The document discusses strategies for schools to become more culturally competent and inclusive in their practices around diversity, advancement, and fundraising. It emphasizes recognizing differences in cultural groups to develop tailored approaches, known as segmentation stewardship. Several case studies are presented of how schools can implement segmented strategies for events, alumni outreach, annual fundraising, and recruiting to be more inclusive of different communities. The goal is for schools to shift from exclusive practices to building understanding and relationships across all constituencies.

1. McDonogh School
Rosetta Eun Ryong Lee
Seattle Girls’ School
Diversity and Advancement:
Reconciling New Philosophies and Old School Practices
Segmentation Stewardship
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

2. About Seattle Girls’ School
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

3. Culture [consists] primarily of the
symbolic, ideational, and intangible
aspects of human societies… It is the
values, symbols, interpretations, and
perspectives that distinguish one
people from another.
James A. Banks
What is Culture?
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

4. Dimensions of Identity and Culture
This model of identifiers and culture was created by Karen Bradberry and Johnnie Foreman for NAIS Summer Diversity Institute,
adapted from Loden and Rosener’s Workforce America! (1991) and from Diverse Teams at Work, Gardenswartz & Rowe (SHRM 2003).
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

5. Cultural Competency:
Many Models
Cultural competence is a set of
congruent behaviors, attitudes and
policies that come together in a
system, institution or individual and
enable that system, institution or
individual to work effectively in cross-
cultural situations.
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
Terry Cross

6. Cultural Competency: Key Elements
Value Orientation
Diversity as Value Added
Respect
Relationships
Equity
Thought Orientation
Knowledge
Awareness
Systems Thinking
Action Orientation
Consciousness Building
Capacity Building
Assessment
Adaptation
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

7. 21st Century Education and Excellence
 Critical Thinking
 Collaboration
 Communication
 Creativity
 Cosmopolitanism
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

8. An Educational Imperative
The Moral Case
The Academic Case
The Economic Case
Institution Excellence
Teacher Excellence
Student Excellence
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

9. From Exclusive to Inclusive:
Developmental Stages
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

10. Milton Bennett’s
Developmental Model of Intercultural Sensitivity
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

11. Process Pause
How is your school
approaching cultural
competency? Where
are your school’s
success and
challenge areas?
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

12. Old School Practices
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 90/10 Fundraising Pyramid
 Special Cultivation of Big Donors
 Big Ticket Events
 Recognition by Dollar Amounts
 One-Size Fits All

13. Culturally Competent Fundraising
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 Friend-raising before Fund-raising
 Anyone, Any Amount, Any Kind
 Smaller Checks from More People
 Mission-Based Cultivation of Big Donors
 Sliding Scale (or Free Ticket Events)
 Recognition by How Much it Hurts
 Vetting Fundraising Strategies Before the Launch
 Prepping Constituencies for the “Fancy Events”
 Don’t Assume People Can’t Pay
 Teach Independent School Culture
 Cultivate Border Crossers
 Advocate for Justice and Change

14. Communicating Effectively
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 The story of your school’s evolution
 The story of what your school has gained
 Getting the best students from all walks of life
 Preservation of core values
 Living the mission more authentically in the context of
the times
 Preparing youth for a different world
 Cultural competency as an imperative for success

15. You Win Some, You Lose Some
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

16. Process Pause
Is there anything new,
surprising, or
interesting in what
you’ve heard? What
are the opportunities
and challenges at your
school?
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

17. Segmentation Stewardship
Recognition of the unique
experiences, values, and wealth of
cultural groups. Creation of adaptive
approaches and specific practices that
best reach different cultural groups.
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

18. A Disclaimer
All generalizations are
inaccurate to a
degree. However,
they can be helpful.
There are many
individuals that vary
from the
generalizations in
each group.
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

19. Why Segmentation Matters:
Generational Differences
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 Baby Boomers value teamwork and
consensus. More trusting and loyal. They see
children as the school’s customer.
 Generation Xers and Millenials value efficiency
and quick service. They are entrepreneurial
and impatient, and they are steeped in
technology. They see themselves as the
school’s customer and see their gifts as
investments in the school’s present and future
welfare.
Helen Colson, Independent School Magazine

