Day 1

Day 2

Day 3

Day 1, Wednesday, June 5

NOON-1:00 PM
Registration

1:00-1:30
Welcome and Faculty Introductions

1:30-2:30
Why People Give: The Motivating Factors and Psychology of Giving
Philanthropy etymologically means the "love of humanity." It is an emotional act that can be found in all of us—some more than others. Learn more about the psychology of giving and discuss the motivating factors that drive this behavior.

2:45-3:45
Breakout Group Discussions
Join your peers in a breakout group structured to discuss the issues you are currently dealing with at your institution.

• Public Institutions
• Large Private Institutions
• Small Private Institutions
• Professional and Graduate Institutions

4:00-5:00
Elective Sessions (choose one)

• Strategic Planning: A Quick and Effective Method
  Learn how to create a useful strategic plan for your office, whether you have one person or 20 staff members. Learn a method to address long- and short-term needs, get buy-in from management and make a manageable, reasonable plan—whether or not your institution has a larger strategic plan.

• Revamp Your Gift Club: The University of Arizona
  Making changes to giving clubs is never easy, but is often necessary. Review the processes the University of Arizona undertook to do just that and discuss the practical and philosophical choices that were made.

• Managing in a Decentralized Environment
  Who is in charge of what, when and where at an institution with central and decentralized operations? Learn how to achieve a successful stewardship and donor relations program that provides quality services and deliverables for donors.

5:00-6:00
Networking Reception
Join conference faculty and colleagues to network and kick off the conference. Enjoy complimentary hors d'oeuvres and cash bar. Don't forget to bring your business cards.

6:00
Conference Adjourns for the Day
Dinner on your own

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Day 2, Thursday, June 6

8:00-9:00 AM
Continental Breakfast

9:00-10:15
Morning General Session

10:30-11:30
Elective Sessions (choose one)

• The Forgotten Ones: Annual and Planned Giving Donors
  Annual giving donors make up more than 90 percent of our constituent pool and planned giving donors compose up to 1/3 of our gift revenue. Why are both donors so often forgotten when it pertains to stewardship? Take a fast-paced review of the challenges, but more importantly discuss possible solutions and impactful new programs.

• How to Measure Value of Your Donor Relations Team
  Stewardship and donor relations practitioners know their work internally and with donors is both an integral and strategic component of the overall gift cycle. But how to convey that impact in metrics and in language fundraisers will appreciate can be a challenge.

• Professional School Stewardship
  They come to our institutions for an advanced degree and their experience is different than that of an undergraduate. So it begs the question, should we steward professional school donors in the same way? Learn how the University of California, Davis School of Law has built a strong stewardship program for its donors.

11:30 AM-1:00 PM
Lunch On Your Own

1:00-3:30
Life Cycle of a Campaign
Campaigns have become our organizations' lifeblood. We are all either planning one, in one, or about to end one and often we don't know what it's going to take from a donor relations perspective. During this session we are going to cover all of the elements that you and your organization should consider during the planning, implementation and conclusion of a campaign.

4:00-5:00
Elective Sessions (choose one)

• Leveraging the Mindset Difference Between Donor Relations and Frontliners
  The difference in the mindset and work styles between donor relations and frontliners can be frustrating, or it can be a way to create fundraising success. Discuss how to help donor relations teams and fundraising teams work together to use their differences to inspire donor-centered magic.
• Creating Events Donors Want to Attend
  Donors come in every shape and size as do the events they will find meaningful. Discuss how events can be a powerful stewardship and cultivation tool.
• Building Relationships Across Campus
  No stewardship/donor relations team is an island. Partnerships across the institution are essential for us and for our donors. But are some relationships more important than others? Learn how to creatively strengthen key alliances and develop advocates who can help support stewardship/donor relations best practices.

4:30
Conference Adjourns for the Day
Dinner On Your Own

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Day 3, Friday, June 7 

8:00-9:00 AM
Continental Breakfast

9:00-10:00
Elective Sessions (choose one) 

• Compliance: The Credibility Factor
  We can acknowledge a gift, recognize the donor for the gift and maybe even celebrate the gift, but if we cannot ensure that the funds are spent according to donor intent, we lose all credibility. Find out how and why we need to make this a priority.
• Impact Reporting
  Donors should expect to see the return on their philanthropic investment in a transparent, measurable and engaging way. Hear about some standard and enhanced approaches to providing just that message.
• E-Stewardship: Harnessing the Power of Bits and Bytes to Keep Donors Happy
  This discussion of virtual stewardship will cover the different types of e-stewardship, how to decide which ones to use, staffing, privacy and how to keep up with changing technology.

10:15-11:30
TED Stewardship Lessons: Ideas Worth Spreading
In the spirit of TED's mission of spreading great ideas, our faculty will provide short topic specific lessons on hot stewardship issues we all are or will face.

11:30 AM-NOON
Conference Wrap-Up

NOON
Conference Adjourns

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