2019 Advancement Symposium Programs and Topics

 

Schedules at a Glance

Wednesday, May 15, 2019

Thursday, May 16, 2019

Friday, May 17, 2019

 

Wednesday, May 15, 2019 (PDF)

TimeLocationEvent
7:30 a.m. - 3:30 p.m.Student Center Networking Lounge

NETWORKING LOUNGE OPEN FOR REGISTRATION

Check-in and pick up conference packets

9:00 a.m. – 2:00 p.m.Student Center

DEVELOPMENT FOR DEANS AND ACADEMIC LEADERS PRE-CONFERENCE:

(Boxed lunches will be provided for those attending Development for Deans and Academic Leaders Pre-Conference)

9:00 a.m. - 10:30 a.m.

 

10:45 a.m. - 11:45 a.m.

 

12:00 p.m. - 12:50 p.m.

 

1:00 p.m. - 2:00 p.m.

 
1:00 pm - 3:15 pmStudent Center

GENERAL PRE-CONFERENCE:

(Boxed lunches will be provided for those attending General Pre-Conference)

1:00 p.m. - 2:00 p.m.

 

2:15 p.m. - 3:15 p.m.

 
2:15 - 3:15 p.m.Student Center

BREAKOUT SESSION 1 (Concurrent with General Pre-Conference)

3:30 p.m. - 5:00 p.m.Student Center Ballroom


WELCOME AND OPENING SESSION

A Conversation with Dr. William L. Roper, Interim President of the University of North Carolina System and
Dan Gerlach, Interim Chancellor of East Carolina University

Facilitators: Timothy Minor, Vice President of University Advancement
for the UNC System and
Chris Dyba, Vice Chancellor of University Advancement of East Carolina University

 

5:15 p.m. - 6:30 p.m.Student Center 


NETWORKING RECEPTION - 
Presented by Academic Impressions

6:30 p.m. -  
DINNER AROUND TOWN
Group sign-ups available via 2019 UNC System Advancement Symposium App
 

 

Thursday, May 16, 2019 (PDF)

TimeLocationEvent
7:00 a.m. – 4:00 p.m.Student Center Networking Lounge

NETWORKING LOUNGE OPEN FOR REGISTRATION

Check-in and pick up conference packets

7:00 – 8:15 a.m.Student Center Networking Lounge
CONTINENTAL BREAKFAST
 
8:15 – 9:15 a.m.Mendanhall Student
Center Hendrix Theater

MORNING PLENARY

Title: IT'S BIGGER THAN YOU!
Presenter: Cal Christian

9:30 – 10:30 a.m.Student Center

BREAKOUT SESSION 2

10:45 – 11:45 a.m.Student Center

BREAKOUT SESSION 3


12:00 – 1:00 p.m.
 
Student Center BallroomLUNCH
1:15 – 2:15 p.m.Student Center Ballroom

AFTERNOON PLENARY

Title: ENGAGING YOUR PIPELINE FROM STUDENT TO TOP DONOR: STRATEGIES FOR SUCCESS EVERY STEP OF THE WAY
Presented by Academic Impressions
Presenters: Whitney Egstad

2:30 – 3:30 p.m.Student Center

BREAKOUT SESSION 4

3:45 – 4:45 p.m.Student Center

BREAKOUT SESSION 5

4:45 – 6:00 p.m. 
REFRESH
 
6:00 – 8:30 p.m.Murphy Center Harvey Hall

SYMPOSIUM TAILGATE –
Presented by Blackbaud
(Feature Local Eastern Carolina Flavor. RSVP required.)

 

Friday, May 17, 2019 (PDF)

TimeLocationEvent
7:00 a.m. – 1:00 p.m.Student Center Network Lounge

NETWORKING LOUNGE OPEN FOR REGISTRATION

Check-in and pick up conference packets

7:00 – 8:15 a.m.Student Center Network Lounge
CONTINENTAL BREAKFAST
 
8:15 – 9:15 a.m.Student Center Ballroom

MORNING PLENARY

Title: WORKING EFFECTIVELY WITH YOUR DONORS TO ACHIEVE A LIFETIME OF GIVING
Facilitated by TIAA Endowment & Philanthropic Services
Speaker: Panel Discussion

9:30 – 10:30 a.m.Student Center

BREAKOUT SESSION 6

10:45 a.m.– 12:00 p.m.Student Center Ballroom

CLOSING PLENARY

Title: WHY WE DO WHAT WE DO: A LOOK AT LIVES IMPACTED BY PHILANTHROPY
Facilitated by Eddie Stuart
Speaker: Panel

12:00 – 12:15 p.m.Student Center Ballroom

WINNER WINNER
Symposium Wrap-Up

12:15 p.m.Outside of Student Center Ballroom

SYMPOSIUM ENDS
(Snacks-on-the-go will be available for attendees before their departure.)

 

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

 

Programs and Topics Listing

 

DEVELOPMENT FOR DEANS AND ACADEMIC LEADERS PRE-CONFERENCE

DEAN'S PANEL:  DEFINING, PRIORITIZING, AND STRATEGIZING FOR FUNDRAISING SUCCESS - PRESENTED BY MARTS & LUNDY

DEVELOPMENT FOR ACADEMIC AND ADMINISTRATIVE LEADERS - PRESENTED BY MARTS & LUNDY

DEVELOPMENT FOR DEANS - PRESENTED BY TIAA KASPICK

THE LATEST IN ACADEMIC-ADVANCEMENT PARTNERSHIPS: DEVELOPING NEW CAPABILITIES TO ENGAGE THE DONOR INVESTOR - PRESENTED BY THE EDUCATION ADVISORY BOARD (EAB)

 

GENERAL PRE-CONFERENCE

HOW EFFECTIVE GIFT PLANNING CAN MEET DONOR OBJECTIVES - PRESENTED BY TIAA KASPICK

NEWCOMERS PRE-CONFERENCE WORKSHOP

UNIVERSITY-SPONSORED DONOR ADVISED FUNDS - PRESENTED BY TIAA CHARITABLE


BREAKOUT 

ADVANCEMENT COMMUNICATIONS & MARKETING (COMM)

CAROLINA STORIES: FINDING THE BALANCE BETWEEN GENUINE STORYTELLING AND FUNDRAISING STRATEGY

ENGAGING KEY TARGET AUDIENCES IN A WEBSITE REDESIGN: HINTS FOR SUCCESS

HASHTAGS AND HERDING CATS: SOCIAL MEDIA LESSONS FROM NC STATE’S FIRST DAY OF GIVING

LESSONS LEARNED FROM UNIVERSITY REBRANDS: WHAT WE WISH WE HAD KNOWN

PREPARING FOR ADVANCEMENT’S DIGITAL FUTURE: ENGAGING THE TIME-PRESSED, DISTRACTED, AND INDIVIDUALIZED CONSTITUENT - PRESENTED BY EAB

SO, YOU WANT TO RUN A CAMPAIGN… WHERE DO YOU BEGIN AND HOW CAN YOU AVOID THE SCRAMBLE?

