Ernestina Snead—Director of Research Communications
Cornell University—Ithaca, N.Y.
United States
Conferences & Training
Spring Institute in Educational Fundraising
Timetable

Day 1: Monday 28 March

10:00 - 12:00 Registration

12:00 - 13:00 Welcome, Miles Stevenson, Director of Development, University of Sheffield
Convention Room

13:00 - 13:45 Tutorial 1 and working lunch

14:00 - 15:30 Elective 1

1. Cultivating prospective major donors, Colin McCallum, President, GCC Foundation and Assistant Vice Principal, Glasgow Caledonian University
Dove Room

2. Fundraising for scholarships and bursaries, Mark Curtis, Director of Development, Oriel College, University of Oxford
Swift Room

3. Alumni relations and fundraising: working together, Kate Robertson, Director of Development and Alumni Relations, University of Nottingham
Soar Room

4. Fundraising in a difficult economy, Lorna Somers, Vice President, McMaster University Foundation, and Director of Development, McMaster University
Wye Room

5. What to focus on when starting up, Martin Kaufman, Director of Development, Museum of London
Avon Room

15:30 - 16:15 Refreshment break
Lounge area

16:15 - 17:45 Elective 2

1. Direct marketing fundamentals, Bob Burdenski, Principal, Robert Burdenski Annual Giving
Derwent Room

2. Prospect tracking and management, Simon Pennington, Director, Iain More Associates
Swift Room

3. Anniversaries and special events, Miles Stevenson, Director of Development, University of Sheffield
Soar Room

4. Fundraising for health related causes, Gemma Peters, Director of Development, King's College London
Wye Room

5. So you've been asked to draw up a strategy, Nick Blinco, Director of Development and Alumni Relations, University of Birmingham
Avon Room

17:45 - 18:50 Free time

18.50 - Meet in Burleigh Court Reception Area

19:00 - 19.45 Drinks Reception
Aeronautical and Automotive Engineering Department

20:00 Welcome Dinner
Holywell Park

Day 2: Tuesday 29 March

08:45 - 10:00 Annual Giving Plenary, Bob Burdenski, Principal, Robert Burdenski Annual Giving and Miles Stevenson, Director of Development, University of Sheffield
Convention Room

10:00 - 10:30 Refreshment break
Lounge area

10:30 - 12:00 Annual Giving Plenary continues

12:15 - 13:15 Lunch
Restaurant

13;15 - 14:00 Tutorial 2

14:15 - 15:45 Elective 3

1. Telephone fundraising, Mark Curtis, Director of Development, Oriel College, University of Oxford
Derwent Room

2. How to make a successful prospect call, Lorna Somers, Campaign Director, Vice President, McMaster University Foundation
Swift Room

3. Working with trusts and foundations, Gemma Peters, Director of Development, King's College London
Soar Room

4. Prospect research skills, Martin Kaufman, Director of Development, Museum of London
Wye Room

5. To affinity and beyond: international alumni relations and fundraising, Kate Robertson, Director of Development and Alumni Relations, University of Nottingham
Avon Room

15:45 - 16:15 Refreshment break
Lounge area

16:15 - 17.30 Building a culture of giving - from theory to reality: the Loughborough experience
Ron Gray, Director of Development and Alumni Relations, and Kerry McCollum, Annual Fund and Donor Stewardship Coordinator, Loughborough University
Convention Room

18:15 - Coaches depart - meet in Burleigh Court reception area

18:30 - 19.45 - Drinks reception, Prestwold Hall

20:00 Dinner, Burleigh Court

Day 3: Wednesday 30 March

08:45 - 10:00 Major Gifts Plenary, Lorna Somers, Campaign Director, Vice President, McMaster University Foundation and Simon Pennington, Director, Iain More Associates
Convention Room

10:00 - 10:30 Refreshment break
Lounge area

10:30 - 12:00 Major Gifts Plenary continues

12:15 - 13:15 Lunch
Restaurant

13:15 - 15:00 - Ethics Plenary, Colin McCallum, President, GCU Foundation and Assistant Vice Principal, Glasgow Caledonian University
Convention Room

15:00 - 15:30 - Refreshment break
Lounge area

15:30 - 16:15 - Tutorial 4

16:15 - 17:45 Elective 4

1. Legacies, Miles Stevenson, Director of Development, University of Sheffield
Derwent Room

2. Database management, Mark Curtis, Director of Development, Oriel College, University of Oxford
Swift Room

3. Presentation skills, Gemma Peters, Director of Development, King's College, London
Soar Room

4. Person to person fundraising, Nick Blinco, Director of Development and Alumni Relations, University of Birmingham
Wye Room

5. Writing a case for support, Martin Kaufman, Director of Development, Museum of London
Avon Room

6. Using new media and social networking, Bob Burdenski, Principal, Robert Burdenski Annual Giving
Severn Room

17:45 - 18:30 Free time

18:30 -19:30 Project briefing in tutorial groups

19:30 Working dinner, Restaurant Burleigh Court

Day 4: Thursday 31 March

08:45 - 10:00 Campaigns Plenary, Nick Blinco, Director of Development and Alumni Relations, University of Birmingham and Gemma Peters, Director of Development, King's College, London
Convention Room

10:00 - 10:30 Refreshment break
Lounge area

10:30 - 12:00 Campaigns Plenary continues

12:15 - 13:15 Lunch
Restaurant

13:15 - 14:45 Elective 5

1. Corporate fundraising, Lorna Somers, Vice President, McMaster University Foundation, and Director of Development, McMaster UniversityDerwent Room

2. Working with volunteers (internal and external) and leaders, Kate Robertson, Director of Development and Alumni Relations, University of Nottingham
Swift Room

3. Campaigns troubleshooting clinic, Colin McCallum, President, GCC Foundation and Assistant Vice Principal, Glasgow Caledonian University
Soar Room

4. Annual giving on a shoestring, Bob Burdenski, Principal, Robert Burdenski Annual Giving
Wye Room

5. Mid-level giving: the key to future major gifts, Martin Kaufman, Director of Development, Museum of London
Avon Room

6. Internal policies, procedures and what to do when you get a gift, Simon Pennington, Director, Iain More Associates
Severn Room

14:45 - 15:30 Project work in tutorial groups

15:30 - 16:00 Refreshment break
Lounge area

16:00 - 17:00 Project work

17:00 - 19:30 Group presentations
Convention Room

20:00 - 00:00 Dinner, Imago at Burleigh Court

Day 5: Friday 1 April

08:45 - 10:15 Elective 6

1. Staff: recruiting, retaining, goal-setting and evaluating, Nick Blinco, Director of Development and Alumni Relations, University of Birmingham
Derwent Room

2. Fundraising with limited resources, Mark Curtis, Director of Development, Oriel College, University of Oxford
Swift Room

3. Practical etiquette for fundraisers, Lorna Somers, Vice President, McMaster University Foundation, and Director of Development, McMaster University and Miles Stevenson, Director of Development, University of Sheffield
Soar Room

4. Person to person fundraising, Simon Pennington, Director, Iain More Associates
Wye Room

5. Principal gifts, Gemma Peters, Director of Development, King's College, London
Avon Room

10:15 - 10:45 Refreshment break
Lounge area

10:45 - 11:45 Tutorial 5 - what next?

12:00 - 12:45 Two of the best presentations
Convention Room

12:45 - 13:15 Closing plenary
Convention Room

13:15 Lunch
Restaurant

CASE Europe reserves the right to alter the proposed timetable

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