Conferences & Training
Major Gift Strategies: Spring Session

Day 1 Day 2 Day 3
Day 1, Wednesday, April 25

NOON-1:00 PM

Welcome and Introductions

The Development Process: An Overview
All fundraisers know the value of major gifts to any fundraising campaign, whether it is the annual campaign, capital campaign or other effort. Securing those gifts, however, can sometimes be challenging and intimidating. This session demystifies the fundraising process by sharing the three critical skills all development professionals must master in order to successfully advance their operations...and their careers.

Data and Trends that Impact Philanthropy
It's hard to move forward without first knowing where you are, something about the road ahead, and your intended destination. That's why we study data and trends.What do the numbers tell us about the current status of major gift fundraising? How do consumer behavior, economic, environmental and institutional trends shed light on the opportunities and challenges facing our organizations? Where do we look to increase major gift productivity? This session mixes statistics with examples of how major gift prospects think and behave, to give you context that will shape your development strategies.

Keys to Your Success as a Major Gift Officer
Tips of wisdom will be provided following a survey of 100 top major gift officers and their coworkers. These top CASE friends shared serious thoughts in some fun ways. Results from this survey and professional lessons from our faculty will give you the keys to a successful future of your own.

Networking Reception

Conference Adjourns for the Day
Dinner on your own

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Day 2, Thursday, April 26

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

Portfolio Management and Metrics
Securing a major gift does not usually happen overnight. The "before" and "after" efforts of relationship building are critical to successful fundraising and must be managed well to ensure future giving. This session will provide the tools and techniques essential to managing a complex donor/prospect portfolio and the metrics that will define your ultimate success.

Elective Sessions (choose one)

  • Effective Stewardship and Donor Engagement
    Effective stewardship requires much more than a well-crafted thank you letter. In order to care for your donors in a way that allows you to foster life-long relationships, stewardship requires a union of creativity and strategic planning. This session offers the "art and science" of stewardship using real examples you can put to work right away to benefit your institution, and also your donors.
  • Life on the Road: Travel Tips and Planning
    Business travel appears glamorous—to those who don't do it. But for those of us who do, it does not have to be burdensome. This session focuses on all facets of productive business travel; from how to best build your itinerary and maximize your trip's efficiency to how you can stay safe and comfortable wherever various planes, trains and automobiles take you.

11:15 AM-12:15 PM
Donor Panel
Engaged volunteers, committed philanthropists and skilled development professionals drive our success. Hear from exemplary role models about what calls them to action, and what motivates them to give.

Lunch on your own

Campaign Preparation and Execution
Campaign. It's the multimillion, or even multibillion, dollar word we often casually throw around our campuses. But what does it really mean to run a campaign? This session, led by the entire faculty, walks through campaigns from start to finish, including goal setting, recruiting and managing volunteers, communications plans, and of course, soliciting top-level prospects. These principles will apply whether you're in charge of an annual giving program, a single-project fundraising effort, or a multiyear institution-wide comprehensive campaign.

Elective Sessions (choose one)

  • Communications Tools for Development Professionals
    In order to connect with your donors and inspire them to become engaged with your institution, effective communication requires a commitment to clear messaging about your mission that is relevant to them. Learn how a comprehensive approach to donor communication can help you effectively strengthen relationships and improve fundraising results for your organization.
  • Special Constituent Fundraising (Affinity Groups, Parents, Grateful Patients, CFR and More)
    There are many different types of relationships that constituents have with our institutions, and different ways in which we engage them. Even if you focus on one type now, chances are you will be involved with several others as you progress in your career. Interested in exploring how to work with curious parents, grateful patients, and others? Join us for a look at various constituencies and strategies to successfully connect them with your organization.

Keynote Speaker

Faculty Firing Line

Conference Adjourns for the Day
Dinner on your own

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Day 3, Friday, April 27

8:00-9:00 AM
Continental Breakfast/Roundtables/One-on-One Sessions

Preparing for the Ask: Case Study and Leadership Role Play
This session provides an opportunity for conference participants to review examples from the faculty and to refine their personal solicitation skills in a workshop environment using real-life scenarios.

Role Play: Large and Small Group Dynamics

11:30 AM-NOON
Role Play Report-Back
Conference Wrap-up

Conference Adjourns

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Day 1 Day 2 Day 3