Enhancing Your Donor and Portfolio Strategy: An Institute for Advanced Gift Officers

Enhancing Your Donor and Portfolio Strategy: An Institute for Advanced Gift Officers

May 12 – 13, 2020 | Denver, CO

 

Register

Sophisticated donor strategies are the foundation of successful, ambitious fundraising. Join us to sharpen your skillset as a seasoned gift officer and increase giving at your institution.

In today’s fast changing world of advancement, gift officers with several years of tenure face a set of unique challenges related to levelling up their donor and portfolio strategies, creating a long-term vision for their major gift efforts, and assuming more of a leadership role at their institution.

Join us for this highly interactive and engaging learning experience to elevate your skills as an advanced gift officer and  to learn how to utilize a strategic lens and visioning in your work. Our expert speakers will dive deep into:

  • Current and emerging trends and how you can use them to your advantage in your work
  • Best practices for advancing your portfolio by upgrading current donors to major gifts in a thoughtful manner
  • Innovative strategies for planning, negotiating, and stewarding large, complex, and blended gifts
  • Storytelling: crafting the narrative around major gifts to enhance communications to donors and your leadership team
  • Considerations for managing portfolio health at the institutional level

During this practical training, we will engage in a series of activities to help you build a stronger understanding of campus resources that support your strategies, a deeper insight into the necessity of collaboration, and a greater willingness to chart donor strategies on paper.

 

Post-Conference Workshop: Leveraging Leadership as a Major Gifts Officer

In this optional workshop, we will discuss creating a culture for your team and unit, supervision as a more advanced gift officer, and the nuts and bolts of managing your own portfolio while supporting a team. We will cover the following topics:

  • Vision setting for your unit or team
  • Setting outcomes and objectives for your team
  • How you can empower your team
  • Active mentorship
  • Prioritizing staff development
  • Essential times to come together in teams
    • Management cohort
    • MGO cohort
    • Bi-weekly team meetings
    • Weekly strategy meeting with frontline fundraisers

 

Who Should Attend

This conference is designed for Major Gift Officers, Planned Giving professionals, Frontline Fundraisers, and other Advancement staff with five or more years’ tenure within the field, looking to continue developing their major gift solicitation skills and learn new and innovative strategies for visioning and enhancing their work.

Get this conference for FREE when you buy a 25-user membership

  • Get a free pass to this conference when you become a member
  • Gain free and unlimited access to all upcoming live webcasts through the year
  • Get full use of our entire online library of recorded webcasts, courses, tools, and resources
    • Includes our most popular leadership development topics like time management, facilitating culturally inclusive meetings, conflict management in higher ed, leading as an introvert, and creative problem-solving.
  • Receive $250 off any additional conference registrations
  • Total access for you and up to 24 others at your institution
  • Infuse new thinking with proven practices from outside your institution
  • Track usage for individuals and teams

Online membership includes training across ALL learning domains - including leadership development. This online library is available 365/24/7 and serves as a critical professional and leadership development resource for both faculty and staff. We’ll work with you to curate learning plans that are customized to align with your goals as well as those of your team and your institution.

Agenda

Your registration fee includes full access to all conference sessions and materials, breakfast, lunch, and access to the networking reception on Tuesday, breakfast on Wednesday, as well as refreshments and snacks throughout the conference.

Day One

8:30 a.m. – 5:45 p.m.

 

The Changing World of Philanthropy

We will detail current trends within the major gifts space and talk about how you can position you and your team for success and provide a backdrop for expanding approach and outreach. The following themes will be covered:

  • Donor advised funds
  • Women as philanthropic decision makers
  • Interdisciplinary gifts
  • Transformational gifts

 


 

Understanding Donor Motivations

Grasping the motivations of donors and prospects is a critical skill for building relationships that lead to better donor engagement, generosity, and retention. Nuance and flexibility are essential to this skill, as every donor is different, and each of their motivations to invest in our institutions is unique. In this session, we will walk you through utilizing specific tools to map out individual relationships in your portfolios, identify gaps in understanding, and determine next steps in donor strategies.
 


 

Understanding Donor Motivations Part 2 

Grasping the motivations of donors and prospects is a critical skill for building relationships that lead to better donor engagement, generosity, and retention. Nuance and flexibility are essential to this skill, as every donor is different and each of their motivations to invest in our institutions is unique. In this session, we will introduce you to specific tools you can use to map out individual relationships in your portfolios, identify gaps in understanding, and determine next steps in donor strategies.
 


 

Continuing the Conversation: Moving Current Donors to Major Gifts

As you become more seasoned within your role, the strategy for current donors making second gifts and increasing their giving level becomes increasingly important. We will discuss considerations for advancing your portfolio and will practice ways to move these conversations forward, including:

  • An emphasis on an interdisciplinary approach
  • How we look for these types of gifts
  • What we listen for
  • Identifying what makes these gifts different
  • Difficult dean conversations

 


 

Strengthening Your Institutional Portfolio

Fundraising portfolios are often crafted with one goal in mind: to put the best prospects in front of development officers so that they can raise the largest donations. This focus on individuals neglects the larger priority of the institutional portfolio. A thriving philanthropic program engages prospects across the broader buckets of annual, major, and planned giving, as well as prospects who can support alumni engagement, to create a strong and diverse institutional portfolio. You will gain this broader perspective and build practices and expectations for strengthening the larger portfolio while achieving your own fundraising goals.

