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  • CASE DISTRICT VII Philanthropy
    Graduate School of Management UC Davis Patrice Hester Director of Development Schools of Nursing and Allied Health Sciences UNLV In this session seasoned advancement professionals from public and private university systems will share best practices on how to quickly assess development programs and operations rapidly segment your very best prospects for accelerated cultivation and solicitation visits instantly build a major and planned gifts pipeline and swiftly transform or bolster your development program The discussion will also cover how to quickly recruit retain or redefine your staff roles and responsibilities as well as leverage external vendors and consultants Your first 100 days are critical in your fundraising leadership don t waste time Thursday March 5 3 45 p m Creating a Culture of Student Philanthropy Crystal Cove Student Panel with Representatives from UC Davis Utah Valley University Biola University and UC San Diego Moderator Jane Eadie Associate Executive Director and Chief Programs Officer Cal Aggie Alumni Association UC Davis Today s students are your major gift donors of tomorrow so engaging them in philanthropy while they are still on campus should be an integral part of your advancement strategy Join us for an engaging and interactive panel discussion with current students who are participating in unique philanthropic efforts on their campuses Learn about their reasons for getting involved in philanthropy the impact they feel they are having at their institution and some of the challenges they face in sharing their message with fellow students and alumni Thursday March 5 3 45 p m Foundations Speak Cardiff Betty Liu Senior Program Officer W M Keck Foundation Jack Toan Regional Vice President Wells Fargo Foundation Amanda Fowler Executive Director Global Corporate Giving Edwards Lifesciences Foundation Moderator Roxanne Ford Executive Director of Development and Strategic Initiatives UC Irvine Many foundations share the goal of educational institutions to support and improve education In this session representatives of three private and corporate foundations will share lessons learned from the other side of the funding table They will address such questions as What makes an effective proposal How can we work with corporate foundations during times of uncertainty or change How do foundations define strategic philanthropy Friday March 6 10 30 a m Enhancing Major Gifts with Planned Gifts and Maximizing Professional Counsel Cardiff Roland Ho Executive Director of Planned Giving UC Irvine The term planned giving is often synonymous with estate or deferred gifts However by cultivating and stewarding your network of professional advisors CPAs attorneys and financial planners you can build an infrastructure that will not only add to your pipeline of deferred donors but also develop the mechanisms needed to enhance your major gifts program In this session you will learn how to best develop your professional advisory network and use that network to bring you to your donor s philanthropic planning table Friday March 6 1 15 p m A Culture of Philanthropy That Starts at the Top Involvement of Alumni on the Governing Board Cardiff Sheryl A Bourgeois Executive Vice President and

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/philanthropy.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Small Shops
    office already feels understaffed can be challenging However there are ways to work with your board volunteers and most important your institution s leadership to maximize your time and allow you to form strong relationships with your donors This workshop will help you determine what a major gift is for your organization cultivate your donors and foundations and prioritize your time Thursday March 5 2 30 p m Doing More with Less Maximizing Digital Communications in a Small Shop Crystal Cove Scott Nichols Communications Coordinator The Webb Schools Laura Wensley Director of Development Alumni Relations The Webb Schools Many schools are faced with the challenge of producing digital media for their audiences with few resources to do so But you don t need a large team to have the biggest impact you just need to be efficient with your priorities Hear how a small shop promotes its brand to an audience of parents alumni students and prospective families and learn more about analytics storytelling techniques and ways to effectively engage your constituencies Thursday March 5 3 45 p m Planned Giving for the Small Shop Mariner Cove Paul Kirchgraber Director of Development Yavapai College Foundation Learn the key ingredients necessary to establish and operate an effective planned giving program within a small fundraising organization They include building and managing a strong and effective board of directors and fundraising and endowment committees Other subjects the presentation will cover include endowment goal setting donor research prospecting cultivation solicitation and stewardship Friday March 6 1 15 p m Five Innovative Ways to Increase Alumni Participation Online Crystal Cove Raimonds Kulbergs Managing Director Funderful and Volunteer Stockholm School of Economics In this presentation you ll hear how a group of alumni relations volunteers hoping to spread the tradition of giving at their alma mater

