• About CASE V
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  • Opening Extravaganza
  • Grand Luncheon
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    • Advancement Services
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    • Development
    • Executives in Advancement
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Advancement Services

Secondary emphases are indicated in parentheses.

Please confirm the session times and locations in the program book you will receive when you arrive at the conference.

Sunday 12:30-1:45 p.m.

(Development)

Research for the One Person Shop

Huron

How can a lone researcher manage to serve all of the members of a development team and often juggle other duties beyond research? This session will focus on how to remain proactive and effective, what the best tools and resources are for a lean budget, and how to manage workloads and expectations.

— Cara Rosson, Prospect Research Analyst, Bradley University

Monday 9:15-10:30 a.m.

(Development, Management)

The Making and Management of Money: Understanding Investment Banking, Private Equity and Hedge Funds

Mayfair

The compensation and bonus structures associated with banking, financial services and investment management firms present a unique challenge in trying to properly analyze and rate giving potential of those working in these professions. Additionally complex are venture capitalists and hedge fund managers - individuals, partners and multi-investor - who risk big to earn big. Find out how these businesses are similar, as well as diverse, and what resources are available to help you investigate and estimate the earnings and potential of prospects.

— Elizabeth Crabtree, Director of Prospect Development, Brown University

Monday 11 a.m.-12:15 p.m.

(Development, Management)

Evaluating Results - Strategic Analysis of Your Fundraising Program

Missouri

Benchmarking, metrics, and return on investment all measure the value of processes. Discover the best way that you can show the value and impact of prospect research to your organization, and have it be meaningful to you and your administration.

— Karen Greene, Vice President of Operations, Arizona State University Foundation

Monday 2-3:15 p.m.

(Development, Management)

Prospect Strategy: Achieving a Successful Partnership

Erie

The development and execution of prospect strategy occurs because multiple layers of collaboration and coordination within the development office. From managing the pipeline of new prospect identification and assignment to targeted prospect review sessions and individual prospect cultivation and solicitation strategy plans, researchers, development officers and fundraising unit managers must work together. Collaboration is needed to forward the goals of the organization and solicit a large number of individuals within a given timeframe and obtain the greatest possible gift from major prospective donors. Examine the components of effective prospect strategy at all levels and stages. Discover how working together in a focused and collaborative way provides the best opportunity to achieve optimum results.

— Elizabeth Crabtree, Director of Prospect Development, Brown University

Monday 3:45-5 p.m.

(Alumni, Communications, Development)

Coordinating Effective Cultivation and Stewardship Events

Erie

Determining the best use of staff time and precious resources are critical components to all development operations. Discuss the best practices for effectively coordinating cultivation and stewardship events from intimate dinners at the CEO's house to large scale events. Guidance will also be shared for developing protocol for hosts and invitation lists, creating innovative venues and more.

— Beth Gallant, Director of Development Stewardship, Georgia Institute of Technology

Tuesday 9:15-10:30 a.m.

(Development, Management)

Prospecting for the Campaign

Colorado

Finding prospects for a campaign is always a priority. Come discover processes for finding the best prospects with the most effectiveness and efficiency. Even old pros will learn something new!

— Karen Greene, Vice President of Operations, Arizona State University Foundation

Tuesday 11 a.m.-12:15 p.m.

(Communications, Development, Management)

Preparing Your Stewardship Operation for a Campaign

Colorado

Donor stewardship is often only appreciated once a fundraising campaign takes off and bugs in the system become readily apparent. In this practical, tactical presentation Gallant will address the most effective approach to determining if your current stewardship systems can support increased needs of a fundraising campaign. The session begins with taking inventory of your current stewardship systems, events and recognition vehicles so that you can ask the really tough questions: Will your current systems support the new and increased needs a campaign will certainly generate? How will donor reporting needs change in campaign mode? Will the events for which you are responsible shift from donor recognition to campaign roll-outs or celebration events? Are you prepared for these new events in addition to your other responsibilities? How will you consistently recognize existing donors and the new donors generated by a campaign? Do you have adequate staff to support a campaign? Walk away with effective strategies for ensuring your stewardship operation contributes to campaign success!

— Beth Gallant, Director of Development Stewardship, Georgia Institute of Technology