Conferences & Training
Program for International Advancement: North American Strategies for Global Alumni Relations and Fundraising

Day 1 Day 2 Day 3
Day 1, Monday, Jan. 28

NOON-1:00 PM
Registration

1:00-1:15
Introductions and Welcome

1:15-2:30
Clarifying Complex Ideas: Making the Case to Your Biggest Donors
What are best practices to international donors for investment? What is appropriate preparation for donors, faculty and university leadership to be thought partners for impactful philanthropy to our institutions? In principal and transformational gifts, how do you align institutional interests, donor interests and public sector interests to maximize prospective gifts internationally?

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

  • Creating and Running an International Board
    How do you assess when the right time is to create an international board, and for what purpose? How do you identify the right people and objectives for your board? What are unique considerations in an international context?
  • Complex Gifts and International Giving Vehicles
    How can you work through complex gifts, encompassing planned gifts and global asset-derived opportunities, with the help of experts? What benefits does incorporating as a charity in key global markets confer, and when does it make sense to use them?

4:15-5:30
Strategic Planning: Setting and Measuring Institutional Goals and Objectives
How do you identify your institution's objectives internationally? How is "ROI" managed as considered by university leadership? Where and how should development and engagement/alumni relations work together to meet these objectives? How do you make the case for additional resources and set expectations with university leadership?

5:30-6:30
Networking Reception

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

[back to top]

 

Day 2, Tuesday, Jan. 29

8:00-9:00 AM
Continental Breakfast/Roundtables by Region

  • EUROPE: United Kingdom, EU/Switzerland, Russia
  • LATIN AMERICA: Mexico, Central America (Panama, Bahamas, Dominican Republic), South America (Brazil, Peru, Colombia, Argentina, Chile, Paraguay)
  • MENA (Middle East and North Africa): The Gulf (Saudi Arabia, UAE, Bahrain, Kuwait, Qatar, Oman), The Levant (Turkey, Lebanon, Jordan, Israel)
  • AFRICA: Nigeria, Kenya, Ghana, South Africa
  • ASIA: East Asia (PRC, Hong Kong, Korea, Japan, Taiwan), South Asia (India, Pakistan, Sri Lanka), Southeast Asia (Singapore, Indonesia, the Philippines, Australia, New Zealand)

9:00-10:15 
The Donor's Perspective: Navigating American Philanthropy
Be a part of a conversation with Ashleigh Au, founding secretary of the SOHO China Foundation and David Tan, executive director of the Chen Institute, who have established flagship philanthropic partnerships with leading institutions of higher education in the United States. Speaking from their experiences navigating American higher education to establish transformational programming, they will speak about what international donors seek from U.S. institutions of higher education. Focusing on how can you develop meaningful relationships and create clarity in making asks with your international donors, they will explore how institutions and donors can work together to be leaders in education and philanthropy.

10:30-11:45
Keynote
The Power of Place: The Hemispheric Strategy at the University of Miami

Julio Frenk, President , University of Miami

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

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

  • Building Up a Shop
    What is the case for creating an international advancement operation when time could be spent on other things? How do you get started? How can you do a lot with a little, and focus energies for the greatest impact even if you are a one-person shop? Where can you capitalize on other resources outside of the development shop?
  • Fine-tuning Your Shop
    How can complex institutions with disparate resources in the international space be cohesive and complementary to fundraising and engagement efforts? How can you grow and find talent to create a high-performing team? Do you base team members domestically or abroad? What are nontraditional metrics worth considering?

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

  • Alumni Relations and Engagement
    How do you grow and develop your international alumni clubs and groups? What methods do you have to keep track of young, up-and-coming alumni who change geographies on a regular basis? What are ways of creating larger alumni groups from different programs at your school that allow for individuals to engage in areas of intellectual or professional interest?
  • Work/Life Balance
    How can you create a dynamic that allows for a high-functioning team while creating an environment that mitigates burnout? What are the unique challenges that international work poses on individuals, and how can you retain talent in the face of those challenges?

4:15-5:30
Elective Sessions (choose one)

  • Social Media, Communications and Technology 
    How can key technologies be leveraged to communicate with parents, alumni and friends (i.e. WeChat, Whatsapp, Kakao Talk, Line)? What is the impact of new communication tools on our work (i.e. when people leave email behind?) What tools and new technologies can we share with each other to enhance engagement, fundraising and research efforts? How do you stay current on global issues and how do you consume news/media for professional purposes?
  • Creating and Leveraging International Events
    How can you leverage international events for impactful alumni, parent, friend and donor engagement? What are opportunities to share resources during faculty and leadership travel for content-driven events? How can on-campus, regional events and unique experiences create a lasting connection?

5:30
Conference Adjourns for the Day
Dinner on your own

[back to top]

 

Day 3, Wednesday, Jan. 30

8:00-9:00 AM
Continental Breakfast/Roundtables by Region

  • EUROPE: United Kingdom, EU/Switzerland, Russia
  • LATIN AMERICA: Mexico, Central America (Panama, Bahamas, Dominican Republic), South America (Brazil, Peru, Colombia, Argentina, Chile, Paraguay)
  • MENA (Middle East and North Africa): The Gulf (Saudi Arabia, UAE, Bahrain, Kuwait, Qatar, Oman), The Levant (Turkey, Lebanon, Jordan, Israel)
  • AFRICA: Nigeria, Kenya, Ghana, South Africa
  • ASIA: East Asia (PRC, Hong Kong, Korea, Japan, Taiwan), South Asia (India, Pakistan, Sri Lanka), Southeast Asia (Singapore, Indonesia, the Philippines, Australia, New Zealand)

9:00-10:15
América Latina: Oportunidades e Ideas
What makes Latin America a unique market for higher education and medical philanthropy? How can you build constructive partnerships in the region with aligned and non-aligned donors? What organizing principals and engagement opportunities are the most meaningful for your constituents? How is Latin America's geopolitical, cultural and economic landscape impacting philanthropy and education?

10:30-11:45
Cross-Border Philanthropy and International Fundraising
What does it mean to be global fundraisers? International philanthropy is in a state of transition with emerging and growing philanthropic regions. However, the cultures of philanthropy, expectations of donors and vehicles for giving are quite varied across these regions. In 2018, Marts & Lundy undertook an environmental scan that analyzed past, current and emerging giving trends and operational considerations in key international markets. The findings provide information on current conditions in each of the regions that present potential fundraising opportunities for international fundraising programs.

During this session, we will share these findings through the lens of fundraising professionals based in Canada, Scotland and the United States, who will discuss their experience and the implications for higher education fundraising in an increasingly global marketplace.

11:45 AM-NOON 
Faculty Firing Line and Wrap Up

NOON
Conference Adjourns

 

[back to top]

Day 1 Day 2 Day 3