Program
Monday, April 29, 2024
12:00 PM - 1:00 PM ET
Conference Registration
Welcome to Washington, D.C.! Stop by the registration desk beginning at 12:00 p.m. to check in and pick up your conference materials.
Welcome
1:00 PM - 2:15 PM ET
Conference Welcome, Overview, and Big Picture Trends in the Philanthropic Landscape
Join conference leadership to meet the faculty, review conference highlights and learn how to make the most out of our time together. Then we’ll dive right into a session gleaning insight on the education landscape, trends in philanthropy, and topics of interest to all attendees via an interactive faculty panel. Topics will be sourced from the faculty and from your answers in the preconference survey. Come ready to share what you are experiencing at your institution.
Speakers: Edgar Gonzalez, University of Washington, Kristin Love, Principal, West Coast, Creative Fundraising Advisors, Michael Reza, Associate Vice President, Portland Development and Alumni Engagement, University of Oregon
Elective Session
2:45 PM - 3:45 PM ET
Inspire Investment in Faculty Excellence through a Provost Faculty Match
At Oregon State University, a joint effort between the Office of the Provost and the OSU Foundation inspired donors to establish 17 new endowed faculty position funds in less than six months. The secret? The Provost’s Faculty Match Program. This session will demonstrate what we have learned at OSU (through three PFM initiatives, which have inspired 56 new endowments), and what we're doing differently for the fourth iteration of the match which launched in November 2023, all while providing a roadmap that participants can use at their own institutions for both fundraising and marketing and communications strategies.
Speakers: Marlys Amundson, Senior Director of Development I, College of Science, Oregon State University Foundation, Laura Pizzo, Senior Director, Communications Strategy, Oregon State University Foundation
Competencies: Industry or Sector ExpertiseRelationship Building
Elective Session
2:45 PM - 3:45 PM ET
Portfolio Management - Using Your Portfolio List To Manage Your Time
How do you prioritize your time as a major gift officer? Who do you plan to contact today, this week, and this month to maximize the potential of your assigned prospects? As frontline fundraisers, we are pulled in many different directions. Each day we need to decide how to focus our time on the cultivation steps that will result in the highest impact for our prospects. In this session, we will discuss ways to use your portfolio list to help you manage your time and efforts in the relationship management of your assigned prospects.
Speakers: Bonnie Crews, Sr. Director of Advancement, George Mason University
Competencies: Relationship Building
Plenary
4:00 PM - 5:00 PM ET
Mindset and Habits of Highly Effective Gift Officers
The most important factor in success (or lack thereof) as major gift officer is YOU. With the right attitude, hard work and by forming the right habits you can dramatically increase your chances for success. How you approach, plan, execute and track your work matters. This session will help you identify the characteristics, competencies, and habits of highly successful gift officers - but it all starts with having the right mindset, outlook and approach.
Speakers: Edgar Gonzalez, University of Washington, Kristin Love, Principal, West Coast, Creative Fundraising Advisors, Michael Reza, Associate Vice President, Portland Development and Alumni Engagement, University of Oregon
5:00 PM - 6:00 PM ET
Networking Reception
Join conference speakers and your colleagues to network and socialize after the first day of the conference.
6:00 PM - 6:00 PM ET
Conference Adjourns for the Day
Dinner on your own OR optional small group dinners; sign-up required
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