8:00-9:00 AM 
Registration and Continental Breakfast 

9:00-9:30 
Welcome and Orientation 
Join chair Rebecca Tseng Smith to meet the faculty and learn how to get the most out of your time at the conference.

9:30-10:15 
Concepts, Requirements and Organization for Relationship-based Fundraising
Nurturing a relationship to inspire the largest gifts of a lifetime differs substantially from the rest of major gift fundraising. Examine the requirements, concepts and organization that distinguish this person-centered aspect of fundraising from traditional major gift fundraising.

10:30-11:45 
What are Donors Telling Us?
Discuss what today's donors are telling us–in their own words and through their behavior–about how organizations and institutions need to adapt to a changing landscape. Increasingly, many donors will "develop" themselves. Are we willing, and able, to listen?

11:45 AM-1:15 PM 
Lunch on your own

1:15-2:45 
The Changing Environment for Ultimate Giving
Changes in our society are altering the environment for fundraising. Explore the demographic, financial, social and political changes that are having the greatest impact on giving and learn what you and your institution can do to take advantage of the opportunities these changes present.

3:00-4:00
Leading Organizations that Inspire the Largest Gifts of a Lifetime
Whether your institution has planned for and realized transformational gifts — or hopes to do so — it’s critical for development teams to create and sustain a climate where gifts of a lifetime are encouraged and nurtured. We will walk through how leaders can make strategic organizational investments that make space for moonshots.

4:15-5:30 
A Conversation with a Philanthropic Partner 
Join guest facilitator Kathleen Loehr, philanthropist Mary Jo Veverka and director of principal gifts Jennifer Dumas in a conversation about the importance of listening to donors and about co-creating a long-term partnership that is aligned with the donor’s values and aspirations.   

5:30-6:30 
Networking Reception 
Join conference speakers and your colleagues to network and unwind after the first day of the conference. Complimentary hors d'oeuvres and drink tickets will be provided. Don't forget your business cards!

6:30 
Conference Adjourns for the Day
Dinner on your own

7:00-8:00 AM
Breakfast

8:00-10:00 
Finding the Potential in Your Portfolio
How do we get better at creating and executing successful donor strategies?  In this nuts and bolts session, we’ll take a purposeful dive into your portfolio and give you some tools to advance your work (or that of your team) with top probable donors.  As part of this session, you will focus on a handful of potential donors in your portfolio whom you believe have the capacity to make transformative gifts to your organization.  We’ll examine what you know and still need to know about these donors in ways that productively and powerfully increase your understanding of these top partners in your work.  We’ll end this session by writing a specific, actionable plan that you can put into use immediately with your top probable donors. To make the most of this session, please have a few specific donors in mind when you attend – a few that you know well, and a few that would like to get to know better.

10:15-11:45 
Structuring the Ultimate Gift
Explore which gift planning options are most effective in today's environment and why. Case studies based on actual six- and seven-figure gifts lead participants to a greater understanding of which plans may be most effective for a particular donor in light of their wealth, family obligations, the motivation for their gift, uncertainty about estate taxes and other factors.

11:45 AM-12:30 PM
Faculty Panel: Hiring and Retaining Great Fundraising Professionals
Bring your questions to this facilitated conversation where the faculty will discuss tips and strategies for hiring and retaining successful fundraising professionals. 

12:30-2:00 
Lunch on your own

2:00-3:00 
The Role of the Fundraising Professional 
As fundraisers working with our institutions' most capable donors we play a critical role. Our work with these important individuals requires skills and experience, but even more importantly, a deep understanding of what motivates someone to give the "gift of a lifetime" and what we can do to support this process. Rebecca describes this practice from a personal point of view.

3:15-4:30 
Raising Your Organization's Largest Gifts 
How does your institution cultivate inspiring gifts from a growing pool of prospective donors? Are you only focusing on wealth and inclination of prospective donors or are you looking to build relationships and explore the big ideas and partnerships? In this session, we’ll explore the frameworks of principal gift fundraising needed to make this shift in your focus.

4:30-5:15 
Faculty Panel: Supporting Leadership in Inspiring the Largest Gifts of a Lifetime
Bring your questions to this session where the faculty leads a discussion on how to best support your president, chancellor and/or CEO in facilitating and sustaining a donor's largest gift of a lifetime.

5:15 
Conference Adjourns for the Day
Dinner on your own

8:00-9:00 AM 
Breakfast

9:00-9:45
Elective Sessions (choose one; sessions repeat at 10:00 AM)

• Facilitating Ultimate Giving
• Listening Skills Required of the Fundraiser
• Leading Organizations

10:00-10:45 
Elective Sessions Repeat  

11:00 AM-NOON
Key Elements to Take Away from this Conference
Participants and faculty highlight and summarize key elements of the conference.

NOON
Conference Adjourns

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The hotel rate is not included in your conference registration fee. You are responsible for making your own hotel reservation.

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