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Can't attend the Annual Conference for Corporate & Foundation Relations Officers? Now you can with CASE Simulcast—a live, interactive video broadcast that will allow you to engage in conference sessions in real time-from the comfort of your office.
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2:30-4:00PM ET (90 minutes)
Gift or Grant? A Taxing Issue Resolved!
A timeworn topic on the CFRnet listserv and at past CFR conferences is the gift vs. grant question. Why all the confusion? Because sponsored research offices use the same words as development staff, but with different meanings. Grant-makers and academics overlay definitions of their own. Even the CASE Reporting Standards & Management Guidelines confuse the issue. Only one question matters in determining if an award is a gift: Is it charitable under federal tax law? Budget restrictions, schedules, reporting and deliverables are irrelevant. The IRS rules are the gold standard. Fortunately, they are the easiest to understand. This session covers the issue from the perspectives of public, private, major-research and moderate-research institutions.
Speakers: Dennis Alexander, Director of Foundation Relations, Texas Christian University; Shaun Brenton, Associate Vice President, Corporate Relations, Arizona State University Foundation; Tamara Deuser, Assistant Vice President, Research Operations, Office of Knowledge Enterprise Development, Arizona State University; and Patricia Gregory, Assistant Vice Chancellor and Executive Director, Medical Corporate Foundation Relations, Washington University in St. Louis
4:15-5:30PM ET (75 minutes)
From Information to Intelligence
This session provides an in-depth look at how one university foundation, serving three diverse campuses, runs their corporate and foundation prospect research shop. Attendees will leave the session with a concrete plan for incorporating CFR intelligence research into their organization. Discuss resources and strategies for business intelligence (BI) including: competitive intelligence (CI) research for nonprofit organizations, CFR data collection and using new technology for prospect identification. Topics include industry research, social media, international research and relationship data and mapping. We will also look at trends in prospect research services from reputation monitoring to visual data and predictive analytics. The session will conclude with tips for adapting CFR data to fundraising databases, working with students and support staff and CFR portfolio review and management.
Speaker: Erin Miller, Senior Research Specialist, CFR, University of Illinois at Urbana-Champaign
8:30-9:45AM ET (75 minutes)
Five Elements of a Successful 21st Century University Corporate Relations Program
Corporations no longer consider themselves to be simply donors to academia; they consider themselves to be investors and business partners. This premise impacts how university corporate relations programs approach and interact with companies. The Network of Academic Corporate Relations Officers (NACRO) issued a white paper in August 2011 discussing the five essential elements of a successful corporate relations program. A panel of corporate relations representatives from a variety of institutions-from large to small, public and private, large corporate relations teams and smaller teams-discuss how they are embracing the five elements, while respecting the uniqueness of their particular institution.
Speakers: Elizabeth Francis, Director, Corporate & Foundation Relations, Brown University; Sacha Patera, Associate Director, Corporate Relations, Northwestern University; and Cathy Sweet-Windham, Vice President, Institutional Advancement, University of Maryland University College
Session Designer: Lorena McLaren, Associate Director of Corporate & Institutional Partnerships, Carnegie Mellon University and Co-President, NACRO
1:00-2:15PM ET (75 minutes)
Corporate Support and Influence: STEM Education
Rising Above the Gathering Storm: Energizing and Employing America for a Brighter Economic Future warned us that our nation is at imminent risk of losing its competitive advantage in the fields of science, technology, engineering and mathematics (STEM). Fewer young people are entering STEM professions each year, and educators are struggling with how to address this growing crisis. Many corporations have stepped up in big ways to invest in solutions to the erosion of America's innovative and technologically proficient workforce. This session features representatives from major corporations to answer your questions about what their significant investments have done to date to impact STEM education, how they perceive the current situation and what they expect from their university partners going forward to solve this deepening crisis.
Speakers: Kim Admire, Corporate Vice President, Diversity, Inclusion and Equal Opportunity Programs, Lockheed Martin; Truman Bell, Program Officer, Higher Education, Matching Gifts & Volunteer Involvement Programs, ExxonMobil Foundation; and Marilyn Reznick, Executive Director, Education Leadership, AT&T
8:00-9:15AM ET (75 minutes)
Strategic Impact, Return on Investment and Accountability: Moving Your Organization from Cliché to Reality
As corporate and foundation fundraising professionals, sometimes we find ourselves struggling to create a grant appeal in the context of the ever-changing paradigm and characteristics of a fundable appeal to support our institution's programs. In turn, the goal of the program officer is to quantify success and impact as well as develop irrefutable evidence that a program achieves (or doesn't achieve) what is proposed. But does this focus on numbers and measurement truly translate into deeper partnerships? Is there an over-reliance on accountability? Does the need for data generation lessen the potential innovative power the project was hoping to spur? What is the philanthropic community really looking for from higher education and why? Join four philanthropic professionals to discuss metrics, accountability and evaluation, to truly increase our understanding of what our grantmaking colleagues need for their constituencies while building a stronger case for the value proposition foundation and corporate support of higher education.
Speakers: Tom Kelly, Associate Director, Evaluation, Annie E. Casey Foundation; Shelley Maddex, Senior Director of Foundation Relations, University of California, Davis; and Suzanne Walsh, Senior Program Officer, Bill & Melinda Gates Foundation
9:30-10:45AM ET (75 minutes)
Finding the Right Fit: Best Practices for Managing Strategic Approaches to Funders
As more corporations and foundations restrict the number of proposals a college or university may submit per year, working on a large campus or within a university system can be frustrating for administrators, development officers and corporate and foundation gift officers. It can also be confusing for prospective institutional (foundation and corporate) donor prospects. Learn how three seasoned professionals from very different campuses, two within the same system, manage and propose coordinated solutions for the solicitation of foundations and corporations. Each presenter will provide specific examples of how he or she weighs such considerations as responsiveness to funders' interests, university and college fundraising priorities, unique strengths of the institution and collaborative opportunities across campus to develop innovative strategies for success.
Speakers: Nicholas Duke, Director, Corporate & Foundation Relations, University of Virginia; Thomas Galyean, Director of Corporate and Foundation Relations, The University of Virginia's College at Wise; and Gail Giebink, Executive Director, Interim, Corporate and Foundation Relations, University of Texas at Austin
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