Join conference leadership to meet the faculty, review conference highlights and learn how to make the most out of our time together. Then we’ll dive right into a session gleaning insight on the education landscape, trends in philanthropy, and topics of interest to all attendees via an interactive faculty panel. Topics will be sourced from the faculty and from your answers in the preconference survey. Come ready to share what you are experiencing at your institution.

When you hear "discovery and qualification," you might think of simply identifying prospects and gauging their potential—but there's a whole world of opportunity beyond that! In this dynamic session, we'll dive into the art of discovery, exploring the untapped insights hidden within your donor profile, aligning your organization's needs with donor passion, and sharpening the tools in your Gift Officer Toolkit. You'll learn new strategies to spark meaningful first conversations, master the skills to qualify (or disqualify) new prospects, and confidently guide them toward more strategic, high-impact discussions. Get ready to elevate your approach and unlock new pathways to success!

You've organized your portfolio and now you are facing the task of crafting next steps for each stage - from qualification through stewardship. How do you move from one stage to the next - and then the next? And on top of that, devise a custom-tailored strategy for each prospect? Let's talk about best practices and tried and true tips for smoothly transitioning for success.

How do you manage your prospect and donor portfolio? Is it a daily priority? Are you actively creating strategies to move relationships forward? We all know our portfolios are the indispensable factor that makes our work successful; however, do we spend enough effort properly managing them? It doesn’t matter the type of prospects you work with, let’s spend some time discussing ideas for successful portfolio management and how to make our work more effective.