Conferences & Training
Program - Institute for Senior Annual Giving Professionals

Day 1
Day 2
Day 3

 

Day 1, Wednesday, Jan. 17

NOON-1:00 PM
Registration

1:00-1:15
Conference Welcome

1:15-2:30
This Morning's New Trends in Annual Giving
Conference chair and CASE author Bob Burdenski provides a rapid-fire look at the latest development in annual giving fundraising, including the latest on giving channels, methods and messages. In addition, he'll introduce this year's institute faculty and preview the conference sessions to come.

2:45-4:00
Elective Sessions (choose one)

  • The Goldfish Conundrum: Effective Multichannel Annual Giving
    Our constituents' attention spans are getting shorter and the competition for their attention is higher than ever. How do we keep our institutions at the forefront in a way that is manageable for our human and financial resources? Learn how to implement a scalable and effective multichannel approach to solicitation and stewardship using all the tools in our annual-giving toolkit (the old and the new).

  • Engaging Helicopters: Parent Giving Strategies

  • The Language of Annual Giving: The State of the Case-for-Support and Today's Annual Giving Brand
    What's the difference between charitable support and philanthropic support? How do themes of gratitude, nostalgia, affinity, peer pressure, specificity and urgency all impact a donor's decision to give? Burdenski shares some creative and smart education samples for crafting the case for support. What about today's annual giving "brand?" With multiple annual giving "products," where does that leave our annual giving identity? Discuss logos, slogans and marketing in your multichannel menu of giving opportunities.

4:15-5:30
Coping with Digital Disruption in Higher Ed Advancement
Internet-related disintermediation—reduction in the use of intermediaries—has been complicating the work of higher ed advancement professionals for at least a decade. The emergence of digital networks that make it easy for people to find each other and organize group activity, as well as produce and share content, has reduced the effectiveness and efficiency of many core elements of the communications and alumni relations toolkits. With the emergence of crowdfunding, development officers are being forced to come to terms with a new reality in which they no longer have a monopoly on the tools of fundraising. This presentation suggests that for advancement efforts to remain relevant to alumni and deliver value to our institutions, we may need to move beyond our comfort zone, seeking new kinds of allies, experimenting with new technologies and approaches to content, and asking questions that may destabilize conventional best practices.

5:30-6:30
Networking Reception

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

[Back to Top]

  

Day 2, Thursday, Jan. 18


8:00-9:00 AM
Continental Breakfast

9:00-10:15
A Look in the Advancement Mirror: Results from RNL's 2017 Higher Education Survey
Ruffalo Noel Levitz surveyed more than 1,000 fundraisers this past summer to ask new questions about annual giving best practices, digital engagement and other advancement work to uncover the top trends for annual giving fundraisers. Who's using new technologies? What are the key barriers for attracting new donors? And what are VPs planning to do with their budgets in coming years? We'll talk about the top trends in campaigns, from crowdfunding to giving day to comprehensive capital campaigns and take a look at a statistical report on the current pulse of our profession.

10:30-11:45
Elective Sessions (choose one)

  • Crowdfunding 2.0: Maximizing Advancement Objectives 
    Take a look at the challenges and opportunities associated with crowdfunding, along with examples of how crowdfunding has evolved at Cornell University and other institutions. Beyond assisting student groups with their funding needs, how do we consider crowdfunding functionality for projects that may be budget-relieving, repeatable, cause-related, pre-campaign, audience-specific and other considerations. Get some advanced ideas for getting the best productivity from your crowdfunding platform.
  • Donor Stewardship Stories
  • Clydesdales, Race Horses and Unicorns: Talent Management for Annual Giving Professionals
    Finding a strong annual giving professional is like finding a unicorn. They are creative yet analytical, strategic but also focused on the day to day. Once you find them, you want to develop and keep them. Explore ways to identify, develop and retain the best annual giving staff. Using proven strategies such as a talent mapping, learn how to focus your efforts on high-potential staff, retain high-performing staff, and motivate your steady performers to new levels of excellence. In addition, as a senior annual giving professional with years of experience, it can be challenging to find meaningful professional development opportunities. Review strategies to identify ways to continue your own professional development after the conference.

11:45 AM-1:15 PM
Lunch on your own

1:15-2:30
Attention Shoppers! Thirty (More) Annual Giving Products and Services to Help You Do Your Job Better
Bob and Meg return with a sequel to their popular shopping session at the 2017 CASE Institute for Senior Annual Giving Professionals. They've challenged themselves to find 30 more products and services to make your work easier, cheaper, faster and smarter. And just like last time, they're not playing any favorites! See what's in their latest shopping cart.

2:45-4:00
Elective Sessions (choose one)

  • Annual Giving and Alumni Relations Synergies for Success
  • Avoiding the 21st Century Billboard: Using Targeted Social Media Advertising to Drive Alumni Participation
    Social media is a great thing, but how can you use it to deliver the right message at the right time to the right audience? Learn how to use targeted social media advertising to get in front of the alumni who need to see your giving messages. Review the basics for developing a paid social media advertising strategy and hear about some real-world pitfalls that I've experienced, and you should avoid.
  • The Donation Equation
    Can we boil down "why people give" to a simple equation? Find out what happened when one guy tried, after reviewing hundreds of studies on donor behavior along with experiments and records of more than $1B in giving. The Donation Equation is a practical tool you can use to improve your appeal or campaign. We will go "full on nerd" to apply the latest research and real-world examples to improve results. If you're looking for a way to change things up this year, remember that P + G x C + S + U / B.

4:15-5:30
The Giving Day After: What's Next for Flurry Fundraising?
Cornell University and Elon University have both conducted highly successful giving days for the past several years. What are their lessons learned, what are their next ideas for growth, and where do they think the future of giving days is headed? Whether you're studying the giving day idea, or looking to sustain your giving day results, hear from the architects of two of America's best giving day programs.

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

[Back to Top]

 

Day 3, Friday, Jan. 19

8:00-9:00 AM
Continental Breakfast

9:00-10:15
Marketing a Regular Giving Program: Lessons from Other Not-For-Profit Friends
Educational institutions have made good strides at offering regular (i.e., monthly, recurring) giving options. Yet, we still lag behind other types of organizations in our marketing of regular giving, and ultimately our success at attracting an audience of regular donors. What lessons can we learn from our peers at other types of institutions, where regular giving is already an established idea? A panel of Denver-area national institutions will help fill in our blanks.

10:30-11:45
Final Faculty Q&A
Conference chair Bob Burdenski reviews some favorite takeaways from the past three days, and provides you with a final opportunity to raise any unaddressed topics and questions with our conference experts. He offers some last words of wisdom and a fun farewell.

NOON
Conference Adjourns

[Back to Top]

Day 1
Day 2
Day 3