8:30 - 10:00 am Session A |
Tracks |
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Advancement Services
Location: E134 (map) |
Presenters: Sandra
Lofgren, University of San Francisco
Director of Research
Jennifer Falcon, Saint Joseph's University
Director of Research / Prospect Research
Title: Electronic Database Screening: How to Make Screening Work for Your Organization
Summary: You probably already know many of the best prospects are in your database, but how does one discover those "stealth" donors - those without consistent giving, good titles or regular attendance at university events? An electronic database screening can help identify additional top prospects. However, no one screening process fits all sizes. Why are you screening? What are you looking for? What is the best process for your particular organization? How do you start the process? Then what do you do with the results? How do you approach a newly-discovered, wealthy constituent who hasn't been in touch with you since graduation? These questions will be addressed during this interactive session. The discussion will encompass planning stages for a database screening to the implementation of the screening results to planning initial contacts with the prospective donors. |
Alumni Relations
Location: E130 (map) |
Presenter: Robert
Ward, J.D., Loyola University
Director of Alumni Relations and Special Events
Title: Relationship Building in Alumni Relations and Fund-Raising: Working Together
Summary: At Loyola, we worked to coordinate and integrate fund-raising work and alumni relations and special events work. This session will describe the strategies we developed and the steps we took to implement them. We will touch on our efforts with the major and planned gift team, annual fund, development communications and other units of Loyola.
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Communications
Location: D202-203 (map) |
Presenter: Tom
Durso, Saint Joseph's University
Kelly Schramm, Saint Joseph's University
Title: From the Inside Out: Internal Cheerleading & Communications
Summary: While it is impossible to control what outsiders say about your institution, controlling the message internally should be less challenging. Keeping lines of communication open can boost morale and lead to greater knowledge among those on campus, thus improving what those on the inside are thinking and saying about your institution in the outside world. It can also alleviate the age-old complaint that no one ever tells them anything! Presenters Kelly Schramm and Tom Durso of Saint Joseph's University will discuss how they've used print and electronic communications to keep their campus informed and excited. |
Development
Location: Donahue Auditorium (map) |
Presenters: Janet
Doolin, J.D., Regis University
Adjunct Faculty - Consultant
Title: Making Successful Connections:
Eight-Step Major Gift Cycle
Summary: Developing an individual strategy for each major gift prospect is crucial for success. Your "phone impression" is essential for establishing rapport. We will role-play successful approaches to prospects and donors and earn the "10 New Rules" for making your calls successful 100% of the time.
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Annual Fund
Location: E228 (map) |
Presenter: Bob Burdenski
Burdenski Taylor Consulting Group
Title: High Speed Success: The Best and the Brightest - Online Annual Fundraising Strategies
Summary: Your youngest alumni may never have a home phone and may never write a paper check. What's more, your older alumni, parents, reunion classes, and others are all increasingly "Web savvy." Are you? CASE Innovations in Annual Giving author Bob Burdenski leads a new and updated exploration of his favorite online fund-raising strategies for schools, colleges, and universities. Join Bob for a review of annual giving Web sites that wow, e-mails that inspire, "flash" appeals that are functional, data mining that delivers, and the supporting marketing that matters when integrating online annual giving into your existing program.
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Leadership
Location: E116 (map) |
Presenter:
John Burnes, President
Burnes Creative Los Angeles
Title: Speaking the Same Language: Aligning Real-World Messages Across Development, Communications, and Alumni Relations
Summary: Quick--you have 10 seconds to get your development message across
effectively. How do you do it? In this broad presentation, we
explore two critical elements in effective Jesuit communications: one,
making your lofty messages easy to understand and compelling for
real-world audiences; and two, aligning those messages across all your
offices--development, marketing communications and alumni relations--for maximum recognition, retention and response. There will be time
to share comments and best practices, so come ready to shine with your
own wisdom!
