Master Sessions are three-hour sessions on Sunday morning, which take a more in-depth look at a topic and requires registration and an additional fee of $75.

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Gender Matters: A Practical Approach to Grow Women's Philanthropy

Sunday, 8:30 – 11:30 am

Track: Master Session

Audience: New, Mid-Level, Senior Level Professional

Abstract

What if we knew that our engrained fundraising “best practices" gain only minimal support from women when so much more is possible? We have quantifiable research showing how women give differently, yet what are the practices and behaviors to adapt to engage women donors as they prefer?  Participants will learn specific research data about why gender matters. They will discover what current practices may unconsciously get in the way of connecting with women, what their own data may be telling them, and what their women stakeholders care about. Finally, they leave with a practical process to tailor new approaches.

Presenter(s)

Kathleen E. Loehr, Principal, Kathleen Loehr & Associates

Andrea Pactor, M.A. Philanthropic Studies, Author, Interim Director, Women's Philanthropy Institute at the Lilly Family School of Philanthropy

 

Strategic Plan…The Two Most Overused and Misunderstood Words in an Organization

Sunday, 8:30 – 11:30 am

Track: Master Session

Audience: Mid-Level Professionals, Senior Professionals

Abstract

How does a strategic plan become part of the culture and the culture of an organization become part of a strategic plan? How do you build ownership into the planning process?

Utilizing our experience of building the Ohio State Alumni Association’s 2017 Strategic Plan, participants will engage in discussions and exercises to aid their own planning efforts. The presenters will share how they engaged staff at all levels and built strong relationships between leadership volunteers and institution leaders. Presented by Association staff and Board members, this session will provide tools and examples to apply to your strategic planning efforts.

Presenter(s)

Kimberly L. Gray, Senior Director, Special Projects, The Ohio State University Alumni Association

Catherine Baumgardner, Treasurer of The Ohio State University Alumni Association Board of Directors, The Ohio State University Alumni Association

Justin Fincher, Senior Associate Vice President for Advancement and Chief Operating Officer, The Ohio State University Alumni Association

 

If you get the Culture Right, the Rest is Easy

Sunday, 8:30 – 11:30 am

Track: Master Session

Audience: Newcomers, Mid-Level Professionals, Senior Professionals

Abstract

We believe that philanthropy is not about money, but about leaving the world a better place than when we found it. We will share with you how we have doubled philanthropy with the same staff, using office culture and values to drive us. This session is intended to transform the way participants understand philanthropy. Presenting a shift from transactional philanthropy to relational philanthropy, presenters will stress the importance of relationships, office culture, and leading with joy. We will also examine changes we have made in our office staffing structure, the measures of success we have redefined, and adjustments as to how we approach benefactors. Not only has this allowed us to greatly exceed our fundraising goal, but we have experienced a higher retention of staff and professional satisfaction.

Presenter(s)

Scott Arthur, Vice Chancellor of Advancement, University of Colorado, Anschutz Medical Campus

James Hodge, Associate Vice Chancellor, University of Colorado Anschutz Medical Campus

 

Partners in Success: How to Leverage Campus Partners for Your Day of Giving Campaign

Sunday, 8:30 – 11:30 am

Track: Master Session

Audience:

Abstract

Online day of giving campaigns are breaking new ground in terms of engaging first-time donors, creating a social media buzz and raising difference-making dollars. But you can’t go it alone. The most successful campaigns require teamwork between development, alumni relations, stewardship, and campus partners. Join Miami University’s team to learn how their collaborations on #MoveInMiami produced a Pride of CASE V platinum award winner and a triumph for the entire University community. Additionally, EAB’s Advancement Marketing Services group will share results from a recent cross-institution study on days of giving along with best-practices from across the industry.

Presenter(s)

Emily Berry, Assistant Vice President of Development, Individual and Annual Giving, Miami University

Auriel Buchanan, Assistant Director of Development, Miami University

Kim Tavares, Associate Vice President, Alumni Relations, Miami University

Tom Zydel, Senior Strategic Leader, Advancement, EAB Advancement Marketing Services