Program Overview

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EXPANDING YOUR FUND FOR GREATER IMPACT

Presenter: Terry Munday, Retired VP for University Advancement | Indiana Wesleyan University
Overview: The bread and butter of every advancement team is the Annual Fund. It produces the steady and growing stream of donations that bridge the gap between tuition revenue and the cost of students’ education. Consider new and creative initiatives that could grow your Annual Fund with a distinguished advancement leader.

• Turning your annual fund from good to great
• Creating a sense of urgency in the annual fund
• Using the annual fund to cultivate major and planned gifts
• Segmenting and using a personalized ask for greater returns
• Producing great results with annual fund metrics

BUILDING AND RENEWING DONOR RELATIONSHIPS

Presenter: Keith Bishop, Vice President of Strategic Partnership Development | Vanguard College
Overview: Advancement work is an intentional and intensely relational ministry. It’s about knowing and caring for the people whom God brings into engagement with our institution. Not just their giving, but their motivations and values. And relationships can be both enduring and fragile. So, what are wise spiritual insights into ways God can help us both enhance and renew the important relationships within our care.

• Identifying and owning our donor relationships – an intentional strategy
• Exploring ways to prayerfully nurture and enhance enduring relationships
• Understanding and repairing broken donor relationships
• Developing an effective partnership between the president and the advancement team

OVERCOMING OBSTACLES TO PLANNED GIVING MINISTRY

Presenter: Clay Perkins, Executive Vice President | Financial Planning Ministry
Overview: Does your advancement team effectively engage in planned giving . . . or just make excuses? Your Annual Fund strategy include BOTH immediate donations AND planned giving goals? If not, what are the obstacles you need to overcome in order to make this happen. What are the typical barriers institutions face to including legacy gift solicitations in their Annual Fund strategy and events?

• Grasping the incredible potential of wealth transfer through planned giving
• Thinking through the launch and integration of planned giving in your advancement strategy.
• Overcoming typical obstacles (and excuses) for engaging in planned giving
• Setting appropriate goals and managing the strategy for legacy gifts

ESSENTIALS OF MOVES MANAGEMENT — LEADING DONORS TO GREATER ENGAGEMENT

Presenter: James Candido, Account Executive | Blackbaud
Overview: Every effective advancement team has a carefully orchestrated plan to identify new donors and gracefully lead current donors to deeper engagement including renewing lapsed donors. Moves management is the expression for this fundraising art. Walk through the mechanics of this work and review the effectiveness of your own strategy to most effectively serve your donors. Hear the insights from a distinguished professional.

• Seeing the big picture – effective management of your donor base
• Knowing the essentials of moves management – how it can work
• Integrating moves management into your fundraising strategy
• Getting organized – setting goals, making assignments

LEADING A SUCCESSFUL CAPITAL CAMPAIGN WITH MAJOR DONORS

Presenter: Pat McLaughlin, CEO | The Timothy Group
Overview: The greatest opportunity for expanding your advancement work, engaging more donors, raising more money, and advancing the institution’s mission . . . is a well-planned and executed capital campaign. This calls for a prudent understanding of the nature of a campaign and especially the important role of your major donors. Refresh your thinking of the proven principles of major donor engagement and what a successful campaign entails. Prepare for this with the insights from a highly successful campaign consultant.

• Knowing the anatomy of a successful campaign – all the parts and pieces
• Working the 5 Step Process of major and mega donor engagement
• Executing the plan – major donor identification, screening, and solicitation
• Leading the campaign – total team engagement

ROUNDTABLE DISCUSSIONS

Overview: Discuss the most pressings advancement/fundraising issues you are facing with both the panel of presenters and attendee affinity groups. Create a draft of your Personal Action Plan based on the most significant and urgent issues you should address following the conference.

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