Conferences & Training
Programme - Spring Institute in Educational Fundraising 2018

Please note that this is a draft programme and is subject to change

Monday 23 April

10:00 - 10:30 Registration

10:30 - 11:30 Welcome

Crystal Apple Mark Curtis, Director of Development, New College, University of Oxford

11:30 - 12:15 Tutorial 1

12:15 - 13:15 Lunch in tutorial groups (Restaurant)

13:15 - 14:30 Elective 1 

1. Integrated advancement

Crystal Apple Sue Cunningham, President and CEO, CASE

2. What to focus on when starting up

Crystal Apple Sam Davies, Director of Philanthropy and Alumni Engagement, University of Brighton

3. Stewardship

Crystal Apple Mark Curtis, Director of Development, New College, University of Oxford

4. Working with deans and academics
Adrian Punaks, Director of Development, University College London

5. Corporate Fundraising
Chris Murphy, Director of Development and Alumni, Birkbeck, University of London

14:30 - 15:00 Refreshment break in lounge area

15:00 - 16:15 Elective 2:

1. Direct marketing fundamentals

 Robert A. Burdenski, Principal, Crystal AppleRobert Burdenski Annual Giving

2. Prospect research 

Crystal Apple Jennie Moule, Founding Partner, Alveo Consulting

3. Writing an effective proposal
Kirsty MacDonald, Deputy Principal (Advancement and Campaigns), Royal Academy of Music

4. The art and science of engaging conversations

Crystal Apple

 Lorna Somers, Vice President, McMaster University Foundation, Director of Development, McMaster University

16:15 - 16:30 Group Photo

16:30 - 17:30 Free time and check-in

17:30 - 18:30 Walking tour of Loughborough University campus

Jon Walker, Director of Enterprise Development, Loughborough University

18:30 - 19:15 Drinks reception

19:15 Welcome Dinner
Guest speaker: Richard Taylor, Chief Operating Officer, Loughborough University
Burleigh Court Restaurant


Tuesday 24 April

08:45 - 10:00 Regular Giving plenary: Switching on to regular giving
Learn more about the fundamentals of regular giving, develop your ideas on how best to connect with potential donors and explore effective means to benchmark your results. Come away with a better understanding of the current trends in regular giving, share practical tips and bust a few myths along the way. Not to mention discovering how regular giving is just like a long-running TV soap opera. Yes, really.

Crystal Apple

 Robert A. Burdenski, Principal, Robert Burdenski Annual Giving

Crystal Apple

 Sam Davies, Director of Philanthropy and Alumni Engagement, University of Brighton

10:00 - 10:30 Refreshment break

10:30 - 11:45 Annual and regular giving plenary continues

11:45 - 12:30 Tutorial 2 

12:30 - 13:30 Lunch in restaurant (free seating restaurant buffet lunch)

13:30 - 15:00 Elective 3:

1. All you need to know about holding and using data
Crystal Apple  Jennie Moule, Founding Partner, Alveo Consulting

2. Developing the prospect pipeline
Adrian Punaks, Director of Development, University College London

3. Fundraising for cultural institutions 
Kirsty MacDonald, Deputy Principal (Advancement and Campaigns), Royal Academy of Music

4. Practical etiquette for fundraisers
Crystal Apple Lorna Somers, Vice President, McMaster University Foundation, Director of Development, McMaster University

5. Storytelling
Chris Murphy, Director of Development and Alumni, Birkbeck, University of London

15:00 - 15:30 Refreshment break

15:30 - 16:45 Legacies Plenary
Legacy fundraising has the potential to raise significant funds for your organisation by channelling the support of incredibly generous people who leave a gift in their will. Legacies are not only a vital source of future funds for your institution, but are also a highly effective and efficient way to give for the donor. Indeed, far from being an awkward subject, discussing how someone could use their assets beneficially after their death is often an easier conversation than asking for an immediate cash gift. This plenary explains how to promote this form of giving to your supporters - in print, by direct mail and face-to-face - and how you can reciprocate and steward donors whose money will only reach you after their deaths. Guidance will be given about how to develop a successful legacy programme - and how to conduct yourself when dealing with supporters, their families and solicitors both before and after the realisation of the gift.

