Wednesday, Aug 19, 12:00 p.m. CST
Managing a Growing Advancement Program and Campaign in the time of Covid-19
Hear from an experienced advancement leader how she and her team are navigating ever-changing circumstances to keep a program growing and a campaign going. Learn about how budget cuts have affected staffing and program investment. And discover the planning and execution challenges and opportunities of working with campus leaders and volunteers.
Jennifer Howe joined the University of Dayton (UD) as Vice President, University Advancement in July 2016 after having helped to lead a $1.93B fundraising campaign for Vanderbilt University.
Ms. Howe brought a stellar record in leadership and fundraising, including planning and implementing successful campaigns, personally bringing in principal and major gifts totaling more than $20M in her last several years at Vanderbilt, significantly increasing annual giving, and supporting athletics’ capital needs. Howe joined Vanderbilt in 2001 and served as associate chancellor for university development from 2002-16. Her responsibilities included: development and alumni relations for undergraduate and professional schools, including the medical center; corporate and foundation relations; planned giving; international philanthropy; and athletics fundraising. Previously, she was director of development and foundation and international relations for Emory University for five years, as well as worked for their provost as a project manager during her initial year at the institution.
As UD’s Vice President for University Advancement, Howe is responsible for managing the full range of fundraising programs and constituent engagement functions (alumni, parents, friends and donors); serves on the President’s Cabinet; and works with the University’s Board of Trustees on new trustee recruitment. In her four years at UD, the University Advancement team has seen significant investment in terms of staffing, resources and infrastructure – and the results have followed, significantly elevating the total new commitments received by the institution, including notable gains in principal and major gifts as well as the launch of new fundraising and engagement initiatives in student philanthropy, parents, peer-to-peer ambassadors, DEI/affinity-based groups, and digital/virtual lifelong learning. In October 2018, UD’s Board of Trustees voted to approve its first comprehensive campaign since 2002 and to move forward in its leadership phase under Howe’s direction.
Howe earned a Bachelor’s degree with honors in English from James Madison University in Harrisonburg, Virginia, and has served on a number of leadership and conference committees for the Council for Advancement and Support of Education (CASE).
She and her husband, Andrew, a retired insurance professional, will celebrate 30 years of marriage in early 2021, and they share their homes in Dayton, Ohio and West Falmouth, Massachusetts with their Welsh Corgi, Skylar.
Friday, Aug 7, 12:30 p.m. CST
Building An Advancement Career in Academic Medicine
Join GG+A’s Chairman John Glier and Kate Azizi, Vice President for Institutional Advancement at the Medical University of South Carolina, as she shares how she built her career in the rapidly evolving field of academic medicine advancement. Health care has been uniquely challenged by COVID-19, and leadership is confronted with unexpected obstacles and opportunities. Learn how Katie and her team are pivoting their work to keep pace with the rapid developments and escalating demands on their university and academic medicine.
As Vice President for Institutional Advancement at the Medical University of South Carolina (MUSC), Kate oversees fundraising for the College of Medicine, the College of Nursing, the College of Pharmacy, the College of Dental Medicine, the College of Health Professions, the College of Graduate Studies, and the Health System. As a member of the President’s Council, which is comprised of twelve members of senior leadership at MUSC, she helps guide strategic direction for the institution. The 65+person development and alumni relations team works to build relationships and raise philanthropic support to support endowed professorships and scholarships, academic programs, research, capital projects, healthcare-related initiatives, and other needs at MUSC; in FY21, MUSC raised over $88 million.
Kate joined MUSC from her position as assistant dean for development at Northwestern University Feinberg School of Medicine in Chicago. During her tenure at Northwestern, her successes included tripling the total of major gift commitments for the neurosciences fundraising team and for its programs; cultivating multiple new top-level donors to the Campaign for Northwestern Medicine and the Institute for Translational Neurosciences; expanding partnerships with physicians and colleagues within Northwestern University and the Northwestern Memorial Foundation; and leading improvements in the organization’s grateful patient direct appeals program.
Previously, Kate held positions of increasing levels of responsibility at the University of Chicago, including more than three years as campaign director for individual giving and another three years plus as campaign director/senior director for principal gifts. Her extensive experience in exceeding established fundraising goals, securing seven-figure donor investments and serving as a partner with leaders across the organization served consistently to advance fundraising priorities.
Kate’s academic experience also includes some five years in two positions with North Carolina State University in Raleigh, where she served as director of development and external relations at the Poole College of Management and as director of corporate and foundation relations for the College of Veterinary Medicine.
