Day 1, Tuesday, April 27

NOON-1:00 PM
Registration

1:00-1:30
Welcome and Conference Overview

• Faculty introductions
• Participant introductions and expectations
• Assumptions and expectations of participants
• Overview of conference agenda

1:30-2:30
Phase 1-The Initiation Phase: Assess, Prepare, Organize, Plan

• Assessing campaign readiness (leadership briefing dinners, prospectus, feasibility study, development staff readiness, analyzing donor potential, etc.)
• Engaging university leadership
• Ensuring that board leadership and commitment is strong
• The campaign plan (timeline, budget, technology, staffing, policies, reporting)
• Setting campaign priorities/institution-wide strategic planning
• Soliciting donors who are ready
• Strengthening office infrastructure
• Strengthening major gift program
• First draft of campaign budget/develop campaign funding model

2:45-4:00
Phase 2-The Silent (Nucleus) Phase: Secure Leadership Gift Commitments

• Principal and leadership gift solicitations-focusing on the top of the giving pyramid
• Campaign leadership recruitment
• Developing a campaign counting policy
• Constituent campaign plans
• Communications plans
• Campaign leadership recruitment
• Developing campaign collateral: Case statement(s)
• Engaging volunteers
• Recruiting campaign volunteer structure
• Planning for the kick-off/public announcement

4:15-5:30
Phase 2-The Silent/Nucleus Phase (continued)

5:30-6:30
Networking Reception

6:30
Conference Adjourns for the Day
Dinner on your own

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Day 2, Wednesday, April 28

8:00-9:00 AM
Continental Breakfast

9:00-10:15
Phase 3-The Public Phase: Announce

• Kick-off celebration; announce campaign goal; announce largest gift
• Produce and distribute formal case statements
• Major gift solicitations-focus on gifts of this size ($25K-$500K) will increase during this phase
• Provide stewardship and recognition for nucleus phase donors
• Regional kick-offs/celebrations
• Monitor campaign plan and make adjustments
• Introduce discovery program

10:30-11:45
Phase 4-Conclusion: Wrap Up, Celebrate, Transition

• Public phase continues
• Continue to identify, cultivate and solicit major gift prospects
• Determine who will be resolicited and implement
• Focus on priorities that are not fully subscribed
• Planning/prioritization for post campaign fundraising
• Plan for announcing and celebrating success
• Recognize volunteers and donors
• Campaign celebration
• Measures of success

11:45 AM-1:15 PM
Lunch On Your Own

1:15-2:30
Campaign Staffing Issues

• The new workforce
• Recruiting and retaining quality staff in challenging economic times
• Demonstrating the value proposition

2:45-4:00
Managing and Inspiring Top Donors and Volunteers in a Campaign

4:00-5:00
Faculty Firing Line

5:00
Conference Adjourns

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