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Spring Institute in Educational Fundraising 2025
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8:45 AM - 9:45 AM GMT
Time, Talent, and Treasure: Working with Volunteers
Volunteerism is a key pillar of successful alumni engagement and fundraising, with volunteers giving their “time, talent, and treasure.” The treasure part – making a philanthropic gift – is straightforward enough, but what about this “time and talent” bit? In this session, we’ll explore some best practices in alumni volunteer management, looking at a variety of volunteer types from boards and campaign committees, to class and reunion volunteers, and more. When volunteers are not well managed, the consequences – and your headaches – can be painful. But when they are carefully recruited, guided, and stewarded, their gifts of “time and talent” can increase your organization’s impact and generate exponentially more “treasure” in support of your school.
Speakers: Juan Pablo Garrido, Director of Development, UIC Barcelona, Serge Sych, Pro-Rector, Stakeholder Engagement, International Business School
8:45 AM - 9:45 AM GMT
Digging Deeper into Principal Giving
This is a chance to dig deeper into principal giving and build on the plenary session on Thursday.
Speakers: Margaret Clift, Head of Strategic Philanthropy, University of Glasgow, Antony Green, Executive Director of Development, University of Oxford
8:45 AM - 9:45 AM GMT
After the Ask - the mechanics of giving, from DAFs to Shares, Endowments to Gift Aid
Dee and Lisa will tell you all you need to know about the mechanics of how donors can give and the benefits for donors in giving in different ways. We’ll cover Gift Aid, Share and Asset Giving, giving internationally and Donor Advised Funds to name a few. We’ll also look at how organisations manage philanthropic donations, the difference between expendable and permanent endowments and other accounting terminology. We aim to support you to understand the trends in how donors give, the implications on your fundraising activity and give you the confidence to discuss these practicalities with major donors.
Speakers: Lisa Williams, Assistant Director - Advancement Operations, University of Exeter, Dee Brecker, Executive Coach and Fundraising Consultant
10:15 AM - 11:15 AM GMT
Closing Plenary: Developing a rewarding career in Advancement
An interactive, open, and frank panel discussion about shaped the careers of CASE SIEF faculty. The panel will share their stories, personal insights, and views on how you can take control of your career and the value of planning, advice, and being open to circumstance and serendipity. Together we hope to debunk a few myths and reflect on several years of brave choices, terrible decisions, some well-placed advice, and luck – and the importance of your professional network (which starts hopefully, here at SIEF!).
Bring your questions, an open mind as we offer a genuine willingness to answer any question you choose to ask.
Speakers: Dee Brecker, Executive Coach and Fundraising Consultant, Lee Rodwell, Director of Development, University of the Arts London, Serge Sych, Pro-Rector, Stakeholder Engagement, International Business School