Day 1, Monday, June 6

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

8:30-9:00
Welcome and 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
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.

12:15-1:45
Lunch on your own

1:45-3:15
The Changing Environment for Ultimate Giving
Changes in our society are altering the fundraising environment. Explore the demographic, financial, social and political changes that are having the greatest impact on giving and learn what you and your institution can do to take advantage of the opportunities these changes present.

3:30-5:00
Talk Back: Examining Key Concepts from the Day
Discuss ideas presented in the first three sessions and explore how they fit at your institution.

5:30-6:30
Networking Reception

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

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Day 2, Tuesday, June 7

8:00-8:30 AM
Continental Breakfast

8:30-10:00
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 plan. Learn how to organize, manage, staff, support and coordinate the integration of relationship-based fundraising and identify some of the challenges you will encounter.

10:15-11:45
The Role of the Fundraising Professional

As fundraisers working with our institutions' most capable donors, we play a critical role. Our work with these important individuals requires skills and experience, but even more importantly, a deep understanding of what motivates someone to give the gift of a lifetime and what we can do to support this process. Rebecca Tseng Smith describes this practice from a personal point of view.

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

1:30-2:30
Authentic Communication with Institutional Partners
Our communications with individuals who are closely affiliated with our institution as donors and volunteers leaders, need to reflect that closeness. While our first responsibility is to represent our institution, our communications should be more than simply "institutional." Additionally, we work with individuals with views different from our own and in some cases in conflict with some of those of our institution. What is the right way to bridge this gap? This is a complicated issue but one which we believe can be informed by a consistent, donor-centered approach.

2:45-4:15
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.

4:30-5:30
A Conversation with Dave Dunlop
Dave Dunlop, retired senior development officer at Cornell University, will offer his thoughts on the original thinking behind personalized fundraising, the creation of the first principal gifts programs and how development work has evolved over the years.

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

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Day 3, Wednesday, June 8

7:45-8:30 AM
Continental Breakfast

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

• Facilitating Ultimate Giving
  An in-depth discussion of structuring the ultimate gift and taking theory to practice.
• Listening Skills Required of the Fundraiser
• Working with Philanthropic Partners
  This discussion will build on the ideas presented in the Partners in Philanthropy session.
• More on Integrating Relationship-based Fundraising
  This dialogue allows 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
  An in-depth discussion of structuring the ultimate gift and taking theory to practice.
• Listening Skills Required of the Fundraiser
• Working with Philanthropic Partners
  This discussion will build on the ideas presented in the Partners in Philanthropy session.
• More on Integrating Relationship-based Fundraising
  This dialogue allows 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 campus.

NOON
Conference Adjourns

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