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  3. Major Gifts Strategies Fall Session 2024
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Program Schedule

Major Gifts Strategies Fall Session 2024
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Wednesday, October 23, 2024
Thursday, October 24, 2024
Friday, October 25, 2024

Wednesday, October 23, 2024

12:00 PM - 1:00 PM CST

Conference Registration

Welcome to New Orleans! 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 CST

Conference Welcome and Faces of Philanthropy

Join the faculty for introductions and hear them tell their personal stories of who they are and how they found themselves in the profession.
Speakers: Shannon Duncan Woodward, Senior Philanthropic Advisor, Tulane University, Caleb Roberts
2:15 PM - 2:45 PM CST

Refreshment Break

Plenary
2:45 PM - 3:45 PM CST

Making the Most of Discovery and Qualification

When you think about discovery and qualification, most people think about identifying prospect and reaching out to determine their capacity and inclination but there is so much more to uncover and so many paths to reach those desired results. In this session we will discuss the art of discovery through your donor file, your organization’s needs and desires and your personal goals and objectives. We will share best practices to have meaningful conversations at the first meeting and how to qualify and disqualify new prospective donors moving them into more strategic conversations
Speakers: Shannon Duncan Woodward, Senior Philanthropic Advisor, Tulane University
3:45 PM - 4:00 PM CST

Stretch Break

4:00 PM - 5:00 PM CST

Elective Sessions (Choose One):

Elective Session
4:00 PM - 5:00 PM CST

Portfolio Management

How do you manage your prospect and donor portfolio? Is it a daily priority? Are you actively creating strategies to move relationships forward? We all know our portfolios are the indispensable factor that makes our work successful; however, do we spend enough effort properly managing them? It doesn’t matter the type of prospects you work with, let’s spend some time discussing ideas for successful portfolio management and how to make our work more effective.
Speakers: Jeff Schoenherr, Associate Vice President of Medical and Health Sciences Development, West Virginia University Foundation
Elective Session
4:00 PM - 5:00 PM CST

The World is Your Oyster: Navigating International Fundraising

Do you often wonder if there’s a high-potential prospect you haven’t reached yet? Are you concerned that your “well” of prospects is running dry? Have you considered pursuing prospects outside of the U.S. but aren’t sure how to approach them? In this session, discover how building an international development program could help you achieve your goals. Learn practical strategies for identifying and cultivating international prospects, and how to bring donations across country borders. Hear from Tulane University as they share insights from their journey of launching their first international program. They’ll share lessons learned and actionable takeaways from their successes, challenges, and ongoing progress.
Speakers: Caleb Roberts
5:00 PM - 6:00 PM CST

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 CST

Conference Adjourns for the Day

Dinner on your own OR optional small group dinners; sign-up required
Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
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