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10:15 - 11:45 am Session B |
Advancement Services
Location: E134 (map) |
Presenter: Jeannie
Murphy, Saint Joseph's University
Executive Director of Alumni/Development Services
Jody Burgard, Rockhurst University
Director of Advancement Services
Francine Mergl, Canisius College
Director of Development Services
Susan Abel, Xavier University
Director of Internal Operations
Title: Surviving a Database Migration: Lessons Learned
Summary: This session will attempt to describe the process involved in migrating to a new Data Base. What does it mean for your Advancement Services Staff? Processes and procedures necessary before, during and after the conversion. This session will also address Integrated Data Suites. What does it mean for the flow of information across campus? How campus relationships are critical for this to be successful. The discussion will address experienced-based approaches for setting up your system to support reporting, mailing lists, phonathon segmentations, and the struggles with campus wide migration and data access. |
Alumni Relations
Location: E130 (map) |
Presenter: Kevin
Pratt, Gonzaga University
Director, Alumni Mentor Program
Title: Innovative Strategies for Enhancing Alumni Career Services
Summary: This session will discuss the development of the Gonzaga Alumni Mentor Program (GAMP) and how it has created innovative approaches to offering career services to alumni. Topics will include developing unique networking programs for alumni; establishing regional career service programs in key cities; creative outreach approaches for strengthening relationships with employers; an overview of our successful "Trek" program; collaborative efforts with other University career service providers; and creating and managing volunteer boards dedicated to career services.
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Communications
Location: D202-203 (map) |
Presenters: John
J. Hurley, Canisius College
Vice President for College Relations
Mark Kelly, Loyola College in Maryland
Assistant Vice President and Director of Public Relations
Title: How Catholic Are You?: Revisiting the Handling of Church Related Issues
Summary: Jesuit and Catholic colleges and universities sometimes face challenging issues that call into question in the minds of some their commitment to their religious identity. Whether it's an appearance by a pro-choice politician on your campus or a student sponsored presentation of The Vagina Monologues, we need to know how to navigate the landmines when official Church teaching and academic freedom come into conflict. Whether you work with the media, alumni or donors, this session will help you understand how to deal with these issues. The presenters will share how they've dealt with these challenges on their own campuses.
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Development
Location: Donahue Auditorium (map) |
Presenter: Janet Doolin, J.D., Regis University
Adjunct Faculty,
Consultant
Title: Conversational Planned Giving
Summary: Major Gift and Development Professionals should learn to be completely "conversant" in the basics of planned giving. Learn the basics you need to know about appreciated property gifts (stock and real estate), bequests and charitable annuities and charitable trusts.
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Annual Fund
Location: E228 (map) |
Presenters: Leigh
Ann Fibbe, Xavier University
Assistant Director of Annual Fund
1831 Society
Norah Mock, Xavier University
Associate Director of Annual Fund
Direct Mail, Class Agent
Title: Increasing Leadership Annual Fund Gifts through Direct Marketing
Summary: In this session, Norah Mock and Leigh Ann Fibbe will share how Xavier University 's Office of the Annual Fund used Direct Marketing tools to increase membership in their leadership annual giving club, The 1831 Society. Over the past 4 years membership in this society has doubled. Mock and Fibbe will share specific examples how of direct mail pieces, prospect identification strategies, and collaboration with major gifts officers has helped to dramatically increase leadership giving to Xavier's Annual Fund. |
Leadership
Location: E116 (map) |
Presenter: Tom Anderson
Marts & Lundy
Title: Leadership in Today's World
Summary: What is your definition of leadership? What does it mean to be a transformational leader, a servant leader, or a quiet leader . and does it matter? What about emotional intelligence as a prerequisite for leadership? Is ethics really at the heart of leadership? And, what does all of this have to do with advancement in the twenty first century? Through presentation and case studies, this interactive session will explore the changing role of leadership in our institutions and in our world. And, by dedicating a third of the session time to "What's On Your Mind?" participants will have the chance to explore with the presenter and professional colleagues the issues that are most relevant in their world.
