Session Five Breakouts — 9:00am – 10:15am
United We Stand, Divided We Fall: Working With Your Planned Giving Office
SALLY BOUCHER, CFRE, WealthEngine
ERIN WOODARD, The Nature Conservancy
This session will provide a basic overview of the more common types of planned gifts with an emphasis on building profiles of some "typical" planned gift donors. We will then talk about ways the Research Office can proactively assist the Planned Giving Office using the techniques of traditional prospect research, data mining, and market research. Lastly, we will discuss a case study from a planned giving market research study undertaken by The Nature Conservancy, outlining steps you can take to conduct market research on your own constituencies.
In Plain Sight - Raising the Visibility of Research
JON THORSEN, The Nature Conservancy
Recording, reporting and yes, even publicizing the work we accomplish and the services we provide becomes even more important in an environment where cuts are being made and units that supposedly have "no direct impact” on the bottom line become easy targets. In this session, we’ll discuss the importance of ensuring that Research and related services receive the attention they deserve so their value is understood.
Changing Currents: Charting Princeton’s Course Through the Campaign
SUZANNE FRANZINO, Princeton University
JOSEPH CARROLL, Princeton University
AMY SPEARS, Princeton University
HEATHER CAMPBELL, Princeton University
The current economic recession has profoundly affected the financial stability and confidence of U.S. households, and a deeper understanding of these changes is critical to setting Development Research goals in the coming years. This session will review the cause(s) of the current recession, including an examination of pivotal financial events over the past year, and discuss the overall impact of the recession on the net worth of American households, particularly the most affluent. We will also explore how Development Research at Princeton University has responded to the challenging economic climate with new and proactive research models in order to meet the university’s changing fundraising needs in the midst of a major campaign. In light of the university’s heightened emphasis on alumni cultivation and engagement, a detailed analysis of the past giving behavior of our pool has helped prioritize those existing donors who are most likely to give while also allowing for the identification and cultivation of new prospects. As a result, we have implemented a system that aims to regularly assess – and maximize – the return on investment at each stage of the university’s Aspire campaign.
Session Six Breakouts — 10:30am – 11:45am
What the Dreadfully Bad Choices of Those In Charge Can Teach Us
MELISSA CHAPPELL BURNS, The Wharton School
A look at prominent cases of truly awful choices -- both those charged with crimes and also the environment that allowed bad choices to happen -- from a societal and governmental standpoint, and what we can learn from it.
Prospect Research 2.0: New Rules for a New Culture
JAY FROST, Frost on Fundraising
Is your donor tweeting? Are your colleagues? Should you care? Join in an enlightened debate on how research and fundraising is changing in the wake of the Web 2.0. We will explore the topics YOU think are important to determining what tools to use and how to use them and look at real world examples of organizations adopting or ignoring the social networks which surround them today.
International Rescue Committee’s Freedom Fund: The Tale of the Ugly Duckling
POONAM PRASAD, Prasad Consulting & Research
JANET HARRIS, Vice President for Development, International Rescue Committee
HUGH DWYER, Director of Development Operations, International Rescue Committee
Although they advised against it, the IRC launched a $60 million campaign staffed by this team. Overcoming predicted obstacles plus losses in leadership, 9/11, the dot-com bubble and current downturn, it recently concluded with $110 million raised. Come learn how thoughtful research, creativity, determination and the power of one can transform an ugly duckling into a thing of beauty.
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