Before moving into academia, Kate worked for nine years in the New York City area, holding a variety of positions in development, finance and operations at the Prospect Park Alliance, Publicolor, UBS Financial Services, Prudential Financial, and Prudential. Kate has taken courses and earned a certificate in leadership and executive education from Northwestern University and the Harvard Program on Negotiation, respectively. She received an MBA in marketing from NC State University and a B.A. from Drew University in Madison, New Jersey.
Wednesday, Aug 5, 12 p.m. CST
Creative Approaches to Fundraising for Cultural Institutions
Join GG+A President Suzanne Hilser-Wiles in conversation with Rehana Abbas, chief philanthropy officer at the Oakland Museum of California, and Abbey Fagin, chief advancement officer at the Folger Shakespeare Library. In this webinar, we will examine how these two leading cultural institutions with small fundraising staffs have responded to recent world events to drive philanthropy and donor engagement.
Rehana Abbas has over 15 years of experience in museums, specifically in fundraising and communications. Rehana is the Director of Philanthropy at the Oakland Museum of California where she leads the Museum’s $85 million comprehensive campaign. Prior to OMCA, Rehana was an integral part of the fundraising team at SFMOMA during their $665M campaign and expansion. Rehana is experienced with leadership gifts, managing change, and organizational leadership. She is a former co-president of the Art Museum Development Association. She holds a BA in Art History from Wake Forest University, and an MBA from the Yale School of Management.
Abbey Silberman Fagin has been Chief Advancement Officer of the Folger Shakespeare Library since December 2016 and is currently leading the organization (home to the world’s largest Shakespeare collection with comprehensive scholarly, performing arts, exhibition, and education activities) through The Wonder of Will – the largest fundraising campaign in the Folger’s 88-year history. Launched publicly in April 2019, the campaign has raised $32.5M toward its $50M goal that mostly funds a capital renovation and expansion.
Previously, she was Vice President of Development at Charles E. Smith Life Communities, a 110-year-old senior services organization that includes residential, medical, social, and religious services to older adults, and Assistant Vice President of Development at American University, where she was campaign director of the $218 million AnewAU capital campaign. Fagin spent much of the early part of her career in prospect research and campaign planning at AU, as a consultant at Marts & Lundy, at Combined Jewish Philanthropies (Boston), and at Harvard University. She is an alumna of Brown University.
Fagin lives in suburban Maryland with her husband, Kenneth, a patent attorney, and tween identical twin daughters.
Monday, Aug 3, 12 p.m. CST
Fundraising Campaigns in the time of COVID
Mark Luellen has served as Vice President for Advancement at the University of Virginia since May 2016. Charged with oversight of the advancement operation, he provides leadership for advancement programs and initiatives across the University and is responsible for planning and directing the University’s comprehensive, $5 billion philanthropic campaign – Honor the Future – launched in 2019. Mr. Luellen works with University, school, and foundation leadership to identify campaign priorities and define fundraising strategies that support the University’s mission of teaching, research, clinical care, and public service. He currently serves as the President’s representative on numerous leadership boards, including various University-Associated Organizations (Architecture, Education, Health, Commerce, and Athletics), and sits on the board of the UVA Foundation.
Mr. Luellen previously served as associate vice president for development at UVA. In this role, he led the University’s central development efforts, managing a team of nearly 80 development officers and staff, and played a lead role in planning for the current campaign. He came to the University of Virginia in May 2014 from The Pennsylvania State University, where he first served as associate director of development for the College of Liberal Arts, then as director of major gifts, and finally as director of alumni relations, communications, and development for the College of Liberal Arts. In that role, he led the College to the successful completion of its $113-million campaign – surpassing the goal nine months ahead of the campaign close.
In 2014, Mr. Luellen received the McKay Donkin Award, given annually to the full-time member of the faculty, staff, or a retiree of the University who has made significant contributions to the “economic, physical, mental, or social welfare of the faculty” of Penn State. He and his Penn State advancement team were presented with the 2014 Outstanding Teamwork Award in the College of Liberal Arts. Prior to Penn State, Mr. Luellen served in various leadership roles for Affinity Connection, which provides alumni relations and major fundraising services to university-based affinity groups and volunteer-driven organizations on more than 60 college campuses in the U.S., Australia, and New Zealand.
Mr. Luellen has been actively engaged in community and volunteer organizations. He served on the Allegheny College Alumni Council and has been a volunteer or committee member for various community organizations including the Pennsylvania Pink Zone, the YMCA’s Strong Kids Campaign, and the American Cancer Society’s Relay for Life effort. He served as Vice Chair of the 2018 MS Society Dinner of Champions, of which UVA President Teresa Sullivan was honoree.