THE VALUE OF A STORY WELL TOLD: CRAFTING THE ECU CAMPAIGN NARRATIVE

 

ADVANCEMENT FOR EVERYONE (ALL)

CAMPAIGN READINESS: IS YOUR INSTITUTION SET UP FOR SUCCESS? - PRESENTED BY COMMUNITY COUNSELLING SERVICES (CCS) FUNDRAISING

KNOWING YOUR LEADERSHIP SYTLE - PRESENTED BY ACADEMIC IMPRESSIONS

PREPARING THE NEXT GENERATION OF ADVANCEMENT LEADERS

 

ADVANCEMENT SERVICES (AS)

BEYOND REPORTING TO DATA DISCOVERY AND PREDICTIVE ANALYTICS: BENEFITS AND BEST PRACTICES - PRESENTED BY ADVIZOR SOLUTIONS

PROSPECT RESEARCH AND PROSPECT MANAGEMENT: THERE IS NO SILVER BULLET! - PRESENTED BY DONORSEARCH

REFRESH YOUR CAPACITY BUILDING - PRESENTED BY CAPITAL DEVELOPMENT (CAPDEV)

THE VOLUNTARY SUPPORT OF EDUCATION SURVEY: HOW TO COUNT GIFTS AND KEY NEW FINDINGS FROM 2018

WORKING TOGETHER TO IMPROVE PROSPECT IDENTIFICATION: A UNCW ANALYTICS STORY

 

ALUMNI ENGAGEMENT (AE)

ALUMNI ENGAGEMENT FOR A MORE DIVERSE CONSTITUENCY

STEPS TO EMPOWERING CAMPUS COLLABORATIONS TO STRENGTHEN YOUR ALUMNI ASSOCIATION AND UNIVERSITY

THE BEST PRACTICES IN ALUMNI ENGAGEMENT: HOW ALUMNI PARTICIPATION IN ALL WAYS CAN BE INFLUENCED - PRESENTED BY WASHBURN AND MCGOLDRICK

 

ANNUAL GIVING (AG)

BUILDING A CAREER IN PHILANTHROPY FROM ANNUAL GIVING

BUILDING A DIGITAL PHILANTHROPY TEAM

CROSS COLLABORATION IN ALUMNI ENGAGEMENT AND ANNUAL GIVING

ENGAGING NEW GENERATIONS: NINE KEYS TO REACHING MILLENNIALS - PRESENTED BY GIVECAMPUS

HIT YOUR DATES, RAISE MORE: A CASUAL YET TACTICAL APPROACH TO PROJECT MANAGEMENT FOR PHILANTHROPIC MARKETING

REALLOCATING PHONE BUDGET FOR MODERN FUNDRAISING

WHAT DO YOU WANT TO KNOW..MANAGING PORTFOLIOS, EXPECTATIONS, DONORS, AND MORE, THE LIFE OF AN ANNUAL GIVING OFFICER

 

CORPORATE & FOUNDATION RELATIONS (CFR)

BEYOND THE UNIVERSITY RECRUITING BUDGET: UNCOVERING THE REAL CORPORATE DOLLARS

BREAKING THE ICE: STRATEGY APPROACHES TO BUILD NEW RELATIONSHIPS WITH DONORS AND CORPORATE PARTNERS

PHILANTHROPY AND THE TALENT PIPELINE: PARTNERING WITH THE OFFICE OF CAREER SERVICES

THEY'RE FINALLY COMING TO CAMPUS….NOW WHAT?! PLANNING A SUCCESSFUL CORPORATE OR FOUNDATION CAMPUS VISIT

WE ARE FAMILY (FOUNDATIONS)!

 

DONOR RELATIONS, COMPLIANCE, AND STEWARDSHIP (DRCS) - some topic will be co-presented with other tracks (i.e. AS, CFR, MGGP)

ANNUAL ENDOWMENT REPORTING TO MAJOR & PRINCIPAL GIFT DONORS

CENTRALIZED GIFT PROCESSING AT UC DAVIS: OUR JOURNEY TO GREATNESS (Co-presenting with AS)

HOW TO WRITE A "WINNING' CASE SUBMISSION  (Co-presenting with AS)

EXTRAORDINARY STEWARDSHIP

GREY'S ANATOMY OF GIFT AGREEMENT

MISSION-DRIVEN STEWARDSHIP FOR CORPORATIONS, FOUNDATIONS AND ORGANIZATIONS (Co-presenting with CFR)

PLAYING THE LONG GAME: BALANCING DONOR, FACULTY AND INSTITUTIONAL CONSIDERATIONS (Co-presenting with MGGP)

#THUNDERDOME: THE ART AND SCIENCE OF NAMING OPPORTUNITIES

 

EVENTS (EVT)

CELEBRATING A SUCCESSFUL CAMPAIGN - DUKE UNIVERSITY’S CAMPAIGN CLOSING EVENT

SUCCESSFUL ALUMNI ENGAGEMENT EVENTS PANEL

THANKS, I HAD A GREAT TIME….WHAT’S NEXT? ANALYSIS AND ACTION FOR ROI IN FUNDRAISING EVENTS

 

MAJOR GIFTS & GIFT PLANNING (MGGP)

BE THE QUEEN OF YOUR CHESS BOARD - NAVIGATING DONORS THROUGH ANNUAL, MAJOR AND PLANNED GIFT SOLICITATIONS

KEY METRICS IN MAJOR GIVING FUNDRAISING - PRESENTED BY ADVIZOR SOLUTIONS

RAISING YOUR ORGANIZATION’S LARGEST GIFTS—AND UNDERSTANDING THAT GENDER MATTERS - PRESENTED BY ASPEN LEADERSHIP GROUP

SECURING THE TRANSFORMATIONAL GIFT

THE PSYCHOLOGY OF PHILANTHROPY

 

PLENARY SESSIONS:

DAY 1

OPENING SESSION

DAY 2

IT'S BIGGER THAN YOU!

