The Realignment Imperative: Disrupting Advancement's Status Quo
Are your pipeline strategies actually creating transformational donors, or just creating activity? Josh Newton and John Morris argue that advancement's biggest barrier to transformational gifts isn't donor capacity or institutional case; it's our refusal to disrupt operating models designed for a different era. Drawing on data from Emory and Minnesota, they reveal the gap between where we invest resources and where institutional impact comes from. Then they get bold: what if we stopped replicating sector "best practices" and started learning from industries that serve high-net-worth individuals better than we do? Through compelling case studies, they show how service design principles from Delta360, Ritz-Carlton, and J.P. Morgan Private Bank translate into advancement-and what it actually looks like to realign operations around transformational relationships. This means hard choices: rethinking alumni engagement, automating baseline stewardship, and shifting investment away from activities that feel productive but don't move the institutional needle. If you're ready to ask tough questions about what your institution actually needs, and willing to make disruptive moves to deliver it, this session provides the diagnostic framework, real-world examples, and institutional imperative to act.