Summer Institute in Advancement Services 2011

Day 1, Sunday, July 10

Keynote: The Philanthropic Landscape
Presenter: Daniel Mark Fogel, President, University of Vermont

Day 2, Monday, July 11

8:30-9:15 AM
Keystone: Is NOW good for you? Transforming Advancement Operations to Meet Current Demand
Presenter: Jennifer Liu-Cooper

Earth: What's in YOUR (Business) Toolbox?
Led by: Jennifer Liu-Cooper

Sky: Strategic Planning
Led by: Christina Pulawski

Earth: Best Practices Panel - Emerging Trends - No Handout
Led by: Jon Thorsen

Sky: Benchmarking
Led by: Marianne Haggerty

Keystone: Ethics and Accountability in Advancement Services
Presenter: John Taylor

Earth: CASE Reporting Standards & Management Guidelines
CASE Standards Revision Handout
Led by: John Taylor

Sky: Understanding Your Advancement Partners
Led by: Vicky Medlock

Earth: ABCs of Advancement Services
Led by: Tom Chaves

Sky: What If You Can't Buy a New System?
Led by: Marianne Haggerty

Day 3, Tuesday, July 12

Keystone: From the Addressograph to the Coming Cloud
Presenter: Jeff Shy, President, Affinaquest

Earth: IRS is NOT a 4-Letter Word (If You Know the Rules!)
Led by: John Taylor

Sky: A Practical Guide to Fundraising in the Cloud
Led by: Jeff Shy

Earth: New System Decision Making
Led by: Marianne Haggerty

Sky: Managing Up
Led by: Vicky Medlock

Keystone: Donor Relations - The Bridge Between One Gift and the Next
Presenter: Mary Solomon

Earth: Technology in Advancement Services - Keeping Up or Giving Up
Led by: Tom Chaves

Sky: Advancement Services Metrics
Led by: Christina Pulawski & Jon Thorsen

Earth: It's All About the Data
Led by: John Taylor

Sky: Working in Collaboration and Avoiding Silos
Led by: Vicky Medlock

Day 4, Wednesday, July 13

Keystone: It's all Politics - What's Next When Good Work Isn't Enough
Presenter: Christina Pulawski

Earth: Project Management
Status Report Handout
Communication Plan Checklist
Project Plan Templete
Definition Advancement Services
Led by: Jon Thorsen

Sky: The Art & Science of Advancement Services
Led by: Tom Chaves

Earth: Prospect Management Fundamentals
Led by: Christina Pulawski

Sky: Reengaging the Disenchanted Donor
Led by: John Taylor

Keystone: Trends in Social Media and Advancement
Presenter: Michael Stoner, President, mStoner.com

Earth: Gift Accounting Basics
Led by: Lynne Becker

Sky: When Facebook & Twitter Aren't Enough
Led by: Michael Stoner

Earth: Gift Accounting Processes
Led by: Lynne Becker

Sky: Winning Resources for Advancement Services
Led by: Marianne Haggerty

Day 5, Thursday, July 14

Keystone: Adopting a Best Practices Approach
Presenter: Jon Thorsen

Earth: Prospect Management Reporting
Led by: Christina Pulawski

Sky: You've Just Been Promoted to Supervisor - Now What?
Led by: Vicky Medlock

OTHERS

Currents Article: Making Things Right

Currents Article: Mechanics of Venture Philanthropy

Impromptu Survey Results