In This Section
Conference HandoutsKeynote Speech
Guy Kawasaki: The Art of InnovationSpecial Sessions
Chief Advancement OfficersMaster Classes
Alumni Relations Development - Campaign Strategies Advancement Services - You and Your Team Communications - Media TrainingPre-Conference Sessions
New Advancement Professionals Emerging LeadersTrack Sessions
Alumni Relations Development Communications Advancement Services Community Colleges Independent Schools Professional InterestTrack Session #4
Monday, November 16 - 10:45am-12:00pm
Advancement Services
Matching Gifts: Latest and Greatest
Matching gift revenue has never been a source of funds to be taken for granted, but given recent economic concerns, the competition for matching gifts will undoubtedly become more intense. Review some of the basics about matching gifts, and then more actively and intensely review results from the fourth annual survey on matching gifts hosted through SupportingAdvancement.com. Finding out the methods and means other organizations have found to be most effective for attracting matching gifts could save us all a little “trial and error” time as we pursue those gifts for our respective organizations.
Amy Phillips, Independent Consultant
With more than 20 years of work experience at various charitable organizations, Amy Phillips has acquired an understanding for many aspects of nonprofit management. Phillips’ prior experience in institutional advancement has included positions at academic institutions, museums and even a “think tank” in Washington, D.C., as well as various contractual/consulting opportunities. An active CASE member, Phillips has earned “faculty star” citations as a presenter at several conferences, including the annual Summer Institute in Advancement Services. She has also given presentations on software utilization tricks, best office practices and matching gift processes for the Millennium user community, as well as the Association for Advancement Services Professionals [AASP]. She is an active Founding Member of AASP, serving on the Board as membership chair and member of the Ethics Committee. Amy is currently consulting with organizations in the DC area as she pursues her next career challenge.
Alumni Relations
How to use social networks in your alumni relations work
This session offers an overview of social networks, explains the value and risks of using commercial networks and developing your own. Discuss with peers how to leverage commercial networks to support your alumni relations work.
Christina Sponselli, Business Manager, Online Communities at University of California, Berkeley
As business manager Christina Sponselli oversees the online alumni community’s business and marketing strategy, and manages the institution’s social media presence on LinkedIn, Facebook, Flickr, YouTube, and Twitter, among others. Previously, she was a high technology consultant for KPMG, and a journalist with several national magazines, including Health and Parenting. Sponselli holds a bachelor’s degree from Emerson College in Boston.
Communications
Strike it Green!
Reducing carbon footprints and increasing environmental awareness and response is a primary focus of our world today. As nonprofit leaders accountable to our various constituencies, we must be equally vigilant, active and vocal about how our campus communities are contributing to this global campaign. In this panel discussion, we will explore what three institutions are doing right now to raise more money, communicate using more environmentally friendly options and get the good news out about related “campus greening” efforts.
Matt Matsuoka, Web director for Marketing and Communications at the University of California, Berkeley
Matt Matsuoka, Web director for Marketing and Communications at the University of California, Berkeley, leads the team that manages many Web sites, including the university's online giving system, campaign site, international relations and senior resource sites as well as UC Berkeley's online community, @cal. He has been in higher education advancement since 2001 as a senior graphic designer and Web developer for California State University, East Bay.
Shawn Melikian, University Relations Project Manager, University of California, Berkeley
Adrienne D. Capps, Senior Director of Development, University of California, Davis
Adrienne D. Capps has spent her career committed to the nonprofit sector serving as a professional fundraiser. She has raised nearly $20 million for a variety of causes, including at-risk youth, mental health and higher education in Virginia, New York and California. A CFRE since 2004, Adrienne has published several articles in Advancing Philanthropy, the most recent of which is "Gastronomy and Giving." She is an editor on the book, Greening Your Nonprofit: The Green Nonprofits Handbook and authored the chapter on green fundraising. She also authored a chapter on managing fundraising and building communities online in P2PFundraising: Nonprofit Internet Management Strategies, Tools and Trade Secrets. Adrienne is a member of CASE as well as AFP, where she served on the board of the Greater New York Chapter. She serves as Treasurer of S.W.i.S.H, a gay-straight alliance; holds a bachelor’s with honors in Business Administration,and a bachelor’s in Leadership Studies from the University of Richmond; a Certificate in Fundraising Administration from New York University and an M.B.A. in Financial Management, with honors, from Pace University in New York City.
Maureen Keefe, Assistant Vice President of Marketing And Advancement, Dominican University
Maureen Keefe was recently appointed Vice President of External Relations at Dominican University of California and will oversee Institutional Advancement, Marketing, Communications, Public Relations and Events. For the previous three years, Maureen served as Assistant Vice President of Marketing at Dominican. In this capacity, she led a branding campaign that included the redesign of the Web site and marketing materials; raised the profile of Dominican in the media and community; spearheaded successful events such as the VoteSmart Challenge '08 and the annual President's Dinners; and has successfully guided the Marketing/Student Affairs Committee of the Board of Trustees. She has handled special assignments, such as coordination of the Strategic Institutional Planning Committee and the highly successful National Conference for Undergraduate Research (NCUR) held on campus in 2007. Prior to coming to Dominican, she served as Associate Director of Development at the San Francisco Museum of Modern Art, where she oversaw a $13 million annual giving program, and she was the Director of Development and Marketing at the Bay Area Discovery Museum, where she managed its successful $20 million capital campaign. In addition to extensive museum fundraising and marketing experience, she worked at the University of Oregon as a development officer on special assignment to the Provost's Office. Maureen has an M.B.A. from Golden Gate University and a bachelor’s in Art History and Graduate Certificate in Museum Studies from the University of Delaware.
