5 Steps for Building Portfolios, Finding Filler Visits and Closing Transformational Gifts with EverTrue and Oklahoma State
465-Starlight Terrace
The presentation will guide advancement leaders through essential strategies for optimizing prospect research, trip planning, and donor engagement to drive fundraising success within their advancement shops.
Executive Track: Bryant Group, Leadership Development
412-Council Room
Journey to Support: Strategic Trip Planning and Best Practices for Getting More Visits in Healthcare Development
417-Exhibit Room 2
- Matt Rhea, University of Kansas
Join this insightful session that unravels the art of constructing consequential donor trips and reveals strategies for getting more visits. From destination selection to prospect outreach, learn the key elements that make your trips crazy good.
Learning Objectives:
- Learn how to maximize your time in planning trips.
- Discover how healthcare fundraising is different from undergraduate fundraising.
- Get ideas on a few free websites for finding cell phone numbers or emails.
- Learn tips for getting scheduled visits with healthcare alumni.
- Hear about tips and best practices for planning multiple trips to the same area.
Managing Ethical Issues in Planned Giving
416-Case Study 2
- Matthew Clark, West Virginia University
Planned giving is a vital source of revenue for many nonprofit organizations, but it also involves complex ethical and legal issues that can pose significant challenges for planned giving directors. In this session, you will learn about the common ethical and legal dilemmas that arise in planned giving, such as donor capacity, confidentiality, disclosure, donor intent, tax implications, conflicts of interest, and more. You will also discover some best practices and resources for managing these issues and ensuring compliance and accountability in your planned giving program.
Learning Objectives:
- Identify the key ethical and legal principles that guide planned giving.
- Recognize the common ethical and legal challenges and dilemmas that planned giving directors may face.
- Apply some practical strategies and tools for resolving these issues and avoiding liability.
- Access some useful guidelines and resources for further learning and support.
Onboarding the K-State Way: The Good, the Bad and the Beautiful Lessons Learned through our Training Program
408-Case Study 1
- Eric Holderness, Kansas State University
Effective training programs can enhance employee satisfaction and increase staff retention. At K-State, we implement a comprehensive training approach for new hires in the Development Team. This program connects leaders, experienced development officers and new hires to explore strategies for success within the organization. Our multi-day training program provides clarity, ensures consistent focus, and helps to achieve fundraising success.
Learning Objectives:
- Learn ways that intentional and structured training can be an effective learning experience for all development professionals regardless of specific development roles.
- Walk away inspired to rethink how you can advocate to have your team's work represented in onboarding and training.
Parent and Family Philanthropy From the Ground Up
413-Exhibit Room 1
- Annie Wells, Oklahoma State University
- Molly Ferguson, Baylor University
This session offers a comprehensive overview of the key elements involved in launching, maintaining, and elevating Parent and Family Philanthropy programs, drawing on real-life examples from both a private institution like Baylor University, who has a tenured and well-established program and a public, land-grant institution like Oklahoma State University, who is in the beginning stages of launching their program. Participants can expect to gain practical insights, best practices, and strategies to navigate the complexities of parent engagement and fundraising in the higher education context. This session will cover The Power of Campus Partners and Meaningful Data, A Multifaceted Approach to Fundraising from Parents, The Loopholes and Land Mines, and so much more.
Learning Objectives:
- Learn the steps and key partners needed to launch, maintain and elevate your parent engagement.
- Grow your organization's donor base.
Prospecting for Strategic Initiatives: The First Steps
265-Ballroom
- Ty Ropp, Oklahoma State University
- Blake MacNelly, Oklahoma State University
Join us for an engaging discussion around fundraising for strategic initiatives and how to collaborate with prospect development to cast the right net to catch the right donors! During this session we will explore how to create the right message to engage your donors with university leadership’s strategic initiatives, how to collaborate with your prospect development teams to identify and engage the best donors for the initiative, and how to create buy in with your organization’s development officers to move the needle forward. Whether you're a seasoned pro or just starting out, you will come away with actionable steps you can implement in your institution to successfully set off on your next fundraising effort.
Learning Objectives:
- Learn about the benefits of categorizing donor motivations for your strategic initiative and their long-term use in prospecting efforts.
- Find out how to collaborate with your Prospect Development team to ensure they are equipped and prepared to identify the best prospects for your initiative right from the start.
- Discover how to create buy-in and maintain momentum within the organization for strategic initiatives.