ENGAGING YOUR PIPELINE FROM STUDENT TO TOP DONOR: STRATEGIES FOR SUCCESS EVERY STEP OF THE WAY - PRESENTED BY ACADEMIC IMPRESSIONS

DAY 3

WORKING EFFECTIVELY WITH YOUR DONORS TO ENCOURAGE A LIFETIME OF GIVING - FACILITATED BY TIAA ENDOWMENT & PHILANTHROPIC SERVICES

WHY WE DO WHAT WE DO: A LOOK AT LIVES IMPACTED BY PHILANTHROPY


 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

TOPIC DESCRIPTIONS

 

DEVELOPMENT FOR DEANS AND ACADEMIC LEADERS PRE-CONFERENCE

 

DEAN'S PANEL: DEFINING, PRIORITIZING, AND STRATEGIZING FOR FUNDRAISING SUCCESS - PRESENTED BY MARTS & LUNDY

In a world where time is the most precious resource, many struggle to balance the role of chief academic officer and engagement of top potential donors, with the time and resources necessary to do both well.  This session will help you gain insight from some of the UNC System’s most successful fundraising deans on how they utilize talent, team and time to effectively and efficiently engage donors and potential donors in ways that lead to higher levels of philanthropy.

Moderator:

Panelists:

  • Dean J. Christopher Buddo, College of Fine Arts and Communications, East Carolina University
  • Dean David Hinks, College of Textiles, North Carolina State University
  • Dean Anthony Nelson, School of Business, North Carolina Central University 
  • Dean Randy Penfield, School of Education, University of North Carolina at Greensboro
  •  

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

DEVELOPMENT FOR ACADEMIC AND ADMINISTRATIVE LEADERS - PRESENTED BY MARTS & LUNDY 

Deans and other campus leaders play a critical role in engaging with donors and inspiring their giving.  Donors want to know who will be implementing their gifts, and they want to feel confident in the leadership of the areas they support. Most academics and administrators come to these responsibilities with no background or experience in working with individual donors – and many do not look forward to this component of their job.

This workshop explores the many facets of the leader’s role, helping them find the approach that best suits their skills and comfort level. They will learn about the Cycle of Giving, Donor Motivations and Behaviors, Crafting and Conveying their Case for Support, and Effective Partnerships with Development.  Most importantly, this session will show them how they can be extremely successful in fundraising even if they really don’t want to ask for money.

The content is appropriate for deans and administrators at all levels of development experience. Small group exercises and interactive components will help experienced participants hone their skills while beginners learn the fundamentals that will make them successful. Campus leaders should attend in partnership with their development partner.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

DEVELOPMENT FOR DEANS - PRESENTED BY TIAA KASPICK 

Successful fundraising depends on effective collaboration between the academic unit and the various departments of university advancement including major gifts, principal gifts, and planned gifts. This skill-building session will introduce tools that help you and your development colleagues uncover donor objectives and discover and qualify potential gift assets. It will also give you the opportunity to practice using the tools. Come and learn how we can work together to find great gifts for our donors and our institutions!

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

THE LATEST IN ACADEMIC-ADVANCEMENT PARTNERSHIPS: DEVELOPING NEW CAPABILITIES TO ENGAGE THE DONOR INVESTOR - PRESENTED BY THE EDUCATION ADVISORY BOARD (EAB)

Today’s “donor investors” are a new breed of philanthropist that thrive on engaging with substantive and impact-focused projects and initiatives, which requires more engagement with academic leaders than ever. This session will outline how advancement leaders are working to prepare and empower their academic counterparts to turn their distinctive visions into fundable priorities by reframing them around compelling narratives and persuasive outcomes that emphasize the impact on both the institution and society.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

GENERAL PRE-CONFERENCE 

 

HOW EFFECTIVE GIFT PLANNING CAN MEET DONOR OBJECTIVES - PRESENTED BY TIAA KASPICK 

Effective gift planning begins with understanding thoroughly our donors’ circumstances and objectives. Only when we have a comprehensive view of the donor can we propose the most appropriate gift plan. This session will explore how bequests, life income gifts, and donor-advised funds can help your donors give more to the university than they perhaps thought possible, and also meet their personal, family, and financial planning objectives.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

NEWCOMERS PRE-CONFERENCE WORKSHOP 

This session is aimed at symposium attendees who are relatively new to advancement work or who may have advancement experience but are new to the UNC system. What does “new” mean? Our panelists are less than three years into their roles, which is long enough to get established, but recent enough to remember what it was like to be brand new.

Moderator:

Panelists:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

UNIVERSITY-SPONSORED DONOR ADVISED FUNDS - PRESENTED BY TIAA CHARITABLE 

A number of campuses across the UNC System have recently begun donor-advised fund (DAF) programs in collaboration with TIAA Charitable. This session will discuss the process of launching a university-sponsored DAF program, the actual experiences of participating campuses to date, and considerations for others contemplating whether to start their own DAF programs.

Moderator:

Panelists:

 

Schedules: WednesdayThursdayFriday
Programs and Topics: Listing | Descriptions: COMMALLASAEAGCFRDRCSEVTMGGPPlenary

 

ADVANCEMENT COMMUNICATION & MARKETING (COMM)

 

CAROLINA STORIES: FINDING THE BALANCE BETWEEN GENUINE STORYTELLING AND FUNDRAISING STRATEGY

The UNC Office of University Development launched Carolina Stories in 2016, aggregating stories from across campus to show the impact of private giving using a single platform. In fiscal year 2019, we expanded the Carolina Stories, to include more longform content. Users will learn how we implemented this new program, collaborating with campus colleagues to identify stories that show the impact of their campaign funding priorities. The presentation will explore how we work to achieve genuine, longform storytelling that features extraordinary people from across disciplines and draws in diverse audience members through various channels.

Presenter:

  • David Swan, University of North Carolina at Chapel Hill

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

ENGAGING KEY TARGET AUDIENCES IN A WEBSITE REDESIGN: HINTS FOR SUCCESS

Successfully engaging key target audiences is the difference between a great website redesign initiative and a disaster. You can do everything else right, but if your target audiences don’t engage, you’re doomed to fail. During this session, two colleagues from schools in the UNC System will share brief overviews of their website redesign initiatives and hints for successfully engaging key target audiences.

Moderator:

  • Tina Newcomb, Fayetteville State University

Panelists:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

HASHTAGS AND HERDING CATS: SOCIAL MEDIA LESSONS FROM NC STATE’S FIRST DAY OF GIVING

Social media is essential for ongoing communication during a 24-hour Day of Giving. But at a time when algorithms are changing and users are constantly bombarded by notifications, how do you get your prospects to stop scrolling and take action? NC State’s Social Media Strategy Hub works to create content that stands out and breaks through the clutter. The Hub is home to social media specialists who represent about half of the colleges and units across NC State. We’ll share what worked (and what didn’t) as part of NC State’s first-ever Day of Giving social media strategy — and how you can deploy these tactics for everyday content, personalization, stewardship and a variety of other campaigns.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

LESSONS LEARNED FROM UNIVERSITY REBRANDS: WHAT WE WISH WE HAD KNOWN

Rebrands happen for a variety of reasons: a need to shift messaging, a desire to update visual elements, or new leadership. There are definitive tasks that must be done during a rebranding initiative and this session is NOT ABOUT THAT. During this session, hear from two colleagues at schools in the UNC System who have recently led rebranding initiatives. Learn what they experienced during these projects that can help you be even more successful with a rebranding initiative.