Crystal Apple

 Miles Stevenson, Director of Advancement, University of Sheffield

16:45 - 17:15 Free time

17:15 - 17:45 Networking the room

Crystal Apple

 Lorna Somers, Vice President, McMaster University Foundation, Director of Development, McMaster University 
Kirsty MacDonald, Deputy Principal (Advancement and Campaigns), Royal Academy of Music

17:45 Coaches depart for Prestwold Hall
Meet in Burleigh Court reception area

18.00 - 19.00 Drinks reception
Prestwold Hall

19:15 Dinner
Restaurant - Burleigh Court


Wednesday 25 April

08:45 - 10:00 Major gifts plenary: ‘The anatomy of major gifts'
Crystal Apple Lorna Somers, Vice President, McMaster University Foundation, Director of Development, McMaster University

Crystal Apple Mark Curtis, Director of  Development, New College, University of Oxford

10:00 - 10:30 Refreshment break in lounge area

10:30 - 12:00 Major gifts plenary continues

12:00 - 13:00 Lunch in restuarant

13:00 - 14:30 Ethics plenary: 'Towards ethical intelligence'

Crystal Apple

 Joanna Motion, Partner, More Partnership 

14:30 - 15:00 Refreshment break in lounge area

15:00 - 15:45 Tutorial 3

15:45 - 17:15 Elective 4:

1. International fundraising
Crystal Apple Sue Cunningham, President and CEO, CASE

2. Making the ask
Kirsty MacDonald, Deputy Principal (Advancement and Campaigns), Royal Academy of Music

3. Introduction to Social Media
Crystal Apple Robert A. Burdenski, Principal, Robert Burdenski Annual Giving

4. Cultivating potential donors 
Adrian Punaks, Director of Development, University College London

5. Building a culture of asking and giving

Crystal Apple Joanna Motion, Partner, More Partnership

17:15 - 17:45 Free time

17.45 - 18.30 Project briefing followed by tutorial groups

19:00 Working dinner
Restaurant - Burleigh Court


Thursday 26 April

08:45 - 10:00 Campaigns plenary
Kirsty MacDonald, Deputy Principal (Advancement and Campaigns), Royal Academy of Music
Adrian Punacks, Director of Development, University College London

10:00 - 10:30 Refreshment break
Lounge area

10:30 - 11:45 Campaigns plenary continues

11:45 - 12:00 Refreshment break

12:00 - 13:15 Elective 5:

1. Working with volunteers

Crystal Apple Sue Cunningham, President and CEO, CASE

2. Fundraising from other audiences 
Crystal Apple Sam Davies, Director of Philanthropy and Alumni Engagement, University of Brighton

3. "It takes a village...to raise a gift": building strategic relationships across campus

Crystal Apple

 Lorna Somers, Vice President, McMaster University Foundation, Director of Development, McMaster University

4. Advanced digital marketing and social media

Crystal Apple

 Robert A. Burdenski, Principal, Robert Burdenski Annual Giving 

6.Personal effectiveness: making the most of yourself

Crystal Apple

 Jennie Moule, Founding Partner, Alveo Consulting 

13:15 - 14:15 Lunch
Restaurant

14:15 - 15:15 Guest speaker

15:15 - 16:30 Project work in tutorial groups

16:30 - 18:30 Group presentations

19:00 Dinner and Disco
Restaurant - Burleigh Court (in tutorial groups)


Friday 27 April

08:45 - 10:15 Elective 6:

1. Making successful personal visits
Crystal Apple  Lorna Somers, Vice President, McMaster University Foundation, Director of Development, McMaster University

2. Campaign Planning
Chris Murphy, Director of Development and Alumni, Birkbeck, University of London

3. Telephone fundraising fundamentals

Crystal Apple Sam Davies, Director of Philanthropy and Alumni Engagement, University of Brighton

4. Fundraising for scholarships and bursaries

Crystal Apple Mark Curtis, Director of Development, New College, University of Oxford

10:15 - 10:45 Refreshment break

10:45 - 11:30 Tutorial 4 - what next?

11:30 - 12:00 Two of the best presentations

12:00 - 12.45 Closing plenary

12:45 Lunch
Restaurant

End