Summer Institute in Educational Fundraising

Faculty

Message from the Chair

Need to hit the ground running? The Summer Institute in Educational Fundraising is an essential training experience that will serve to put newcomers on the fast track to strong results. We have recruited an outstanding faculty of the most successful senior development professionals (and best teachers) to instruct, inspire and motivate newcomers in annual giving, major gifts, capital campaigns, fundraising management and other essential areas of development. This institute will get newcomers off to a successful start.

Learn essential principles and best-practice methods to execute a variety of fundraising programs—from the annual fund and planned giving to organized campaigns and meaningful stewardship and recognition. You'll learn how to conduct successful annual giving campaigns, manage volunteers, research prospects, raise major and planned gifts, steward your donors and so much more.

This conference is designed for newcomers to the advancement profession.

See you in New Hampshire!

Institute Chair

Fritz W. Schroeder
Vice President for Development and Alumni Relations
Johns Hopkins University

Fritz Schroeder became vice president for development and alumni relations at The Johns Hopkins University in October 2012 after 17 years at the university in progressively senior management roles.

He provides leadership and oversight for the entire fundraising and alumni efforts of the university and Johns Hopkins Medicine, and serves as the institution's chief fundraising officer. He is responsible for planning and executing the university's current comprehensive campaign, "Rising to the Challenge," currently in the quiet phase with an anticipated goal of $4.5 billion.

Schroeder joined Johns Hopkins in 1996 as director of annual giving and became executive director of development and alumni relations in 2000. During this time he had responsibility both for alumni outreach and for annual giving programs, serving as the executive director of the alumni association.

In 2004, Schroeder became associate vice president for development and alumni relations, with a promotion to senior associate vice president in 2006. He shared responsibility with deans and directors for the university's decentralized fundraising operations in the schools and other units; provided leadership for centralized development support offices; and took the lead on strategic planning, budget planning and oversight, trustee stewardship, prospect strategy development and general organizational issues.

Schroeder joined Johns Hopkins from the University of Maryland at College Park, where he had served since 1989 in a number of roles, including director of annual giving from 1993 to 1996.

He is a 1989 graduate of James Madison University. He earned a master's degree in business administration from the University of Maryland at College Park in 1994.

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Faculty

Dan Allenby
Assistant Vice President for Annual Giving
Boston University

Dan Allenby is the assistant vice president for annual giving at Boston University and founder of The Annual Giving Network, an organization dedicated to helping annual giving professionals exchange ideas and advance their careers through research, events and social media.

He began his career in 1996 as the phonathon manager at American University before going on to lead marketing and annual giving programs at several different educational institutions including The National Geographic Society, Georgetown University and Tufts University. As a consultant, he has helped evaluate and improve annual giving programs at a number of nonprofit and educational institutions including The College of William & Mary, University of Notre Dame, University of Chicago, University of Toronto and Vanderbilt University. He is an active speaker and instructor and has served for several years as chair of CASE's Conference for Senior Annual Giving Professionals. In 2012, he led a national survey of more than 250 annual giving programs to identify industry trends and best practices.

Allenby received a bachelor's degree from James Madison University and a master's degree in business administration from Boston College. He blogs at AnnualGiving.com.

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David Dini
Assistant Headmaster, St. Mark's School of Texas
CASE Trustee

David Dini is the assistant headmaster at St. Mark's School of Texas, an independent day school for 850 boys in grades one through twelve in Dallas. He joined St. Mark's in 1994 and is responsible for development, admissions, alumni relations and communications.

Prior to joining St. Mark's, Dini led development programs at two other independent schools and is currently engaged in his fourth major capital campaign, one of only a handful of nine-figure campaigns among day schools nationally. Since his arrival in 1994, St. Mark's has become the most well supported day school in the country and is among only a handful secondary institutions to consistently achieve 50 percent alumni participation.

He served on the faculty of the CASE Summer Institute for Independent Schools at Williams College for nine years, including four years as chair. He is also the former chair of the CASE-NAIS Independent Schools Conference, in addition to serving for three years on the CASE Commission on Philanthropy. He is a recipient of CASE's Crystal Apple Award and the Robert Bell Crow Award.

He graduated from Strake Jesuit College Prep in Houston before earning undergraduate and graduate degrees from Southern Methodist University.

