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SEE PHOTOS JULY 11-13, 2017 MICHIGAN STATE UNIVERSITY

Wednesday Track Sessions: July 12

Choose from 4 of 24 track sessions in principal and major gifts, annual giving, advancement information systems and strategies, and communications and marketing designed to inspire meaningful conversation around impact fundraising. 

Thursday Sessions: July 13

Choose from 1 of 4 breakout sessions that will address broader topics designed to appeal to a variety of advancement professionals. 

Wednesday Track Sessions: July 12

Principal and Major Gifts

Coordinated by:
Sarah Blom, Executive Director, Individual Giving, Michigan State University 
Mark Terman, Executive Director, Principal Gifts, Michigan State University

Take a Seat: The Quest for Endowed Faculty Positions

10:00 – 10:50 a.m.
Room 102

When MSU’s Empower Extraordinary campaign was launched, Provost June Youatt challenged the fundraising team to secure 100 new endowed faculty positions by campaign end. This challenge required a cultural change that has led to more purposeful meetings rooted in deliberate volunteer activity and impact-based conversation.

Regional Advancement Teams: Building Effective Strategies

10:00 – 10:50 a.m.
Willy Room

Building a regional team that includes a focus on engagement and fundraising requires a strategy and commitment across the university advancement team. During this session, we will discuss how to build an effective team that works together as colleagues to implement strategies that identify and engage alumni, discover new prospects, and ultimately partner on moving prospects through the fundraising continuum towards a gift.

Families and Generational Impact on Philanthropy

10:00 – 10:50 a.m.
Heritage Room

Philanthropic families often see their priorities change with the transfer of wealth and differing interests of the younger generations. These differences can include: broader geographic interests, personal passions or emerging issues. This session will focus on a couple of family foundations located in Grand Rapids, Michigan, America’s second most philanthropic city.

Future Wealth: Where Will it Come From?

11:00 – 11:50 a.m.
Room 102

From where will the wealth come?  Given most B1G universities are located in the Midwestern United States, will development operations focus increasingly on the coasts? Will the large Midwestern cities retool to attract more tech-driven industry? Is this already happening? The resurgence of the City of Detroit will be one of the focal points of this conversation.

The Trifecta: Effectiveness as Leader, Mentor, and Coach

11:00 – 11:50 a.m.
Willy Room

Fundraising managers: Are your prospect management meetings more prospect reporting than prospect strategy?  Do your major gift officers tend to use hope as a strategy and act upon assumptions?  Do you wish your team would just “do what you do?”  If so, join us to discuss tools and skills proven to develop and sustain highly effective fundraising teams.

Global Strategies for International Advancement

11:00 – 11:50 a.m.
Heritage Room

As financial support for public education declines and campuses across the United States become increasingly internationalized, more and more higher education institutions are investing resources in international alumni relations and fundraising. In this session, international advancement professionals will share how they have set out to build greater involvement and philanthropy from international alumni, parents, friends, corporations, and foundations at their institutions. From creating foundational processes and practices to coordinating the cultivation of international prospects, the panelists will offer an inside look into how they are building support for international initiatives and from international individual constituents both on-campus, domestically, and abroad.

Strategy is Not Simply Pie in the Sky Thinking

2:30 – 3:20 p.m.
Room 102

While optimism and hope are good, they do not replace effective, well thought-out strategy. Some of the most strategic thinkers in B1G Principal gifts work will share from their experience the elements of good strategy and how they are defined. We’ll discuss both preparation and process and how to measure effectiveness.

Developing Career Plans with Your Team

2:30 – 3:20 p.m.
Willy Room

Participants will engage in a discussion rooted in best practices for helping managers and development officers develop career plans. These career plans can then be used to drive professional development, professional engagement, assignments, project management and a variety of other career-related initiatives to help position our development officers for their next steps.

Impact Based Conversations: Setting Donor Sights Higher

2:30 – 3:20 p.m.
Heritage Room

Today’s donors are asking more questions about how their investments and philanthropy will be used.  There is a higher level of accountability and interest in making an impact.  In this session, we will explore together how to most effectively facilitate the fundraising process by using forthright and collaborative language and when possible transitioning the conversation from loyalty and/or default gifts to impact gifts.  Participants will also leave with tools to clearly determine next steps with their current and potential donors.

Volunteer Campaign Leadership Panel

3:45 – 4:35 p.m.
Room 102

This moderated session will feature a panel of donors who are also key volunteers. Attendees can expect to interact with donors and explore the origins of meaningful philanthropy and engagement from the perspective of the donor and volunteer.

