CASE District I

Event Schedule

Bridging the Gap Between Annual Fund and Major Gifts	05-18-2012
Location: Boston College, Alumni House (Newton Campus), 825 Centre Street, Newton, MA 02458
Please note: This program is at capacity. Registration is closed Breakfast Program 8:00 a.m. Registration Begins (networking and light breakfast) 8:30 a.m. - 10:30 a.m. Program Cost CASE Members: $45 Non-Members: $60 Program Description What are the building blocks for major gift fundraising? How do we as development officers sustain a donor�s annual fund support while engaging him/her to move towards a leadership gift? What are the key components to a successful transition? What are the proper roles of the annual fund and leadership gift officers in this transition? What about the needs and expectations of the donor? Join us for a candid discussion of these issues and more. We�ll explore the �double ask� approach, how to accomplish a successful and smooth transition for both the donor and the development officers, and offer suggestions on how the annual fund and major gift officers can work collaboratively with one another throughout the process. Our panelists have over 40 years of collective fundraising experience in a myriad of industries including healthcare, community service, non-profit consulting, corporations, large and small independent schools, and colleges and universities. We look forward to a lively discussion of best practices and an exchange of ideas! Moderator Robert Silk, Assistant Vice President of Development, Brandeis University Presenters Luanne Kirwin, Vice President of Development in University Advancement, Northeastern University Allison Picott, Consultant, The Wayland Group Jenn Schraut, Managing Director, Dartmouth College Fund Fellows Program Luanne Kirwin Luanne Kirwin is the vice president of development in University Advancement at Northeastern University, managing the central development functions of corporate and foundation relations, gift planning, major gifts, parent giving and principal gifts. In this role, she works closely with deans of each college, as well as athletics and university libraries, in helping them to achieve their fundraising goals. Prior to arriving at Northeastern in July of 2010, Luanne was the Director of Development for Phillips Academy in Andover, Massachusetts. She also has a strong fundraising background with other Greater Boston institutions, including: Emmanuel College, Harvard University, Beth Israel Deaconess Medical Center and Brandeis University, where she successfully secured major gifts. Allison Picott Allison Picott joined The Wayland Group as a consultant in October 2011. Allison began her advancement career at Phillips Academy in Andover, Massachusetts where she served for five years as a Leadership Gifts Officer. Subsequently, she worked for two years as a Senior Major Gifts Officer at the Walnut Hill School in Natick, Massachusetts and then for three years as a Senior Associate Director of Capital Giving at Boston College Law School. During her ten years of development experience, Allison has been involved with three capital campaigns, working closely with heads of school, deans, faculty members, trustees and key volunteers. She has also been responsible for overseeing planned giving and stewardship programs, creating a comprehensive alumni volunteer manual and implementing special cultivation programs for high-level prospects. Prior to starting her career in development, Allison worked for six years as a law clerk to the Justices of the Massachusetts Superior Court and a litigation associate at two Boston law firms. Allison is a graduate of Phillips Academy. She holds a B.A. in Political Science from Trinity College (CT) and a Juris Doctorate from the University of Pittsburgh School of Law. Allison is a member of The Friday Forum board and also serves as a director of the Abbot Academy Association at Phillips Academy. In 2009, she served as co-chair of the CASE District I Conference in Boston. In 1999, Allison was awarded Phillips Academy�s Distinguished Services Award in recognition of her many years of work as an alumni volunteer for Phillips Academy. She is the youngest graduate ever to receive this honor. Jenn Schraut Jenn Schraut is managing director of the Dartmouth College Fund Fellows Program at Dartmouth College. In this role, Jenn is a frontline fund-raiser, seeking to raise upper-level annual gifts of immediate-use support from reunion and non-reunion alumni. Prior to Dartmouth, Jenn spent over five years as Associate Director of Annual Giving at Phillips Academy in Andover, Massachusetts where she developed and implemented an annual fund-raising program and managed over 130 alumni volunteers in the classes of the 80s and 90s with a focus on class giving and participation. Additionally, Jenn created and managed a board of active young alumni leaders focused on increasing philanthropic support and oversaw the strategic planning for all annual giving communications. In years earlier Jenn served as Assistant Director of Annual Giving at Lasell College in Newton, Massachusetts, where she directed the annual fund phonathon program and oversaw development efforts at the College. Before joining the development world, she worked for Salary.com, where she marketed compensation software and consulting services to Fortune 500 companies. A graduate of Notre Dame Academy Hingham and Babson College, Jenn remains actively involved in both communities as a volunteer. In addition to speaking for CASE, she was Program Chair for the 2011 District 1 Conference. Robert Silk Robert Silk is the assistant vice president of development at Brandeis University, where he manages a portfolio of individual, corporate, and foundation principal and major gift prospects. An alumnus of Brandeis, he began his development career there as a member of the corporate and foundation relations team in 1991. In 1998, Robert was named director of corporate and foundation relations at Simmons College in Boston. While at Simmons, his department�s annual cash flow grew by more than three hundred percent. In 2002, he was appointed as the director of development at Harvard School of Dental Medicine. Supervising all areas of development and alumni relations, he helped to expand the School�s Leadership Forum into the premiere event of its kind for CEOs of dental-related companies. He returned to Brandeis in 2006 as senior director of corporate and foundation relations. Registration Policy Registration will close 10:00 a.m. on May 16, 2012. Cancellation/Refund Policy All cancellations must be sent in writing to the CASE DI office (casedi@camihq.com) by the Monday prior to the meeting in order to receive a refund. If unable to attend, you must cancel by the Monday prior to the meeting in order to receive a refund. Registrations cannot be carried over to a future meeting.