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2:00 - 3:30 pm Session C |
Advancement Services
Location: E134 (map) |
Presenter: Patricia Gibbons Haylon, College of the Holy Cross
Director of Special Events/Donor Relations
Sherrill Britton, Loyola Marymount
Assistant Vice President, University Relations
Title: Campaign Events: Strategic Support of a Campaign from Beginning to End
Summary: Events are essential to building momentum for a campaign, and the campaign kickoff plays a critical role in changing perceptions, presenting successes, and portraying a vision for the future. This session will help guide the planning process and give practical case studies of successful kickoffs at Loyola Marymount and Holy Cross. You will learn when and how to begin, who to target and some of the issues to consider . Discover how to communicate and integrate campaign goals in to the invitation and the event. Find out what worked and what didn't. |
Alumni Relations
Location: E130 (map) |
Presenter: Michael
Bayard, S.J., Seattle University
Co-Director of the Office of Alumni Spirituality, Service & Leadership
Title: Leaven for a Just Humane World: A Development of an Office of Alumni Spirituality, Service and Leadership
Summary: Alumni Relations seeks to cultivate relationships with graduates, who are all potential donors to our universities. The Office of Alumni Spirituality Service and Leadership fosters a sense of connectedness and community among alumni while engaging them in habits of lifelong learning, leadership, and service. This session explores how providing programs and opportunities to currently participating alumni--as well as reaching out to alumni who presently are not engaged--the Office of Alumni Spirituality, Service and Leadership enhances existing alumni efforts and provides short and long term benefits. |
Communications
Location: D202-203 (map)
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Presenter:
Kelly Leon, Xavier University
Director of Public Relations
Chris Wiseman, Loyola University New Orleans
Senior Development Officer for Arts and Sciences
Donna Goforth, Loyola University New Orleans
Web Information Manager
Title: Surviving and Thriving: Lessons from Katrina
Summary: Loyola University, New Orleans, is continuing it's imposed transformation nearly one year after Hurricane Katrina devastated the Gulf Coast. Chris Wiseman and Donna Goforth will discuss the impact of Katrina on the university and talk about what worked--and didn't work--in their emergency plan. Kelly Leon will talk about how Xavier, located in Cincinnati, used the experience of Xavier University, located in New Orleans, to jumpstart its own emergency response plan.
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Development
Location: Donahue Auditorium (map) |
Presenter:
Gary Massa, Xavier University
Vice President of University Relations
Pete Owendoff, Xavier University
Senior Regional Director for Development
Title: Building
and Maintaining Your Call Plan System and Holding Your Major Gift Staff Accountable
Summary: Xavier University's Office of Development has gone through a renaissance since 1999. They went to a business call planning model and have true regions for their major gift officers. Learn how to construct a business plan that gives your major gift officers a map of accountability and success. |
Annual Fund
Location: E228 (map) |
Presenter: Nancy Trish Calderon, Santa Clara University
Assistant Vice President of Development
Duncan Burgermeister, Santa Clara University
Director of Annual and Special Gifts
Title: Annual Fund and Major Gift Officers in Partnership
Summary: In this session, we will discuss the ways in which our Annual and Special Gifts team partners with the major gift officers, the planned giving officers, and University leadership to build the donor base and support a comprehensive set of strategies for lifelong relationships with donors.