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Constance French
Interim President, OHSU Foundation
Oregon Health & Science University

Constance French is the interim president of the Oregon Health & Science University Foundation. Oregon Health & Science University is the state's sole academic health center and includes schools of dentistry, medicine, nursing and pharmacy, two teaching hospitals, and is ranked in the top 20 for NIH-funding. French serves as the foundation's lead principal gift officer, staffs the board and OHSU leadership, together with the strategic management team provides strategic direction for the organization, and represents OHSU in the community. Prior to her interim appointment, French managed a small principal gift prospect pool, served as chief operating officer, managed the operational management team and led the foundation in campaign planning. The foundation employees approximately 125 people.

Prior to joining the OHSU Foundation in 2007, French was a director at The Fund for Johns Hopkins Medicine (FJHM). She oversaw development offices for the school of medicine and the brain sciences (neurology, neurosurgery, psychiatry and the basic sciences) and led alumni relations for the school of medicine. In her tenure, FJHM surpassed its campaign goal of $2 billion and giving increased in all departments she oversaw. Additionally, she focused on developing talent with numerous staff members promoted internally. Previously, she served as director of capital programs and major gifts at Smith College, and as associate director of development, associate director of major gifts, director of regional campaigns, director of annual and special gifts and assistant director of annual giving at Trinity College.

She has been active with CASE and the STAFF and MAGIC Conference groups.

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Peter Hayashida
Vice Chancellor for Advancement, University of California, Riverside
CASE Trustee

Peter Hayashida was appointed vice chancellor of university advancement and president of the UCR Foundation for the University of California, Riverside on July 1, 2009. He is a member of the Chancellor's Cabinet and oversees alumni relations, fundraising, communications and special events for the campus.

Before joining UC Riverside, Hayashida was assistant vice chancellor of external affairs at UCLA, where he spent the first 19 years of his higher education career.

He earned a bachelor's degree in communication studies from UCLA and an M.B.A. from California State University, Northridge. He has volunteered his time in human rights and healthcare organizations and serves on the board of trustees of the Council for Advancement and Support of Education.

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James J. Husson
Senior Vice President for University Advancement
Boston College

James Husson is the senior vice president for university advancement at Boston College, overseeing the university's development and alumni relations functions. He joined the development team in 2002 as the vice president for development and was promoted to his current position in June 2004.

Husson has nearly 20 years of experience in educational advancement and has served as the vice president for development for Brown University and as the director of major gifts for Harvard's Faculty of Arts and Sciences. Early in his career, he worked for two private secondary schools, Northfield Mount Hermon School and Cushing Academy, and for the Harvard Graduate School of Design.

He is a graduate of the University of Rochester and Northfield Mount Hermon School.

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Trish Jackson
Executive Director of College and Foundation Partnerships
Fullbridge Program

Patricia "Trish" Jackson, will become executive director of college and foundation partnerships at the Fullbridge Program in Cambridge, Mass. in early 2013 after having served more than seven years as vice president for development at Smith College and in educational development for close to 30 years.

She began her career at Scripps College, her alma mater, serving as the assistant director of annual giving, where she established the Scripps Association of Families to support admissions, career services and fundraising. She then spent four years at Claremont McKenna College coordinating a wide variety of campaign activities and publications, and overseeing the corporate fundraising program during CMC's successful $50 million campaign in the mid-80s.

Jackson also served as director of major and leadership gifts at Mount Holyoke College during the institution's $139 million campaign where she was responsible for regional fundraising efforts as well as a comprehensive planned giving program. She served as director of development and campaign director at Wheaton College where she coordinated the $65 million "Campaign for Wheaton"—an effort that ultimately exceeded its goal by more than $25 million. She was the vice president for education at CASE, where she had responsibility for all CASE conferences and awards programs originating out of Washington, D.C. She also served as the organization's primary contact with the media on issues surrounding philanthropy, and chaired the work group that led to the development of the CASE Network. She was also instrumental in facilitating CASE's partnership with the Kresge HBCU Initiative.

After her time at CASE, Jackson became the associate vice president for individual and organizational giving at Dartmouth College. In this capacity, she managed all of the direct fundraising staff, and put together a strong team to conduct the successful $1.3 billion" Campaign for the Dartmouth Experience." She then moved to Smith College, where she oversaw all fundraising operations as well as Smith's innovative Executive Education programs, and led the successful launch of the $450 million "Women for the World" comprehensive campaign.

