Maarten Vervaat—Executive Director of Development
Utrecht University—Utrecht
Netherlands
Conferences & Training
Summer Institute in Educational Fundraising
Program


Day 1
Day 2
Day 3
Day 4
Day 5
SIEFR COLOR CODES

Sunday, July 22

NOON-3:00 PM
Registration

3:00-4:00
Opening Session
Welcome and Faculty Introductions

4:30-5:30
Advisee Group Meetings

5:30-6:30
Tour of Campus (optional)

7:00
Lobster and Clambake
What would a road trip be without a little local flavor? On the first night of the institute, you'll be treated to a traditional outdoor New England Clambake, featuring lobster and other selections.

 

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Monday, July 23

7:00-8:00 AM
Breakfast on your own

8:00-9:30
General Session
Overview of Development

9:45-11:00
General Session
Annual Giving

11:30 AM-12:45 PM
Elective Sessions

  • Annual Giving Phonathons: Building a Program and Training Callers 
    Speakers: Dartmouth Staff

     Primarily geared for newcomers and first-time phonathon managers, this session will engage all participants in an exchange of ideas and best practices, structured around ten essential steps for building a successful program.
  • Annual Giving Young Alumni Programs
    Speaker: David Dini, Assistant Headmaster, St. Mark's School of Texas
    Young alumni are too often overlooked in the annual fund, as staff resources tend to focus on graduates with higher gift capacity. Tomorrow's best leadership donors, however, are almost always today's most modest, but enthusiastic, contributors. Explore opportunities to engage current students, recent graduates and other young alumni as we discuss ways to successfully engage younger alumni, particularly as annual fund donors.
  • Annual Giving Basics of Campaign Management
    Speaker: Michael Morsberger, Vice President of Development and Alumni Relations, George Washington University
    All successful campaigns have four essential pillars: 1) Case; 2) Leadership; 3) Prospects; 4) A plan. The absence of any of these ingredients spells failure. Focus on the roles of volunteers, leadership and prospects and learn how to define and achieve success in your campaign. Discover more about all four elements of a successful campaign plan and learn how to manage internal and external constituencies.
  • Annual Giving Reunion Programs: High-Impact Engagement
    Speaker: Heidi McCrory, Vice President for Alumnae and Development, Sweet Briar College
    They're BAACCKK . . . but don't be afraid! Take the scary out of reunions. Reunions are an opportunity to raise more money and engage more alumni.  Learn how to refine and renew your reunion program to rejoice in record-breaking levels of giving. Explore ways to use volunteers and implement creative gift giving. Discuss how to coordinate your "getting them back" programming with your "getting them to give back" programming, and make it fun so that when your alumni come back, you're glad they did.
  • Annual Giving Prospect Management and Research: Assessing and Accessing Your Prospect Pool's Potential
    Speaker: Constance French, Interim President, OHSU Foundation, Oregon Health & Science University
    It's a relationship business. We've heard it said a million times. It's true, development is about forging relationships and moving donors along the engagement and giving continuums. While the actions around such engagement are highly individualized, in order to raise as much money as possible to support our institutions' aspirations, we must ensure that we are engaging as many of our best potential donors as possible while tracking and analyzing our results for maximum effectiveness. How? Learn more at this session. 
