PLANNING AND MANAGING A MODERN CAPITAL CAMPAIGN · communication strategy. You will be encouraged to bring sample campaign communications for faculty review. AGENDA Academic Impressions

PL ANNING AND MANAGING A MODERN C APITAL C AMPAIGNOctober 15 - 17, 2014Chicago, IL

CONFERENCE

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PLANNING AND MANAGING A MODERN CAPITAL CAMPAIGNOctober 15 - 17, 2014 :: CHICAGO, IL

CONFERENCE

OVERVIEW

As campuses continue to fundraise aggressively and pursue nearly continuous comprehensive campaigns,

donor pipelines are shrinking and many institutions are encountering donor fatigue. At the same time, donors

are becoming increasingly selective about where and how they focus their philanthropic commitments. With

these realities, institutions are challenged to prove that their campaigns meet the greatest needs of the campus

and community.

Join us in Chicago to learn new techniques and approaches for successfully planning, executing, and concluding

a modern campaign. You will walk away with a plan for:

� Setting realistic planning timelines and goals

� Leveraging research to engage new constituencies in the campaign

� Creating a unique campaign communications strategy

� Effectively stewarding donors before, during, and after the campaign

� Aligning donor interests with campaign priorities and institutional needs

BRING YOUR TEAM

Advancement professionals will learn how to plan for and execute a capital campaign in today’s unique

fundraising environment. Institutional teams are strongly encouraged to attend. To encourage team

participation, when you register 2 people from your institution a 3rd can attend at half-price!

OUR EXPERT FACULTY

Designed by experts with more than 50 years of combined experience in advancement, alumni and donor

relations, and campaign management, this conference is one of the most comprehensive trainings available for

higher-education professionals planning for their next major fundraising campaign.

Learn new techniques and approaches to successfully plan, execute, and conclude a

comprehensive capital campaign.

CLICK HERE TO REGISTER

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CONFERENCE

POST-CONFERENCE WORKSHOP

Global Considerations for a Modern Capital Campaign

LEARNING OUTCOME

After participating in this conference, you will be able to determine if your institution is prepared to pursue a

capital campaign and plan accordingly for fundraising success.

CFRE CONTINUING EDUCATION CREDITS

This Academic Impressions event has been approved for continuing education credits toward the CFRE

International application for initial certification and/or recertification. Continuing education credits are only

available for live webcast participants.

SAVE $100 ON THIS EVENT WITH AI PRO!

Available with: AI Advancement Pro

AI Pro offers your institution access to over 200 hours of training opportunities on

topics that will help you and your team achieve institutional goals and more. Click here or

contact [email protected] for more information about AI Pro.


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CONFERENCE

DAY 1: PLANNING FOR A MODERN CAPITAL CAMPAIGN

The first day of the conference will focus on planning a modern capital campaign, understanding realistic goals and timelines in the current economic climate, and understanding the infrastructure components required to ensure your entire shop is equipped for success.

8:00 - 9:00 a.m. Registration and continental breakfast (included in registration fee)

9:00 - 9:15 a.m. Opening comments and introductions

9:15 - 11:00 a.m. Setting Achievable Campaign Goals and Timelines

Traditional capital campaigns draw on untapped alumni and friend affinity for success; however, decades of asking have sapped most of that previously untouched capacity. What should you expect and how should you set your goals as you work your current or plan your next campaign? What percentage of your campaign should you dedicate to scholarships, faculty support, or brick-and-mortar objectives? What is a realistic timeline for achieving these goals? This opening lecture session will give you guidance on these issues.

11:00 - 11:15 a.m. Morning break

11:15 a.m. - 12:00 p.m. Working Session: Setting Achievable Campaign Goals and Timelines

Building on the content of the opening lecture session, this focused working time will include a customized gap analysis that will help you determine where your campaign is in relation to market realities. The gap analysis will serve as the foundation for your planning throughout the remainder of the conference.

12:00 - 1:30 p.m. Lunch (included in registration fee) and roundtable discussion: Attracting Talented Professionals to the Field

High turnover is a perennial challenge for many advancement shops. Talented development officers regularly move from one institution to another in pursuit of the next great capital campaign or other notable fundraising initiative. This constant state of transition does little to enhance donor loyalty and engagement with your institution. Often, it has the opposite effect, leaving donors weary of the stability of your organization and concerned about the ongoing stewardship of their dollars. During this lunch roundtable discussion, you will explore these issues as they apply to your shop and consider the impact high turnover could have on your campaign.

1:30 - 3:00 p.m. Resourcing a Modern Capital Campaign

Running a campaign in today’s economic climate takes a unique blend of human and fiscal resources. During this session, you will learn practical tips for appropriately staffing and training for a capital campaign as well as insights on the additional infrastructure, technology, and budgetary resources your frontline fundraisers need to be successful. You will leave this session with an understanding of what is required to fully resource a modern capital campaign.