Moderator:

  • Tina Newcomb, Fayetteville State University

Panelists:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

PREPARING FOR ADVANCEMENT’S DIGITAL FUTURE: ENGAGING THE TIME-PRESSED, DISTRACTED, AND INDIVIDUALIZED CONSTITUENT - PRESENTED BY THE EDUCATION ADVISORY BOARD (EAB)

The digital revolution has changed the way constituents expect to interact with their alma mater. Advancement must embrace innovation and adapt to build strategies that align with the shifting behavior and needs of their constituents. In this excerpt of EAB research, we will highlight several examples of how institutions are creating digital micro-engagements for busy and time-pressed constituents; optimizing communication to compete against never-ending distractions that divert the attention of constituents; and personalizing and segmenting communications around more specific causes and affinity areas.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

SO, YOU WANT TO RUN A CAMPAIGN… WHERE DO YOU BEGIN AND HOW CAN YOU AVOID THE SCRAMBLE?

This presentation and open discussion will cover key aspects of successful campaign strategy and communications, including: the importance of leadership establishing clear and compelling strategic direction and funding priorities, planning and preparation, gaining buy-in from stakeholders, evaluating the strengths and weaknesses of your organization and your team, determining when and why to bring in a campaign consultant, campaign collateral and communication plan strategy. Panelists will share stories and examples of success as well as cautionary tales.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

THE VALUE OF A STORY WELL TOLD: CRAFTING THE ECU CAMPAIGN NARRATIVE

East Carolina University has large ambitions and a clear vision as they prepare to launch a major comprehensive campaign—one that provides the perfect avenue to forge a greater emotional connection with key audiences. But to succeed, this powerful new ECU story needed to feel authentic and inspiring. This session is a discussion of the importance of storytelling in the world of institutional advancement, and how to emotionally pursue and engage donors of all levels. We will explore the overarching campaign narrative developed for East Carolina University, and demonstrate how it serves as a platform for storytelling—able to bend and flex to relate to each audience and sector across the university while achieving a much greater sense of cohesion throughout.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

ADVANCEMENT FOR EVERYONE (ALL)

 

CAMPAIGN READINESS: IS YOUR INSTITUTION SET UP FOR SUCCESS? - PRESENTED BY CCS FUNDRAISING

All educational institutions have big dreams for the future, requiring planning, communication, and philanthropic support—often in the form of a campaign. If your institution has had varied success with past campaigns or you are thinking about launching your very first campaign soon, join Eric Javier and Tonya Taylor of CCS Fundraising to assess your institution’s campaign readiness.

In this session, we will discuss the key factors and fundamental steps needed to prepare for a campaign, including completing a planning study, developing a compelling case for support, promoting institutional inclusion and buy-in, and recruiting and preparing campaign leadership. We will also explore various case studies showcasing tried and true strategies with the right blend of messaging, leadership, and activity that achieve philanthropic goals. Attendees will come away with key steps needed to prepare for and launch a campaign that elevates sights, galvanizes your community, and sets your institution up for success.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

KNOWING YOUR LEADERSHIP STYLE – PRESENTED BY ACADEMIC IMPRESSIONS 

The demands and expectations placed on leaders in advancement can be extreme.  Self-awareness is the foundation of an effective leader; engaging and connecting meaningfully with others depends on understanding your own leadership style, including under stress.  In this session, you will complete a self-assessment and learn about a model of leadership that focuses on leveraging strengths, mitigating the effects of overused strengths, and working together in teams.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

PREPARING THE NEXT GENERATION OF ADVANCEMENT LEADERS

Great universities were created to withstand the test of time.  Generation after generation.  The success of one generation of leaders is built on the work of the preceding generation.  Advancement programs must embrace a shared commitment to excellence that demands that senior executives have a personal obligation to grow the next generation of leaders.

New advancement leaders must be mentored to reflect the changing needs and realities of the time as well as the institution’s aspirations for the future.  The old adage of “if it ain’t broke don’t fix it doesn’t apply to leadership.  There is always something broke and it will be the task of the next generation to find it and fix it.

Breaking from the status quo is at the heart of preparing the next generation of leaders in higher education advancement.

Presenter:

  • Bob Sweeney, University of Virginia, Sweeney/Philanthropy

 

ADVANCEMENT SERVICES (AS)

 

BEYOND REPORTING TO DATA DISCOVERY AND PREDICTIVE ANALYTICS: BENEFITS AND BEST PRACTICES - PRESENTED BY ADVIZOR SOLUTIONS

With an ever-increasing array of technologies available to help teams make sense of their data, it can be hard to untangle what you need, where you might have overlap, and where you've got things covered. Using a tool designed for one problem on a different problem often causes a “cycle of pain”  This session will provide a useful framework for understanding the wide range of technologies on the market today, from dashboards to reports to data visualizations to data discovery to analytics and even AI.  You'll come away with a better understanding of what tools work best in which situations, and for whom are the most appropriate. 

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

PROSPECT RESEARCH AND PROSPECT MANAGEMENT: THERE IS NO SILVER BULLET! - PRESENTED BY DONORSEARCH

This presentation will highlight how to identify major-gift prospects using easily obtainable data, and we will also share the latest findings in major-giving activity. Attendees will learn the six factors that best predict future philanthropy, and they will also gain an understanding of how new technology plays into their research, as well as how to identify the best major-giving prospects on their prospect/donor lists.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

REFRESH YOUR CAPACITY BUILDING - PRESENTED BY CAPITAL DEVELOPMENT SERVICES (CAPDEV)

When UNC School of the Arts began to consider a major campaign, the first big concern was their internal capacity to manage a campaign. The advancement office was not well-staffed or resourced and had been through a series of transitions in the vice chancellor role. Fast forward to today and UNCSA is at the height of its most successful campaign in the history of the school. This session uses the work of this campaign as a model for building up a college or university’s ability to prepare for a successful campaign initiative. Capacity building at this level requires an in-depth and realistic approach to the use of donor data tools, as well as the staffing to implement a solid campaign plan. Campaign consulting firm president (Allan Burrows) and UNCSA Vice Chancellor for Advancement, Ed Lewis, will walk through some of the approaches that have proven most beneficial to re-tooling and building up the donor database as well as essential keys to staffing up the advancement team to undertake a $65 million campaign.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

THE VOLUNTARY SUPPORT OF EDUCATION SURVEY: HOW TO COUNT GIFTS AND KEY NEW FINDINGS FROM 2018

This session focuses on the Voluntary Support of Education (VSE) survey, the annual survey on charitable support of higher education institutions in the United States. We will discuss what types of transactions are counted on the survey and how they are recorded. We will also review recently released findings from the 2018 survey and consider indicators of trends for 2019.

