Conferences & Training
Programme - Strategic Fundraising for Leaders in Higher Education 2018

Strategic Fundraising

Strategic Fundraising for Leaders in Higher Education Draft Programme

08:45 - 09.15

Registration and Refreshments

09:15 - 09:30

Welcome
Sarah Porter Waterbury, Vice President (Advancement) Imperial College London

09:30 - 10:30

Keynote address
The Current Fundraising Climate
Professor Michael Arthur will take a broad overview of the position of philanthropy for UK universities, considering the variety of potential supporters and what they want to achieve in partnership with University College London. He will also look at some of the challenges on the horizon and how the sector can best prepare and respond.
Professor Michael Arthur, President and Provost, University College London

10.30 - 11.00

Tea, Coffee and Networking Break

11.00 - 12.00

Session 1, Choose One:

1.Preparing and Delivering a Successful Campaign
This session will look at preparing and delivering a successful Campaign. Aaron and Lori will focus on collective storytelling, speaking with one voice, and building internal consensus around key messages. They will look at case studies in student support and strategic initiatives to provide insight into successfully setting and implementing a Campaign's priorities.
Aaron Westfall, Director of Development, University of Cambridge
Lori Houlihan, Vice Provost (Development), University College London

2. Panel Discussion - Recruitment and Retention
Tracy Wray from The University of Sheffield will share the the achievements of The University of Sheffield on the recruitment and retention of staff and students. This session will outline the transformational journey undertaken to make the University a remarkable place to work and the partnership working between HR and Corporate Communications to lead on this important communication and engagement work with staff and students. Erin Hall-Westfall from The University of Cambridge will share her experience in building a talent management programme within development and alumni relations for two public research universities, and some key takeaways to help creatively address recruitment and retention needs at your own institution.
Erin Hall - Westfall, Head of Talent Management and Human Resources for Development and Alumni Relations, University of Cambridge
Tracey Wray, Director of Human Resources and Communications, University of Sheffield

3. Global Approaches to Global Fundraising
Don't have time or resources to join a CASE study tour? Come join a session where you will have a unique opportunity to participate in a discussion on international fundraising with development professionals, each of whom represent a different country, geographic region, and institution. Peers will share with you how they approach fundraising overseas, including how each approach some common and not so common overseas issues (e.g. how to resource/invest in international activities, reliability/access to international prospect research, etc.). Consider this a kind of CASE study tour of international fundraising destinations brought to you in London. You will leave inspired with new ways to approach and increase your philanthropic income from abroad.
Reid Ching, Director of Global Development, Imperial College London
Imad Baalbaki, Vice President for Advancement, American University of
Beirut
Kelly Moody, Executive Director of Development, New York University

4. Principal Gifts Fundraising - An Open Conversation about Lessons Learned
• An opportunity to have an in-depth discussion with your principal gift fundraising peers from other institutions
• Learn how colleagues manage expectations and meet goals
• Be prepared to share case scenarios and talk frankly about what works and what doesn't
• Discuss issues such as: planning and individual strategies, working with and mobilizing your top level administrators, effectively managing volunteers, sustaining high productivity while building strong donor relationships, and raising funds in an uncertain economy
• Talk about each institution's progress, opportunities, and challenges in the coming year
• Tap into the gratitude of the international clientele visiting UK physicians and hospitals
Heather Williamson, Director of Principal Gifts, Imperial College London
Angela Bowen, Director of Development, Faculty of Medicine, Imperial College London
Nina Cohen Bohn, Director of Philanthropy, City Lit

12.00 - 13.00

Lunch

13.00 - 13.45

Getting Ready for GDPR - The Latest from the Information Commissioner's Office and the Fundraising Regulator
Tricia King has been working closely with the ICO and the FR over the past year to ensure a close and productive connection between the work of the two organisations and the sector. She will introduce a panel discussion and ensure a full and open discussion with audience participation. The ICO will start with an update on their response to the information gathering exercise they launched following the Daily Mail front page story. The FR will update on the recent changes to the Code of Fundraising practice and publication of their 6 GDPR guidance briefings produced in partnership with the Institute of Fundraising and reviewed by the ICO. The panel will explore what, if any, further support and guidance our sector needs to become fully GDPR compliant.
Gerald Oppenheim,
Head of Policy and Communications, Fundraising Regulator
Victoria Cetinkaya, Senior Policy Officer - Policy & Engagement (Public Sector), Information Commissioner's Office
Chair: Tricia King
, Vice President for Global Engagement, CASE

