Skip to main content

CASE

CASE

Main Menu

  • Conferences & Training
  • Resources
  • Insights
  • Trending
  • Awards
  • Connect
  • Talent
  • About
  • Districts
    • ES
    • Membership
    • Log in
    • Alerts
    • Search
    • Shopping Cart

    Breadcrumb

    1. Home
    2. Conferences & Training
    CASE Header 2019 Washington D.C.

    Inspiring the Largest Gifts of a Lifetime

    Washington, DC | June 5 - 7, 2019
    Inspiring the Largest Gifts of a Lifetime
    • Faculty
    Advertisement
    SOLD OUT!

    This conference is sold out.

    Please save the date for next year when the Inspiring the Largest Gifts of a Lifetime will be in Miami, FL from June 17-19, 2020.     

    Refresh and reinforce your understanding of what inspires truly generous individuals to partner with your institution. Review the concepts of donor-centered fundraising, learn how they fit into an overall development program and identify strategies for incorporating them at your institution.

    This conference is designed for advancement professionals engaged in individual fundraising with generous donors or who oversee others engaged in this work.

    Benefits of Attending

    • Gain the facts on why your institution's success will depend more on person-centered, relationship-based fundraising.
    • Learn the concepts and requirements that distinguish fundraising for the largest gifts of a lifetime from annual and campaign fundraising.
    • Refine and enhance your own listening, questioning, decision-making and other essential skills for largest-gift fundraising.
    • Build a network of peers.
         

    Who Should Attend

    • Principal and major gift officers
    • Philanthropic advisers
    • Gift planning officers
    • Presidents and school heads
    • Deans
    • Trustees
    • Vice presidents and directors of development

    Program

    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

    Registration is online only. CASE accepts payment by check or credit card for conference registration fees.

    All prices shown above are in U.S. Dollars. If your preferred currency if not USD, the fee will display in your preferred currency at the start of the registration process. CASE accepts USD, CAD, AUD, SGD, EUR & GBP.

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

    Register Online and Pay by Credit Card

    Online registration requires login.

    For Further Assistance

    If you need assistance or to request an invoice, please visit the member support center, M-F, 9 a.m.-5 p.m. ET.

    Rebecca Tseng Smith
    Conference Chair

    Rebecca Tseng Smith

    Crystal Apple Winner
    Senior Executive Director of Development, University of California, San Diego

    Rebecca Tseng Smith is the senior executive director of development for the University of California San Diego.

    Previously, she served as vice president of development for the University of Hawai'i Foundation and associate dean for external relations at Stanford University's School of Education. Smith believes that the ideas of relational fundraising, as described by David R. Dunlop, provide the best principles to guide our practice, and she has had an opportunity to put these ideas to work at each of the universities she has served.

    Full Bio

    • Meet the rest of the faculty

    Hotel & Travel

    The Dupont Circle Hotel

    1500 New Hampshire Ave NW
    Washington, DC 20036

     View Map

    Discounted room rate

    $279

    To receive discounted room rate, enter "CASE040619" in the Group Rate Code box .

    Deadline for discounted room rate

    May 8, 2019

    You may still register for this event after the discounted hotel deadline has lapsed.

    Book your room online

    The hotel rate is not included in your conference registration fees. You are responsible for making your own hotel reservation. Occasionally, room blocks fill before the hotel deadline, although hotels may have additional rooms at a higher rate. Please make your reservation immediately to ensure the discounted rate and availability. 

    ROOM BLOCK WARNING

    CASE Conferences have recently become the target of wholesaler companies trying to sell rooms for CASE Conferences. If you receive a phone call offering to make your reservation and take credit card information over the phone for a CASE Conference, do not conduct this transaction! You run the risk of arriving at the hotel and not having a reservation, or being unable to change or cancel your reservation without penalty, and possibly compromising your credit card details. It is recommended CASE Conference attendees follow the suggested channels for booking accommodation within the conference block following the instructions on this page.

    City Guide
    • While you're here

    See & Do

    Indulge your inner foodie. Visit historic sites. Discover fascinating museum exhibits. Extend your experience outside the conference hotel and explore the sights, sounds and good eats of the city!

    Visiting Washington, D.C.
    Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
    Join Case
    CASE has a variety of sponsorship opportunities available.
    Become a Sponsor

    Tags

    Conference Level 3 - Practicing/Maturing Mid-Career Level 5 - Expert Seasoned Professional US/Canada Stewardship Fundraising Donors Major gifts

    CASE

    CASE
    • CASE Communities
    • Member Login
    • Careers at CASE
    • Terms & Conditions
    • Privacy Statement
    • Staff Intranet
    Connect with CASE
    • Facebook
    • Twitter
    • LinkedIn
    • Instagram

    CASE Member Support
    +1-202-328-CASE [2273]
    support.case.org

    CASE

    CASE
    Close

    Search

    Popular Searches
    Book Advancement events Articles Fundraising Resources CASE Insights Resources Awards CASE Library CURRENTS