3:00 - 3:15 p.m. Afternoon break

AGENDA


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CONFERENCE

DAY 1 (CONTINUED)

3:15 - 4:15 p.m. Working Session: Resourcing a Modern Capital Campaign

Building on the content of the previous lecture session, you will have the opportunity to identify where additional resources are needed in your shop. Working through an exhaustive checklists for staff, infrastructure, and budgetary resources, you will have the opportunity to identify where you are appropriately resourced, identify where there are gaps, and develop a prioritization plan for acquiring the resources you need.

4:15 - 4:30 p.m. Day 1 closing Q & A

4:30 - 5:30 p.m. Networking reception (included in registration fee)

DAY 2: MANAGING AND EXECUTING A MODERN CAPITAL CAMPAIGN

Building on the content of Day 1, Day 2 will dig into the details of managing and executing a capital campaign. From broadening your donor base, to effectively stewarding donors during a campaign, to aligning donor interests with campaign priorities, you will leave Day 2 ready to execute a modern capital campaign.

8:00 - 9:00 a.m. Continental breakfast (included in registration fee) and roundtable discussions: Engaging Diverse Constituencies in Your Campaign

During these breakfast roundtable discussions, you will be able to choose from tables focused on incorporating corporate, foundation, and industry involvement in your campaign; effectively soliciting parent and family gifts; building a case for support for friends of the institution; and involving student and young alumni donors.

9:00 - 10:00 a.m. Effectively Deploying Research to Broaden Your Campaign Donor Base

While a handful of lead donors may put your campaign on the map early, it will be the legions of devoted “mid-level” donors who ensure your campaign’s ultimate success. Your donor base needs to be broader than ever, but that need often doesn’t match with the reality of your current database. This session will give you fresh ideas for expanding your reach with donors in crucial middle regions of the giving pyramid.

10:00 - 10:15 a.m. Morning break

10:15 - 11:15 a.m. Future of Campaign Communications: Lecture

The bulk of any campaign’s work will always be done through face-to-face visits with lead donors. However, effectively communicating the priorities and initiatives associated with a campaign can engage a diverse set of donors. During this session, you will gain an understanding of effective campaign communications for every donor group. The speakers will also share insights on what makes a compelling campaign website and how to seamlessly integrate social media outlets into your campaign communication strategy. You will be encouraged to bring sample campaign communications for faculty review.

AGENDA


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CONFERENCE

DAY 2 (CONTINUED)

11:15 a.m. - 12:00 p.m. Future of Campaign Communications: Working time

Concluding the morning lecture sessions, this working session will allow you to draft improved campaign communications for your shop. You are encouraged to bring a laptop or tablet for this portion of the conference.

12:00 - 12:15 p.m. Future of Campaign Communications: Debrief discussion

12:15 - 1:15 p.m. Lunch (included in registration fee)

1:15 - 3:15 p.m. Frontline Fundraising: Aligning Donor Interests with Campaign Priorities

You spend months, even years, identifying and articulating campaign priorities with internal stakeholders; yet, inevitably, your top donors have interests in funding projects that lie outside the official scope of the campaign. How do you work internally and externally to close a gift and ensure the dollars are going towards the greatest institutional needs? When do you adjust campaign priorities to appease a donor and ensure the overarching dollar target is hit? When, if ever, do you reject a gift? Is it necessary to draft formal policies outlining which gifts you will and will not accept? During this session, our speakers will share insights on navigating the details of closing a gift, aligning internal and external priorities, and ensuring dollars are being allocated appropriately without compromising campaign (or prospect) priorities.

3:15 - 3:30 p.m. Afternoon break

3:30 - 4:45 p.m. Meaningful Donor Relations During a Campaign

Stewardship for your most major donors is easy, but how do you show your appreciation and commitment to your mid-level donors or those individuals who give their time and talents? Which stewardship activities are most appropriate and effective during the planning, silent, public, and closing phases of the campaign? This session will help you build a donor relations focus into your campaign plans and formulate meaningful ways to keep your constituencies of all varieties feeling informed and appreciated.

4:45 - 5:00 p.m. Day 2 Q&A

DAY 3: EFFECTIVELY CLOSING A MODERN CAPITAL CAMPAIGN

After years of intense work internally and heavy solicitation of your top donors, how do you effectively close a modern capital campaign, thank donors, and quietly begin to plan for the next campaign? The final morning of the conference will answer those questions and leave you equipped with a plan to run a modern capital campaign upon returning to campus.

8:00 - 9:00 a.m. Continental breakfast (included in registration fee) and roundtable discussions: Successful Campaign Events

During this breakfast roundtable discussion time, you are encouraged to share your expertise and insights on what makes a great campaign event. Tables will be dedicated to launch events, close events, and in-campaign events.

