Day 1, Monday, February 15

Noon-1:00
Registration

1:00-1:30
Welcome and Introductions

1:30-2:30 PM
The Art and Soul of Philanthropy
A common sense approach to development. This session sets the stage for the conference by examining the vocabulary of development, redefining familiar terms like fundraising, donation and solicitation. We will consider philosophical and practical thoughts about development, concluding with a quick tour through the Development Cycle.
Presenter: Donald R. Gray, Vice President, Retired, University of Wisconsin Foundation, University of Wisconsin, Madison

2:45-3:45
Role of the Dean in Successful Development
The dean has a special role in successful development, including designing the case for support, deepening the engagement of top potential givers and participating in all phases of the Cycle. This session highlights important areas of development for deans and includes ideas and strategies to keep in mind throughout the rest of the conference and beyond.
Presenters: Douglas G. Stewart, Senior Consultant & Co-Leader, Health Sciences Practice Group, Marts & Lundy and Edward J. Kvet, Provost & Vice President, Academic Affairs, Loyola University New Orleans

4:00-5:00
Creating Joyful Givers
Moving a prospective giver from the initial contact to "the ask" takes patience and creativity. When done well, this can create an environment that will make the prospect a donor for life.
Presenter: Penelepe Hunt, Vice Chancellor for Development, University of Illinois at Chicago, Senior Vice President, University of Illinois Foundation

5:00-6:30
Networking Reception
Join the faculty and your colleagues at this networking reception. Complimentary hors d'oeuvres and cash bar.

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

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Day 2, Tuesday, February 16

7:30-8:30 AM
Continental Breakfast

8:30-9:30
Advisory Boards
Many deans find that an active and engaged advisory board is a key component of successful development programs. But what are the actual benefits, and what kind of staffing and planning are necessary to create and nurture your advisory board for development purposes? Find out at this session.
Presenter: Douglas G. Stewart, Senior Consultant & Co-Leader, Health Sciences Practice Group, Marts & Lundy

9:45-10:45
Making the Artful Ask
The "ask" is one of the smallest parts of the development cycle, yet one that is critically important and causes the greatest anxiety. When the development cycle is successful, the "ask" will be artfully done and should be a natural and enjoyable part of the process for everyone involved.
Presenter: Penelepe Hunt, Vice Chancellor for Development, University of Illinois at Chicago, Senior Vice President, University of Illinois Foundation

11:00 AM-NOON
Elective Sessions (choose one)

• Managing Prospects (repeated at 9:45 AM on Wednesday)
  Some of the major issues in development at our universities and colleges are the questions "Who is assigned each major prospect?", "How do we manage the process?" and "Who has the privilege of contacting whom"? Finally-a rational approach to all these pivotal and divisive questions.
• Clinic on Advisory Boards
  An informal and interactive Q&A/discussion session following up on the 8:30 Advisory Boards session. Participants can raise their own challenges and share experiences with others on issues related to forming and working with advisory boards.
• How a Dean Plans for Development
  Strategic planning for development is similar to academic strategic planning, but there are also differences. Which of your priorities are best suited to private funding? Who are these givers likely to be? What resources will you need? Find out at this session.

12:15-1:45 PM
Luncheon and Plenary Session:
The Dream Team
Hear from a dean and development officer "dream team" about how they collaborate, how they divide up and coordinate the work of development, and what they value in each other personally and professionally.

2:00-3:00
Elective Sessions (choose one)

• Artful Ask Workshop (repeated at 3:15 PM today)
  Building on the concepts addressed during the Making the Artful Ask session, we will discuss the steps necessary to build our confidence and to best position ourselves for success in face-to-face solicitation.
• Campaign Fundamentals
  Campaigns seem ubiquitous and continuous. This session provides an overview of the basic elements of campaigns and discusses the unique and critical roles of deans and others in campaigns.
• Corporate and Foundation Development (repeated at 3:15 PM today)
  This session will provide an overview of the corporate and foundation funding landscape, a quick review of the cycle of development as it relates to corporations and foundations, and conclude with real life case studies of corporate and foundation gifts, with discussion of strategies employed and lessons learned.
• Ethical Issues in Development
  Ethical issues are more top-of-mind than ever in development. Transparency, accountability and the highest ethical standards of personal and institutional conduct are vital to our success. Review ethical issues related to our work in development and consider the tools and approaches we use to ensure we all remain on the highest ethical ground.

3:15-4:15
Elective Sessions (choose one)

• Corporate & Foundation Development
  This session will provide an overview of the corporate and foundation funding landscape, a quick review of the cycle of development as it relates to corporations and foundations, and conclude with real life case studies of corporate and foundation gifts, with discussion of strategies employed and lessons learned.
• Artful Ask Workshop
  Building on the concepts addressed during the Making the Artful Ask session, we will discuss the steps necessary to build our confidence and to best position ourselves for success in face-to-face solicitation.
• Open Discussion for Deans
• Open Discussion for Development Officers

4:15
Conference Adjourns for the Day
Dinner on your own

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Day 3, Wednesday, February 17

7:30-8:30 AM
Continental Breakfast

8:30-9:30
Showing Gratitude
Good "stewardship" of gifts and donors is important, not only because it is the right thing to do, but because it is a part of the continuing cycle of development that leads to the next gift. It goes beyond saying "thank you." Explore creative ways to show the transformative impact of major gifts.

9:45-10:45
Elective Sessions (choose one)

• Managing Prospects
  Some of the major issues in development at our universities and colleges are the questions "Who is assigned each major prospect?", "How do we manage the process?" and "Who has the privilege of contacting whom"? Finally-a rational approach to all these pivotal and divisive questions.
• Discussion on Fundraising and Development for Colleges of Arts & Sciences
  At many institutions, colleges of arts and sciences are among the largest units on campus in terms of students and alumni, but their wide array of academic programs-often ranging from humanities and social sciences to the physical and life sciences and beyond-can present challenges. Hear from a successful dean and development director team about how they approach these challenges for successful development.
• Discussion on Fundraising and Development for Professional Schools
  Professional schools present both advantages and challenges for development. In this session you will hear from a successful dean and development manager about how they plan and achieve results in professional school settings. The small group format will allow participants to share informally with each other.

11:00 AM-NOON
The Mystical Mingling: Characteristics of the Development Team
Good development requires the active participation of many people. Who are the main players on your development team, where does the dean fit into the team, and what are some of the important personality traits and characteristics that make for good and successful development?

NOON
Conference Adjourns

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