Community Colleges / Development
Keeping the Focus on Planned Giving
This workshop will propose ideas and concepts to market and maintain a strong focus on recognition with donors and prospects through a variety of vehicles. Participants will receive information that can be implemented immediately to manage and market planned giving prospects. A panel of presenters will share examples of successful planned giving strategies and discuss the importance of “marketing with passion”.
Richard Morley, Executive Director, Foundation CFRE, CSPG, Mt. San Antonio College Foundation
Richard H. Morley is a professional with expertise in nonprofit strategy, development, major gifts and planned giving. He has worked in the nonprofit sector for 10 years and has been on the leading edge of using Web 2.0 tools for donor and alumni development and social networking. Currently, Mr. Morley serves as the Executive Director for the Mt. San Antonio College Foundation. Previously, Morley was Director of Corporate and Foundation Relations for the Council for Adult and Experiential Learning (CAEL),, an $18 million adult learning/welfare to work agency in Chicago that provides consulting services to community colleges nationwide.He also served as Director of Development and Communications for the largest nonprofit health care provider in Orange County, where he successfully raised over $2 million each year.
June Stephens, CFRE, Executive Director of Advancement, Cuesta College
June Stephens has more than 30 years’ experience in resource development, as well as public relations and marketing, with 24 years of experience with the California Community College system. She has a successful track record in fundraising millions of dollars for education , as well as in the development of extensive marketing plans and award-winning advertising campaigns. .
David Cunningham, Director of Planned Giving, Assitant Vice President for Advancement, University of San Francisco (USF),
A 15-year veteran with USF, David Cunningham, CFRE, is a frequent speaker on planned giving topics, such as "E-marketing Planned Giving Programs", "An Assessment of a Planned Giving Marketing Program", and "Beginning and Continuing Conversations with Planned Gift Prospects". His career in fundraising spans 30 years; in that time he has been a grant writer, a director of development, a campital campaign consultant, and a partner in a planned giving consulting firm.
Newcomers, Intermediate.
Development
Integration of Athletic Development and University Development
Designed to be highly interactive, this session will share key points on how to effectively communicate with staff, participate in the development process, and be visible on your campus outside of athletic events.
Ross Bjork, Sr., Associate Athletic Director, University of California, Los Angeles (UCLA)
Ross Bjork oversees all external relations for UCLA Athletics including development, marketing, sponsorship, ticket sales and merchandising. Since his arrival at UCLA four years ago, his team has produced record volumes of revenue for athletics. Previously, Bjork worked in athletic leadership positions for the University of Missouri and the University of Miami.
Intermediate
Independent Schools
Maximizing Existing Talent: A Case Study of the Menlo Communications Team
In this economic climate, employee changes and transitions are common and, as a consequence, can be disruptive to the operational continuity and working goals of a departmental team. In this session, we will discuss how managers can retain talent in the office and, via a case study, provide a concrete example of how one institution has successfully established and maintained a solid team..
Diane Clausen, Director of Development, Menlo School
Diane Clausen has worked in the advancement field for 28 years, holding positions at two universities and two independent schools. Having joined Menlo School in 1993, she is currently leading the school's third major capital campaign.
Alex Perez, Director of Strategic Communications, Menlo School
Alex Perez has worked at Menlo School for 17 years, beginning as a drama teacher in both the upper and middle school theatre programs. He currently serves as the Director of Creative Arts and as the Director of Strategic Communications. He is a member of the Society of Stage Directors and Choreographers and has worked as both a director and choreographer for several Bay Area Theater Companies.
Jim Pattison, Sr, Advancement Officer, Harvard-Westlake School
Jim Pattison is the Senior Advancement Officer at Harvard-Westlake School. In addition to the overall management of the Office of Advancement, he concentrates on gift planning, stewardship, endowment growth, and solicitations to corporations and foundations; he is also a member of the $175 million Opportunity of a Lifetime comprehensive campaign.
Intermediate
Professional Interest
Persuasive Development Writing - An Introduction (part b)
This is the second of a two-part session covering an introduction to the key components that will make you a better – and more successful – development writer, understanding your audience, making your case, crafting your message, avoiding common mistakes, and providing you with examples that work.
Robin Torbron Warde, Director, Bryant University
Robin TorbronWarde has been in educational fundraising for the past 26 years and is a regular instructor for CASE’s bi-annual Persuasive Development Writing Conference. In 2001, she joined Bryant University as Director of Development for Institutional Programs. In that position, and as interim Executive Director of Development in 2002-2003, she worked to meet Bryant’s campaign goal of $35 million, 15 months ahead of schedule. Currently, she serves as Director of Alumni Relations as well as carrying a major gift prospect pool for the development department. Previously, Wardre served as Director of Corporate and Foundation Relations for Brown Medical School; Director of Corporate and Foundation Relations at Wheaton College; Associate Director of Corporate and Foundation Relations at Brown University; and Associate Director of Corporate Relations at Columbia University and Columbia Presbyterian Medical Center.
Newcomers, Intermediate