  • Annual Giving Major Gift Stewardship: Art of Saying Thank You and Preparing for the Next Ask
    Speaker: Martin Shell, Vice President for Development, Stanford University
    Our best prospects are philanthropic partners already invested in our mission and dreams for the future. How effectively we thank a benefactor for a gift determines, in large part, whether an additional commitment will be made. Explore meaningful strategies to make your "thank you" an important step in cultivating that next gift.
  • Annual Giving Strategic Staff and Volunteer Partnerships: Elements of Success
    Speaker: Trish Jackson, Vice President for Advancement, Smith College
    The data are clear that volunteers tend to be more generous donors to the organizations for which they volunteer, especially if they find their work on behalf of the institution meaningful and engaging. Volunteers can also provide useful knowledge and understanding of their peers, and often provide invaluable introductions to key potential supporters. And yet, effective volunteer management requires significant staff resources of time and energy.  Explore some of the best practices and better principles of creating strategic staff and volunteer partnerships to advance your institution as well as your own career.
  • Annual Giving Getting Face-to-Face with Prospective Donors: The Cold Call and Your First Visit
    Speaker: Karen Osborne, President, The Osborne Group
    Turn up the heat on your cold calls and keep the door open after your first visit. Learn how to get the appointment, how to start the conversation and keep it on track, and most important, how to end the visit ensuring a productive next step. Have to solicit on that first call? We'll cover that as well. The development professional who masters and enjoys cold calls and first visits is destined for success. 
  • Annual Giving Getting Face-to-Face with Prospective Donors: The Art of Listening
    Speaker: Peter Hayashida, Vice Chancellor, University Advancement, University of California, Riverside
    As a leadership annual fund or major gift professional, you are a detective, uncovering clues to your donor's philanthropic interests, motivations and values. And, like a good detective, you have many different tools for gaining the information you need. Active, effective listening is one of them. Assess your listening skills, learn about different listening styles and come away with the skills you need in order to hear and understand how to advance relationships toward "Yes."
  • Annual Giving Getting Face-to-Face with Prospective Donors: Making the Ask
    Speaker: Fritz Schroeder, Vice President for Development and Alumni Relations, Johns Hopkins University
    It is more than a meeting: it is ensuring success in every stage of a significant solicitation. We often think of a solicitation as a singular event, the moment when we ask for the order. Look at personal solicitation in a broader context by discussing five stages of the solicitation process, beginning with the call to request an appointment and concluding with post-solicitation follow up. Our goal will be to understand how a thoughtful and rigorous approach to each stage can help ensure the best possible outcome in your solicitation of a high-potential prospect.