Mr. Luellen received his bachelor’s degree in English, with a minor in elementary education, from Allegheny College. At Penn State he received a graduate certificate in project management. He and his wife, Beth Ann, and their two daughters reside in Ruckersville, Virginia.
Thursday, July 23, 8 a.m. CST
Using Donor Insight to Design Regular Giving Products
The best way to motivate donors is to find what appeals to them and craft communications and programs geared to their interests. In this session, GG+A’s Dan Lowman and Adrian Salmon will draw on specific examples and their own experiences in the UK and Europe on how survey research, message and visual testing, and straightforward analysis can help you achieve enhanced regular giving results.
Monday, July 20, 11 a.m. CST
Carnegie Mellon’s take on Giving Tuesday, #givingCMUday, has been an undisputed hit. Over the last 5 years, it has grown from raising $333,000 from 1,300 donors in 2016, to nearly $1 million from 4,600 donors today.
How have the team at Carnegie Mellon made it such a success, and how are they rethinking their winning formula in the changed circumstances of 2020?
Join GG+A’s Adrian Salmon and CMU’s Mary Ann McCollough for a fascinating discussion which should give you plenty of takeaways as you plan your own Giving Tuesday outreach for this year.
Mary Ann McCollough for the past ten years, Mary Ann has served at Carnegie Mellon University as Director of Annual Giving. She has had primary responsibility for Giving Tuesday and has significantly grown the initiative over the past six years. Prior to CMU, Mary Ann worked at H.J. Heinz, PPG Industries and Education Management Corporation in marketing and sales roles. She also spent several years consulting through Experiam Marketing, Inc.
Friday, July 10, 8 a.m. CDT
CASE ToGather: Arts and Culture
Participants: This CASE-sponsored discussion will be moderated by Suzanne Hilser-Wiles, President at Grenzebach Glier & Associates, with special guests Claire Gylphé, Director of Development at Tate, and Dr Matthew Ross, Senior Philanthropy Manager at the Royal Academy of Music.
Description: This free online conversation will bring together arts and culture communities in Europe and the United States, to discuss the shift in priorities, adjustments in strategies and a way forward for advancement. We will discuss how organisations are reviewing their fundraising and engagement strategies, while balancing different priorities across the organisation. What are some of the lessons learned as the focus has shifted in this pandemic and what are areas we want to build on in the future, while leading our teams in this uncertain time? And looking at the bigger picture of government and philanthropic support, what can we learn from each other across the continents?
Wednesday, July 8, 11 a.m. CST
Digital Donor Engagement: Chart Your A-to-Z Course
You did the impossible. Overnight, you pivoted from donor events, face-to-face meetings and class reunions to Zoom calls, webinars, virtual book clubs and other digital programs. But the world isn’t returning to normal any time soon, and the virtual environment is here to stay. The question is: Now what?
It’s next-gen innovation time for Advancement—a moment to rethink our work and create entire arcs of donor engagement that are virtual. Join us for a webinar that will step attendees through the process to develop full strategic engagement plans for a new era.
Wednesday, July 1, 1 p.m. CST
How a Top University with a Lean Advancement Team is Managing During the Pandemic: A Conversation with Kathi Dantley Warren, Vice President for Development and Alumni Relations at Rice University
Like many universities, Rice has focused on its commitment to students in its fundraising during the pandemic, but what’s next for this University? We will explore how Rice is building on its strength in science, reaching out to its international community of students and alumni, and tackling goals for next year.
Kathi Dantley Warren is the vice president for development and alumni relations at Rice University. Prior to her promotion in July 2019, she served as Rice’s associate vice president for development. In this role she was responsible for the day-to-day operations of individual fundraising programs and also oversaw various departments within the Development and Alumni Relations division, including gift planning, major gifts, school-based fundraising and annual giving.
Before coming to Rice, Kathi served at Duke University’s Duke Cancer Institute as their senior executive director of development and as assistant dean for alumni affairs and development at Cornell University’s College of Engineering. Kathi earned an M.A. in cell and molecular biology and microbiology from Duke University and a B.A. in biology from Hampton University. Originally from Alexandria, Virginia, Kathi, her husband Stephen, son Bennett and dogs Pearl and Tyson have enjoyed making their home in Texas since coming to Rice. She is an avid sports enthusiast and dog-rescue advocate who also enjoys cooking and painting.