Presenter:

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

WORKING TOGETHER TO IMPROVE PROSPECT IDENTIFICATION: A UNCW ANALYTICS STORY 

The University of North Carolina Wilmington has found that analytics is the key to successful prospect identification. Come learn how Jennifer Vincent, Manager of Prospect Development, is using the Target Analytics screening results to identify new major gift prospects, improve gift officer success rates, and increase the efficiency of prospect research.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

ALUMNI ENGAGEMENT (AE)

 

ALUMNI ENGAGEMENT FOR A MORE DIVERSE CONSTITUENCY

The increasing trend of a more diversified student body demands that alumni leaders focus on defining a strategic communications plan that is inclusive to all the alumni base developed through the institution.

North America is far more culturally, racially, and ethnically diverse today than ever before. College campuses are feeling demographic shifts, as record numbers of first-generation, international, female, and minority students are enrolling in college and attaining degrees. These changing demographics represent significant challenges for advancement offices, particularly in major giving, which has historically focused on a pipeline of traditional white male donors.  Advancement and alumni leaders can't just recognize the need for change. They also must create and encourage innovative engagement and solicitation strategies for an increasingly diverse alumni base to impact participation and build a pipeline for future gifts.

The changing demographics of higher education colleges and universities are more diverse than ever before. As pressure from competing nonprofits mounts, tried-and-true development strategies are not enough to ensure future gifts. Institutions need to take inventory of their work with diverse alumni and understand how they can impact participation rates and dollars today—while still building a stronger pipeline of donors for the campaign of tomorrow."

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

STEPS TO EMPOWERING CAMPUS COLLABORATIONS TO STRENGTHEN YOUR ALUMNI ASSOCIATION AND UNIVERSITY

This session will focus on ways the NC State Alumni Association has expanded its effectiveness and importance to the institution through collaborative partnerships on campus and beyond, ranging from ice cream and beer to regional and statewide economic development strategies.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

THE BEST PRACTICES IN ALUMNI ENGAGEMENT: HOW ALUMNI PARTICIPATION IN ALL WAYS CAN BE INFLUENCED - PRESENTED BY WASHBURN & MCGOLDRICK

The engagement of alumni with their college or university is a frequently discussed topic in the advancement profession. And yet, the mere development of a standard definition for “engagement” has been a challenge for the profession. How do we know if alumni are engaged and are there set pathways for most effectively engaging them? Are there consistent and available data that indicate levels of engagement? Is engagement the same for everyone?  The data point most frequently used by external outlets such as U.S. News and World Report’s annual ranking of colleges and universities as a measure of alumni satisfaction/engagement is the annual alumni participation rate. While useful, the percentage of alumni who make a gift each year, however, does not completely measure how deeply an alumna/us may care about her/his alma mater and cannot fully measure commitments of time as a volunteer or expertise as a speaker, mentor, and leader. The latter commitments are viewed as soft measures and serve to create tension between fundraisers with their data-driven metrics and alumni relations professionals with their anecdotal or “softer” measures of engagement success. It was clear during our outreach conversations with other schools that they are grappling with the same issue of how to best define and measure engagement.  Creating a consistent and easily understandable process is a top agenda item for many of the colleges and universities that we work with.

Presenters:

Panelists:

 

ANNUAL GIVING (AG)

 

BUILDING A CAREER IN PHILANTHROPY FROM ANNUAL GIVING

This session will host a panel of distinguished philanthropy professionals who started their careers in Annual Giving. The panel will explore building a resume for a career change within advancement, discuss skill development, and answer questions from the audience.

Moderator:

  • Jaclyn Day, University of North Carolina School of the Arts
Panelists:
Jeremy Allen, University of North Carolina Kenan-Flagler Business School
Missy Kennedy, University of North Carolina Wilmington
Timothy Minor, University of North Carolina System
Lindsay Smith, North Carolina State University
Joey Wilkerson, North Carolina State University

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

BUILDING A DIGITAL PHILANTHROPY TEAM

Strong digital fundraising programs deliver big wins for institutions. From substantially increased annual fund participation to new major donor prospects that lead to real big gift results, innovative schools are enjoying the success modern fundraising tactics deliver. A key component to realizing digital fundraising success is in the team you assemble to tackle this rewarding, but complex work.

During this session, Groundwork Digital President, Justin Ware, will share client success stories that illustrate how to restructure your team for online fundraising success.

Together in this session, we’ll outline:

  • 1. Using digital to feed the major donor pipeline
  • 2. “Agile” fundraising and how it transforms giving from the annual fund to major gifts program
  • 3. How to produce far more video – the most engaging form of content

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

CROSS COLLABORATION IN ALUMNI ENGAGEMENT AND ANNUAL GIVING

This session will discuss strategies and challenges associated with creating collaborative partnerships across institutional and advancement partners to maximize efficiency and effectiveness in the areas of alumni engagement and annual giving. Attendees will be able to gain a greater understanding of the mechanics involved that deliver success through the lens of two unique case study scenarios from the UNC System.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

ENGAGING NEW GENERATIONS: NINE KEYS TO REACHING MILLENNIALS - PRESENTED BY GIVECAMPUS

In recent years, Millennials-those born between 1981-1996 -- became the largest generation in the U.S. labor force and “Generation Z”--those born after 1996--began graduating from college. This generation’s “coming of age” has led to a widespread decline in alumni participation and few institutions have escaped these trends, giving rise to concerns about a potential “lost generation” of future major donors.

There is a reason to be optimistic, however. People born after 1980 will be the beneficiaries of the largest transfer of wealth in human history. Their purchasing power, which already stands in the hundreds of billions of dollars, will steadily increase as more of them enter their peak earning years and according to numerous surveys and studies, between 80% and 90% of Millennials give to charitable organizations each year.

The presenter will review nine characteristics of Millennials and post-Millennials that drive much of their behavior and highlight actionable tactics to increase this population’s philanthropic engagement.

