For many, the idea of making an ask for support is the most daunting aspect of advancement.  The truth is, with preparation and practice, your confidence and comfort will increase dramatically.  In a series of role plays, we will consider not only the sort of preparation required to ensure your meeting is fruitful and enjoyable, but also what a conversation during an actual visit might sound like.

Successful fundraising and engagement often depend on the quality of the conversation. In this supportive small-group session, participants will explore different approaches to making an ask, drawing on real examples and peer perspectives to strengthen their skills and confidence.

Hear from private wealth managers and advisors on how wealthy individuals plan their philanthropy, and how their family offices and fund management structures operate to support their giving and broader wealth management objectives.

Many institutions find that active and engaged volunteer committees are key components of successful development programs. But what are the actual benefits, and what kind of staffing and planning are necessary to create and nurture your volunteer advisory boards for development purposes?

This session will focus on building a culture of philanthropy, and understanding what that looks like and how to foster this at your university. Discussions will include how to translate the priorities and initiatives of the institutional leader into opportunities for philanthropy; the role that academic colleagues play in fundraising and alumni engagement; how to generate support for philanthropy and momentum for your campaign; also how to build engagement across your constituencies.