 12:45-2:15
Lunch on your own

2:15-3:45
General Session
Major Gifts

4:00-5:00
General Session
Storytelling

6:00
Reception and Barbecue
A festive barbeque highlights the second night of the Institute. A DJ provides entertainment.

 

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Tuesday, July 24

7:00-8:00 AM
Breakfast on your own

8:00-9:00
Advisee Group Meetings: The Language of Asking (hands-on workshop)

9:30-11:00
General Session
Stewardship and Donor Relations

11:30 AM-12:45 PM
Elective Sessions

  • Annual Giving Direct Mail Tips, Trends and Techniques
    Speaker: David Jones, Senior Director, Annual/Special Giving and Prospect Development, University of Georgia
    Explore the nuts-and-bolts of this traditional and reliable solicitation medium as well as many of the current trends, techniques and strategies in developing more effective direct mail, including variable data and imaging. Discuss messaging, formatting, packaging and text development. Samples from the real world (both exemplary and questionable) are viewed and offered for feedback. What's attractive and trendy isn't always effective. Discuss and learn what elements make direct mail the mainstay of annual giving solicitation.
  • Annual Giving Annual Fund and Alumni Relations Working Together
    Speaker: David Dini, Assistant Headmaster, St. Mark's School of Texas
    Close and effective coordination between alumni efforts and annual fund programs will not only yield increased current support, but also improve the level of overall giving in the long-term. Building relationships with alumni should be a seamless process where all outreach and communication is well planned, coordinated and executed. Institutions tend to compete internally for the attention and support of their own alumni and end up sending mixed messages, only frustrating the very individuals they hope to engage. Join us for a fun and lively discussion about integrating good annual fund principles alongside well-thought out alumni programs.
  • Annual Giving Developing Major Gift Strategies
    Speaker: Fritz Schroeder, Vice President for Development and Alumni Relations, Johns Hopkins University
    Working with an individual to make a major philanthropic investment in your organization is a very personal and unique experience, with no two donors and no two gift plans being exactly alike. Your success or failure in closing a major gift depends on how well you know the donor, how well you listen and your understanding of what he or she wants to accomplish with his or her philanthropy. Learn how to gain the trust of major donors and prospects, how to use faculty, trustees, colleagues and volunteers, and how to develop customized gift strategies that will maximize results. Walk away with a strategy for one of your donors that you can begin implementing as soon as you get back to campus. In fact, maybe the next step toward that gift begins as soon as this session ends.
  • Annual Giving Managing Your Prospect Pool for Maximum Effectiveness
    Speaker: Constance French, Interim President, OHSU Foundation, Oregon Health & Science University 
    The art and science of relationship building is reflected in the management of your prospect pool. Discuss portfolio management in the context of developing meaningful relationships while meeting your goals. Learn how to organize, prioritize and strategize prospect activity and evaluate results. Learn how to manage time and resources so that people, not process, come first.
  • Annual Giving Major Gift Stewardship: Art of Saying Thank You and Preparing for the Next Ask
    Speaker: Martin Shell, Vice President for Development, Stanford University    
    Our best prospects are philanthropic partners already invested in our mission and dreams for the future. How effectively we thank a benefactor for a gift determines, in large part, whether an additional commitment will be made. Explore meaningful strategies to make your "thank you" an important step in cultivating that next gift.
  • Annual Giving Motivating Philanthropy: Making your Message Stick
    Speaker: Michael Morsberger, Vice President of Development and Alumni Relations, George Washington University
    Every donor you interact with has a story to tell about what motivated him or her to give. Effective development requires distilling these compelling messages into a simple vision. This session will showcase examples of inspirational storytelling, and will explore how to use themes from these stories to connect with donor prospects and solidify your institution's brand.
  • Annual Giving  Corporate and Foundation Fundraising
    Speaker: Trish Jackson, Vice President for Advancement, Smith College
    Though organizational fundraising differs in some ways from working with individuals, there are several basic principles of managing relationships that work across the donor spectrum. Explore these principles, discover how to build relationships with corporations and foundations, and find out how to work effectively with faculty partners.
  • Annual Giving Getting Face-to-Face with Prospective Donors: The Art of Listening
    Speaker: Peter Hayashida, Vice Chancellor, University Advancement, University of California, Riverside    
    As a leadership annual fund or major gift professional, you are a detective, uncovering clues to your donor's philanthropic interests, motivations and values. And, like a good detective, you have many different tools for gaining the information you need. Active, effective listening is one of them. Assess your listening skills, learn about different listening styles and come away with the skills you need in order to hear and understand how to advance relationships toward "Yes."
  • Annual Giving Getting Face-to-Face with Prospective Donors: Making the Ask
    Speaker: James J. Husson, Senior Vice President for University Advancement, Boston College
    It is more than a meeting: it is ensuring success in every stage of a significant solicitation. We often think of a solicitation as a singular event, the moment when we ask for the order. Look at personal solicitation in a broader context by discussing five stages of the solicitation process, beginning with the call to request an appointment and concluding with post-solicitation follow up. Our goal will be to understand how a thoughtful and rigorous approach to each stage can help ensure the best possible outcome in your solicitation of a high-potential prospect.
  • Annual Giving Strategic Thinking and Planning for the Development Office
    Speaker: Heidi McCrory, Vice President for Alumnae and Development, Sweet Briar College 
    You've packed your bags with all the bits and pieces you need and you're ready for the adventures of annual giving and analysis, volunteer engagement and personal solicitations, direct mail and data, communications and campaigns. Now, do you know where you want to go? How do you know when you've arrived? Learn how to map your journey through goals, measurements and strategic choices to help move your organization forward. 