Jackson is a committed volunteer for Scripps College completing service as president of the alumnae association followed by two terms as alumna trustee. Within CASE, she has served as chair of the District I Board, the judging panel of the Wealth/ID fundraising awards, and the Summit for Leaders in Advancement. She is faculty member for the Summer Institute in Educational Fundraising at Dartmouth College, and has earned CASE's Crystal Apple Award for Teaching Excellence.

She writes frequently for CURRENTS, and is co-editor of the upcoming CASE book on donor education. She is also author of the Association of Governing Board's upcoming monograph on what board members need to know about fundraising.

jackson earned her bachelor's degree in psychology from Scripps College and completed a master's degree in business administration with an emphasis on the economics of nonprofits at the Drucker School of Management at Claremont Graduate University.

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David Jones
Senior Director for Development, Annual Giving and Donor Services
University of Georgia

David S. Jones has built a twenty-year career in higher education and served in advancement roles for the majority of that time. He began his work experience as director of student activities at Gordon College, a small two-year school in Barnesville, Ga. Returning to his alma mater with a deeper understanding of the student experience influence on philanthropic support, he then coordinated the alumni and development programs for the University of Georgia's Warnell School of Forestry & Natural Resources. Jones transitioned to the university's central advancement office in 1998 overseeing the annual giving programs for the institution. The Georgia Fund presently raises more than $12 million through an integrated phone, mail and online campaign. Jones led Georgia's annual giving programs through several strategic transitions including multiple-ask strategies and a shift from alumni dues to charitable giving.

Jones' latest professional opportunity is in providing leadership for annual and special giving, donor relations and the advancement research/prospect management units at Georgia. Bridging the flow between annual giving cycles, recognition programs and the systems for prospect identification and management, he welcomes this new learning opportunity for himself and the organization.

Jones is a "double dog" alumnus of Georgia, with an undergraduate degree in public relations from the Grady College of Journalism and Mass Communication and a master's degree in organizational development from the College of Education. A CASE Crystal Apple award recipient for excellence in teaching, he is a frequent presenter and facilitator at professional regional and national conferences including Persuasive Development Writing and the CASE Summer Institute in Educational Fundraising.

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Heidi McCrory
Vice President for Alumnae and Development
Sweet Briar College

Heidi Hansen McCrory serves Sweet Briar College as the vice president for alumnae and development, overseeing all alumnae engagement, fundraising and stewardship. She joined the college's staff in August 2000, holding a variety of development positions before becoming vice president in 2006.

Previously, she held development positions at Randolph-Macon Woman's College, the University of North Carolina at Greensboro and New England College. She began her career in advertising and public relations with stints at several advertising agencies in Dallas and as director of public relations for the Traumatic Brain Injury Association.

McCrory has been a committed volunteer for a number of organizations including the Girl Scouts of the USA where she has served as a board chair, national delegate, cookie mom, fundraiser and speaker. In 2007, she received the Athena Award from the Lynchburg Chamber of Commerce which recognizes professional women who demonstrate excellence, creativity and initiative in their business profession, who improve the quality of life for others in the community and who actively assist women in realizing their full leadership potential.

She has been a speaker and workshop leader at various professional conferences, including the Virginia Community Colleges Chancellor's Annual Planning Retreat and the Virginia Senior Leadership Seminar for Women in Higher Education and for CASE and the Association of Fund Raising Professionals.

MCCrory earned a bachelor's degree in communication from Southern Methodist University and an master's degree in English from the University of North Carolina at Greensboro.

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Michael Morsberger
Vice President of Development and Alumni Relations
George Washington University

Mike Morsberger is the vice president of development and alumni relations at The George Washington University in Washington, D.C. He assumed the position in April of 2010. In this role, he oversees an office of nearly 200 advancement professionals who secure over $100 million in philanthropic support annually. He is currently leading an effort to plan a major comprehensive philanthropic endeavor in conjunction with the university's bicentennial anniversary in 2021.

Prior to joining GW, Morsberger served as the vice president of development and alumni relations at Duke Medicine from 2006 to 2010, where he was responsible for fundraising at the Health System and Medical Center, as well as the Schools of Medicine and Nursing. From 2003 to 2006, he was the associate vice president of development and alumni relations for the University of Virginia Health System and also the executive director of the UVa Health Foundation.