The Rise of Family Foundations: Are They Eating Our Lunch?

3:45 – 4:35 p.m.
Willy Room

Last year, 15% of all charitable dollars went to education. What you might not know is that 11% of overall charitable giving was directed to permanent charitable capital funds. This percentage is expected to grow as increasingly, donors are opting to make their charitable gifts via family foundations, donor advised funds, and community foundations. What is driving people to do this and what does this mean for our organizations? What are the challenges and how do we best respond?

The Art and Science of Portfolio Management

3:45 – 4:35 p.m.
Heritage Room

Explore the anatomy of what good portfolio management looks like from the perspective of the fundraiser, the manager and the research professional. We will share a process for holding effective portfolio reviews as well as tools that build in accountability at all levels and assure the continuous, effective movement of prospects along the donor continuum.

Annual Giving

Coordinated by Kathleen Deneau, Senior Director of Development, Annual Giving, Michigan State University

Leadership Annual Giving: Best Practices and Meaningful Recognition

10:00 – 10:50 a.m.
Room 104A

This session will review MSU’s leadership annual giving model and include an open discussion on industry best practices, strategies for meaningful recognition, and opportunities for providing access and exclusivity for donors within the leadership annual giving levels.

Crowd Funding: Best Practices and Donor Retention

11:00 – 11:50 a.m.
Room 104A

An open discussion about industry best practices and sharing of strategies associated with retaining donors who have supported projects through this platform.

Day of Giving: Lessons Learned, Growth, and the Future

2:30 – 3:20 p.m.
Room 104A

Whether you are planning your first ever day of giving or preparing for this year’s event, this session will review industry best practices, lessons learned, and explore strategies to increase donor retention.

Maximizing the Telemarketing Channel

3:45 – 4:35 p.m.
Room 104A

Telemarketing continues to be an important channel in a strong annual giving program. This session will review industry best practices and opportunities for maximizing the outcome associated with this channel.

Advancement Information Systems and Strategies

Coordinated by Monique Dozier, Assistant Vice President, Advancement Information Systems and Donor Strategy, Michigan State University

B1G Advancement Services Leadership Panel Discussion

10:00 – 10:50 a.m.
Room 104B

B1G Advancement Services leaders will discuss trends in the industry, technology, and analytics. Leaders will share how they are making strategic business decisions and building the case for funding and procurement needs, technology roadmaps, staffing models and hiring practices, and data governance. This session will also focus on our evolving partnerships and support strategies with Central Information Technology teams.

Talent Management and Building Staff Capacity Within

11:00 – 11:50 a.m.
Room 104B

This session will focus on how MSU Advancement Services teams are responding to industry expectations and are making different strategic decisions on staffing hires and productive measures, project scoping and plans, and building in-house talent to perform and/or guide the analytical work that is traditionally outsourced to consultants.

Science Fair: Showcasing Advance Analytics Technologies

2:30 – 3:20 p.m.
Room 104B

This session will showcase how B1G institutions are using dashboards and reports to illustrate metrics and key performance indicators based on institutional priorities.

How Services Teams are Using Analytics and Reporting Statistics to Inform the Donor, Prospect, and Alumni Engagement Ladder

3:45 – 4:35 p.m.
Room 104B

This session will focus on how B1G services teams are using analytics to measure affinity and create customer 360 degree analysis with structured and unstructured data. Teams will discuss their plans to incorporate machine learning in the future.

Communications and Marketing

Coordinated by Stephanie Motschenbacher, Director, Marketing and Communications, Michigan State University

The Essentials of Marketing to Millennials

10:00 – 10:50 a.m.
Room 103A

Born between 1980 and 2000, Millennials are 80 million strong and the largest generation thus far in American history. This year, the youngest Millennials come of age and will have the largest buying power in the US. This session will help you understand this generation and improve communications so you can prepare and present the right kind of ask. 

Social Media and Philanthropy

11:00 – 11:50 a.m.
Room 103A

All institutions are struggling to engage with their constituents using social media tools. What are barriers to use of social media in institutional advancement? How do we measure success? What does an effective social media program look like? This session will help answer these questions and give you actionable steps you can use to improve the use of social media in fundraising at your university. 

The Multi-leg Flight of Campaign Communications

2:30 – 3:20 p.m.
Room 103A

In a complex, decentralized institution, the journey to launch a campaign became simplified (and more strategic) when MSU’s central advancement office partnered with the university’s 28 college/unit communications offices. Learn how effective these synergistic relationships can truly be in creating unified, targeted marketing messages that directly support fundraising goals.

