Conferences & Training
Program - Summer Institute in Advancement Services

 


Day 1
Day 2
Day 3
Day 4

Day 1, Tuesday, July 24

10:00 AM-NOON
Residence Hall Registration/Check-in

10:00 AM-12:30 PM
Institute Registration

12:30-1:15
Welcome and Faculty Introductions

1:15-2:30
What is Advancement Services?
Advancement Services Primer
Did you know advancement services is the backbone for all fundraising and development? Do you know where you fit within the advancement services department? What you do every day has an impact on your institution's ability to raise funds and engage constituents. This session will help you get a lay of the land and prepare you for all the institute has to offer.

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

  • Gift Processing 
    Fundamentals of Gift Processing and Advanced Gift Processing/Sticky Gifts
    Are you just getting started in gift processing, or do you want to brush up on skills acquired over a number of years in the profession? Do you have specific questions about the odd gift? We'll start with gift processing basics. We'll also cover complex gift processing situations like partial use gifts, stock, gifts-in-kind, gifts with quid pro quo and more.
  • Prospect Development and Management 
    Portfolio and Moves Management
    Fundraising staff come and go, so it's important to have a moves management system that provides the relationship history and the planned moves with your most important donors. We'll define moves management and portfolio management. We'll discuss how to create buy-in from the top down, how to maintain the system, and how to measure its effectiveness.

4:15-5:30
Group Activity Introduction

5:45-7:00
Welcome Reception

7:00
Institute Adjourns for the Day

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Day 2, Wednesday, July 25

7:30-8:45 AM
Breakfast

9:00-9:15
Morning Announcements

9:15-10:30
Policies and Procedures: The Roadmap for Consistency, Competence and Compliance and Best Practices
A clearly articulated (and easily implemented) set of policies and procedures supports every advancement operation's long-term ability to maintain data accurately and comply with government requirements. Discuss the difference between policy and procedures and learn why you should have a good set of both. Identify the most important policies and procedures to have on the books and gain ideas for writing, format and distribution. Is "best practice" merely a buzzword, or is it a concept you can use to build quality into your department's processes? Discuss approaches to implementing best practice solutions while avoiding the pitfalls of reaching for a one-size-fits all answer.

10:45 AM-NOON
Elective Sessions (choose one)

  • Data, Information, Reporting and Technology (DIRT) 
    Integrating Data Across the Organization and Fostering a Culture of Data Standardization and Acquiring Data and the Importance of Data Integrity
    We begin the discussion with the foundation of good reporting—clean and plentiful data. This session focuses on the key tenants of data integrity and discusses sources and methodologies related to the acquisition and integration of data from within the organization and utilizing external marketplace data. What are standard reports? What should they look like? What tools can be used to create them? How are campaign reports different from standard reports? What do you measure in this process and what are the key performance indicators for benchmarking? Discuss the thought process behind defining standards, and identify who to involve in this process and how to communicate these decisions to your colleagues.
  • Prospect Development and Management
    Prospect Identification and Rating; and Wealth Ratings and Electronic Screenings 
    The advancement mission, in most, if not all cases, is to build lasting philanthropic relationships with the organization's constituents. Segmenting your constituents by their philanthropic capacity is a key step in developing your fundraising program and focusing the efforts of your front-line fundraisers. The underlying objective is to identify the best, most likely prospective donors in terms of wealth (read: gift capacity), philanthropic inclination and interests, and then prioritize them in a way that your fundraisers are connecting with the right folks, at the right time, for the right amount, and for the right thing.
  • Gift Processing
    Gift Counting and Reporting Standards 
    This session includes a review of the CASE Management and Reporting Standards. Does your institution follow the standards? Why or why not? What are the dangers of not following the standards? Are there pitfalls? Does your institution report "creatively?" Does your institution's reporting make you nervous? If you had all the control, what standards would you follow? Come hear about the standards and how they might be implemented.

NOON-1:15 PM 
Lunch Sponsored by BU's Office of Advancement

1:30-2:45
Impact of Advancement/State of Education General Session with CASE President and CEO Sue Cunningham

3:00-4:15
Elective Sessions (choose one)

  • DIRT
    Trends in Technology
    One of the most exciting aspects of advancement services is its potential to act as a change agent in the organization. It is important for leaders in our field to be forward-thinking and to stay abreast of current technologies that may impact fundraising and the broader organization. This session is all about looking forward to increasing and future trends that impact our work. Some trends will be familiar friends, while others offer a fun opportunity for speculation.
  • Stewardship
    Follow the Money: Gift Acceptance, Documentation and Compliance
    Heard stories about people buying curtains with money from the scholarship fund? Do you have unspent funds languishing in your gift budgets? If not, it's highly likely you will at some point. You can take steps, however, to avoid such regulatory and public/donor relations nightmares. We'll cover several key steps you can and should take to help safeguard your organization's reputation including promoting a culture of compliance, shared responsibility, and open information. Does your institution have a gift acceptance policy? If you have one, how good is it? If you don't have one, why should you have one? What are the elements of a good gift acceptance policy? How does gift acceptance affect gift processing and stewardship? Answers to these questions and more will be revealed at this session

