track sponsored by

Economies of Scale

thursday, Feb 14  •  session 1, 9:00 am  •  broadway I and II / plaza level
Grady Goodall, Dir. of Dev., College of Business, Oregon State University foundation

With abundant prospects, armies of gift officers and big budgets, large universities are on the cutting edge of philanthropy. However, smaller institutions and individual units within universities are often masters of efficiency and collaboration. Focusing on best practices in areas like utilizing volunteers, cultivating and upgrading donors, and partnering with alumni relations, this presentation will provide practical advice and strategies for fundraisers in any size shop.

Developing your Principal Gifts Portfolio

thursday, Feb 14  •  session 2, 10:30 am  •  broadway I and II / plaza level
Bonnie Schade, Dir. of Corporate & Foundation Relations, Oregon Health & Science University

Whether focused on individual prospects, corporate and foundation relations or research and prospect management, this session is relevant to you. OHSU representatives discuss the format and effectiveness of their Principal Gifts Meeting, internal organization around principal gifts, and regular Industry Partner Collaborative Meeting where they discuss corporations and foundations with university faculty.

Creating a Coordinated Campaign Effort

thursday, Feb 14  •  session 3, 1:15 PM  •  broadway I and II / plaza level
James Plourde, Senior Consultant, Collins Group
Cara Mathison, Senior Dir. for Advancement, University of Washington

When a college or university launches a comprehensive capital campaign, it appears to be a singular effort. In fact, it is a series of smaller campaigns conducted by the university’s sub-units that add up to the final goal. Learn how to plan and launch your school, college or departmental campaign within the context of the larger university campaign — including timing, messaging, staffing, donor/volunteer management, feasibility studies and how to ensure that your sub-unit campaign melds with the greater university campaign.

Bad Timing & Adapting: Reed College’s Campaign

thursday, Feb 14  •  session 4, 2:45 PM  •  broadway I and II / plaza level
Chris Brentlinger, Dir. of Major Gifts, Reed college and
jan kurtz, dir. of development, reed college

Reed College’s successful 5-year campaign encountered a major recession, popular and unpopular priorities, changing cash flow requirements, the usual trustee and donor challenges, a dearth of 8-figure gifts, and a new president in the final year. The entire development team had to adapt and change strategies and tactics to stay on course and on schedule. Principal, major, planned, and annual gifts at all levels required adaptable approaches. The Reed team was especially well integrated across gift types and ultimately raised $200m before the deadline. Mistakes and heroics all will be revealed.

Promising Futures: A Campaign Odyssey

Friday, Feb 15  •  session 5, 9:00 am  •  broadway I and II / plaza level
Brian Bowman, Dir., Alumni & Development, SAIT Polytechnic

SAIT Polytechnic recently concluded a $400M capital project of which $75 million was committed from private sources. The Promising Futures™ campaign, initiated in 2005 and publicly launched in 2009, recently celebrated achievement of $115M. Strongly supported by alumni and their unprecedented individual support, this campaign has forever changed the landscape of alumni relations and development work at SAIT. Trace the history of the campaign; challenges, lessons learned, innovative strategies deployed to reach the goal, operational structures, stewardship and the importance of leadership in a successful campaign.

Creating Volunteer Boards that Work

Friday, Feb 15  •  session 6, 10:15 am  •  broadway I and II / plaza level
Aaron Escobar, Senior Dir. of Development, Oregon State University foundation

We will explore if your college/unit board is meeting your needs and the steps you can take to gracefully retire them. This will lead us to the steps needed to create a long-term volunteer structure that supports the college/unit with its resources, expertise, and time.