Day 1, Sunday, July 21

NOON-3:00 PM
Registration

3:30-3:45
Welcome and Introductions
Learn what the week will entail and meet the faculty.

3:45-4:30
The Art and Science of Advancement Services
Find out why—and how— the art and science of our profession keeps advancement services challenging, exciting and always evolving.

4:30-5:00
Group Assignment 1 

5:30-7:30
Networking Reception

7:30
Institute Adjourns for the Day

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Day 2, Monday, July 22

7:30-8:15 AM
Breakfast

8:15-8:30
Announcements and Session Notes

8:30-9:15
Alumni Affairs and Advancement Services: How Can They Work Together?
Can the work of alumni affairs be measured to see if it's doing its job? The simple answer is yes. Learn how advancement services can partner with alumni affairs to determine the specifics of how to measure effectiveness, with each area learning and benefitting from each other.

9:20-10:20
Elective Sessions (choose one)

• Advancement Services Management: Policies and Procedures

• Prospect Research and Management: Wealth Rating and Screening

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

• Fundraising Database Systems and Reporting: Moving to a Self-Service Reporting Enviornment
  Too many people need information too quickly to live in a centralized/IT delivered reporting model. Learn how to give your users the information they need, when they need it, and in the format they need it.

• Gift Processing: Fundamentals

11:30 AM-1:00 PM
Lunch and Faculty Office Hours

1:15-2:15
Ethics and Accountability in Advancement Services

2:30-3:30
Elective Sessions (choose one)

• Prospect Research and Management: Prospect Identification and Rating

• Stewardship: Gift Agreements

3:45-4:45
Elective Sessions (choose one)

• Advancement Services Management: Budgeting

• Stewardship: Pledge Reminders

4:45-5:30
Group Assignment 2

 5:30
Institute Adjourns for the Day 

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Day 3, Tuesday, July 23

7:30-8:15 AM
Breakfast

8:30-8:45
Announcements and Session Notes

8:30-9:15
Advancement Services Best Practices Panel

9:20-10:20
Elective Sessions (choose one)

• Advancement Services Management: Project Management

• Bio-Demographic Entry: Alumni Directories and Online Communities

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

• Fundraising Database Systems and Reporting: Introduction to Analytics
  Collecting and storing information is a key function of advancement services. How can we make sense of all the information and use it to benefit the organization we are supporting? Review the fundamentals for putting in place analytics to drive your organization forward.

10:30-11:30
Stewardship: Gift Acknowledgements

11:30 AM-1:00 PM
Lunch and Faculty Office Hours

1:15-2:15
Advancement Services at the Senior Table

2:20-3:20
Elective Sessions (choose one)

• Bio-Demographic Entry: Data Integrity Approaches—Keeping the Data Clean and Accurate

• Gift Processing: Advanced Gift Processing

3:30-4:30
Elective Sessions (choose one)

• Advancement Services Management: Building an Advancement Services Staff
• Fundraising Database Systems and Reporting: System Selection and Implementation

4:30-5:30
Group Assignment 3

5:30
Institute Adjourns for the Day

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Day 4, Wednesday, July 24

7:30-8:30 AM
Breakfast, Group Presentations, Announcements and Session Notes

8:30-9:15
Campaign Planning   

9:20-10:20
Elective Sessions (choose one)

• Fundraising Database Systems and Reporting: Integration with Data from External Systems

• Gift Processing: Planned Giving

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

• Gift Processing: Working With Other Areas of the Organization (e.g. Finance, Payroll)

• Prospect Research and Management: Portfolio and Moves Management

11:30 AM-1:00 PM
Lunch and Faculty Office Hours

1:15-2:15
Career Paths in Advancement Services

2:20-3:20
Elective Sessions (choose one)

• Bio-Demographic Entry: Documentation and Enforcement of Data Standards

• Gift Processing: Fundraising Reporting Standards

3:30-4:30
Elective Sessions (choose one)

• Bio-Demographic Entry: Acquisition of Biographic Information

• Stewardship: Gift Societies and Recognition

5:45
Buses leave from residence halls for Spirit of Ethan Allen

6:30-9:00
Lake Champlain Dinner Cruise
Spirit of Ethan Allen
Spend your last evening in Burlington on the famous Spirit of Ethan Allen. Enjoy dinner and dancing during this cruise on Lake Champlain.

9:00-9:30
Shuttles return to residence halls

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Day 5, Thursday, July 25

7:30-9:15 AM
Breakfast, Group Presentations, Announcements and Session Notes

9:30-10:45
It's All Politics: What's Next When Good Work Isn't Enough?

11:00 AM-NOON
Advice from the Panel/Closing Remarks
The institute is coming to a close. This is your chance to ask any final questions. The faculty will share their words of wisdom culled from the week and their many years in the industry.  

NOON
Institute Adjourns

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