Asia-Pacific Institute in Educational Fundraising

Programme

Reference Program--Schedule at-a-glance

Monday 25 October:

09:00 - 11:30
Registration and refreshments

11:30 - 12:30
Welcome

12:30 - 13:40
Tutorial 1 and working lunch

13:40 - 13:45
Refreshment break

13:45 - 15:15
Elective One Choose one from:

• What to focus on when starting a development programme
  Dave Shepherd, Director of College Advancement, United World College of South East Asia
• Building alliances with other disciplines in support of the DO
  Ann Badger, Director of College Advancement, Ormond College, University of Melbourne
• Fundraising in Difficult Economic Times
  Lorna Somers, Director of Development, McMaster University and Vice President, McMaster University Foundation
• Prospect tracking and management
  Alan Watkinson, Director of Advancement, Trinity College, University of Melbourne

15:15 - 15:45
Refreshment break

15:45 - 17:15
Elective Two Choose one from:

• Cultivating prospective major donors
  Sue Cunningham, Director of Development, University of Oxford
• Communication in support of fundraising
  Clare Pullar, Pro Vice Chancellor (Advancement|), University of Queensland
• Direct marketing fundamentals
  Bob Burdenski, Principal, Robert Burdenski Annual Giving
• Staff: recruiting, retaining, goal-setting, evaluating
  Jo Agnew, Director¸Agnew Associates, Australia

17:15 - 18:30
Tutorial 2

18:30 - 19:00
Refreshment break

19:00
BBQ dinner on the terrace at Mt Eliza

 

Tuesday 26 October:

07:00 - 07:30
Tai Chi (optional)

07:30 - 08:30
Breakfast

08:30 - 10:00
Plenary - Annual Giving
Bob Burdenski, Principal, Robert Burdenski Annual Giving and
Alan Watkinson, Director of Advancement, Trinity College, University of Melbourne

10:00 - 10:30
Refreshment break

10:30 - 11:30
Plenary continues - Annual Giving

11:30 - 12:15
Tutorial 3

12:15 - 13:15
Lunch

13:15 - 14.45
Elective Three Choose one from:

• How to make a successful prospect call
  Sue Cunningham, Director of Development, University of Oxford
• Trust & Foundation and Corporate Fundraising: Getting the Givers to Give
  Lorna Somers, Director of Development, McMaster University and
  Vice President, McMaster University Foundation
• Working cross-culturally in Asia/Asian opportunities
  Dave Shepherd, Director of College Advancement,
  United World College of South East Asia
• Building a culture of asking and giving
  Ann Badger, Director of College Advancement, Ormond College, University of Melbourne and Joanna Motion, Vice President, International Operations, CASE

14.45 - 15:15
Break

15:15 - 17:30
Plenary - Ethics
Assoc. Professor Rufus Black, Master, Ormond College, University of Melbourne

18:00 - 18:30
Transportation to the Morning Star Estate

18:30 - 20:00
Wine tasting reception at Morning Star Estate

20:00 - 20:30
Return to Mt Eliza

20:30
Dinner at Mt Eliza (Main dining room)

 

Wednesday 27 October:

07:00 - 07:30
Tai Chi (optional)

07:30 - 08:30
Breakfast

08:30 - 10:00
Plenary - Major Gifts
Jo Agnew, Director¸Agnew Associates, Australia and
Sue Cunningham, Director of Development, University of Oxford

10:00 - 10:30
Refreshment break

10:30 - 11:30
Plenary continues

11:30 - 11:45
Group photograph at the front of the house

11:45 - 12:45
Tutorial 4

12:45 - 13:30
Lunch

13:30 - 15.00
Elective 4 Choose one from:

• Working with Volunteers: The Good, the Bad, and the...Curious
  Lorna Somers, Director of Development, McMaster University and Vice President, McMaster University Foundation
• Using new media and social networking
  Bob Burdenski, Principal, Robert Burdenski Annual Giving
• Stewardship and donor relations
  Ann Badger, Director of College Advancement, Ormond College, University of Melbourne
• Working with institutional leadership
  Clare Pullar, Pro Vice Chancellor (Advancement), University of Queensland

15:00 - 15:30
Refreshment break

15.30 - 17:00
Elective Five  Choose one from:

• Telephone campaigns
  Bob Burdenski, Principal, Robert Burdenski Annual Giving
• Internal policies and procedures and what to do when you get a gift
  Alan Watkinson, Director of Advancement, Trinity College, University of Melbourne
• The grant process (writing, follow up, evaluations)
  Jo Agnew, Director¸Agnew Associates, Australia
• Business Etiquette: From Pod to Penthouse
  Lorna Somers, Director of Development, McMaster University and Vice President, McMaster University Foundation

17:05 - 17:20
Project briefing
Dave Shepherd, Director of College Advancement,
United World College of South East Asia

17.25 - 18:00
Tutorial 5: Project

18.45
Project work & dinner at Mt Eliza.  

 

Thursday 28 October:

07:00 - 07:30
Tai Chi (optional)

07:30 - 08:30
Breakfast

08:30 - 10:00
Plenary - "Daring Deeds of Great Buccaneers" or The Courageous Exploits of the Absolutely Bodacious Campaign
Clare Pullar, Pro Vice Chancellor (Advancement|), University of Queensland and
Lorna Somers, Director of Development, McMaster University and Vice President, McMaster University Foundation

10:00 - 10:30
Refreshment break

10:30 - 11:30
Plenary continues - Campaigns

11:30 - 12:30
Tutorial 6

12:30 - 13:30
Lunch

13:30 - 15:00
Elective Six  Choose one from:

• Actively asking (with role play)
  Sue Cunningham, Director of Development, University of Oxford and Joanna Motion, Vice President, International Operations, CASE
• Anniversaries and special milestone events
  Alan Watkinson, Director of Advancement, Trinity College, University of Melbourne
• Project ID and prioritisation and making the case for support
  Dave Shepherd, Director of College Advancement, United World College of South East Asia
• Career planning and plotting
  Jo Agnew, Director¸Agnew Associates, Australia

15:00 - 15:30
Break

15:30 - 18:30
Final tutorial group presentation preparation

16:30 - 18:45
Presentations before judging panel

19:15 - 19:45
Pre dinner drinks and Canapés

19:45
APIEF dinner

 

Friday 29 October:

09:00 - 11:00
Plenary - Bequests/Legacies
Ann Badger, Director of College Advancement, Ormond College, University of Melbourne

11:00 - 11:15
Refreshment break

11:15 - 12:15
Tutorial 7

12:15 - 12:30
Refreshment break

12:30 - 13:15
Two of the Best group presentation and closing plenary

13:15 - 14:30
Farewell lunch