13.45 - 14.30


14.30 - 14:45

14.45 - 15.45

Why should Vice Chancellors Prioritise and Invest in Strategic Fundraising?
This session will outline a personal approach to strategic fundraising built around Iain's career from Dean, to DVC with responsibility for advancement and on to VC. Using experience both good, and perhaps not so good, Iain will outline why having an integrated approach to strategic fundraising is vital and why he believes it is worth the investment of time and resources for both the VC and the senior university leadership team.
Iain Martin, Vice Chancellor, Anglia Ruskin University


Networking and Refreshments

Session 2, Choose One:

1.Preparing and Delivering a Successful Campaign
This session will look at preparing and delivering a successful Campaign. Aaron and Lori will focus on collective storytelling, speaking with one voice, and building internal consensus around key messages. They will look at case studies in student support and strategic initiatives to provide insight into successfully setting and implementing a Campaign's priorities.
Aaron Westfall, Director of Development, University of Cambridge
Lori Houlihan, Vice Provost (Development), University College London

2. Panel Discussion - Recruitment and Retention
Tracy Wray from The University of Sheffield will share the the achievements of The University of Sheffield on the recruitment and retention of staff and students. This session will outline the transformational journey undertaken to make the University a remarkable place to work and the partnership working between HR and Corporate Communications to lead on this important communication and engagement work with staff and students. Erin Hall-Westfall from The University of Cambridge will share her experience in building a talent management programme within development and alumni relations for two public research universities, and some key takeaways to help creatively address recruitment and retention needs at your own institution.
Erin Hall - Westfall, Head of Talent Management and Human Resources for Development and Alumni Relations, University of Cambridge
Tracey Wray, Director of Human Resources and Communications, University of Sheffield


3. Global Approaches to Global Fundraising
Don't have time or resources to join a CASE study tour? Come join a session where you will have a unique opportunity to participate in a discussion on international fundraising with development professionals, each of whom represent a different country, geographic region, and institution. Peers will share with you how they approach fundraising overseas, including how each approach some common and not so common overseas issues (e.g. how to resource/invest in international activities, reliability/access to international prospect research, etc.). Consider this a kind of CASE study tour of international fundraising destinations brought to you in London. You will leave inspired with new ways to approach and increase your philanthropic income from abroad.
Reid Ching, Director of Global Development, Imperial College London
Imad Baalbaki, Vice President for Advancement, American University of Beirut
Kelly Moody, Executive Director of Development, New York University

4. Principal Gifts Fundraising - An Open Conversation about Lessons Learned
• An opportunity to have an in-depth discussion with your principal gift fundraising peers from other institutions
• Learn how colleagues manage expectations and meet goals
• Be prepared to share case scenarios and talk frankly about what works and what doesn't
• Discuss issues such as: planning and individual strategies, working with and mobilizing your top level administrators, effectively managing volunteers, sustaining high productivity while building strong donor relationships, and raising funds in an uncertain economy
• Talk about each institution's progress, opportunities, and challenges in the coming year
• Tap into the gratitude of the international clientele visiting UK physicians and hospitals
Heather Williamson, Director of Principal Gifts, Imperial College London
Angela Bowen, Director of Development, Faculty of Medicine, Imperial College London
Nina Cohen Bohn, Director of Philanthropy, City Lit

15.45 - 16.30

Closing Plenary - Case Studies on Transformational Giving
Over the last two decades, individual's wealth within the top .01% of the world's populations has grown exponentially. Within this new class of super rich, a subset of philanthropists has emerged to provide a few select institutions with transformational gifts, which have redefined both the institutions receiving the support and arguably the donors themselves. The new "gold standard" is nine figure gifts, but how do we identify, prioritize and facilitate these types of conversations with our closest friends?
This session will attempt to address these questions through case studies on recent eight and nine-figure gifts, and their impact, institutional ramifications and changing perceptions. The valuable lessons learned from these gifts hopefully will prepare you to reshape your institutions.


Susie Balch, Associate Dean of Advancement, London Business School
George Court Clayton, Director of Development and Alumni Relations, London School of Hygene and Tropical Medicine
Sarah Porter Waterbury, Vice President (Advancement) Imperial College London

16.30 - 17.00

Drinks Reception