Kestrel Linder will illuminate the case study with data drawn from the digital fundraising of 600+ schools.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

HIT YOUR DATES, RAISE MORE: A CASUAL YET TACTICAL APPROACH TO PROJECT MANAGEMENT FOR PHILANTHROPIC MARKETING

Leadership asks you, “What's the status on…?” Well, we're running a little late. The issue is that... I'm waiting on a copy from... the mail vendor needs to... data still has to be... We're sure you're very familiar with this conversation. Let's empower ourselves by solidifying our knowledge of key project management techniques to instill confidence in our leaders and partners. In this session, we will take a journey through successful principles and actually build a project plan together!

Presenter:

 

REALLOCATING PHONE BUDGET FOR MODERN FUNDRAISING

The phone program is not what it once was. Many schools now pay more for phone programs that raise less money than in years passed.

This is not to say the phone is “dead.” Instead, the phone is part of a multi-channel approach to modern fundraising that needs to be balanced and includes a great deal more digital content for modern donor engagement.

In this session, Groundwork Digital President, Justin Ware will share details on aligned, omnichannel fundraising strategies. Specifically, we’ll explore tactics such as:

  • 1.Building a Student Content Team for success across email, social media, and online fundraising
  • 2. Giving days, crowdfunding, and how these online mechanisms deliver your strongest ever annual giving numbers (and boost major donor engagement)
  • 3.Designing a multi-channel fundraising plan that elevates all channels – traditional and new

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

WHAT DO YOU WANT TO KNOW... MANAGING PORTFOLIOS, EXPECTATIONS, DONORS, AND MORE, THE LIFE OF AN ANNUAL GIVING OFFICER

This session will allow attendees to ask questions and solve problems in a think-tank setting. The floor is open to learn from each other and become better Leadership Annual Giving officers.

 

Presenter:

  • Jaclyn Day, University of North Carolina School of the Arts

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

CORPORATE & FOUNDATION RELATIONS (CFR)

 

BEYOND THE UNIVERSITY RECRUITING BUDGET: UNCOVERING THE REAL CORPORATE DOLLARS

We all work with them. They have different titles: University Relations Manager; University Recruiting Manager; Talent Acquisitions Program Manager; D&I Partner; University Programs & Strategic Diversity Lead. Their role is to a) be the face of the company, b) craft a strategic recruiting and partnership plan that will assist their organization in feeding the pipeline, and driving their talent acquisition goals and objectives. However, these individuals often do not have access to the real corporate dollars. They are the gatekeepers, the front line face of the organization; AND, they have a fixed recruiting budget. SO, how do you get to the decision makers, ‘funders’ within the organization who control vital research and engagement dollars? This session addresses tactics and strategies to uncover ‘hidden’ funding streams and opportunities.

Presenter:

  • Tamera Ziglar, North Carolina Agricultural & Technical State University

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

BREAKING THE ICE: STRATEGY APPROACHES TO BUILD NEW RELATIONSHIPS WITH DONORS AND CORPORATE PARTNERS

Whether you’re a seasoned veteran or just getting started, this session is designed to help you increase donor engagement and fundraising. You won’t leave with simple tricks of the trade to merely capture a donor’s attention. Instead, you enjoy a better understanding of how to make donors and corporate partners want to stay engaged and committed to supporting your fundraising goals. The strategies for engagement are based on the time tested work and experiences of Dr. Keith Cradle. Author of Cut the Check, Dr. Cradle is a community engagement specialist, cultural arts advocate and a nonprofit strategist with over 25 years’ experience in donor relations and fundraising.

Presenters:

  • Keith Cradle, Ph.D., Mecklenburg County Sheriff’s Office
  • Justin Lewter, North Carolina Agricultural & Technical State University

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

PHILANTHROPY AND THE TALENT PIPELINE: PARTNERING WITH THE OFFICE OF CAREER SERVICES

What better way to adopt best practices to build stronger corporate partnership than deepening and strengthening the relationship between University Advancement Corporate and Foundation Relations Offices and your university’s Office of Career Service? This session will highlight the success and benefits of partnering with University Advancement and Career Services to maximize corporate engagement on campus to lead to true strategic partnerships that develop the talent pipeline by providing access to diverse students as well as increasing funding support for university initiatives. Establishing a relationship with the Office of Career Services is essential in identifying, building, and developing strategic and impactful relationships with campus stakeholders and corporate partners. This session will offer best practices, insights, and a unique perspective on the importance of collaborating with the Office of Corporate and Foundation Relations and Career Services to create a mutually beneficial working relationship that responds to the needs of corporate partners.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

THEY'RE FINALLY COMING TO CAMPUS... NOW WHAT?! PLANNING A SUCCESSFUL CORPORATE OR FOUNDATION CAMPUS VISIT

Family Foundation visits can mirror an individual's visit to campus, while a Private Foundation can look more like a Corporate visit. Sometimes the entity is interested in meeting with multiple departments in one college; sometimes they want to meet (or we want them to meet!) with multiple colleges and units. Either way, planning a successful corporate or foundation campus visit takes persistence, resilience, and extreme collaboration, in particular, collaboration beyond advancement staff. This panel will share lessons learned and offer some insight into what has worked, potential obstacles to prepare to overcome, sample visit schedules and how to build those, and other best practices to set you up for planning a successful corporate or foundation visit to your campus. Learn about the essential elements of hosting a company or foundation visit; the importance of anchor appointments and identifying key players for your campus team; and critical planning and research required to help manage expectations of the visit (both internally and externally), and ensuring all of the action steps and follow-up takes place. 

Presenters:

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

WE ARE FAMILY (FOUNDATIONS)!

Nearly all development offices interact with family foundations. Most family foundation funds are derived from members of a single family, and these foundations often have at least one family member serving as an officer or board member of the foundation. In addition, family members often play a significant role in managing the foundation and usually serve on a voluntary basis. As a result, working with family foundations can feel like a hybrid between individual relationship-building and the more formal foundation grant process. Panelists will share stories and best practices on working with these unique types of organizations to help you maximize family foundation funding for your institution.

