Conferences & Training
Conference for Newcomers in Development: Fall Session


Day 1 Day 2 Day 3
Day 1, Monday, Oct. 22

NOON-1:00 PM

Welcome and Introductions
Join conference chair Kayla Hale to meet the conference faculty, learn about our conference group, survey results and identify expectations. We'll discuss our goals and objectives for the conference and talk about how to get the most out of your time in Baltimore.

The Overall Development Process
Kick off the conference with a session on the nuts and bolts of how the development cycle works. Review advancement and philanthropic trends, discuss fundraising constructs, donor motivation, engagement and more.

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 to ensuring success as you launch your career in the advancement industry.

Metrics and Goal Setting
Measure what matters. How do you determine goals, measure your progress and stay on track? This session provides the fundamental framework and tools for your success.

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! Wine, beer and hors d'oeuvres will be provided.

Conference Adjourns for the Day
Would you like to join a group for dinner? Sign-up for small group dine-arounds at the registration desk.

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Day 2, Tuesday, Oct. 23

8:00-9:00 AM
Breakfast Roundtables 

Annual Giving Fundamentals: Leadership Annual Giving, Soliciting an Annual Gift and Building a Pipeline
Annual giving programs have always been the main staple of higher education fundraising programs, but over time they have become a critical component to advancement work. In our industry, annual giving programs have risen to sophisticated levels that were unimaginable just a decade ago. Explore the core functional areas and strategic focus of the modern annual giving program. 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?

Elective Sessions on Annual Giving Topics (choose one)

  • The Importance of Participation
    Alumni participation is often seen as an important measure of alumni satisfaction. But it can be 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?
  • The Role of the Annual Fund with Campaigns
    Incorporating your annual fund into your campaign strategy is critical to the success of both. By maximizing donor support through a comprehensive approach of segmentation, thoughtful engagement and predictive analytics, your annual fund dollars and donors will grow significantly...and so will the satisfaction of your administration.
  • Challenges of Philanthropy
    How do you 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-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
  • Mentor and Mentee Relationships
    A good mentor provides career advice as well as professional and personal enrichment. How do you find a mentor and how do you take advantage of this important relationship?

Uncomfortable Conversations
Communicating with supervisors, subordinates, donors, prospects, volunteers and campus partners is easy when everything is going well, but are you prepared to have or navigate those uncomfortable conversations that may involve discipline, politics, challenging donor relationships or inappropriate behavior? These are the conversations that matter and the ones on which our professional relationships depend, so we'd better get them right. Join two of our faculty members for a session on uncomfortable conversations: how to have them, when to have them, and what guidelines you can use to achieve your preferred outcomes.

Conference Adjourns for the Day
Dinner on your own
Would you like to join a group for dinner? Sign-up for small group dine-arounds at the registration desk.

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Day 3, Wednesday, Oct. 24

8:00-9:00 AM
Breakfast Roundtables 

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 on Campaign and Major Gift Topics (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 and Campaign Readiness
    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?
  • 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?

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