20. Why Segmentation Matters:
Class Differences
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
Owning Class Professional
Middle Class
Working Class
Values Values Values
• Being hard-working
• Being free to choose
• Being successful
• Being on the cutting
edge, a trend setter
• Being in charge
• Being responsible
• Being philanthropic
• Tradition
• Being brilliant
• Being ambitious
• Being successful
• Being competitive
• Being independent
• Change
• Progress
• Being generous
• Being kind hearted
• Being cooperative
• Being connected
• Stability
• Tradition
Felice Yeskel

21. Why Segmentation Matters:
Communities of Color
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 There is a growing trend for communities of color to give
at increasing rates and levels, particularly in “identity-
based philanthropy.”
 African-Americans give away 25 percent more of their
income per year than Whites.
 63 percent of Latino households now make charitable
donations.
 “People in marginalized communities feel a
responsibility to give because they know their people
are at risk. For those with more disposable income it
becomes a duty to give back, a moral obligation, to
support those in need.” Dr. Jeff Gardere
“Cultures of Giving: Energizing and Expanding Philanthropy by and for
Communities of Colors” W.K. Kellogg Foundation

22. Why Segmentation Matters:
First Generation IS Families
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 Admissions Processes
 Tuition
 Fees and Costs
 Annual Fund
 Capital Campaign
 Fundraisers
 Ticketed School Events
What’s with all the money I’m spending?

23. Process Pause
Is there anything
new, surprising, or
interesting in what
you’ve heard so far?
In what ways have
you utilized
segmentation
stewardship at your
school?
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

24. Segmentation Case Study:
Alumni of Color Events
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 Acknowledgment of In-School Experiences
 Connecting with “Next Generation”
 Celebrating Post-School Successes
 Showcasing the Evolution of the School
 Re-Engagement
 Friend-Raising before Fund-Raising

25. Segmentation Case Study:
Annual Fund Kick-Off
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 Community Building Spirit
 Food and Fun
 Explanation of Annual Fund
 Ways to Give
 Participation over Amount
 Online, Mailing, and Person-to-Person

26. Segmentation Case Study:
Family Bridge
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 Overcoming
– Language Barriers
– Lack of Information
– Students as Couriers of Information
– Timing for Working Families
– Distance to Travel for Events
– Dinner and Child Care
 Creating Space for Feedback
 Building Affinity, Critical Mass, and Ownership

27. Segmentation Case Study:
Branding and Communities of Giving
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 Anti-Bias and Social Justice Fund
 Women Empowerment and Women’s Funding Alliance
 Girls in STEM and AAUW
 Diversity in Action and LGBT Giving Network

28. Segmentation Case Study:
Targeted Independent School Fairs
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 Collaboration of IS
 Families of Color
 New to Independent Schools
 Lower Intimidation Factor
 Increase Relationship Factor
 Application Coaching
 Financial Aid Coaching
 Invitation to Open Houses

29. Segmentation Takeaways
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)
 Shifting the Fundraising Pyramid
 Cultural Competency in Admissions, Development, and
Communication
 Empowering to “Reach Out to Their Own”
 Willingness to “Lose Some Folks”
 Investing Now for Future Payout
 Distinguishing Behaviors
 More Footwork and Authentic Relationships
 Mission Driven Advancement

30. Process Pause
Is there anything new,
surprising, or
interesting in what
you’ve heard? What
are the opportunities
and challenges at your
school?
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

31. Final Questions or Comments?
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)

32. Presenter Information
Rosetta Eun Ryong Lee
6th Faculty and
Professional Outreach
Seattle Girls’ School
2706 S Jackson Street
Seattle WA 98144
(206) 805-6562
rlee@seattlegirlsschool.org
http://tiny.cc/rosettalee
Rosetta Eun Ryong Lee (http://tiny.cc/rosettalee)