Conferences & Training
Program - Institute for Senior Annual Giving Professionals

Day 1
Day 2
Day 3

 

Day 1, Wednesday, March 20

NOON-1:00 PM
Registration

1:00-1:15
Welcome from the Chairs

1:15-2:30
A Look Ahead Three Days, and 10 Years ...
Your conference co-chairs provide a rapid-fire look at the latest developments in annual giving fundraising, including some predictions about the evolving job description and skill set of the annual giving fundraiser over the next decade. In addition, they'll introduce this year's institute faculty and preview the conference sessions to come.

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

  • The Art and (Data) Science of Annual Giving Solicitations: The Actual A/B Test
    Explore the nuts and bolts of how to design, build and enhance your annual giving program using a robust combination of art and science. The art focuses on direct response marketing strategy and content development across a diverse set of systems, platforms and solicitation channels: direct mail, e-solicitation, web, mobile, text and crowdfunding. The science focuses on annual giving data segmentation strategy and analysis, including A/B testing, giving trends, solicitation ask strings, first-time donors, etc. The session concludes with actionable recommendations to integrate into your annual giving program to help you gain efficiencies and drive outcomes toward shared and sustainable success.
  • Fundraising with Nontraditional Audiences
    Beyond the catch-all category of friends, crowdfunding and other new channels and prospect identification methods are adding many new nontraditional audiences to our prospect and donor lists. Explore new opportunities for attracting new types of donors.
  • Under the Big Tent: Synergies with Annual Giving and Alumni Engagement
    Annual giving donors are raising their hands to be engaged in other ways. Likewise, engaged alumni are among an institution's best gift prospects. How do we integrate the two, and achieve optimum efficiency with our alumni engagement today? Find out what's working at Elon University and share your own synergy success stories.

4:15-5:30
Five Minutes of Sheer Brilliance, 20 Times
Share your success stories from the past year. We'll conduct a rapid-fire rundown around the room of the latest who's-done-well-with-what annual giving strategies and find out how they did it, along with an additional batch of Bob's favorite new samples and ideas from a range of institutions large and small.

5:30-6:30
Networking Reception

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

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Day 2, Thursday, March 21

8:00-9:00 AM
Continental Breakfast and Roundtables by Institution type
Enjoy breakfast with your peer institution colleagues and share your specific challenges, frustrations, solutions and best practices! An opportunity to exchange some apples-to-apples thoughts on your top-of-mind topics.

9:00-10:15
Keynote Session
Things I Know, I Know: Statistical Trends in Annual Giving
Data is statistical, not anecdotal. But what can we learn from it? Are there giving trends that have been consistent for years? Is your program in line with national data trends? Do you need a little bit of statistical therapy to see that you might not be the only one declining in a giving category? Review recent annual giving data trends and metrics to better understand the current landscape of giving. We will also look deep into the numbers to find opportunities for growth in donors, dollars and to move prospects through the annual giving pipeline.
Brian Kish,
President, Emeril Lagasse Foundation

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

  • The Multichannel Annual Giving Plan
    The flow chart is getting fatter as we add more channels and media to our annual giving plan. How do you make it all fit together in a direct mail/phonathon/digital world? Hear from two experts at two different types of institutions about how they're integrating the new with the old to achieve new successes with old annual giving goals. Today, annual giving offices must be prepared to compete in an increasingly noisy commercial and philanthropic market, and this means leveraging channels such as social media, no-ring voicemail, texting and maybe even carrier pigeon. Lean how to incorporate these channels into your annual giving marketing, from strategy development to implementation to analysis.
  • Current (and Future) Privacy and Data Protection Issues for Annual Giving
    There are regulations, policies, ethics and bad publicity around today's use of digital (and other) data. It's an exciting new time for segmenting and messaging (old and new) audiences, but where are the places to tread carefully? Annual (regular) giving fundraising in Europe has been significantly impacted by the new General Data Protection Regulation (GDPR). Are we next? What should we be thinking about now and in the future? Bring your data protection questions to this session.
  • Your Management Frustrations: A Forum
    Senior annual giving often means managing a team, and managing a team often presents challenges. Learn how others effectively recruit, orient, motivate, reward and ultimately succeed with their staff. A panel of conference attendees in management roles join John Barnhill in a discussion of their management situations—and solutions.

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

1:15-2:30
What's Working at Other Not-For-Profits?

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

  • Annual Giving as a Prospect Development Pipeline
    Learn how to position and leverage your annual giving program as a donor pipeline, helping you build meaningful, donor-centric pathways to major gifts and beyond. Discover how to analyze your annual giving data to identify major gift prospects and generate high-value leads that can help you build institutional partnerships, competitive advantage and strengthen your overall fundraising efforts.
  • Victors! Annual Giving Before, During and After a Capital Campaign 
    The University of Michigan just concluded-and celebrated--its highly-successful $5 billion "Victors for Michigan" campaign, with 94 percent of its donors making gifts of $5,000 or less. Hear the story from the U of M annual giving office about what happened before, during and after the big campaign, and the important role that annual giving played in the campaign's success.
  • Text in Context: Solutions and Strategies Using Text Messaging as a Fundraising Tool
    There are now a whole variety of text-to-give services, strategies and success stories. This session looks at different types of texting platforms and outlines how you can use them in your annual giving office, weighing the pros and cons of each. See examples from Colgate's successful texting solicitations to get inspiration for incorporating it into your campaigns. Discuss ways that this platform can support the rest of your division (and maybe save you some money).

4:15-5:30
The Elephant on the Calendar: What Next for Giving Days?
Your giving day just achieved record levels of success—again. But it's getting harder, and it might be losing its attention-getting pizazz. At the same time, donors who previously responded to other appeals are now waiting for your giving day. What's our horizon strategy here? Is it an ever-bigger giving day? More giving days? Many of us have now concocted, conducted and celebrated several years of giving days. What remains as our strength, what's a challenge, and what's next?

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

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Day 3, Friday, March 22

8:00-9:00 AM
Continental Breakfast and Roundtables
It's hard to squeeze every topic into a conference session, but we've picked some best-of-the-rest for breakfast roundtables. Join your colleagues for a chat to exchange some thoughts on some selected top-of-mind topics. (Topics to be announced.)

9:00-10:15
Set for Success: Five Steps to Ensure Your Program is Set Up to Succeed
In today's ever-changing landscape, it's easy to climb on the philanthropic band wagon of new and trendy ways to raise money. Added to the chorus of ideas and advice from board members, senior administrators and concerned donors, it's easy to chase the shiny new object or drop everything to chase an elusive metric at the expense of creating an annual giving program that is built to thrive. Explore five steps to ensure your program remains cutting-edge and positioned to sustainably move the needle on the priorities of your institution.

10:30 AM-NOON
Faculty Q&A
Conference co-chairs and faculty review some final topics, select some favorite takeaways from the past three days, and provide you with a final opportunity to raise any unaddressed questions with our conference experts. Join us for some last words of wisdom and a fun farewell.

NOON
Conference Adjourns

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