giving Architects

Alumni play a crucial role in the sustainability and growth of educational institutions. Their contributions, whether financial contributions, volunteering, or through mentorship and advocacy, help create opportunities for current and future students. Establishing a culture of Alumni Giving is about fostering a lasting sense of belonging, gratitude, and shared responsibility for the institution’s continued success. 

At Giving Architects, we are big believers in extending the definition of Alumni beyond graduating students. We have found that where relationships are nurtured many past participants in the life of your institution may choose to stay connected and support your vision. Past parents, grandparents, past staff, past Board and committee members or anyone who has been involved in the life of your institution – in our opinion they all represent your wider Alumni Community. You can still preserve a special place for past students and traditional Alumni, but there is so much more to be gained from taking this broader approach. 

Encouraging Alumni Giving often begins with strengthening connections from the moment all of these people enter the institution. If that is not a strength of your past, you can change so it is true from today onwards. Creating meaningful experiences, engaging students in philanthropy early on, highlighting the impact of historical giving and fostering the value of lifelong relationships can lay the groundwork for sustained giving. Universities and schools need to communicate the impact of Alumni support and involvement through great storytelling and testimonials, reinforcing the value of many types of personal contributions. 

Personalised engagement strategies are key to maintaining strong Alumni relationships, especially when embracing the wider Alumni constituency. Institutions can use data analytics to tailor outreach efforts, but this is best supplemented with ongoing personal conversations with diverse Alumni from different eras, ensuring all Alumni feel valued and connected. Whether focused on the giving of time, talent, treasure or testimony that positively contributes to your institution’s future, a donor journey mapping process embedded into strategy and planning will undoubtedly build a greater culture of giving back. 

Effective communication that resonates with a broad Alumni can be challenging. Personalised and segmented regular updates through different channels and exclusive Alumni events can enhance a sense of belonging. Doing this well often requires ongoing testing and measuring as technology solutions evolve. Recognising and celebrating Alumni achievements and connections through storytelling, presentations that demonstrate how you truly value these important relationships and how they contribute back to the life of the institution. 

Offering flexible giving options is another important factor in sustaining giving from your wider Alumni. Providing multiple ways to contribute, from one-time gifts and recurring donations though to collective endowments and planned giving, ensures that Alumni can support the institution in a way that suits their circumstances. Traditional campaigns, giving days, matching gift programmes, and crowdfunding initiatives can also boost participation and engagement. But ultimately nothing will grow the culture of giving back more than attention for personalised relationship management. 

By aligning Alumni contributions with the vision of your institution’s leadership and strategic priorities, as well as consistently demonstrating tangible outcomes and impact, your institution can build trust and encourage a culture of generosity.  

Ultimately, fostering a sustainable culture of Alumni Giving requires consistent effort, great communication, and genuine engagement. By embedding the meaning of philanthropy into Alumni relationships, educational institutions can create a lasting legacy of support that benefits generations to come. 

Giving Architects has the pleasure of working with many institutions to establish, restart, build and capitalise on a variety of Alumni starting points. There are many variables to factor in when creating an informed and effective strategy that optimises outcomes from each starting point. Reach out to schedule an obligation free discovery call and let’s discover some direction for your future improved Alumni Giving. 

 

 

Let’s Meet a Chapter Member

Let’s Meet a Chapter Member

 

Each eNews, we introduce you to one of our wonderful Chapter Members, through a question and answer type interview article.

Therefore, in the hot seat this edition is Jane Ball, Alumni Director at Queen Margaret College in Wellington and Educate Plus NZ Chapter Committee Member.

 

 

How long have you been working in Educational Advancement?
I’ve been the Alumni Director at Queen Margaret College (QMC) since July 2020, so not all that long ago and I fell into educational Advancement quite by accident! QMC is my alma mater, and to be honest, I never imagined 40 years down the track, I’d be walking our halls as staff!  Before 2020, I enjoyed a short period of ‘retirement’ having spent 25 years in corporate support in the commercial sector; advertising agencies, banks, State Owned Enterprises and the private sector, and running my own document production company as well as a floristry business.  It was fast paced, but my ‘corporate’ life instilled a solid grounding and then allowed me to enhance my natural skill sets in creativity, organisation, document production, project and event management, HR and client relations.  All essential skills for working in educational Advancement, especially with Alumni!

