Conferences & Training
Program - Annual Conference for Donor Relations Professionals

 

Day 1
Day 2
Day 3
Day 1, Wednesday, June 28

NOON-1:00 PM
Registration

1:00-1:15
Introductions and Welcome

1:15-2:30
Opening Keynote
How Stewardship Helped Me Build an Ad Agency, Rebuild a Media Company, and Guide One of the World's Largest Tech Brands
Mike Dyer, Vice President, Global Marketing and Communications Intel, former President and Publisher The Daily Beast
2:45-4:00
Elective Sessions (choose one)

  • The Next Generation of Giving Societies: Broad-Based Tactical Engagement for the Masses
    Should you (or shouldn't you) develop a giving society to serve your institution? If yes, what are the steps for building the best program? If no, what are the best alternatives? This session takes a critical look at one of the industry's most time-honored strategies, examine what works and answer the question, "What comes next?"
  • Measuring and Promoting Success
    A donor relations team's credibility with leadership often depends on an ability to show how specific functions and activities have goals and measured outcomes—similar to measures used for front-line fundraisers. This session looks at a variety of different approaches to capturing, measuring and promoting your team's value in the fundraising efforts—a value-add that can help a better seat at the table and/or make the case for more resources.
  • It's a Two-Way Street: Tactics, Tips and Strategies for Building and Sustaining Partnerships
    Do you rely on colleagues across your organization to get your work done? Whether it's acknowledgement coordination, material for reports, scholarship awarding or student assistance, this session provides tips and tactics for building and harnessing those relationships in good times and bad, so they are always willing to pick up the phone when you ask them for help.

4:15-5:30
Current and Emerging Trends in Donor Relations
Louis Pasteur said, "Chance favors the prepared mind." To prepare our minds, we observe the forces and factors that currently influence us and our work. Then we seek to envision and identify the trends those influences are creating—trends that will impact our work in the future. In this session, we'll prepare our minds by pointing out some of today's influences on higher education and donor relations and highlighting some of tomorrow's trends that are likely to affect our important work.

5:30-6:30
Networking Reception

6:30
Conference Adjourns for the Day
Dinner on your own

 [Back to top]

Day 2, Thursday, June 29

8:00-9:00 AM
Continental Breakfast
Breakfast Roundtables

9:00-10:15
Social Media Keynote

Michael Stoner, Co-founder and President, mStoner

10:30-11:45
Elective Sessions (choose one)

  • Creative Events.....and Easy Execution
    Events that "surprise and delight" can keep donors engaged and coming back for years. But getting buy-in as to why to do, or not do, an event can sometimes be a challenge. This session focuses on how to best use events and the staff time needed to implement—from concept to outcomes to using tools and technologies to aid execution. Participants should come prepared to share examples of their own successes, lessons learned and event tools.
  • Master the Art of Impact Reporting
    Effective stewardship needs to go beyond the traditional bounds of standard fund/endowment reporting in order to keep donors connected with the impact of their philanthropy and to assure them that their dollars make a difference. Share samples in advance of this session and join in at the conference to view reports your fellow donor relations professionals have created. What has worked, what has inspired, what secret formulas have been used in order to gather information and publish in a timely fashion? Trade ideas and samples of how to master impact reporting and leave your donors feeling awed, recognized and inspired to give again!
  • Choose Your Own Adventure: Exploring Your Career
    If you are starting to think about what career opportunities might be on the horizon, or if you're looking to expand your existing position, come explore various ways to help create opportunities and develop professionally.

11:45 AM-1:15 PM
Lunch on your own

1:15-2:30
Elective Sessions (choose one)

  • Presents and Plans and Plaques, Oh My! Individualizing and Tailoring Stewardship for Your Top Donors
    Roughly five-ten percent of your institutions' donors contribute 90 percent of the dollars raised each year. This session focuses on setting the framework for donor relations strategy for your institution's top donors. Learn how to create customized stewardship plans, how to personalize outreach and gifts, and review engagement strategies according to your donors' interests. Walk away with templates for stewardship plans, creative gift ideas and guidelines for how to acquire the information you need to make it a success!
  • Scholarship Stewardship: Sowing the Seeds of Donor Love
    This session provides a glimpse at how several shops across the country tackle scholarship stewardship. Acknowledgements, reports, events and yes, the dreaded student thank you note, all play a part in nurturing the donor relationship. Learn how your peers are tackling the challenges and planting seeds for future opportunities.
  • Crash Course in Leadership and Management for Stewardship and Donor Relations Professionals
    Times of growth, transition and turmoil often bring with them extraordinary opportunities. Whether you are pursuing your next big opportunity or it is pursuing you, the better prepared you are, the better you and your team will fare. This session provides you with some of the best advice, stories and cautionary tales from some of the industry's most talented professionals.

2:45-4:00
Elective Sessions (choose one)

  • What's In a Name?
    If your donor makes a gift to name a fund, capital space/project, or program, how long does that naming last? Under what circumstances would a donor name be removed? What happens if the building/space is demolished or renovated? Who has authority to change a name? This session looks to cover general guidelines, policies and best practices associated with naming opportunities, as well as some of the pitfalls to try to avoid.
  • Techno Remix: Tips, Tricks, Tools and Technologies for Donor Relations Pros
    What tools and technologies do you use in your day-to-day work as a donor relations professional? Are you aware of all that you have at your fingertips already? With so many tools and ever-more powerful technologies emerging every year, which ones do you really need? Eplore these questions and more as well as facilitate sharing of participant's own great ideas (tips andtricks) for getting the most out of our tools and technologies.
  • Organizing the Org Chart
    Looking to reorganize your donor relations shop or simply wishing you could? Swing by this session to see samples of how different size departments around the country have set up shop. Explore what works for them and lessons learned along the way. Come ready to ask your organizational structure questions and share what you have seen succeed.

4:15-5:15
Ten Tactics for Expertly Managing the Campaign Experience: Number Eight Will Blow Your Mind!
If you have worked in stewardship and donor relations for very long, chances are good that you have lived the campaign experience and if you haven't, don't worry. It's coming! Whether you are on your first campaign on your fifth, you will enjoy this fresh look at an industry rite of passage.

5:15
Conference Adjourns for the Day
Dinner on your own

[Back to top]

Day 3, Friday, June 30

8:00-9:00 AM
Continental Breakfast
Breakfast Roundtables

9:00-10:15
Faculty Firing Line: Difficult Conversations with Management, Staff and Colleagues
Awkward. It doesn't matter how many times you've done it, there is nothing quite like having the hard conversations with your colleagues. And while there is no magic trick to make it comfortable, there are some strategies and tactics that can make it easier. Enjoy this time with the faculty as they offer best advice from their own experiences.

10:30-11:45
Show andTell: Attendee Pride Points
Wrap up our conference experience with a chance to spotlight the great work of our attendees! Prior to the session, conference attendees are asked to share samples of and/or links to their great work and most successful efforts (submissions will be collected electronically via the conference community website). The faculty will select several submissions to spotlight during the session and invite attendees to "show and tell" their work. Finally, we'll open it up to the full conference for even more great ideas and sharing of your "Pride Points!"

11:45 AM-NOON
Conference Wrap-up

NOON
Conference Adjourns

[Back to top]

Day 1
Day 2
Day 3