Are you prepared to outperform you peers, the industry, or your current trajectory? This session will help you explore how effective and engaged strategic planning can put you, your foundation, and your academic institution on a path to outperform the industry and the current trendlines. Examining how to identify goals (not just financial) that matter and have immediate and long last impact allows you to build the strategies, tactics and key benchmarks for new levels of success.

The Memorandum of Understanding (MOU) between a foundation and an institution ideally memorializes a shared vison for the partnership. Too often, MOUs are use as a contractual constraint to manage risk in in lieu of solid policies and governance practice. A good MOU process builds understanding of and commitment to the partnership among both administrators and board leaders. This session will share AGB’s newly revised Illustrative MOU and engage a group of foundation leaders in a discussion about the ways institution-foundation partnerships are changing and recommendations for the development, review, and renegotiation of MOUs as tool to foster effective collaboration.

Are you and your foundation cyber resilient? Join us as we discuss leading practices you and your organization can adopt to help anticipate, withstand, and recover from cyber threats and how to integrate cyber resiliency into your foundation.

Starting with a high level overview of recent hiring and compensation trends followed by a panel discussion of three advancement leaders to discuss their individual experiences/observations in their respective operations.

Despite recent volatility, cryptocurrency continues to be used and looks to be here to stay. It is essential for foundations to have an informed strategy on whether and how to accept cryptocurrency donations. Higher education institutions are uniquely positioned in the emerging cryptocurrency space. Though volatility has weakened valuations, donors remain eager to make cryptocurrency contributions when advantageous. As foundations position themselves for the future, understanding cryptocurrency is a business imperative. The panel will focus on operational and economic risks, costs, benefits and will provide the foundational understanding needed to consider whether a cryptocurrency strategy makes sense for their institutions.

No longer is it enough to be the best fundraiser in the room. Through a commitment to character development, continual learning, confirming the fundamentals, innovation, and modeling excellence, the leader of a development program can bring out the best from their team and build a successful program of significance. Through this session walking through "The Leadership Factor" chapter of the speaker's new book, "BeneFactors: Why Some Fundraising Professionals Always Succeed", attendees will learn the key factors to becoming leaders of the modern fundraising enterprise.

Finding the right alignment of institutional priorities and fundraising priorities is mission critical for success. This success is not only about meeting fundraising goals, but more importantly strengthening the impact on the related institution. Our colleges and universities are complex with many competing demands -- this session will help you to think through how to increase success on every level.

This session will explore barriers related to Inclusive Philanthropy and strategic data gathering, with discussion focused on collaboration across the university and advancement. Tools will be provided during the session, allowing attendees to identify the Institution's Strategic Pillars, the creation of a Transformation Map and the sharing of steps that can be used to draft a formal case statement to use as a roadmap for donors committed to social justice and equity action.

The Ivy Tech Foundation utilized a campaign planning process to create a closer working relationship between the Foundation and the College. This closer working relationship resulted in the first ever statewide campaign to provide philanthropic support of the College’s strategic plan. This session will share the strategies of campaign planning and implementation that led to a strong partnership between the Foundation and the College, engaged 19 campuses to focus on shared priorities, and formed the basis for the successful $285M campaign.