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/small_shops.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Campaigns
    bring donors dollars and attention to your organization Despite their seeming simplicity these one or two day micro campaigns require planning partnership coordination and creativity from all areas of your institution Are you unsure how to begin an effort or how to improve what you already have Presenters will review success strategies gathered from the creation and execution of Mark It Day the ASU Foundation s 48 hour celebration of philanthropy which raised more than 3 million in its second year Friday March 6 10 30 a m Campaign Feasibility A New Paradigm Sunset Laguna Charles Cannon School of Law Vice Dean UC Irvine Richard Tollefson Founder and President The Phoenix Philanthropy Group Scott Nelson Senior Consultant and Regional Director The Phoenix Philanthropy Group Traditional feasibility studies that test funding potential and priorities are becoming less relevant to the real work of campaigning in today s fundraising environment The challenge is no longer to simply test compelling needs with high capacity donors Today the challenge is positioning your institution in a competitive marketplace and creating campaign strategies and messages that will ignite donors passions Successful feasibility studies require a new way of thinking for an increasingly complex fundraising environment Friday March 6 10 30 a m Philanthropy Is a Team Sport How Well Aligned Are Your Institutional Leaders Emerald Cove Daniele C Struppa Chancellor Chapman University Sheryl A Bourgeois Executive Vice President of University Advancement Chapman University Chapman University has benefited tremendously from a well aligned senior staff with staff members who understand the importance of philanthropy and assume responsibility for advancing the mission of the university Stewarding important internal relationships creates a support system of senior staff members across the institutional spectrum who can be called upon to close gifts speak to community or corporate groups travel to visit parents or alumni and help with any number of other relationship cultivating endeavors Learn how the shared vision of Chapman University s leadership has allowed the institution to grow its donor base launch new academic programs and generate consistently higher numbers of gifts Friday March 6 1 15 p m Big Risk Big Effort Big Give Copper Cove Lishelle Blakemore Executive Director Annual Giving UC Berkeley Stefanie Kalem Online Editor Marketing and Communications UC Berkeley Nancy McKinney Executive Director Donor and Gift Services UC Berkeley Christina Sponselli Director of Social Media Marketing and Communications UC Berkeley Are you intrigued by the trend in online focused one day giving campaigns Are you curious about how such a campaign could come together for your college or university Are you wondering how many donations you could rally in a single day how many donors would participate and just who those donors would be The team at UC Berkeley wondered the same things so in 2014 they took the plunge and launched a day of giving Big Give The 24 hour fundraising blitz resulted in 7 336 gifts totaling 5 3 million In this session you will see the strategies that made Big Give

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/campaigns_.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Master Class
    Friday March 6 1 15 p m and 2 45 p m Rethinking a Culture of Philanthropy Emerald Cove Peter Smits CASE Senior Fellow Interim Advancement Vice President Chico State Vice President Emeritus Fresno State Richard Tollefson Founder and CEO Phoenix Philanthropy Former Vice President of Institutional Advancement Thunderbird School of Global Management If your CEO asked you for the top 10 characteristics of a culture of philanthropy what would you answer There is more and more talk these days about creating and sustaining a culture of philanthropy on our campuses But just what is a culture of philanthropy How do you know you have one and if you don t have one how do you build one What key concepts or tools can you use to assess the health of your culture of philanthropy If you wanted to change your culture how would you start Note Attendance limited to 48 people Master Class Part 1 Learn the latest about current research on the topic Explore the characteristics of a culture of philanthropy and develop your own top 10 list Master Class Part 2 Examine real case studies of campuses that have taken action to improve their culture What is

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/master_class.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Roundtables
    4 Advancement Councils or Advisory Boards or Both Sylvia Acosta UC Irvine 5 Alumni and Admissions Office Assistance with One Another Alexandra Liebman UNLV 6 Alumni Mentor Programs Dylan Houle University of San Francisco 7 Class Notes A Good Way to Engage Our Alumni Nancy Treser Osgood Pitzer College 8 Maximizing Alumni Events Blake Douglas UNLV 9 Regional Alumni Chapters To Do or Not to Do Tom Arteaga Loyola Marymount 10 Reunion Giving Do Schools Still Do This Alyssa Funk UC Berkley 11 Young Alumni Giving Clubs You Gotta Keep Em Separated Jennifer Mora Hernandez UC Berkeley Communications and Marketing 12 Best Practices for Email Newsletters Emily Hellewell BYU 13 Best Practices in Presidential Communications Ana Lilia Barraza Whittier College 14 Creating Viral Social Media Robert Sullivan BYU 15 Donor Rolls Do Schools Still Publish in Print Erika Bernal Marshall B Ketchum University 16 The Latest Social Media Strategies Jennifer Dobbs University of Redlands 17 Writing Compelling E Newsletters Sheri Grimes University of Pacific Personal and Professional Development 18 Time Task and Stress Management Richard Ortega Holy Names Academy 19 Where Do We Go from Here Ready to Take the Next Career Step TBA Philanthropy 20 Annual and Planned Giving Together at Last Meredith Blair UC San Diego 21 Balancing Dual Reports Becky Thompson Weber State 22 Balancing Management and Major Gift Production Janet Dial Cal State Los Angeles 23 Best Practices in Working with Deans and Faculty Christa Farmer San Diego State 24 Corporate and Sponsorship Development Eron Jacobson Concordia University Irvine 25 Ethical Dilemmas in Philanthropy Helped by Liquid Honesty Gary Salberg Chico State 26 Fundraising and New Technology Lori Aston Weber State 27 Has Gift Planning Changed Russ Kost UNLV 28 How to Identify and Move Forward on Low Hanging Fruit Gift Opportunities Caroline Pereira UC Irvine