Branding: The Integration of Campus and Campaign Brand Management

3:45 – 4:35 p.m.
Room 103A

While our institutions have a cultural identity that is enhanced and maintained by its brand, our campaigns represent a deliberate move to a new climate. The integration of a campaign brand with a well-rounded campus brand management process is vital to keep stakeholders feeling good about their institution (with all they know and love) and excited and optimistic about where the institution is going thanks to the campaign.

Vice President and Leadership (by invitation only)

Coordinated by Bob Groves, Vice President for University Advancement, Michigan State University

VP Session

10:00 – 10:50 a.m.
Room 107

VP Session

11:00 – 11:50 a.m.
Room 107

VP Session

2:30 – 3:20 p.m.
Room 107

VP Session

3:45– 4:35 p.m.
Room 107

 

AVP Senior Management (Roundtable discussions for AVP or similar position limited to 1-2 persons per university per session)

Coordinated by Kris Bradley, Senior Executive Director, Constituency Programs, Michigan State University

Performance Metrics and Shared Credit Issues

10:00 – 10:50 a.m.
Room 103B

A roundtable discussion with fellow leadership colleagues.

Recruiting, Training, Retaining, and Staffing Up High Caliber Development Staff

11:00 – 11:50 a.m.
Room 103B

A roundtable discussion with fellow leadership colleagues.

Endowment Management and Administration: Are We Victims of Our Own Success?

2:30 – 3:20 p.m.
Room 103B

A roundtable discussion with fellow leadership colleagues.

Where One Campaign Ends, Another Begins: Post-Campaign / Pre-Campaign Planning

3:45 – 4:35 p.m.
Room 103B

A roundtable discussion with fellow leadership colleagues.

 

Thursday Sessions: July 13

Breakout Sessions

Coordinated by Bob Thomas, Assistant Vice President for Advancement Marketing & Communications, Michigan State University

Taking the Campaign on the Road

10:15 – 11:05 a.m.
Room 103AB

At this session, you will hear how to take your campaign on the road to personally introduce the endeavor in cities with large alumni populations and top prospects. You will hear about strategies to involve regional development staff, engage the decentralized development staff to fill the room with the best prospects, and customize the show to fit each market with the help of your communications team. We will share from start to finish the planning process, the players you need around the table, and the best strategies for donor and prospect follow-up.

Catalyzing Transformational Ideas

10:15 – 11:05 a.m.
Heritage Room

Multi-disciplinary, problem-focused initiatives are the next frontier for major research universities. Global problems that may seem intractable require a wide variety of expertise in order to be solved, and universities are uniquely positioned to offer diverse teams of problem solvers. This presentation will talk about a new model that has emerged in higher education leadership and fundraising usually involving multidisciplinary collaborations. Fundamental planning and fundraising components will be explored based on over five years of conversations among development professionals representing some of the nation’s top research universities. Hear how some universities are successfully structuring and marketing these initiatives to capture gifts of $100M or more.

Women’s Role in Philanthropy: Why and How it Matters

10:15 – 11:05 a.m.
Room 104AB

This roundtable discussion will integrate research from the Women and Philanthropy Institute at Indiana University’s Lilly Family School of Philanthropy with best practices for engaging and inspiring women to give.  The interactive format will allow participants to explore the importance of women’s giving initiatives and their impact on your institution; strategies for starting or rebooting a program; and the role of university leadership.

Driving Communications Down the Giving Pyramid

10:15 – 11:05 a.m.
Room 102

This session will focus on how you can broaden your advancement communications strategy and messaging to accommodate this larger advancement mission—a mission focused on creating content and messaging designed to engage alumni from graduation through the day they make a major financial commitment to the university. We will share how alumni and donor publications need to evolve to accommodate the changes in the organization. Finally, we will address how communications teams must become experts in major giving, annual giving, and alumni relations to achieve an integrated advancement messaging strategy.

Closing Session

Coordinated by Bob Thomas, Assistant Vice President for Advancement Marketing & Communications, Michigan State University

A-ha Moments: The Best Mistakes Ever Made

11:15 a.m. – 12:15 p.m.

Our parents always taught us that some of life’s most valuable lessons will be gleaned from our mistakes. The fact is, mistakes teach us about what works and what doesn’t. Join us for this fun and informative session where a panel of seasoned fundraisers will share their personal stories of donor relationships and gifts gone awry, what they learned, and how these a-ha moments have positively impacted how they approach their jobs and mentor their teams.