 12:45-2:15
Lunch on your own

2:15-3:30
Elective Sessions

  • Annual Giving Participation Strategies for the Annual Fund
    Speakers: Dartmouth Staff
    There's always internal and external pressure to increase your institution's alumni participation rate. But what are the most effective and efficient approaches? Explore the mysteries and joys of focusing on participation, including national data trends, U.S. News & World Report metrics and options to leverage volunteers, staff and students in this high-impact participation activity.
  • Annual Giving Crunching the Numbers: Annual Giving Analysis and Reporting
    Speaker: David Jones, Senior Director, Annual/Special Giving and Prospect Development, University of Georgia
    "I have to meet my dollar goal, but my boss says alumni participation really matters most. And I have to do it all in a cost effective way!" 
    How can you accomplish it all when you're given mission impossible, and your instructions will self-destruct before you can even set a plan in motion? Discuss the metrics that matter most. Learn to manage your program by tailoring reports to meet the unique needs of your various stakeholders. Explore the what and how of benchmarking internally and externally, and develop a historical record and position your program to measure success, no matter the goal.
  • Annual Giving Student Philanthropy Programs
    Speaker: Trish Jackson, Vice President for Advancement, Smith College
    Though many institutions have solid senior class gift programs, those schools, colleges and universities that introduce comprehensive student philanthropy programs from the time students first matriculate, are well-positioned for greater success. Explore some of the best practices in creating a culture of philanthropy on your campus, and consider how you can design programs that work for your institution even in a time of constrained resources.
  • Annual Giving Social Media and Online Opportunities: Communicating with Today's Tools
    Speaker: Martin Shell, Vice President for Development, Stanford University       
    Social media and other electronic devices are revolutionizing the way in which we communicate and stay in touch. From the Obama 2008 campaign to the Arab Spring, a collection of communications tools are creating new communities, reinforcing others and altering the traditional landscape.  What does this mean for development professionals who are constantly seeking varied and improved ways to reach out and touch our constituents?  Explore the various outlets and avenues available for enhancing our communication with our alumni, parents and friends. Learn how, when effectively deployed, social media can become another tool in our kit for enhanced engagement that over time can lead to potential philanthropic investment.
  • Annual Giving Gift Planning 101 The Basics: What Donors Give (or Should Give) and Why
    Speaker: David Dini, Assistant Headmaster, St. Mark's School of Texas
    Planned giving is often thought of as complicated and overwhelming. It is also a topic that tends to engender discomfort among donors, volunteers and staff because it can involve discussions of complexity and, in some cases, mortality. At the same time, it is one of the most important areas of our work as we partner with donors to help them make the most efficient and effective gifts possible. Join us for an introductory session on planned giving to learn more about the various types of outright and deferred gift opportunities that can benefit not only your institution, but also your donors.
  • Annual Giving Motivating Philanthropy: Making Your Message Stick
    Speaker: Michael Morsberger, Vice President of Development and Alumni Relations, George Washington University
    Every donor you interact with has a story to tell about what motivated them to give. Effective development requires distilling these compelling messages into a simple vision. This session will showcase examples of inspirational storytelling, and will explore how to use themes from these stories to connect with donor prospects and solidify your institution's brand.
  • Annual Giving Getting Face-to-Face with Prospective Donors: The Cold Call and Your First Visit
    Speaker: Heidi McCrory, Vice President for Alumnae and Development, Sweet Briar College
    Turn up the heat on your cold calls and keep the door open after your first visit. Learn how to get the appointment, how to start the conversation and keep it on track, and most important, how to end the visit ensuring a productive next step. Have to solicit on that first call? We'll cover that as well. The development professional who masters and enjoys cold calls and first visits is destined for success.
  • Annual Giving Getting Face-to-Face with Prospective Donors: The Art of Asking Strategic Questions
    Speaker: Karen Osborne, President, The Osborne Group
    Strategic questioning is a powerful life skill. First, it will help you create productive donor relationships. Where are we on your list of philanthropies? What factors go into your philanthropic decisions? As you consider our vision for the future, what do you find most compelling? Quality questions elicit amazing information. Second, it will help you build relationships on campus with your supervisor, peers and faculty members. Learn how to probe for information that helps develop and advance relationships, answer all the "rights," and result in a joyful, generous "Yes" to your request for increased engagement with your institution, a significant gift to one of your priorities or for whatever you were hoping that volunteer or colleague would do to help you achieve your goals.
  • Annual Giving Managing Yourself: Striving for Expert Performance
    Speaker: James J. Husson, Senior Vice President for University Advancement, Boston College
    Why do some fundraisers succeed where others fail? What can we learn from individuals who arrive at the highest levels of expert performance across a range of professions? How might this inform our work and professional development, both as individual performers and in team settings? Discuss recent research on expertise and share examples of top performers in various roles, all with an eye toward realizing our fullest potential as advancement professionals. Join us as we seek to understand why stars are made and not born.

 4:00-5:00
General Session
The Donors Speak

5:00-6:00
Dartmouth Reception

6:00
Dinner on your own

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Wednesday, July 25

7:00-8:00 AM
Breakfast on your own

8:00-9:00
Advisee Group Meetings: Do it Right: Ethics 

9:30-11:00
General Session
Campaigns

11:15 AM-12:30 PM
General Session
Working a Room
Meeting new people on behalf of the institution can be daunting if you are unprepared. Join us for a fun session on socializing with a purpose. We'll explore how to plan and maximize professional opportunities when meeting new prospective donors at events and other social settings. Find out how to approach people; how to start, maintain and end conversations graciously; how to create opportunities for meaningful follow up; and how to work as a team member with professional colleagues. You will walk away ready for your next event with new skills, a fail-proof plan and the confidence to put it into action.