Moderator:

 

Panelists:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

DONOR RELATIONS, COMPLIANCE, AND STEWARDSHIP (DRCS) - some topic will be co-presented with other tracks (i.e. AS, CFR, MGGP)

 

ANNUAL ENDOWMENT REPORTING TO MAJOR & PRINCIPAL GIFT DONORS

Annually, Carolina’s central Donor Relations team reports on endowed funds to approximately 1,300 individuals.  In 2016, the Donor Relations Office, with input from its campus partners, implemented unified stewardship reports.  The unified reports are highly personalized reports to a select group of major and principal gift donors, many of whom have funds held across the university and its affiliated foundations.  The first year, the DR Office produced 50 reports.  For FY17 and FY18, the team produced 88 reports.  Each report pulls together various elements, including but not limited to, letters from our chancellor and vice chancellor; annual endowment investment report information; a letter from each dean of a school benefiting from the fund; usage information; thank you letters; student and faculty profiles; and financial information for all stewarded funds associated with a donor.  Campus buy-in and partnership is crucial to the production of these reports.  Reports are printed by an outside vendor in four-color, saddle stitched format.  Many are hand-delivered by development officers.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

CENTRALIZED GIFT PROCESSING AT UC DAVIS: OUR JOURNEY TO GREATNESS (Co-presenting with AS)

Until two years ago, all private donations to UC Davis were processed in a decentralized environment, a proven donor-centric mode of raising funds, but when it comes to processing them? Not so much. Seeking to change this, we investigated off-the-shelf solutions from vendors, but they either proved prohibitively expensive or did not match our needs. Instead, we decided to build our own solution -- a daunting task, but also an exciting opportunity. In 2016 we launched our centralized gift processing system: the Gift Reporting, Entry, And Tracking web application and electronic cashier system -- or GREAT, for short.  What used to be a tangled mess of paperwork and non-standardized processes is now a streamlined, transparent and PCI-compliant centralized gift processing system that reliably ensures donor intent and facilitates quick and easy fund dispersal into intended campus accounts.  Join me as I share how we navigated this GREAT journey -- one that brought us from gift processing ground zero to CASE Grand Gold/Platinum.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

HOW TO WRITE A "WINNING" CASE SUBMISSION (Co-presenting with AS)

Have you always wanted nominate a project for a CASE award but weren’t sure where to start or what to write? Not sure how likely it is that your project will win? Tasked with nominating a project that is not your own? Join me as I break down my method for crafting the submission packets that have won 11 consecutive CASE awards for the University of California – from District VII Bronze to Global Platinum. In addition to sharing my “winning” formula, I will also give a rundown of the different award programs and provide take-away tools to help strategize your write, no matter your role in the project. More demonstration than prescription, this presentation honors individual writing styles while also offering some universal truths (and feels) about how to bring all the wow and medal magnetism to this ubiquitous yet unique-to-advancement communication product.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

EXTRAORDINARY STEWARDSHIP 

Join us to learn how NC State’s Office of Development Communications and Stewardship acknowledges and recognizes the generosity of our top donors, reports to them on the impact of their philanthropic support and ensures their long-term engagement with our university. From stewardship plans to impact reports, this session will provide you with examples and best practices to create highly personalized and meaningful stewardship opportunities.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

GREY'S ANATOMY OF GIFT AGREEMENTS

Explore the realm of possibilities of gift agreements with NC State’s Donor Services team. We will be diving into the anatomy of a gift agreement and discussing the vital components. Participants will acquire a basic knowledge of what is reasonable, legal and feasible within a gift agreement and learn ways to ensure the donor’s intent is met while meeting the standards of the university. We will explore why gift agreements are necessary, approval processes, best practices, special cases and compliance in spending while addressing some of the most common questions and challenges

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

MISSION-DRIVEN STEWARDSHIP FOR CORPORATIONS, FOUNDATIONS, AND ORGANIZATIONS (Co-presenting with CFR)

When determining stewardship of corporations, foundations, and organizations we must determine where these entities differ from individual donors, where they are the same, and how to add value to what can often seem a transactional relationship. What are these organizations looking for and what is reasonable for us to provide? How do we craft solutions that meet or exceed expectations while staying aligned with our missions? Join Anne Manner-McLarty and Patricia Berry as they lead a discussion-oriented session about building a strategic, manageable approach to stewarding organizations of all kinds.  Participants will leave with an understanding of how to create practices geared toward organizations with methods for tailoring the program to the specific circumstances of the gift.  Grateful, effective stewardship specific to the corporation, foundation, or organization will build the road to future giving, from this or other organizations.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

PLAYING THE LONG GAME: BALANCING DONOR, FACULTY AND INSTITUTIONAL CONSIDERATIONS (Co-presenting with MGGP)

This presentation offers strategies to ensure that gift agreements for distinguished professorships and other faculty awards capture the donor’s intent while supporting the academic mission of the university.  Through examples and case studies, participants will learn tips for capturing donor intent that is legal and feasible, will stand the test of time and brings appropriate decision-makers to the table.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

#THUNDERDOME: THE ART AND SCIENCE OF NAMING OPPORTUNITIES

NC State’s Donor Services Team will discuss the art and science of naming opportunities that they have learned during the first two years of building a centralized and methodical naming opportunities program. Donor Services will give a brief overview of the basic administration of naming opportunities, including types of naming opportunities, suggested strategic partners, building a naming database on top of existing facilities, how they calculate recommended gift minimums and their eight phases of the naming opportunity process.

Presenters:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

EVENTS (EVT)

 

 

CELEBRATING A SUCCESSFUL CAMPAIGN - DUKE UNIVERSITY’S CAMPAIGN CLOSING EVENT

The Duke Forward Campaign raised $3.85 billion for the university. That kind of success deserves a grand celebration. Kim Garcia, senior director of development special events at Duke, will share the story of the university’s festive campaign closing event. Attendees will learn how duke recognized donors, volunteers, and everyone who made success possible. 

Moderator:

Panelist:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

SUCCESSFUL ALUMNI ENGAGEMENT EVENTS PANEL

We all want alumni to leave events feeling more connected and engaged with their institution. This session will focus on increasing alumni engagement though events.  Advancement leaders from across the UNC system will discuss their own experiences with successful alumni engagement events. This will be an opportunity to share ideas and compare notes with other universities with the overall goal of increasing alumni engagement.  The discussion will be centered around what has and is currently working at each of these universities. 

Moderator:

Panelists:

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

THANKS, I HAD A GREAT TIME….WHAT’S NEXT? ANALYSIS AND ACTION FOR ROI IN FUNDRAISING EVENTS

Defining what the return on investment looks like for fundraising events can be difficult. The key is starting with a goal in mind and a firm idea of how success will be measured at the end of the event, six months after, and even a year down the road. Laura Morgan, president of creative event strategies will share how her firm focuses on delivering strategic returns on investment for events.