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

  • Stewardship
    Advancement Services' Role in Donor Recognition Programs
    Since no two donors are alike, it can be difficult to recognize them in a standardized, scalable fashion. Yet, over the years many approaches to donor recognition have evolved into what are now considered standard practices. Recognition societies, donor walls and annual donor rosters are a few such examples. Learn the basics of these practices and how advancement services supports them. We'll peek into the future of donor recognition via a brief look at some of the new ideas and trends seeking to further evolve our standard practices.
  • Management and Management Oversight
    Customers, Partnerships and Budgeting
    How do you maintain key relationships and negotiate differences in opinion with other parts of the organization? Learn helpful approaches and practices that will serve you and your team well. Whether managing a budget is part of your job description or not, knowing how to navigate the budgeting process is a key to ensuring funding for advancement services functions. We will walk through the budgeting process from knowing your resources to involving the right people in discussions to performing budget analysis. And, while we may hope that you don't need this skill at your institution, we'll discuss ways to navigate the political front.
  • Management and Management Oversight
    Project Management
    Good project management, simply put, aims to get the right people working on the right tasks at the right time to ensure successful outcomes. Many of your existing advancement services staff members likely have that mix of attention to detail and interest in process and outcomes that make them good project managers. Gain an understanding of how to deploy those skills to best benefit your department and your organization.

5:30 
Institute Adjourns for the Day

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Day 3, Thursday, July 26

7:30-8:45 AM
Breakfast

9:00-9:15
Morning Announcements

9:15-10:30
Show Me the Money: Advancement Services and Impact Reporting
Is your organization missing out because it can't-or won't-tell the great stories of impact and benefit derived from a gift? When an organization fully commits itself to communicating the impact of specific philanthropy, it can contribute greatly to the transformation of the organization itself. We can transform from simply being the beneficiaries of philanthropy to sources of inspiration that engender confidence. Such confidence leads to lifelong relationships between donor and organization; relationships that maximize philanthropic giving. We'll explore the role of advancement services in the collective effort to tell great impact stories.

10:45 AM-NOON
Elective Sessions (choose one)

  • Gift Processing 
    Using Process Mapping to Clarify and Improve Your Systems
    Improve and increase the effectiveness of your organization through process mapping! In this session we'll cover the basics of process mapping and find out how to use these tools in your own shop.
  • DIRT
    Empowering Users via Reports, Metrics and Performance Indicators 
    What are standard reports? What should they look like? What tools can be used to create them? How are campaign reports different from standard reports? What do you measure in this process and what are the key performance indicators for benchmarking?
  • DIRT
    Introduction to Analytics
    Collecting and storing information is a key function of advancement services. By taking the next step to make sense of the ocean of information and turn it into actionable information, we can provide more benefit to our organizations. Learn the fundamentals for putting in place analytics to drive your organization forward.

NOON-1:15 PM
Lunch

1:15-2:15
Technology Ecosystems
Modern philanthropy infrastructures are ever-increasing in terms of size and complexity. Review technologies common to modern fundraising organizations, each of which must interact and evolve to comprise complex technology ecosystems. We will familiarize ourselves with the ecosystem concept, discuss impact on advancement services, share challenges, and look to the future.

2:30-3:30
Elective Sessions (choose one)

  • Stewardship
    Acknowledgements and Advancement Services 
    Donors expect a lot of things, but a prompt and appropriate thank you is at the top of the list. What does it take to put together an effective acknowledgement process? What makes a particular thank you appropriate for one donor, but highly inappropriate for another? How can we balance large-scale with intimate personalization? Learn the essentials and separate the "must-have" elements from those that are simply "nice-to-have."
  • DIRT
    System Selection and Implementation
    Few words can strike as much terror into the heart of an advancement services professional as conversion. Whether this change is for better or worse is something you, as a key member of the conversion team, can help to determine. The selection and implementation of a new information system, while requiring a considerable financial and human commitment, can revolutionize the way your organization does business. You will come away from this session with knowledge of the essential steps for a successful implementation, as well as ideas on how to be a catalyst in building an effective implementation team.
  • Prospect Development and Management
    Development Planning: Working with Fundraisers on Proposals
    How can we help fundraisers set goals using proposal data? Learn how we can help drive the development process using proposals and goals.

3:45-4:30
Working Across Campus within Advancement
This panel will feature the chair from each of CASE's four summer institutes, and will be a combined session for all summer institute attendees.

5:00-5:30 
Buses leave from Residence Halls for the Boston Waterfront

6:30-10:00 
Boston Harbor Dinner Cruise

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Day 4, Friday, July 27

7:30-8:45 AM
Breakfast

9:00-9:15
Morning Announcements

9:15-10:30
Managing Advancement Services in a Complex Advancement Environment
Are you leading or part of an advancement services team in a complex environment? From politics to staffing to competing priorities to relationships and expectations, our worlds can be complicated. How do you get the right people on your team, partner with your internal partners and serve your external constituents all at the same time? This session will provide an overview of how to think about who you are as a department, who you have on your team, how to partner throughout the organization and model an ethos that brings advancement services into the planning and strategic space instead of the constant responding world.

10:45-11:30 
Group Activity and Plenary Session: Stump the Faculty

11:30 AM-NOON 
Graduation and Program Wrap-Up

NOON 
Institute Adjourns

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Day 1
Day 2
Day 3
Day 4