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| Leadership
Location: E116 (map) |
Presenter: Amy
M. Pearl, Managing Partner
Performance Partners
Title: Combining Art and Science to Promote Talent
Summary: Recruiting and developing high performing workers is one of the greatest challenges facing leaders today. Smart employers have learned that the best way to overcome these obstacles is to hire and promote individuals, not just for their technical capabilities, but for their "fit" with the work environment and their organization's culture. This requires a disciplined approach based on facts and data, and not just gut feel. During this session, participants will learn to build this discipline into their recruiting and promotional decisions. They will explore demographic trends impacting recruiting, retention and employee development and the responses of high performing organizations and examine formal assessment tools that identify personality traits, values and motivators, critical thinking skills, emotional intelligence, experiences and achievements, and workplace behaviors. |
| 3:45 - 5:00 pm Session D |
Advancement Services
Location: E134 (map) |
Presenter:
Linda McIntosh, Boston College
Director of Advancement Information Systems
Title: Database Conversions and Utilizing a Data
Warehouse for Reporting |
Alumni Relations
Location: E130 (map) |
Presenter: Penny
St. John, Regis University
Executive Director of Alumni and Parent Relations
Lisa Piumetti Farland, Loyola Marymont
Executive Director of Alumni
Relations
Title: Alternative Options to Alumni Regional Chapters
Summary: Join this interactive discussion on what life is like wihout a Regional Chapter Program. Loyola Marymount University and Regis University have both gone through the process of evaluating staff and funding resources for the support of a formal Regional Chapter Program and have decided to go a different route. While wanting to continue their outreach to alumni in various regions of the country they are each developing a new template. The session is meant for all session participants to share their experiences and strategies.
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Communications
Location: D202-203 (map) |
Presenters: Jean
Santopatre, Fairfield University
Photojournalist
Joan Holcomb, Marquette University
Assistant Creative Director
Title: Where Did That Photo Go-- And How Can I Get It?
Summary: With the implementation of digital photography, Fairfield University has had to jump on the information highway and use technology to its advantage. Beginning with a brief history of photograph storage from negatives to digital management, Santopatre will give an overview of how Fairfield University has implemented FileMaker Pro 8 software to use as their database for archival photographs and will also discuss Photo Mechanic, a program to manage and back up digital images. Included in this exchange will be the types of images stored from jpgs to raw files, and how images were chosen at Fairfield to be placed in the photo archive.
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Development
Location: Donahue Auditorium (map)
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Presenter:
Vickie Jones, Xavier University
Assistant Vice President for University Relations
Mark McLaughlin, Xavier University
Executive Director for Gift and Estate Planning
Title: Making a Commitment to Stewardship.Where to Begin?
Summary: In this presentation and dialogue we will discuss the steps we are taking to formalize a stewardship program at Xavier and share information on the results of our stewardship efforts in Gift and Estate Planning and endowed scholarships. |
Annual Fund
Location: E228 (map) |
Presenter: Gregory
J. Geruson,
Saint Joseph's University
Executive Director, Leadership Gifts and Campaign Planning
Title: Building Your Large Annual Gift Society ($25,000+)
Summary: Are you struggling with building and maintaining your annual fund at the highest levels while cultivating those same prospects for major and leadership gifts for your capital campaign? If so, you need to learn about the Magis Society of Saint Joseph 's University.
The Magis Society is a unique and integrated cultivation, solicitation, and stewardship program for leadership and major gift prospects of Saint Joseph's University. It is a strategic program created to increase the commitment and engagement of these prospects, bring them closer to the University, dramatically increase their annual giving, and create a pipeline for major and leadership gifts for the comprehensive campaign. This session will focus on the details of the program -- what it is designed to accomplish, how it is branded and marketed and its growth, successes, and challenges. Samples of the program marketing materials will be available.
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| Leadership
Location: E116 (map)
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Presenter: Karen
L. Greene, Creighton University
Assistant Vice President for Operations and Special Projects
Title: Understanding and Utilizing Your Campaign Potential
Summary: Building your campaign pyramid is just the start of tapping into a campaign's potential. Developing the tools for identifying your best prospects still requires the mechanisms for employing your best teamwork in the right places to achieve the campaign outcomes expected and desired. This session will cover a variety of tools, processes and mechanisms utilized for achieving campaign success. |
| Click Here for Tuesday's Schedule |