Day 1, Wednesday, June 9

7:30-8:30 AM
Registration and Continental Breakfast

8:30-9:00
Welcome & Orientation

9:00-10:30
Concepts, Requirements and Organization for Relationship-Based Fundraising
Nurturing a relationship to inspire the largest gifts of a lifetime differs substantially from the rest of major gift fundraising. Examine the requirements, concepts and organization that distinguish this person-centered aspect of fundraising from traditional major gift fundraising.

10:45 AM-12:15 PM
The Changing Environment for Ultimate Giving
Changes in our society are altering the environment for fundraising. Explore the demographic, financial, social and political changes that are having the greatest impact on giving and find out what you and your institution can do to take advantage of the opportunities these changes present.

12:15-1:45
Lunch on your own

1:45-3:15
Integrating Relationship Based-Fundraising Across Your Institution
To be effective, relationship-based fundraising must be integrated and coordinated with the rest of an institution's fundraising. Explore how to organize, manage, staff, equip, support and coordinate the integration of relationship-based fundraising and discuss some of the challenges you will encounter.

3:30-5:00
A Conversation with Volunteers and Philanthropists

5:30-6:30
Networking Reception

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

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Day 2, Thursday, June 10

8:00-8:30 AM
Continental Breakfast

8:30-10:00
The Role of the Fundraising Professional
As frontline fundraisers, it is our responsibility to build relationships with people whose support is critical to our institutions. The way we do this work is both visible and important. However, everything we know about what motivates individuals to make large gifts tells us our most powerful role is as a facilitator. In this session Rebecca Tseng Smith goes beyond principles of relationship fundraising and describes the practice from a personal point of view.

10:15-11:45
Partners in Philanthropy: Helping Your Institution Build Extraordinary Relationships
True partnerships result when we accept and respond to the full spectrum of what our donors have to offer. Hear some examples of how key partners have transformed the institutions Ron Schiller has led and how he worked with trustees, presidents and deans to prepare those institutions to work with extraordinary philanthropists.

11:45 AM-1:30 PM
Lunch on your own

1:30-3:00
Structuring the Ultimate Gift
Explore which gift planning options are most effective in today's environment and why. Case studies based on actual six- and seven-figure gifts lead participants to a greater understanding of which plans may be most effective for a particular donor in light of their wealth, family obligations, the motivation for their gift, uncertainty about estate taxes and other factors.

3:15-4:15
Elective Sessions (choose one; repeated on Thursday)

• Facilitating Ultimate Giving
  This session will be an in-depth discussion of structuring the ultimate gift; taking theory to practice.
• More on the Role of the Fundraising Professional
  This session serves as a follow-up conversation to this morning's session.
• Introduction to Flexible Endowments
  Flexible endowments can help givers make major gifts years earlier than might otherwise be prudently possible. They offer an institution the same immediate benefits that any other endowment gift provides, while allowing the giver to defer turning over the principal. They are a particularly valuable method of giving for institutions in a fundraising campaign. Because they are not based on the tax codes, they are frequently overlooked by attorneys and accountants offering advice on gift planning.
• Working with Philanthropic Partners
  Discuss how to build on "partners in philanthropy."
• More on Integrating Relationship-Based Fundraising
  This session will be a dialogue, allowing the group to dive deeper into the nuts and bolts of integrating the critical focus on relationship building each day.

4:30-5:30
Discussion with the Faculty
Take this opportunity to talk with the faculty about ideas presented at the conference thus far and to share your own experience with relationship-based fundraising.

5:30
Conference Adjourns for the Day
Dinner on your own

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Day 3, Friday, June 11

7:45-8:30 AM
Continental Breakfast

8:30-9:45
Elective Sessions (choose one, repeated at 10:00 AM)

• Facilitating Ultimate Giving
  This session will be an in-depth discussion of structuring the ultimate gift; taking theory to practice.
• More on the Role of the Fundraising Professional
  This session serves as a follow-up conversation to this morning's session.
• Introduction to Flexible Endowments
  Flexible endowments can help givers make major gifts years earlier than might otherwise be prudently possible. They offer an institution the same immediate benefits that any other endowment gift provides, while allowing the giver to defer turning over the principal. They are a particularly valuable method of giving for institutions in a fundraising campaign. Because they are not based on the tax codes, they are frequently overlooked by attorneys and accountants offering advice on gift planning.
• Working with Philanthropic Partners
  Discuss how to build on "partners in philanthropy."
• More on Integrating Relationship-Based Fundraising
  This session will be a dialogue, allowing the group to dive deeper into the nuts and bolts of integrating the critical focus on relationship building each day.

10:00 - 11:15
Elective sessions (choose one)

• Facilitating Ultimate Giving
  This session will be an in-depth discussion of structuring the ultimate gift; taking theory to practice.
• More on the Role of the Fundraising Professional
  This session serves as a follow-up conversation to this morning's session.
• Introduction to Flexible Endowments
  Flexible endowments can help givers make major gifts years earlier than might otherwise be prudently possible. They offer an institution the same immediate benefits that any other endowment gift provides, while allowing the giver to defer turning over the principal. They are a particularly valuable method of giving for institutions in a fundraising campaign. Because they are not based on the tax codes, they are frequently overlooked by attorneys and accountants offering advice on gift planning.
• Working with Philanthropic Partners
  Discuss how to build on "partners in philanthropy."
• More on Integrating Relationship-Based Fundraising
  This session will be a dialogue, allowing the group to dive deeper into the nuts and bolts of integrating the critical focus on relationship building each day.

11:30 AM-NOON
Key Elements to Take Away from this Conference
Conference faculty will highlight and summarize key elements of their presentations and suggest some initiatives for you to consider when you return to your campus.

NOON
Conference Adjourns

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