Develop a cultivation plan for transformational gift donors.
Learn strategies for cultivating and soliciting one of your top donors in a way that can alter the future of your institution. Understanding what motivates and compels donors to make a transformational gift is a key aspect that is missing at many shops. This training will focus on showing you how to:
Included with your registration is a workbook with action-planning worksheets and stewardship tools that will be invaluable as you develop your transformational gift strategy.
Strategic stewardship is critical before, during, and after a transformational gift has been made. It will further the vision of a donor’s transformational gift, naturally leading to the next gift. In this post-conference workshop, you will design strategic stewardship plans for your top transformational gift prospects to ensure comprehensive engagement throughout the relationship.
This conference will be most valuable if you have a specific donor in mind whom you wish to cultivate, solicit, and steward. Vice presidents of advancement; directors of development; principal, major and planned gift officers; and stewardship/donor relations professionals will leave with a comprehensive strategy for your institution.
Contact David Boggs, Associate Program Manager David.Boggs@academicimpressions.com or 720-988-1215 if you’d like additional information about the program.
We want you to be satisfied with your Academic Impressions learning experience. If the program you purchased fails to meet your expectations, please contact us within 30 days and let us know. We’ll credit the full amount you paid toward another AI program that may better fit your needs.
Learning Outcome:After participating in this conference, you will be able to better cultivate transformational gifts.
Dexter A. Bailey Jr. is a fundraising executive with over 25 years of experience building successful programs at both public and private universities including Worcester Polytechnic Institute, UC Berkeley, University of Washington, Ohio University, and now at Stony Brook University. During his career, he has been directly involved in raising over $700 million. He is also the executive director of the Stony Brook Foundation, a private 501(c) (3) with $500 million in total assets.
His expertise includes reengineering comprehensive fundraising programs, complex principal gift strategy development, alumni relations, staffing development and comprehensive campaign implementation. Dexter is often invited to speak around the country on issues related to leadership in advancement, principal gifts strategies and the role and experience of minorities in university advancement.
As senior vice president of advancement at Stony Brook University, his fundraising responsibilities encompass Stony Brook University, Stony Brook University Hospital, Stony Brook Children’s Hospital and the campuses in Southampton, New York; Turkana Basin Institute, Kenya; SUNY Korea; and Centre ValBio, Madagascar.
Since Dexter arrived in 2011, Stony Brook has launched a $600 million campaign that is unprecedented in the State University of New York (SUNY) system. To date, the campaign has generated more than $468 million, including a historic $150 million lead commitment. In 2014, the Council for Advancement and Support of Education recognized Stony Brook's fundraising program for "Overall Performance" and "Overall Improvement" among peer public research universities.
Dexter earned a BS in journalism from the E.W. Scripps School of Journalism at Ohio University and an MBA from the University of Toledo.
Meg supervises the team responsible for comprehensive activities and management of fund development, as well as marketing and communications for the college. Working alongside the college and university leadership, Meg worked with Dr. and Mrs. Wertheim and the Wertheim Family Foundation to secure the university’s largest transformational cash gift of $50M and establish a $300M investment pool and campaign for the college, the Wertheim Transformation.
Meg serves as an Executive Committee Board Member of the Engineering Development Forum as well as served as chair of the Nursing Advancement Professionals board. She has spoken routinely at advancement professionals conferences on a range of topics from high level donor engagement, cultivation and major gifts to enhancing and advancing advisory boards. Prior to joining the Herbert Wertheim College of Engineering, she served as Director of Development for the UF College of Nursing and UF Health. Meg’s early work includes roles in development for the Jacksonville Symphony Orchestra along with art direction and sales in the publishing industry.
Lynne is a frequent conference speaker and a well-known resource for donor relations and fundraising. She has been featured in The Washington Post, CURRENTS magazine, The Chronicle of Philanthropy and other industry publications. Lynne also created the website and blog www.donorrelationsguru.com where she shares her expertise, opinions, and collections of samples on a variety of topics to the greater development world and hosts a monthly webinar series.
Using her hands-on approach, Lynne works with many organizations to help them keep their focus donor driven, technology savvy, strategic, and always with a splash of good humor. She received her undergraduate degrees from the University of South Carolina and is a loyal gamecock alumna, donor, and fan, and holds a master's in strategic fundraising and philanthropy with an emphasis in higher education.
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Hyatt Regency Boston1 Ave de LafayetteBoston, MA 02111
To reserve your room, please click here or call 617.912.1234. Please indicate that you are with the Academic Impressions group to receive the group rate.
The rate is $249 for single or double occupancy, plus applicable tax.
A room block has been reserved for the nights of June 25 and 26, 2017.
Make your reservations prior to June 5, 2017. There are a limited number of rooms available at the conference rate. Please make your reservations early. Rooms are subject to hotel availability.
Located in the heart of downtown, this Boston hotel is the ideal destination for business and leisure travelers alike.
Taxi approximately $25.00 one way from Logan International Airport (BOS).
“Dexter's experience and expertise helped share my understand of how to craft a world-class gift proposal.”- Ara Barsam, Assistant Dean, Research and Global Initiatives - Mary Lou Fulton Teachers College, Arizona State University
“A complete experience. I left with a full toolbox of new strategies and a robust understanding of the transformational gift process.”- Mark Shardlow, Executive Director of University Relations, Alfred University
“Great learning opportunity I will share with my colleagues.”- Anne Murray, Development Officer for the School of Business, Montclair State Univers
“Lynne was fantastic!! Very confident, knowledgeable, and relatable.”- Frann Richards, Director of Development & Strategic Initiatives, University of Florida
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