AGENDA


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CONFERENCE

DAY 3 (CONTINUED)

9:00 - 10:00 a.m. Capstone Working Session: Planning for a Successful Capital Campaign

Revisiting the opening exercise from Day 1, you will be encouraged to work in small groups with institutions at a similar phase of the campaign cycle to pull the information you acquired over the past three days into a succinct, actionable plan. This session will help you prioritize your efforts and outline your work for the subsequent 30/60/90 days as well as articulate goals for the following three years.

10:00 - 10:30 a.m. Morning break and hotel check-out

10:30 a.m. - 12:00 p.m. Effectively Closing a Campaign and Evaluating Campaign Success

Concluding a comprehensive campaign is cause for campus-wide celebration. During this session you will learn how to effectively close a campaign, recognize donors and volunteers, and lay the foundation for your campus’ next major fundraising effort. Once closed, the final piece is evaluating your campaign successes, struggles, and development officer performance. It is also crucial to understand the state of your donors before preparing your next campaign to assess which groups are experiencing fatigue and which have capacity to contribute again. Finally, you will learn best practices for retaining or releasing staff members following the campaign.

12:00 - 12:30 p.m. Closing Comments and Final Q&A

POST-CONFERENCE WORKSHOP: GLOBAL CONSIDERATIONS FOR A MODERN CAPITAL CAMPAIGN

12:30 - 1:30 p.m. Lunch (included in workshop registration fee) for post-conference attendees

1:30 - 4:00 p.m. Post-Conference Workshop: Global Considerations for a Modern Capital Campaign

As campuses become increasingly global, so do alumni and donor bases. A campaign can be a great opportunity to engage your increasingly diverse alumni population. Using case study scenarios, this hands-on post-conference workshop will walk you through the five stages of planning a modern campaign. You will leave this session with a framework for planning international campaign events and donor visits. Prior to the post-conference workshop, you will receive reading materials on the basics of international travel for higher education professionals.

4:00 - 4:30 p.m. Post-Conference wrap-up

AGENDA


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CONFERENCE

INSTRUC TORSLYNNE WESTER / Director of Alumni Programs and Engagement

University of North Carolina at Charlotte

Lynne Wester is currently the director of alumni programs and engagement at the University

of North Carolina, Charlotte where she oversees engagement, volunteer management, and

programming for over 110,000 alumni.

Lynne is a frequent conference speaker and a well known resource for donor relations and

fundraising expertise. 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 expertise and 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.

DEXTER BAILEY / Senior Vice President for Advancement; Executive Director of the

Stony Brook Foundation

SUNY Stony Brook University

Dexter Bailey is serves as vice president for the flagship campus of the State University of New York

system on Long Island, New York. Since welcoming its first incoming class in 1957, the university

now has more than 24,000 students, 150,000 alumni, and is a member of the Association of

American Universities.

Dexter is also the executive director of the Stony Brook Foundation, managing over $400 million in

assets. He leads a team responsible for strengthening and enhancing philanthropy across campus

including Stony Brook University Hospital. After joining Stony Brook in 2011, Dexter and his team

guided the university through a record-breaking fundraising year highlighted by a historic $150

million gift commitment.


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http://www.donorrelationsguru.com

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CONFERENCE

INSTRUC TORSJAMES M. LANGLEY / Founder and President

Langley Innovations

Before forming his own comprehensive advancement consulting firm, Jim served as vice president

for advancement at Georgetown University. At Georgetown, he led the institution’s offices of alumni

affairs, strategic communications and marketing, development, medical center development, and

advancement services. During his tenure, he produced record numbers in new commitments and

dollars despite a difficult economy, and launched a number of innovative programs, including the

Student Discovery Initiative, which uses current students to interview alumni who have been only

occasionally engaged with the university.

Jim arrived at Georgetown after spending eight years as the vice president for advancement at the

University of California, San Diego. At UCSD, he led the planning and execution of the institution’s

seven-year $1 billion campaign, then raised almost half the target amount in three years, despite

a weak economy. He also expanded and improved outreach to key constituencies, increased and

strengthened volunteer participation, acted as university spokesperson, and implemented programs

that improved community relations. During Jim’s tenure, significant increases were posted in federal

funding, national and international publicity, and alumni participation.

Before arriving at UCSD, Jim served as vice president for external affairs at Georgia Institute of

Technology. At Georgia Tech, he increased annual gift income from $26 million to $76 million and

more than tripled the institution’s endowment to well over $500 million. Jim began his career

in higher education at Miami University and served at the University of Cincinnati as well as the

University of Massachusetts. Operations under Jim’s management have won awards in virtually

every area of university advancement.


