Conferences & Training
Programme

Key to the Programme - Elective Tags

MG - Major Gifts
EN - Enabler
FN - Fundamentals
EG - Regular Giving

Monday 29 April 2019

10.00 - 10.30 Registration

10.30 - 11.30 Welcome

Crystal Apple Adrian Punaks, Executive Director of Development. University College London

Convention Room

11.30 - 12.15 Tutorial 1

12.15 - 13.15 Lunch in tutorial groups
Restaurant

13:15 - 14:30 Elective 1 

1. FN - How to get on...

Crystal Apple Jennie Moule, Founding Partner, Alveo Consulting and Interim Director of Advancement Services, University of Cambridge

2. FN - Storytelling
Chris Murphy, Director of Development and Alumni Relations, Birkbeck, University of London

3. EN - Making the CASE 
Liz Reilly, Director of Philanthropy & Donor Relations, University of Edinburgh

4. FN - "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

5. FN - What to Focus on When Starting up

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

14.30 - 15.00 Refreshement Break
Lounge Area

15:00 - 16:30 Asking Plenary (inc. networking the room)

Crystal Apple Sue Cunningham, President and CEO, CASE

Crystal Apple Kirsty MacDonald, Deputy Principal (Advancement), Royal Academy of Music

16:30 - 16:45 Group Photo

16:45 - 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: Rachel Third, Head of Philanthropy, Loughborough University


Tuesday 30 April 2019

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 - 11:00 Regular Giving Plenary Continues

11:00 - 11:45 Tutorial 2 

11:45 - 13:00 Elective 2:

1. MG - The Art and Science of Engaging Conversations
Crystal Apple  Lorna Somers, Vice President, McMaster University Foundation, Director of Development, McMaster University

2. RG - Stewardship - RG/practical
Delia de Vreeze, Director Philanthropy & Alumni Relations, Wageningen University & Research

3. MG - International fundraising

Crystal Apple Sue Cunningham, President and CEO, CASE

4. EN - Writing an Effective Proposal
Crystal Apple Kirsty MacDonald, Deputy Principal (Advancement), Royal Academy of Music

5. MG - Cultivating Potential Major Donors
Liz Reilly, Director of Philanthropy & Donor Relations, University of Edinburgh

13:00 - 14:00 Lunch (Free Seating)

14:00 - 15:15 Elective 3

1. FN - Developing your own fundraising strategy
Chris Murphy, Director of Development and Alumni Relations, Birkbeck, University of London

2. RG - Regular Giving on a Shoestring

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

3. EN - Developing the Prospect Pipeline

Crystal Apple Adrian Punaks, Executive Director of Development, University College London

4. MG - Fundraising from other audiences, including current students and parents
Crystal Apple Sam Davies, Director of Philanthropy and Alumni Engagement, University of Brighton

5. EN - All you need to know about holding and using data
Crystal Apple Jennie Moule, Founding Partner, Alveo Consulting and Interim Director of Advancement Services, University of Cambridge

15:15 - 15:45 Refreshment Break

15.45 - 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

Convention Room

16.45 - 17.30 Free time

17.30 Travel

18,00 - 19.00 Drinks Reception

19:30  Dinner


Wednesday 1 May 2019

08:45 - 10:00 Major Gifts Plenary: ‘The Art & Anatomy of Major Gifts'

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

Chris Murphy, Director of Development and Alumni Relations, Birkbeck, University of London

Convention Room

10:10 - 10:30 Refreshment Break
Lounge Area

10:30 - 11:00 Major Gifts Plenary Continues
Convention Room

11:00 - 11:30 Refreshment Break

11:30 - 12:45 Elective 4

1. MG - Working with Volunteers (big picture)
Crystal Apple   Sue Cunningham, President and CEO, CASE

2. MG - Principal Gifts: Creating and funding big ideas

Crystal Apple Kirsty MacDonald, Deputy Principal (Advancement), Royal Academy of Music

3. EN - Prospect Research

Crystal Apple Jennie Moule, Founding Partner, Alveo Consulting and Interim Director of Advancement Services, University of Cambridge

4. RG - A Digital Fundraising (Snap) Chat
Crystal Apple Robert A. Burdenski, Principal, Robert Burdenski Annual Giving

5. MG - Stewarding Major Gifts, Part One
Liz Reilly, Director of Philanthropy & Donor Relations, University of Edinburgh

12.45 - 13.45 Lunch
Restaurant

13:45 - 15:00 Ethics Plenary: ‘Towards ethical intelligence'

Crystal Apple Joanna Motion, Partner, More Partnership, Convention Room

15.00 - 15.30 Refreshment Break

15.30 - 16.15 Tutorial 3

16.15 - 17.15 Free Time

17.15 - 18.15 Project briefing followed by tutorial groups
Convention Room

19:00 Working Dinner
Restaurant 


Thursday 2 May 2019

08:45 - 10:00 Campaigns plenary
Kirsty MacDonald, Deputy Principal (Advancement and Campaigns), Royal Academy of Music

Crystal Apple Adrian Punacks, Director of Development, University College London

10:00 - 10:30 Refreshment break
Lounge Area

10:30 - 11:00 Campaigns Plenary Continues
Convention Room

11:00 - 11:30 Refreshment break

11:30 - 12:45 Elective 5:

1. MG - Working with Trusts & Foundations

Delia de Vreeze, Director Philanthropy & Alumni Relations, Wageningen University & Research

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

3. EN - Tools to solve problems [5-10 example models/tools to apply]
Chris Murphy, Director of Development and Alumni Relations, Birkbeck, University of London

4.  RG - Constructing the Mighty Mailing - Direct Marketing Fundraising Fundamentals

Crystal Apple

 Robert A. Burdenski, Principal, Robert Burdenski Annual Giving 

6. FN - Campaign Planning

Crystal Apple

 Jennie Moule, Founding Partner, Alveo Consulting and Interim Director of Advancement Services, University of Cambridge

Crystal Apple

 Adrian Punaks, Executive Director of Development, University College London

12:45 - 13:45 Lunch
Restaurant

13:45 - 15:10 Guest speaker
Paul Ramsbottom, Chief Executive, Wolfson Foundation, Convention Room

15:00 - 16:00 Project work in tutorial groups

16:00 - 18:00 Group presentations (all together)
Convention Room

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


Friday 3 May 2019

09:00 - 10:15 Elective 6:

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

2. EN - Working in partnership with AR/Comms
Delia de Vreeze, Director Philanthropy & Alumni Relations, Wageningen University & Research

3. RG - Crowdfunding and its Role in your Advancement Programme

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

4. MG - Volunteers - Practical major gift perspective

Liz Reilly, Director of Philanthropy & Donor Relations, University of Edinburgh

5. RG - Telephone fundraising fundamentals

Crystal Apple

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

10:15 - 10:45 Refreshment break

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

11:30 - 12.15 Closing plenary

12:35 Lunch
Restaurant

End