Spring Institute in Educational Fundraising

Programme

Monday 18 March

10:00 - 11:30 Registration

11:30 - 12:15 Welcome (Convention Room) 
Mark Curtis, director of development New College, University of Oxford

12:15 - 13:00 Tutorial 1

13:00 - 14:00 Working lunch in Tutorial Groups (Restaurant)

14:00 - 15:30 Elective 1

Choose from the following:

1. Cultivating prospective major donors
Martin Kaufman, principal, Martin Kaufman Philanthropy

2. Building a culture of giving to education
Joanna Motion, partner, More Partnership

3. What to focus on when starting up
Colin McCallum, executive director, University Advancement, University of Salford

4. What to do when you get a gift
Sam Davies, director of development and alumni, University of Brighton

5. Stewardship and donor relations
Lorna Somers, campaign director and vice president, McMaster University Foundation

15:30 - 16:00 Refreshment break (Lounge area)

16:00 - 17:30 Elective 2

Choose from the following:

1. Direct marketing fundamentals
Bob Burdenski, principal, Robert Burdenski Annual Giving

2. Prospect tracking and management
Anne Berry, senior associate, Washburn & McGoldrick, Inc.

3. Legacies
Mark Curtis, director of development New College, University of Oxford

4. Successful fundraising events
Kate Robertson, director of development and alumni relations, The University of Nottingham

5. Fundraising, PR and marketing: working together
Charlotte Rydh, director of development, Vardal Foundation

17:30 - 18:45 Free time

18:45 - 19:30 Optional Walking tour of University campus - finishing at Holywell Park

19:30 Welcome Dinner (Holywell Park)

Tuesday 19 March

08:45 - 10:00 Annual and Regular Giving (Convention Room)
Bob Burdenski, principal, Robert Burdenski Annual Giving and Sam Davies, director of development and alumni, University of Brighton

10:00 - 10:30 Refreshment break (Lounge Area)

10:30 - 11:45 Annual and Regular Giving continues

11:45 - 12:15 Group Photos

12:15 - 13:15 Lunch in Restaurant - Discussion Topic Tables  

1. Fundraising for Health - Colin McCallum
2. Development troubleshooting clinic - Martin Kaufman
3. Working with academics/teachers - Joanna Motion 
4. Annual Giving - Mark Curtis and Bob Burdenski
5. Selecting a database - Sam Davies
6. So you've been asked to draw up a strategy - Anne Berry and Lorna Somers
7. Continental Europe - Charlotte Rydh
8. Campaigns Troubleshooting clinic - Kate Robertson

13:15 - 14:00 Tutorial 2

14:15 - 15:45 Elective 3

Choose from the following:

1. Telephone Fundraising
Mark Curtis, director of development, New College, University of Oxford

2. How to make a successful prospect call
Lorna Somers, campaign director and vice president, McMaster University Foundation

3. Trust and Foundations are donors too
Charlotte Rydh, director of development, Vardal Foundation and Martin Kaufman, director of development, Museum of London

4. The confident development professional
Joanna Motion, partner, More Partnership

5. Managing up: working with your Manager, Vice -Chancellor, Rector or Head
Anne Berry, senior associate, Washburn & McGoldrick, Inc.

6. International fundraising: US, Asia and emerging markets
Kate Robertson, director of development and alumni relations, The University of Nottingham

15:45 - 16:15 Refreshment break (Lounge Area)

16:15 - 17:15 Guest Speakers
Professor Robert Allison, vice chancellor and Susan Sargent, deputy director, Development and Alumni Relations, Loughborough University

18:05 Meet in Burleigh Court Reception Area

18:15 Coaches depart

18:30 - 19:45 Drinks Reception (Prestwold Hall)

20:00 Dinner (Restaurant - Burleigh Court)

Wednesday 20 March

08:45 - 10:00 Major Gifts Plenary ‘If I had a millon dollars....'
Lorna Somers, campaign director and vice president, McMaster University Foundation and Mark Curtis, director of development, New College, University of Oxford

10:00 - 10:30 Refreshment break (Lounge Area)

10:30 - 12:00 Major Gifts Plenary continues

12:00 - 13:00 Lunch (Restaurant)

13:00 - 14:45 Ethics Plenary - Ethics: the only way?
Joanna Motion, partner, More Partnership

14:45 - 15:15 Refreshment break (Lounge Area)

15:15 - 16:00 Tutorial 4

16:00 - 17:30 Elective 4

Choose from one of the following:

1. Fundraising from current students
Sam Davies, director of development and alumni, University of Brighton

2. Corporate Fundraising
Charlotte Rydh, director of development, Vardal Foundation and Kate Robertson, director of development and alumni relations, The University of Nottingham

3. Writing a case for support to inspire donors to give
Martin Kaufma, principal, Martin Kaufman Philanthropy

4. Using new media and social networking
Bob Burdenski, principal, Robert Burdenski Annual Giving

5. Fundraising with limited resources
Colin McCallum, executive director, University Advancement, University of Salford

6. Making the ask
Anne Berry, senior associate, Washburn & McGoldrick, Inc.

17:30 - 18:00 Free time

18:00 - 19:00 Project briefing followed by tutorial groups (Convention Room)

19:30 Working dinner (Restaurant - Burleigh Court)

 

Thursday 21 March

08:45 - 10:00 Campaigns Plenary
Colin McCallum, executive director, University Advancement, University of Salford and Anne Berry, senior associate, Washburn & McGoldrick, Inc.

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

Choose from one of the following:

1. Presentation Skills
Joanna Motion, partner, More Partnership

2. Fundraising for scholarships and bursaries
Mark Curtis, director of development New College, University of Oxford

3. What are you fundraising for - project identification and prioritisation
Martin Kaufman, principal, Martin Kaufman Philanthropy

4. From a fundraising office to a fundraising institution
Kate Robertson, director of development and alumni relations, The University of Nottingham

5. Managing my career
Lorna Somers, campaign director and vice president, McMaster University Foundation

6. Annual Giving on a shoestring
Bob Burdenski, principal, Robert Burdenski Annual Giving

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 Dinner and Disco (Restaurant - Burleigh Court)

Friday 22 March

08:45 - 10:00 Elective 6

Choose from the following:

1. Staff: recruiting, retaining, goal-setting and evaluating
Kate Robertson, director of development and alumni relations, The University of Nottingham

2. Practical etiquette for fundraisers
Lorna Somers, campaign director and vice president, McMaster University Foundation

3. Working with volunteers (internal and external)
Colin McCallum, executive director, University Advancement, University of Salford

4. Fundraising from parents and families
Sam Davies, director of development and alumni, University of Brighton

5. Mid-level giving
Martin Kaufman, principal, Martin Kaufman Philanthropy

10:15 - 10:45 Refreshment break (Lounge Area)

10:45 - 11:30 Tutorial 5 - what next?

11:30 - 12:15 Two of the best presentations (Convention Room)

12:15 - 12:45 Closing plenary (Convention Room)

12:45 Lunch (Restaurant)

Depart: Meet in Burleigh Court Reception Area

13:30 Coach to Loughborough Train Station

14:00 Coach to Loughborough Train Station

14:30 Last coach to Loughborough Train Station