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/roundtables.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII 2016 Complete Category Information
    DEADLINE EXTENDED Your award entries must be completed by 11 59 p m EASTERN on Monday Nov 9 2015 All entries that reflect events held campaigns conducted work produced or published during the Oct 1 2014 to Sept 30 2015 time frame are eligible for submission In a few cases there are exceptions to this rule and they are outlined on the specific sub category pages Click to view the 2015 AWARDS OF EXCELLENCE WINNERS pdf ADVANCEMENT SERVICES Stewardship Donor Relations Best Practices in Advancement Services PLATINUM ALUMNI RELATIONS Alumni Relations Programs Volunteer Engagement and Leadership Programming for Special Constituencies New Program Initiatives Student Alumni Initiatives Marketing and Branding Best Use of Social Media Technology Best Practices in Alumni Relations PLATINUM DESIGN AND PHOTOGRAPHY Design Multi Page Publications Folders Design Periodicals Design Covers Design Posters Design Editorial Design Design Illustrations Design Invitations Design Specialty Pieces Individual Photography Excellence in Photography PLATINUM DIGITAL COMMUNICATIONS Social Media Websites Institutional Websites Websites Individual Sub Websites Innovative Use of Technology Best Use of Social Media Technology Alumni Relations FUNDRAISING Fundraising Programs Targeted Campaigns Fundraising Programs Stewardship Donor Relations Best Practices in Fundraising PLATINUM Best Practices in Fundraising Campaigns PLATINUM MAGAZINES General Interest Magazines 30k circ General Interest Magazines 30k 75k circ General Interest Magazines 75k Special Constituency Magazines Independent School Magazines Annual Magazines Digital Magazines MARKETING Branding Programs Visual Identity Systems Advertising Campaigns Advertising Individual Ads Student Recruitment Publications Viewbooks and Prospectuses Student Recruitment Publications Publications Best Practices in Communications and Marketing PLATINUM PUBLICATIONS Institutional Relations Publications President s Reports and Annual Reports Institutional Relations Publications General Publications Fundraising Publications Case Statements General Cultivation Publications Print Fundraising Publications Annual Reports and Fund Reports Print Fundraising Publications Publications External Audience Newsletters Print External Audience Newsletters Digital Internal Audience Publications Print Internal Audience Publications Digital SPECIAL

    Original URL path: http://www.casevii.org/awards/2016_awards_of_excellence/2016_complete_category_information.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Advancement Services
    communications related to gifts and pledges it may include stewardship and public relations activities at some institutions Best Practices in Advancement Services PLATINUM Recognizes exemplary programs projects and initiatives in advancement services that serve as models for other institutions provide a successful solution to overcoming challenges reflect strategic use of resources achieve significant results and or utilize innovative practices Entries can be in any area of advancement services including information

    Original URL path: http://www.casevii.org/awards/2016_awards_of_excellence/advancement_services.html (2016-02-12)
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  • CASE DISTRICT VII Alumni Relations
    regardless of staff size budget or number of alumni are encouraged to enter Volunteer Engagement and Leadership Structures and programs that provide meaningful involvement to alumni volunteers Annual Alumni Programs Programming conducted annually as part of normal programming offered for all or large groups of constituents e g clubs chapters homecomings reunions career services awards recognition travel programs Programming for Special Constituencies Targeted programming for individual constituencies e g generational parent and international programs These programs do not need to occur annually New Program Initiatives Programs started in the last two years Student Alumni Initiatives Activities and programs of student alumni associations and similar student organizations linked to an alumni office Marketing and Branding Efforts to position or promote an alumni association and its mission to various constituencies Best Use of Social Media Technology Best Practices in Alumni Relations PLATINUM Recognizes exemplary programs projects and initiatives in alumni relations that serve as models for other institutions provide a successful solution to overcoming challenges reflect strategic use of resources achieve significant results and or utilize innovative practices These may include a new twist to alumni programming engaging emerging constituents with a goal toward improving diversity and inclusion integrating multi media into

    Original URL path: http://www.casevii.org/awards/2016_awards_of_excellence/alumni_relations.html (2016-02-12)
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