The Alumni role at Queen Margaret College was created to bridge the gap between our past (our Alumni) and our future (our current students).  However, prior to 2020, Queen Margaret College only had two Advancement practitioners – our Enrolments Director and our Marketing & Communications Manager. Since then, the College has invested significantly in the recruitment and retention of staff in all areas across educational Advancement.  We are now a team of nine, including Communications, Marketing and Engagement, Enrolments, International, Alumni, and Development/Sustainability staff. 

In 2015, I joined our Old Girls’ Association (OGA), along with my sister, at a time when my young niece was stretching her wings as a QMC girl. My family have deep roots in community service, and at the time, giving back to the College seemed a natural and reasonable extension. I always attended events and supported classroom activities, so formalising that seemed a logical next step. I am still actively involved in our Old Girls’ Association, providing a link between the College and our volunteer association executive, working to ensure their objectives support the broader QMC strategic plan.

What is the achievement you were most proud of?
I am most proud to have created our Alumni Office. It was daunting at the start, as QMC didn’t have any dedicated or active Alumni engagement on campus except through events hosted by our OGA and the odd visit by Old Girls popping in. With the support of QMC’s Principal Jayne-Ann Young, I was tasked with creating an Alumni Office and, therefore, a presence on campus to instill a sense of connection and belonging within our student body; creating a culture of connection. I coined it “growing great old girls from within”, taking limited Alumni engagement within the College and creating a presence and an opportunity for genuine connection to QMC for the future. I had also previously identified the disconnect between our OGA and the College. Alumni came back to visit the campus and staff but not to visit the OGA unless they attended events. I wanted to create a sense of ‘welcome home’ to past students regardless of age or stage. Our Alumni engagement programme subsequently received support from the College Board and now feeds into our more expansive community sustainability programme. We are young in our Alumni engagement journey and have lots more to do, and I’m excited about the future of Alumni engagement at QMC.

What is the greatest moment of learning in your career so far?
Attending the Educate Plus Adelaide Conference in 2022! It was eye-opening and transformational, to say the least. I suddenly became aware of and connected to a whole community of like-minded Advancement professionals. Only two years into my Alumni engagement journey at the time, I was doing a role for which I had no real training except my natural skillset. It was incredibly rewarding to connect with others in the Advancement space and start to gather ideas for my own engagement plan. I subsequently attended the Advancement Practitioner Training in Brisbane early in 2024 at a time when I was struggling with what to do next.  I came away feeling that for a small school, we were punching above our weight with Alumni engagement initiatives so early in an engagement journey.

This networking allowed me to realise we all have and work in our own communities, and I was so grateful to have others share their ideas and experiences in a non-competitive way. 

What is the most impactful book you’ve read or podcast you’ve listened to?
My reading is strictly for pleasure, turning off the brain and disappearing into someone else’s story. At the moment I am listening to a podcast series essentially about the gut microbiome. It’s called The Gutology Podcast.  I believe that the mind has to be healthy as well as the body, and I’m especially fascinated to learn about the gut/brain axis… brain fog is real!

What are three tips or words of advice you have for new members and/or those new to Advancement?

  1. Ask, ask and ask… there is no stupid question!  The more you ask, the more you know and learn. Educate Plus is a great, supportive and inclusive network for this.  There is always someone who has been in your shoes and is willing to share their ideas and experience. And I am also lucky to work with an amazing team of Advancement specialists. So, surround yourself with good people who hold each other up and work with you. 
  2. For anyone working in Alumni, data and relationships are key. Capture and work with your data early, get to know your students early… they need to feel a natural affinity with you as their Alumni conduit.
  3. Be visible. Attend events, put your hand up to support activities, and get involved with students.

