Conferences & Training
Conference for Newcomers in Development: Spring Session


Day 1 Day 2 Day 3
Day 1, Tuesday, March 20

NOON-1:00 PM

Welcome and Introductions

Why People Give: An Overview of Philanthropy and the Advancement Profession 
Kick off the conference with an interactive session about why we do what we do. We will offer an overview of advancement and philanthropic trends, discuss fundraising, donor motivation, engagement and more.

Elective Sessions (choose one)

  • Collaboration
    Discuss the increasing importance of understanding the work of your development colleagues and inspiring collaboration to achieve aspirational fundraising results.
  • Principles of Practice
    Philanthropy is a voluntary exchange in which the values and aspirations of donors are matched with the values and aspirations of those they benefit. How do we make this happen? Discuss the important principles key to ensuring success as you launch your career in the advancement industry.
  • Donor Centric Giving vs. Institutional Giving
    How do you keep the attention on the donor without compromising your institutional priorities? What is the difference between donor centric and institutional giving? Can your shop accomplish and accommodate both? How?
  • Engagement: What Does it Really Mean?
    Alumni and donor engagement is critical to our success. What does it mean? How should we define it in our organizations? How do we measure it and how does it inform our work as fundraisers?

Group Discussion and Elective Session Debrief

Faculty Panel: Career Paths in Advancement
Faculty members will join us to speak about their career path and identify a good career choice they made, a not-so-good one, and a person who made a difference.

Networking Reception
Join conference speakers and your colleagues to network and socialize after the first day of the conference. Don't forget your business cards! Drink tickets and hors d'oeuvres will be provided.

Conference Adjourns for the Day
Dinner on your own

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Day 2, Wednesday, March 21

8:00-9:00 AM
Breakfast Roundtables by Institution Type
Join optional roundtables for small group discussions during breakfast. Share your biggest challenges and discuss solutions with your peers.

Annual Giving Fundamentals
Annual giving programs were once the staple of higher education fundraising. Over time they became a necessary component to advancement work. As an industry, annual giving has emerged in recent years to sophisticated levels that were unimaginable just a decade ago. Explore the core functional areas and strategic focus of the modern annual giving program. You’ll be exposed to discussions surrounding goal setting and measuring as well as current atmospheric and industry approaches.

Elective Sessions on Annual Giving Topics (choose one)

  • Leadership Annual Giving/Building a Pipeline
    Building a gift pyramid for your annual fund is just as important as it is for your capital projects or your comprehensive campaign. Why are large annual fund gifts important? How do you make the case for leadership annual giving?
  • The Importance of Participation
    Alumni participation is often seen as an important measure of alumni satisfaction. But, it's an expensive and frustrating number to chase. Is it really important? Why? What are the expectations at your institution and how do you build a program to increase donor participation?
  • Reunion Giving and Giving Days
    The tradition of reunion giving inspires some alumni to make significant commitments beyond regular annual fund gifts. What do you need to do to launch a one-day fundraising campaign at your institution? A good program can strengthen alumni participation in giving and encourage ongoing support. How do you make this part of your advancement program?
  • Challenges of Philanthropy
    How do leverage moments or events and create urgency for giving? Discuss a variety of fundraising challenge models, crowdfunding, social media campaigns and more.

11:30 AM-NOON
Group Discussion and Elective Session Debrief

NOON-1:15 PM
Lunch on your own

Creating Success in Your Career
Discuss important questions to consider as you think about your career in advancement. Topics include discussions on the politics of managing up, down and across your organizational chart, metrics by which your boss measures your success and issues management in your office. We will also discuss the importance of managing your own professional growth.

Elective Sessions on Career Topics (choose one)

  • Managing Up, Down and Across
    Discuss how to advance your agenda and your ideas by building relationships at all levels of your organization.
  • The Importance of Professional Development
    Investing in your career is a no brainer! Making the case for continued professional development is essential for advancing your own career and in retaining your best staff members.
  • Metrics and Goal Setting
    Measure what matters. How do you determine goals, measure your success and stay on track?
  • Mentor and Mentee Relationships
    A good mentor provides career advice as well as professional and personal enrichment. How do you find a mentor?

Group Discussion and Elective Session Debrief

Fundraising: It Doesn’t Always Go as Planned!
Each faculty member will tell a story or two of how their best plans went awry and how a gift got away or was recovered. Do you have a story to share?

Conference Adjourns for the Day
Dinner on your own

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Day 3, Thursday, March 22

8:00-9:00 AM
Breakfast Roundtables by Topic
Join optional roundtables to discuss hot topics in fundraising with your peers. 

Major Gifts and Campaign Fundamentals
Explore the fundamentals of major gifts and review real-life stories and scenarios to address questions. It is often said if an institution is not in a campaign it is getting ready for one. This session will also offer a broad overview of campaigns and resources needed to support them.

Elective Sessions (choose one)

  • Portfolio Management
    Learning how to manage your portfolio of prospects efficiently and effectively is key to success. How do you determine where and with whom you spend your time?
  • The "Comprehensive" Ask
    Are you prepared to make the case for your campaign or capital project—and also make a solicitation for the annual fund? Why is it so important to practice the "comprehensive" ask?
  • Campaign Readiness
    What are the most important elements in a campaign plan? How do you know if your institution is ready to launch a campaign?

Group Discussion and Elective Session Debrief

11:30 AM-NOON
Closing Faculty Q&A
If you have burning questions, now is the time to ask them!

Conference Adjourns

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Day 1 Day 2 Day 3