Thursday, July 2, 11:00 a.m. CST
A philanthropic response to COVID-19
Francisco Fernández González, Director of Development, Tecnológico de Monterrey Kyle Gorden, Consultant, GG+A.
Mexico’s largest private, nonprofit university system, encompassing 25 campuses with more than 93,000 enrolled students, had a unique response to the COVID-19 pandemic. While institutions around the world have pulled back on fundraising, Tec leapt forward, launching their first-ever multi-unit, multi-priority campaign initiative to seek emergency student support and funding for research and its frontline healthcare programs. Associate VP for Development, Francisco Fernández will share their progress on the initiative and lessons learned.
Francisco resides in Monterrey, Mexico with his wife and four daughters. He is the Associate VP for Development at Tec de Monterrey, the leading private university in Mexico.
He has also held key executive level positions in various profit and non-for-profit organizations over the last 20 years. Amongst these, from 2012 to 2015 he was Organizational and Talent Development Director at Frisa Industries; from 2010 to 2012 he was Managing Director at Adizes Institute Mexico and from 2007 to 2010, he served as CEO for Hombre Nuevo and Guadalupe Radio in Los Angeles, California.
Francisco earned a Master’s Degree in Political Science and Nonprofit Organizations from the Francisco de Vitoria University in Madrid, Spain, and an Industrial and Systems Engineering Degree from Tec de Monterrey. He has several Executive Programs from several institutions such as IESE Business School, Harvard Kennedy School and Stanford University.
He is a certified Adizes Consultant, from the Adizes Institute in Santa Barbara, CA and a Certified Coach from Newfield Consulting.
In addition to this, he is co-founder and President of Comunidar, Monterrey´s first Community Foundation. Francisco also founded DOXA, an academic and psychopedogogic counseling center, as well as Esfuerzos Unidos, which seeks the integration of people with disabilities in the work place.
Tuesday, June 30, 12:00 p.m. CST
Building a Post-COVID Strategy: A Conversation with James Husson of Boston College
GG+A CEO John Glier and James J. Husson, Senior Vice President for University Advancement, Boston College
John Glier will explore with Jim Husson the experience of Boston College in launching its last Comprehensive Campaign in the midst of the Great Recession, and the lessons his staff took from that experience as they have approached the challenges of the past 12 weeks. The conversation will explore how Boston College has pivoted to this new environment, and how it is planning its fundraising initiatives for the coming year.
Friday, June 19, 11 a.m. CST
Participants: Albert J. Novak, GG+A Consulting Vice President and Vice President and Chief Development Officer at Excela Health.
Description: When you look in the mirror in the morning, do you see 50% of the professional staff and 33% of the team in a small community hospital shop? How do you balance the need for gifts of PPE, the need for cash to pay for PPE, managing donations of food for clinicians with keeping a major gift program flowing? How do you steward your donors? How do you do this while two-thirds of your staff work from home?
Wednesday, Jun 17, 1:00 p.m. CST
Andrew Allred, GG+A Senior Vice President, Asia Pacific, and Kristen Rozansky, Vice Dean, Office for External Relations, Harvard T.H Chan School of Public Health will discuss a recent campaign planning study that was forced to go completely virtual. The discussion will include the pros, cons, lesson learned and implications for how they feel this might change the future of campaign planning studies.
Wednesday, Jun 3, 12:00 p.m. CST
Webinar participants —John T. Rogers, Chief Development Officer, William Penn Charter School, Philadelphia, PA and Jim McKey, Senior Vice President and Independent Schools Practice Area Leader, GG+A.From the earliest days of the pandemic, Penn Charter decided to keep fundraising going. Hear from an experienced independent school fundraiser how he has kept his program’s focus on donor-centered communication and activity while making progress on the School’s biggest campaign ever. Learn how Penn Charter engages alumni to be lead donors and the critical role played by the head of school with top donors.
Thursday, Jun 4, 3:00 p.m. CST
Patricia Danver, Executive Director at Victoria University of Wellington will discuss her team’s recent return to campus following the lifting of the COVID-19 Quarantine in New Zealand. This discussion will include what’s changed, what’s ahead, and what’s the outlook for philanthropy.
Friday, May 15, 11 a.m. CST
Wednesday, May 13, 11 a.m. CST
Tuesday, May 12, 11 a.m. CST
Monday, May 11
Friday, May 8
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Wednesday, April 29
Friday, April 24
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Friday, April 17
Monday, April 13
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Friday, April 3
Wednesday, April 1
Friday, March 27
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Friday, March 20