All times are Pacific Time. These two “introductory” morning workshops are for our in-person attendees only – a bonus session for joining us in Portland. Choose from either of two CASE Laureates and enjoy an educational and entertaining morning about the building blocks of annual giving and advancement services.
9:00-11:00 a.m.
Advancement Services Fundamentals
John Taylor
The focus of this workshop is to arm any Advancement Services professional with the information they need – and possibly didn’t know they needed – to stay current. We will cover pertinent IRS issues affecting all manner of gift entry beyond those (but revisiting some) briefly touched on during PNW Engage.
Topics include:
◾ State Registration Requirements
◾ Binding & Non-Binding Pledges
◾ Donor-Advised Fund and Family Foundation Issue
◾ Quid Pro Quo
◾ Accepting Non-Standard Gifts
◾ Corporate Sponsorships
◾ Scholarship Dos & Don’ts
◾ Cryptocurrency
We’ll conclude with a “Stump the Chump” session where participants will see if they can ask John a question he’s unable to answer!
An Introduction to Annual Giving:
Messages, Metrics and Mechanics
Bob Burdenski
It’s been twenty years since Bob wrote his first “Innovations in Annual Giving” book for CASE. Since then, he’s continued to identify and celebrate “innovations in annual giving” and sees the best and brightest ideas every year. Much has changed, while many goals for broad-based support remain the same. Bob educates and entertains his audiences — come and enjoy the teaching style that earned him a CASE Crystal Apple. Bob will provide an overview of the enduring institutional value of annual giving, the fundraising channels in-use today, case for support messages that resonate (and with which audiences), the unchanging-yet-continually-evolving metrics that define annual giving success, and some fundraising advice for the current pandemic situation. This annual giving orientation is ideal for new members of the team (or those in need of a refresher). What do pipelines, pyramids, “the wave,” Starbucks, Cheerios, and Michael Bloomberg all have to do with annual giving and a broad base of support? Learn how annual giving opens doors, turns on light bulbs and beats the drum for an institution’s culture of philanthropy. Take-away learning outcomes from this masterclass will include:
◾ An overview of an annual giving program’s role in engaging a broad base of support, prospect identification and segmentation, and subsequent donor relationship pipeline development;
◾ A discussion of traditional, new and emerging annual giving fundraising methods and channels, from the author of three CASE books on “innovations in annual giving;”
◾ A collection of examples of annual giving case for support messages that resonate (and why) with their audiences;
◾ Essential metrics for measuring and evaluating annual giving program success in a multi-channel world;
◾ Annual giving considerations for the COVID-19 environment;