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CONFERENCE

INSTRUC TORSGRETCHEN DOBSON / Global Strategist

Gretchen Dobson LLC

Gretchen Dobson is a leading global alumni relations consultant who develops international

advancement programs for educational institutions and non-profit organizations around the world.

Her specialty services include strategic planning, campaign management, volunteer management,

and special event facilitation for clients with particular needs outside their home country. Gretchen

also provides professional coaching for international alumni relations, development, and academic

officers new to global engagement practices.

Gretchen is the author of Being Global: Making the Case for International Alumni Relations (CASE

Books, 2011). She was recognized by the Chronicle of Higher Education as one of the leading

“Innovators in Internationalization” for her work at Tufts University. Dobson received her EdD in

Higher Education Management from the University of Pennsylvania.


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CONFERENCE

HOTEL RESERVATIONSThe conference will be held at:

Hyatt Regency McCormick Place

2233 S. Martin Luther King Drive

Chicago, IL 60616

To reserve your room, call 312-567-1234. Please indicate that you are with the

Academic Impressions group to receive the room rate of $189 for single or

double occupancy, plus applicable tax.

A room block has been reserved for the nights of October 14, 15, 16, 2014.

Reservations must be made by September 23, 2014. There are a limited number

of rooms available at the conference rate. Please make your reservations early.

Sweeping views of Chicago and Lake Michigan await you in these spacious guestrooms, and famous sights and

attractions such as Soldier Field are just minutes from the hotel. Culinary adventures beckon from every street corner

as the cultural diversity of the city is offered in a vast array of cuisines.

SHUTTLE SERVICE FROM O’HARE INT’L AIRPORT (23 miles):

GO Airport Express- 1-888-284-3826 (mention Hyatt group code HRMP) or go to www.hyattshuttle.com. Ticket

counters are located across from baggage claim areas of terminals 1, 2, and 3 and outside US Customs in terminal

5 outside Door D. The last shuttle leaves O’Hare at 10:30 PM daily. Advanced reservations are highly recommended.

FARES: $28.00 per person one way / $51.00 per person round trip.

SHUTTLE SERVICE FROM CHICAGO MIDWAY INT’L AIRPORT (10 miles):

GO Airport Express- 1-888-284-3826 (mention Hyatt group code HRMP) or go to www.hyattshuttle.com. Ticket

counter and loading zone is located by Southwest Airlines baggage claim on the Lower Level. FARE: $23.00 per

person one way / $42.00 per person round trip. Vans depart airport approximately every 15-20 minutes. Vans depart

the hotel throughout the day and advanced reservations are highly recommended.


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CONFERENCE

REGISTRATION FEES

EARLY BIRD PRICING

Postmarked on or before September 26, 2014. For registrations postmarked after September 26, 2014, an additional

$100 fee per registrant applies.

Visit our website to register online:

http://www.academicimpressions.com/conference/planning-and-managing-modern-capital-campaign-oct-2014

Your registration fee includes: Full access to all conference sessions and materials, breakfast and lunch as well

as access to the networking reception on Day 1, breakfast and lunch on Day 2, and breakfast on Day 3, as well as

refreshments and snacks throughout the conference.

PLEASE FAX ALL REGISTRATION PAGES TO: 303.221.2259

Questions about the event? Call us at 720.488.6800 to help determine if this event is right for you.

Register online at www.academicimpressions.com

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($300 Corporate surcharge) __ # of attendees

Conference

Conference + Post-Conference

Workshop - $1595 USD

($300 Corporate surcharge)

__ # of attendees

Best Values

Post-Conference workshop

only - $395 USD

__ # of attendees

Workshop

ATTEND AS A TEAM – remember, when 2 members of the same institution register, a 3rd registration is 1/2 off.

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CONFERENCE

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CONFERENCE

ACADEMIC IMPRESSIONS CANCELLATION AND REFUND POLICIES

CONFERENCES

For in-person conferences, substitute registrants are welcome and may be named free of charge at any time. If you

cancel 8 weeks or more prior to the first date of the conference, you will receive a full refund, less a $100.00 service

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If you cancel within 8 weeks of the first date of the conference, you are not entitled to a refund. However, as a

courtesy, we will allow you to apply your payment, less the service charge, toward a future purchase within one year

from the date you cancel. Your payment is transferable to another person from your institution if you wish.

Please note that if you do not attend and you do not contact us in advance to cancel as described above, you are

responsible for the entire payment. In case this event is cancelled, Academic Impressions’ liability is limited to a

refund of the registration fee only.

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we will apply your payment (less a $75 service charge) towards a future purchase within one year from the date you

cancel. Your payment is transferable to another person from your institution if you wish. You may name a substitute

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Documents

PLANNING AND MANAGING A MODERN CAPITAL CAMPAIGN · communication strategy. You will be encouraged to bring sample campaign communications for faculty review. AGENDA Academic Impressions