12:30-2:00
Lunch on your own

2:00-3:15
Elective Sessions

  • Annual Giving Annual Giving in a Campaign Setting
    Speaker: David Dini, Assistant Headmaster, St. Mark's School of Texas
    Contrary to popular opinion, large-scale institutional campaigns can actually strengthen the annual fund if they are well planned and thoroughly coordinated. While these major fundraising efforts tend to focus primarily on buildings and endowment, campaigns provide a great platform to highlight all of the institution's goals, including annual giving. Join us for an engaging discussion about building the identity, brand and case for annual giving, and the methods for sustaining consistent messaging and execution in the context of a broad-base campaign.
  • Annual Giving Persuasive Development Writing
    Speaker: David Jones, Senior Director, Annual/Special Giving and Prospect Development, University of Georgia
    Development professionals can usually verbalize a conversational case for support with little effort. Effectively putting those ideas in writing takes skill and practice. Review the basic do's and don'ts around persuasive writing; whether it's a prose-heavy publication, a state-of-the-university appeal letter or copy for a flashy, factoid-filled brochure. Materials for this session focus primarily on annual fund appeals, but the techniques and tips often extend to major gift proposals, donor reports, and other forms of writing for development. Review actual appeals and writing samples used in effective direct mail solicitations. Practice your own editing skills working with persuasive copy.
  • Annual Giving Prospect Management and Research: Assessing and Accessing Your Prospect Pool's Potential
    Speaker: Constance French, Interim President, OHSU Foundation, Oregon Health & Science University 
    It's a relationship business. We've heard it said a million times. It's true, development is about forging relationships and moving donors along the engagement and giving continuums. While the actions around such engagement are highly individualized, in order to raise as much money as possible to support our institutions' aspirations, we must ensure that we are engaging as many of our best potential donors as possible while tracking and analyzing our results for maximum effectiveness. How? Learn more at this session.
  • Annual Giving Developing Major Gift Strategies
    Speaker: Fritz Schroeder, Vice President for Development and Alumni Relations, Johns Hopkins University
    Working with an individual to make a major philanthropic investment in your organization is a very personal and unique experience, with no two donors and no two gift plans being exactly alike. Your success or failure in closing a major gift depends on how well you know the donor, how well you listen and your understanding of what he or she wants to accomplish with his or her philanthropy. Learn how to gain the trust of major donors and prospects, how to use faculty, trustees, colleagues and volunteers, and how to develop customized gift strategies that will maximize results. Walk away with a strategy for one of your donors that you can begin implementing as soon as you get back to campus. In fact, maybe the next step toward that gift begins as soon as this session ends.
  • Annual Giving Getting Face-to-Face with Prospective Donors: The Art of Asking Strategic Questions
    Speaker: Karen Osborne, President, The Osborne Group
    Strategic questioning is a powerful life skill. First, it will help you create productive donor relationships. Where are we on your list of philanthropies? What factors go into your philanthropic decisions? As you consider our vision for the future, what do you find most compelling? Quality questions elicit amazing information. Second, it will help you build relationships on campus with your supervisor, peers and faculty members. Learn how to probe for information that helps develop and advance relationships, answer all the "rights," and result in a joyful, generous "Yes" to your request for increased engagement with your institution, a significant gift to one of your priorities or for whatever you were hoping that volunteer or colleague would do to help you achieve your goals.
  • Annual Giving Getting Face-to-Face with Prospective Donors: The Art of Listening
    Speaker: Martin Shell, Vice President for Development, Stanford University    
    As a leadership annual fund or major gift professional, you are a detective, uncovering clues to your donor's philanthropic interests, motivations and values. And, like a good detective, you have many different tools for gaining the information you need. Active, effective listening is one of them. Assess your listening skills, learn about different listening styles and come away with the skills you need in order to hear and understand how to advance relationships toward "Yes."
  • Annual Giving Managing Yourself: Striving for Expert Performance
    Speaker: James J. Husson, Senior Vice President for University Advancement, Boston College
    Why do some fundraisers succeed where others fail? What can we learn from individuals who arrive at the highest levels of expert performance across a range of professions? How might this inform our work and professional development, both as individual performers and in team settings? Discuss recent research on expertise and share examples of top performers in various roles, all with an eye toward realizing our fullest potential as advancement professionals. Join us as we seek to understand why stars are made and not born.
  • Annual Giving Build, Engage and Motivate High-Performing Teams
    Speaker: Peter Hayashida, Vice Chancellor, University Advancement, University of California, Riverside
    One of the most difficult challenges that managers and leaders face is creating a strong and effective organizational culture where employees feel engaged, empowered and enthusiastic about their work. Good managers and leaders employ many different techniques to create a culture, to communicate expectations, and to increase overall satisfaction and production. But these important efforts don't happen by accident. They require time and thought from the manager. Explore the discipline of management and leadership and learn how to engage your own strategies.