 


 

Networking Reception

This informal reception is your chance to decompress, have some refreshments on us, and expand your network of connections. Our programs are intentionally designed for smaller groups, so this is a great time to catch-up with attendees and speakers whom you may not have connected with yet.

 


Day Two

8:30 a.m. – 12:30 p.m.

 

Strategy Deep Dive

We will explore how written strategies not only support donor engagement but are also excellent tools in building trust with academic partners. Sophisticated donor strategies are the foundation of successful, ambitious fundraising. In this deeper dive into developing these strategies, we will use the “strategy speed friending” tool. You will build a stronger understanding of campus resources that support strategies, a deeper insight into the necessity of collaboration, and a greater willingness to chart donor strategies on paper.

 


 

Complex Gifts and Gift Planning

As you progress as a gift officer, it’s important that you are positioning and framing yourself as the donor’s philanthropic advisor. The ask can become more complex and must be framed in a way that inspires your donor and allows them to see how they can contribute and think longer-term. We will discuss:

  • Comfort around large asks
  • Negotiating and stewarding large and complex gifts
  • Innovative strategies for complex gifts and gift planning

 


 

Telling Your Story

Cultivating gifts is important – equally so is telling the story of the gift and highlighting the institutional response. Donors are looking for more real time opportunities to see the impact of their gifts. In this session, we are hoping to role model incremental updates for campus and faculty partners, to continue that transparency. The focus will be the value of storytelling, as well as strategies you can utilize with both your donors and internal leadership team to share a compelling narrative of giving.

 


 

Post-Conference Workshop: Leveraging Leadership as a Major Gifts Officer

12:30 – 4:30 p.m.

Your registration fee includes access to workshop and materials, lunch on Wednesday, as well as refreshments and snacks in the afternoon.

In this optional workshop, we will discuss creating a culture for your team and unit, supervision as a more advanced gift officer, and the nuts and bolts of managing your own portfolio while supporting a team. We will cover the following topics:

  • Vision setting for your unit or team
  • Setting outcomes and objectives for your team
  • How you can empower your team
  • Active mentorship
  • Prioritizing staff development
  • Essential times to come together in teams
    • Management cohort
    • MGO cohort
    • Bi-weekly team meetings
    • Weekly strategy meeting with frontline fundraisers

May 12 – 13, 2020
Denver, CO

Conference Hotel Information:

The Brown Palace Hotel
321 17th Street
Denver, CO 80202
303.297.3111

Room Rate: $195 plus tax.
Room Block Dates: nights of May 11 and 12.
Rate Available Until: April 20, 2020.

Call 303.297.3111 to make your room reservations and indicate you are with Academic Impressions to receive the group rate. Please make your reservations early - rooms and rates are subject to hotel availability.

Speakers

KathyDuff-150x150

Kathy Drucquer Duff, CFRE

Coach, Consultant, and Optimizer, KDD Philanthropy

Kathy is an executive advancement officer with over 25 years of experience helping non-profits and institutions transform the way they practice philanthropy. Kathy provides this expertise from her experience in higher education and healthcare, where she developed fundraising plans that have secured gifts of up to nine figures.

Read Kathy's full bio here.

Zach-Smith

Zach Smith

Executive Director of Development, Jacobs School of Engineering, University of California San Diego

Zachary leads the efforts of the external relations staff at the Jacobs School which includes major and principal gifts, donor relations, stewardship, and events. He works directly with the Dean of the School to provide strategic direction for a comprehensive major and principal gifts program as the University completes the next comprehensive campaign.

Read Zach's full bio here.

All-Inclusive Members Get

$250 OFF!*

Learn More About Membership

Discounted pricing is available for teams:

1-2 people: full price

3-4 people: 15% off each registration

5-7 people: 20% off each registration

8 + people: 25% off each registration

Features

  • All presentation materials

  • Main Conference

  • Breakfast & Lunch Both Days

  • Networking Reception

  • Post-Conference Workshop

  • Gain free and unlimited access to all upcoming live webcasts and on-demand trainings for 25-users for one year. See list of trainings here.

  • -

    -


Conference Pass

  • -



  • -


  • $1,595

    through April 24 $1,695


Conference Plus Pass



  • -


  • $1,895

    through April 24 $1,995


Platinum Pass




  • $7,500

    $9,395


Conference Pass

  • All presentation materials

  • Main Conference

  • Breakfast & Lunch

  • Networking Reception

  • $1,595

    through April 24 $1,695


Conference Plus Pass

  • All presentation materials

  • Main Conference

  • Breakfast & Lunch

  • Networking Reception

  • Post-Conference Workshop

  • $1,895

    through April 24 $1,995


Platinum Pass

  • All presentation materials

  • Main Conference

  • Breakfast & Lunch Both Days

  • Networking Reception

  • Post-Conference Workshop

  • Gain free and unlimited access to all upcoming live webcasts and on-demand trainings for 25-users for one year. See list of trainings here.

  • $7,500

    $9,395


Questions About the Event?

Brittany-Iwaszkiw

Brittany Iwaszkiw
Program Manager, Academic Impressions

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*All-inclusive members receive $250 off of conference registrations (in addition to the early bird discount if applicable). Academic Affairs, Advancement/Alumni Relations, Business Office, Enrollment Management, Student Affairs, and Leadership members will continue to receive $100 off conference registrations. Upgrade your membership to qualify for a higher discount. Please note this discount is not applicable on pre- or post-conference workshops or conference binders.