Philanthropy
Many of our speakers have submitted their presentations for downloading. For the full list of downloadable presentations, click here.
Sponsored by Harris Connect
Ideas to Implementation: Moving your Annual Giving Program to the Next Level
Jennifer Dean, Vice President and Senior Consultant, RuffaloCODY
Thursday, February 24th, 9:15am – 10:30am
Direct mail, phonathon, e-solicitation, social networking, donor recognition levels, volunteers and personal solicitation – where should we begin? In this presentation we will explore the many different facets of the most successful annual giving programs and how to grow your programs from good to great. Whether you’re a new annual giving professional, new to your current program or a seasoned veteran, come and hear success stories and lessons learned as program growth tries to keep up with university expectations.
FEAR – Fundraising’s Unspoken Secret
James A. Plourde, Director of Campaign and Strategy, Pacific Lutheran University
Thursday, February 24th, 1:45pm – 3:00pm
Why is it so hard to get volunteers to help non-profits raise funds? Why is it so hard to get volunteers to follow through on their fund-raising assignments? It is not that they are too busy; it’s that they are afraid. Fear also lessens the productivity of development professionals. To admit fear is to admit weakness, so often we hide behind excuses for not making those calls (timing not right, natural partner not found, etc.). The presentation will address this topic head-on by looking at the origins of fear, how it limits us as professionals and as human beings, and some tools for overcoming it – in ourselves, the people we supervise and our volunteers.
“If I Could I Would,” Enabling Donors to Transform Our Institutions
Dan Peterson, Assistant Vice President for Gift Planning, Oregon State University
Thursday, February 24th, 3:30pm – 4:45pm
Senior advancement professionals recognize the need for and importance of transformational/mega/principal gifts to enable educational institutions, or key components therein, to advance their quality and reputation. Too often top prospective donors are solicited for these gifts in a transactional manner rather than a strategic manner that acknowledges the donor’s personal, financial and philanthropic priorities. The result can be the donor saying “if I could I would,” instead of “Yes, I want to partner with you and you’ve shown me how this is possible.”
This session is geared to senior professionals and will touch on
- Why comprehensive campaigns are here to stay
- Address donor motivations in making the transformational gifts that advance an institution’s quality and reputation and fuel campaign success,
- Discuss gift plans that enable donors to say “Yes I can!”, and
- Suggest how Senior Advancement Professionals can best utilize their Gift Planning Officers
Pyramid Partnership: Using Annual Giving to Build on Planned Giving through Surveys
Sofia Janmohamed, CFRE, Manager, Annual Campaign, Simon Fraser University
Doug Puffer, Director, Planned Giving, Simon Fraser University
Friday, February 25th, 9:15am – 10:30am
A well-integrated fundraising program is more important than ever! Annual giving is the foundation to major gifts, but did you know you can directly use your annual program to find and leverage planned gifts, too? This session will show you how you can use your annual giving program to assist in launching, or even expanding, your planned giving program through the use of surveys. Find out the right questions to ask, how to conduct the calls, how to segment and track the data, and how to follow up with potential planned giving donors with the right information. A “Legacy” Calling Program could be just around the corner for your institution!
Evaluating Front Line Development Officers
Shane Giese, AVP for Development, University of Oregon
Friday, February 25th, 9:15am – 10:30am
This topic focuses on evaluation of frontline fundraisers: How they are hired, the goals they are expected to achieve, and a discussion of how they will be evaluated. We will discuss a model that allows an institution, particularly in larger more complex university settings, to measure the ROI from each individual development officer. We’ll discuss global issues that have increased the need for more definable criteria for performance measures, as well as the need to create more transparency in our evaluation and goal-setting process. Redefining the work model of how we hire, evaluate and promote or release front line fundraisers.
All in the Family: Maximizing Multi-Generational Wealth
O’Neil Outar, Chief Development Officer, University of Alberta
Scott Graham, Executive Director, The Stollery Charitable Foundation and Director of Community Grants, Edmonton Community Foundation
Friday, February 25th, 10:45am – 11:45am
In 1998, the Center on Wealth and Philanthropy at Boston College in Massachusetts released a land-mark study predicting that in the 55-year period from 1998 to 2052 that approximately $41 trillion dollars of wealth would be transferred. Though the estimate has been since revised downward, the study created a ripple effect through fundraising organizations and the fields of wealth creation and wealth management. Eager to secure even larger gifts, universities quickly embraced the team-prospect approach.
Fundraisers soon found themselves no longer managing just the graduate of the university but also the spouse, children, financial manager, tax advisor, foundation director, and philanthropic advisor – all for one gift!
The All in the Family session examines the complex web of interactions that fundraisers often find themselves in and the management challenges attendant to multi-faceted prospective donors. The discussion will review trends in family wealth transfer, challenges faced by the field staff, management challenges, and expectation management of university leaders.
The A to Z of Mobile Fundraising
Claire Kerr, Director, Digital Philanthropy, North America, Artez Interactive
Friday, February 25th, 1:45pm – 3:00pm
More and more people are shifting their email and web-surfing habits from laptops to smart-phones. What does this mean for online fundraising?
Mobile technology is a game changer in fundraising and shouldn’t be overlooked. This session will explore a variety of mobile strategies fundraisers should consider to appeal to this growing smart-phone crowd, most of whom are your students. You will learn best practice strategies and identify tactics to successfully develop your mobile fundraising campaigns. Topics will include mobile web giving pages, mobile payments, mobile apps, QR codes and more. Attend this session and find out the A to Z of successfully implementing mobile into your fundraising program.
From Data to Conversation: Major Gift Qualification and Discovery Visit Strategies
Adam Wilhelm, Senior Consultant, Campbell & Company
Friday, February 25th, 1:45pm – 3:00pm
This session will focus on strategies and techniques for identifying the very best annual, major, and planned gift prospects in an effort to receive a donor’s best gift. Topics include how to best leverage internal data as well as screening tools, peer screening findings and maximizing discovery visits.
Due to future unforeseen conflicts some session timing may change.
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