Moderator:

Presenter:

 

Schedules: WednesdayThursdayFriday
Programs and Topics: Listing | Descriptions: COMMALLASAEAGCFRDRCSEVTMGGPPlenary

 

 

MAJOR GIFTS & GIFT PLANNING (MGGP)

 

BE THE QUEEN OF YOUR CHESS BOARD - NAVIGATING DONORS THROUGH ANNUAL, MAJOR AND PLANNED GIFT SOLICITATIONS

This session will focus on the dynamics of gift solicitations including the importance and timeliness of “making the ask”, the ability to pivot donors and continue the conversation after their initial gift. We will discuss practical ways to actively engage donors through the pipeline and utilize initial stewardship to prepare donors for a larger gift. Finally, we will explore how to involve senior leadership through cultivation and solicitation while managing their expectations.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

KEY METRICS IN MAJOR GIVING FUNDRAISING - PRESENTED BY ADVIZOR SOLUTIONS

Many major giving teams manage to the wrong metrics. As a result, they do not achieve the results that they could. In particular, there is an over-focus across the sector around fiscal-year-based activity metrics. While these can be useful in some limited cases, most prospects couldn’t care less about your fiscal year and in fact, are cultivated across quite different time periods. In this session, we’ll discuss why today’s commonly used benchmarks have not been particularly helpful at empowering fundraising teams to raise more money. We will then highlight best practices in managing major giving teams to a set of metrics that include:

  • Prospect Assignments: Are all of our highest capacity and most engaged prospects staffed? Are pools reasonably sized?
  • Penetration: Is our pool of assigned prospects being connected with?
  • Movement: Are we moving prospects forward at a reasonable pace?
  • Solicitation Levels: Are our asks at the right level relative to capacity and attachment?
  • Yield: Are we closing solicitations at an aggressive level?

Our discussion will cover not just which metrics are most effective, but how teams have shifted practices and behaviors in order to use metrics to draw out stories and best practices which are then used as coaching tools openly and transparently with their teams.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

RAISING YOUR ORGANIZATION’S LARGEST GIFTS—AND UNDERSTANDING THAT GENDER MATTERS - PRESENTED BY ASPEN LEADERSHIP GROUP

This session draws on findings and key lessons of two recent books: Raising Your Organization’s Largest Gifts: A Principal Gifts Handbook, by Ron Schiller, and Gender Matters: A Guide To Growing Women’s Philanthropy, by Aspen Leadership Group senior consultant Kathleen Loehr. The session is designed for those charged with major and principal gift fundraising and examines motivations of today’s major gift donor, attributes of programs that drive the strongest and highest-level philanthropic partnerships, and research into how women—who are now earning more, giving more, and leading household philanthropy more often than men—approach philanthropy.

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

SECURING THE TRANSFORMATIONAL GIFT

Every advancement officer dreams of securing gifts at the 7, 8 or even 9 figure level.  Simply utilizing a program of fundraising visits, no matter how strategic or an aspirational case for support, no matter how powerful, will in themselves convince a person to make the gift of her/his lifetime.

We must understand why people make these kinds of gifts and modify our university’s fundraising behavior to make them a reality.  To raise these gifts, we must position our university in these people’s lives so when the time comes for them to make these transformational gifts, they will feel that our institution is the right cause.  Our success in transformational gift fundraising depends on our ability to build and develop long-term relationships with a small number of key potential benefactors.

Presenter:

  • Bob Sweeney, University of Virginia, Sweeney/Philanthropy

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

THE PSYCHOLOGY OF PHILANTHROPY

This session is designed to give the audience a better understanding of the psychology at work when they are cultivating, soliciting and stewarding donors. Drawing from Kurt Mortenson’s Maximum Influence: The 12 Laws of Power Persuasion, Robert Cialdini’s Influence: The Psychology of Persuasion, Dale Carnegie’s classic How to Win Friends & Influence People and personal experience, this presentation will examine key psychological tactics that fundraisers use daily whether they realize it or not. We’ll discuss how to use these approaches effectively and how to avoid misusing them. Specific topics to be covered:

  • Understanding the difference between influence, persuasion, and coercion
  • Being consistent: the theory of cognitive dissonance
  • Doing favors: reciprocity at work
  • Presenting a friendly face: the value of likability
  • Helping donors discover themselves: they want to be the person you want them to be
  • Responding to social proof: peer pressure isn’t just for teens
  • Accelerating responses: scarcity, timing and urgency matter

The presentation will include role-playing exercises so that participants can practice these skills using scenarios they may encounter in their daily work.

Presenter:

  • Jeff Hill, University of North Carolina at Chapel Hill

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

 

PLENARY SESSIONS

 

IT'S BIGGER THAN YOU!

We only get one chance at this life and there will be times where we become discouraged or even bored, so we start to cut corners.  Not necessarily at work, but just with life!  Each of us has the privilege of working in Higher Education and we don’t always realize that every day when we come to work, we are representing something much bigger than us.  In the world of Advancement, every dollar raised and every phone call made could change a young person’s life forever.  In this session, Cal is going to challenge you, to get the most you can out of every day and to realize that you are special and you make a difference.  You are going to learn that impacting others is not about knowing more, but just about doing more with you know. So, look forward to being challenged and walking away from this session with a renewed sense of purpose!

Presenter:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

 

ENGAGING YOUR PIPELINE FROM STUDENT TO TOP DONOR: STRATEGIES FOR SUCCESS EVERY STEP OF THE WAY - PRESENTED BY ACADEMIC IMPRESSIONS

Academic Impressions has conducted hundreds of hours of research with advancement shops around the country and identified one of the most pressing challenges to be balancing increasing fundraising goals while engaging the bottom of the donor pipeline. Join us in this plenary session to learn about emerging strategies that help engage and cultivate students, alumni, and donors throughout their life cycle. You will walk away with ideas, big and small, to implement at your shop.

Presenters:

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

 

WORKING EFFECTIVELY WITH YOUR DONORS TO ENCOURAGE A LIFETIME OF GIVING - FACILITATED BY TIAA ENDOWMENT & PHILANTHROPIC SERVICES

University Advancement is tasked with raising funds from a hugely varied constituency. This session will examine the life stages of donors—from recent graduates to those planning their legacies—and discuss how a donor-centered approach to philanthropy can align donor objectives at each stage with giving methods and opportunities at our institutions. Join our panel members as they share examples of how we can work effectively across the research, marketing, donor relations, and fundraising teams to identify, cultivate, structure, and close valuable gifts.

Moderator:

 

Panelists:

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

WHY WE DO WHAT WE DO: A LOOK AT LIVES IMPACTED BY PHILANTHROPY

As advancement professionals, we have the honor of illustrating the impact of philanthropy.  Join us as we hear from UNC System students about how philanthropy has been the catalyst of their experience through interesting and creative donor-funded opportunities.  These “case studies” will go beyond simply the idea of supporting students and will demonstrate how the interface between philanthropy and higher education can be life-changing and make our world better. From applied learning support funds to undergraduate research awards, to travel awards, we will take a look at the various ways donors can facilitate the achievement of UNC students worthy of investment. 

Moderator:

Panelists:

  • Students

 

Schedules: Wednesday, Thursday, Friday
Programs and Topics: Listing | Descriptions: COMM, ALL, AS, AE, AG, CFR, DRCS, EVT, MGGP, Plenary

 

 

 

 

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