 3:45-5:00
General Session
Career Path Discussion

5:00
Dinner on your own

 

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Thursday, July 26

7:00-8:00 AM
Breakfast on your own

8:00-9:15
Elective Sessions   

  • Annual Giving Making Your Donors Say "Wow!": Annual Fund Stewardship and Donor Recognition
    Speaker: Karen Osborne, President, The Osborne Group
    In today's economy, donors are shortening their lists and tightening their belts. We must retain every donor we possibly can. We want them excited about increasing their gifts and spreading the word to fellow alumni, parents, grandparents and friends, "Ours is an institution that uses our money wisely and treats donors with care and panache." Join us for a content-rich session of fresh ideas you can take back to campus and implement immediately. The results will make you and your donors say, "Wow!"
  • Annual Giving Raising Money Online in the Annual Fund, Integrating with Mail and Phone
    Speaker: David Jones, Senior Director, Annual/Special Giving and Prospect Development, University of Georgia
    Are your phone, mail, email and social media programs working in tandem or in opposite directions? Electronic communications can be a cost-effective tool in raising money. But how can we maximize its impact and wisely integrate it into our annual giving efforts? Discuss these issues and look at a few useful examples. Explore the emerging use of online social networking in fundraising.
  • Annual Giving Basics of Campaign Management
    Speaker: Michael Morsberger, Vice President of Development and Alumni Relations, George Washington University
    All successful campaigns have four essential pillars: 1) Case; 2) Leadership; 3) Prospects; 4) A plan. The absence of any of these ingredients spells failure. Focus on the roles of volunteers, leadership and prospects, and learn how to define and achieve success in your campaign. Discover more about all four elements of a successful campaign plan and learn how to manage internal and external constituencies.
  • Annual Giving Women Give!
    Speaker: Trish Jackson, Vice President for Advancement, Smith College
    Focusing on data from the Women's Philanthropy Institute at the Center on Philanthropy at Indiana University, this session will demonstrate why every institution should pay attention to their female constituents and consider gender differences in philanthropic behavior.
  • Annual Giving Getting Face-to-Face with Prospective Donors: The Cold Call and Your First Visit
    Speaker: Heidi McCrory, Vice President for Alumnae and Development, Sweet Briar College 
    Turn up the heat on your cold calls and keep the door open after your first visit. Learn how to get the appointment, how to start the conversation and keep it on track, and most important, how to end the visit ensuring a productive next step. Have to solicit on that first call? We'll cover that as well. The development professional who masters and enjoys cold calls and first visits is destined for success.
  • Annual Giving Getting Face-to-Face with Prospective Donors: The Art of Asking Strategic Questions
    Speaker: Constance French, Interim President, OHSU Foundation, Oregon Health & Science University 
    Strategic questioning is a powerful life skill. First, it will help you create productive donor relationships. Where are we on your list of philanthropies? What factors go into your philanthropic decisions? As you consider our vision for the future, what do you find most compelling? Quality questions elicit amazing information. Second, it will help you build relationships on campus with your supervisor, peers and faculty members. Learn how to probe for information that helps develop and advance relationships, answer all the "rights," and result in a joyful, generous "Yes" to your request for increased engagement with your institution, a significant gift to one of your priorities or for whatever you were hoping that volunteer or colleague would do to help you achieve your goals.
  • Annual Giving Getting Face-to-Face with Prospective Donors: Making the Ask
    Speaker: James J. Husson, Senior Vice President for University Advancement, Boston College
    It is more than a meeting: it is ensuring success in every stage of a significant solicitation. We often think of a solicitation as a singular event, the moment when we "ask for the order." In this session, we will look at personal solicitation in a broader context, by discussing five stages of the solicitation process, beginning with the call to request an appointment and concluding with post-solicitation follow up. Our goal will be to understand how a thoughtful and rigorous approach to each stage can help ensure the best possible outcome in your solicitation of a high-potential prospect.
  • Annual Giving Staffing Your President, Chancellor or Head of School
    Speaker: Peter Hayashida, Vice Chancellor, University Advancement, University of California, Riverside
    The head of the institution is one of the most important partners any development officer can have. Whether the president, chancellor or head is engaged in cultivation, solicitation or stewardship, the role development officers play in making that person successful, putting the institution's best foot forward, and leveraging his or her ability to inspire investment is essential. Engage in a discussion about lessons learned and how you can match your own strengths and style to best play this supporting role.

9:30-10:30
Advisee Group Meetings  

 10:45-11:30
Closing Session
 

NOON
Institute Adjourns

 

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