What do you do in your spare time?
I have seven grandchildren, elderly (and sadly frail) parents, and two four-legged babies, so I have very little spare time. We try to see our grandkids every six weeks or so, which involves long-distance travel, so I am incredibly fortunate to have flexible work hours and a leadership team that recognises, supports and empowers women… we are a school for girls after all!  At the moment, I am enjoying the challenge of nurturing dahlia bulbs to flowers which is no mean feat in a stiff Wellington southerly!  When time permits, I am an avid sewer (the only time I crossed the stage at school was receiving both the junior and then senior sewing prize…I’ve been sewing ever since).  Over the summer break I set myself a goal to master the art of New York-style bagels and homemade yoghurt.  Both had varying degrees of success!

Thank you Jane – it’s been wonderful getting to know you!
The Launch of the 2025 JBWere Bequest Report

The Launch of the 2025 JBWere Bequest Report

 

This article was sourced from the JBWere New Zealand LinkedIn post, found HERE 

JBWere New Zealand is proud to launch its 2025 Bequest Report, quantifying the size of New Zealand’s inter-generational wealth transfer for the first time, and the opportunity this presents for Kiwis to drive social impact and broader community well-being.

Key Insights:

  • It’s estimated inheritances will grow from the $27 billion passed in 2024 to a massive total of $1.6 trillion over the next 25 years, presenting an opportunity to support and transform our communities through increased giving.
  • Under current participation rates only 1.3% of this amount will go to charities and other for purpose organisations (compared to 4.4% in US and 3.7% in UK).
  • 55% of New Zealand adults have a will yet only 6% of wills include a charitable gift through inheritance.
  • Increased awareness and normalising giving-in-wills could unlock $2.4 billion annually in two decades – an almost eight fold increase.

Why It’s Important:
This report quantifies the importance of and opportunity to grow legacy gift-giving – a once in a generation opportunity to unlock significant pools of capital, which have accumulated in many New Zealand households, for community impact.

We hope it will encourage New Zealanders to talk about the role that giving through inheritance can play when considering their legacy, and enable for-purpose organisations to further shape their fundraising strategies.

Our aspiration is that this report provides valuable insights to all of our clients – individuals, families, corporations, charities and other for-purpose organisations. It is through quality research, tailored advice and access to our network that we fulfil our purpose to ‘give clients confidence to do what matters.’

To read The Bequest Report, Aotearoa New Zealand, CLICK HERE:

For more information or if you want to discuss how we can partner with you please contact your JBWere Advisory team or our Head of Philanthropic Services at john.morrow@jbwere.co.nz

We thank and acknowledge the voices in the field that are profiled in the Report. Ronald McDonald House Charities, The Fred Hollows Foundation NZ, The Salvation Army Momentum Waikato Community Foundation Malaghan Institute of Medical Research, Breast Cancer Foundation NZ, Tōtara Hospice, The Christchurch Foundation, KidsCan Charitable Trust, Wakatipu Community Foundation, Hato Hone St John, Royal NZ Society Prevention of Cruelty to Animals, Auckland Foundation, Diabetes NZ, and Heart Foundation NZ

We also acknowledge Public Trust for their contribution to the report.

And thank you to John McLeod as author, for your critical work in researching and delivering this report, with contributions from John Morrow.

Thank You to our Valued Partners & Sponsors

Thank You to our Valued Partners & Sponsors

 

Thank You to our Partners … 

We’d like to extend a huge ‘Thank You’ to our valuable Strategic and Chapter Partners, who support Educate Plus and the NZ Chapter in our activities and enable us to provide wonderful opportunities to our members and non-members.

We ask that you please consider supporting them, so that in turn, they can continue to support us. 

 

Thank You to our NZ Chapter Sponsors … 
 
 
Thank You to our Educate Plus Strategic Partners … 
 
 
 
Connect with Colleagues

Connect with Colleagues

 

Stay Connected …

Keep in contact with your fellow Advancement professionals to keep abreast of best practice, discover new approaches and technologies and gain valuable industry insights.

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