Morsberger spent nearly a decade at Johns Hopkins Medicine, rising from major gifts officer to chief development officer of their renowned comprehensive cancer center. During this time he became widely regarded as an authority on grateful patient fundraising and served as a frequent guest speaker at regional and national conferences for the Association of Healthcare Philanthropy (AHP), the Association of American Medical Colleges (AAMC), the National Association of Cancer Center Development Officers (NACCDO) and the Council for Advancement and Support of Education (CASE). He had the great privilege of being involved in the largest gift in Johns Hopkins University history, when philanthropist and businessman Sidney Kimmel pledged $150 million to cancer research and patient care in 2001.

He spent seven years with a host of small nonprofit organizations in Baltimore, including Maryland Special Olympics, the National Aquarium, Calvert Hall College Preparatory School and the Mt. Washington Pediatric Hospital.

Morsberger received his bachelor's degree in journalism from Radford University and his master's degree in philanthropy and development from St. Mary's University of Minnesota. He also holds executive graduate certificates from Goucher College, Loyola College of Maryland, Johns Hopkins University and the University of Virginia Darden School of Business.

Throughout his career, he has been an active volunteer member of several professional, charitable and social boards.

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Karen E. Osborne
President
The Osborne Group

Karen Osborne is president of The Osborne Group, Inc., a full service management, consulting and training firm specializing in capacity building; philanthropy including campaign planning and implementation; opinion research including donor satisfaction and alumni surveys; and organizational management including board development and strategic planning. 

Nationally and internationally recognized as an excellent consultant, executive coach, and presenter, Osborne receives invitations from all over the United States and the world including Asia, Australia, Africa, Canada, Europe and Mexico to make presentations and consult with large and small, national and international advocacy, arts, education, faith-based, federated, healthcare, justice and social service not-for-profits and institutions. For 18 or her 35 years in the business, she worked in higher education. Her last institutional position was vice president for college advancement at Trinity College in Hartford, Conn.

Considered an industry thought leader, Osborne has many published articles, serves on leadership panels, and is often featured in industry magazines and blogs. CASE awarded her the Crystal Apple for Outstanding Teaching. She serves on the Woodrow Wilson National Fellowship Foundation board, and is an adjunct faculty member for Johns Hopkins University's graduate certificate program, teaching philanthropy to aspiring nonprofit CEOs and board leaders.

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Martin Shell
Vice President for Development
Stanford University

Martin Shell is vice president for development at Stanford University, reporting directly to its president. He is responsible for all of the university's development activities, working closely with the president, the provost and the school deans to set the development agenda, deploy resources, establish goals and oversee the fundraising operations across the university.

Before becoming vice president in April 2005, Shell served for two years as associate vice president for development. He was responsible for major portions of the university development program, working closely with a number of the school and unit development offices.

On December 31, 2011, Stanford University completed its capital campaign, "The Stanford Challenge," successfully securing $6.2 billion in commitments against the original goal of $4.3 billion. This makes it the most successful campaign effort in the history of U.S. higher education.

Shell joined Stanford in 1998 to become senior associate dean for external relations and chief operating officer at Stanford Law School. He joined the Law School as it entered the final phase of its capital campaign. That campaign concluded in December 1999, raising $115 million against an original goal of $50 million. Prior to his move to Stanford, he was associate dean for development and alumni relations at the University of Pennsylvania Law School. During his tenure at Penn, the law school set several records for gift commitments and secured the largest outright gift to an American law school at the time. He was actively involved in the three-year process at Stanford that eclipsed the Penn record when the university and law school secured a $43.5 million gift commitment in August 2004. That gift became the largest outright commitment made to legal education.

He is a member of the Development Committee of the American Bar Association's Section on Legal Education and Admission to the Bar and served as the committee co-chair from 2001-2003. In 2003 he co-chaired the Section's Jackson Hole Conference for Law School Deans and Development Officers. He currently serves as a trustee and member of the Development Committee for the Castilleja School in Palo Alto, Calif.

Shell has been a development officer for more than 20 years serving institutions of higher education in Arkansas, Pennsylvania and California. In addition to development work, he has also served as an executive with a public utility company, press secretary to a U.S. representative and as a newspaper reporter.

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CASE Crystal Apple award winner for excellence in teaching.