CASE Europe Spring Institute in educational fundraising brochure

Spring Institute in Educational Fundraising

Loughborough, UK 18 April – 22 April 2016

Sponsored by

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A fantastic experience, a hot house for the ambitious HE fundraisers of the future!

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Elizabeth Hardingham Major Gifts Officer, the Ashmolean Museum University of Oxford, UK

About CASE We believe education improves lives and societies. To strengthen schools, colleges, universities and cultural bodies, we provide knowledge, standards, advocacy and training to the professions of alumni relations, fundraising, marketing, communications and related areas.

Through membership of CASE, you are part of a global network comprising of 3,600 educational bodies and 80,000+ professionals. In Europe, CASE represents more than 400 institutional members and a network of more than 8,500 professionals.

The Spring Institute in Educational Fundraising is part of the educational programme offered by CASE for professionals working in fundraising and development. The Institute offers a week of intense learning, networking opportunities and valuable advice designed to motivate, enthuse and inspire.

Course content The Spring Institute in Educational Fundraising meets the needs of early career professionals. Attendees benefit from the professional knowledge of the Institute tutors as well as the opportunity to discover, debate and deliver on new ideas.

Switching on to regular giving

Towards ethical intelligence

Learn more about the fundamentals of regular giving, develop your ideas on how best to connect with potential donors and explore effective means to benchmark your results. Come away with a better understanding of the current trends, share practical tips and bust a few myths along the way.

Fundraising organisations are accountable for the way they run their business, the gifts they do (and don’t) accept and the behaviour of their people. That can be scary! Equip yourself for a career as a development professional in this lively, scenario-based session. You’ll leave with a wider understanding of real-life ethical challenges and the tools to deal with them when encountering such dilemmas in the future.

This session is delivered by Robert A. Burdenski, Principal, Robert Burdenski Annual Giving and Sam Davies, Director of Philanthropy and Alumni Engagement, University of Brighton, UK.

The anatomy of major gifts Shed light on the world of major gifts through the lens of institutional culture, the cultivation process and the skills needed to make a good fundraiser.

The course tutors will identify and offer solutions to common challenges faced by major gifts fundraisers.

This session is delivered by Lorna Somers, Vice President, McMaster University Foundation, Director of Development, McMaster University, Canada, and Mark Curtis, Director of Development, New College, University of Oxford, UK.

This session is delivered by Joanna Motion, Partner, More Partnership.

Campaigns How do campaigns work? What is necessary for success? What does success look like? Identify the key questions you and your institution will need to ask, and answer, before embarking on a campaign.

This session is delivered by Kirsty MacDonald, Director of Development, University College Relations, University of Cambridge, UK and Chris Yates, Director of LSE Advancement, London School of Economics and Political Science, UK.

Around the world of fundraising and philanthropy Drawing from his experience as a grant-maker, academic and now a development professional, Robert Dufton shares his expertise and advises on higher education philanthropy.

This session is delivered by Robert Dufton, Director of Campaigns, University of Sheffield, UK.

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In addition to the sessions on page 4 (left), you can also select from the optional modules below.

These sessions allow you to tailor the Institute to your needs.

• Fundraising for scholarships and bursaries • Annual giving on a shoestring • How to target non-alumni high net worth prospects • Working with volunteers (internal and external) • Prospect research • Measuring performance – goal setting and evaluating • Writing a case for support to inspire donors to give • The confident development professional • Corporate fundraising • Fundraising for continental institutions

Group project During the Institute, you will embark on a group project with fellow delegates. The project is a great way to put into practice the learning outcomes as well as to make new friends and contacts.

Further details of the course content are available online at www.case.org/SIEF16.

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Extremely helpful for those working in development as there is so much ground covered through the sessions, with each one being highly practical and relevant to organisations in different development phases.

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Elective sessions

James Hodge Development Officer University of Cumbria, UK

* Details correct at the time of printing [January 2016]. CASE

reserves the right to change the course content and/or trainers, at any time prior to the event. Please see www.case.org/SIEF16 for the latest updates.

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Speakers Robert A. Burdenski Principal Robert Burdenski Annual Giving Chicago resident Bob Burdenski is an internationally-recognised expert, author and consultant in annual and regular giving fundraising strategies. He has worked with more than 200 institutions.

Mark Curtis Director of Development New College, University of Oxford, UK Prior to joining New College in April 2011, Mark Curtis was the development director at Oriel College, Oxford for six years. His previous experience includes running the development programme at Christ’s Hospital, a boarding school and corporate fundraising at London Business School.

Sam Davies Director of Philanthropy and Alumni Engagement University of Brighton, UK

Director of Development, University College Relations University of Cambridge, UK Kirsty MacDonald has almost twenty five years of fundraising experience in North America and the UK. Kirsty joined Cambridge in 2015 as the Dear World, Yours Cambridge campaign for £2billion was launched. Previously Kirsty was executive director development & alumni at the University of Edinburgh where she led a team of 50 staff covering all aspects of development and alumni activity.

Joanna Motion Partner More Partnership Joanna Motion started her career with Oxfam, and worked for 20 years for universities in the UK and Australia. Joanna joined More Partnership in 2011. She is the lead writer of the 2012 HEFCE “Review of Philanthropy in UK Higher Education”.

Jennie Moule

Sam Davies’ first foray into fundraising came at the University of Warwick as a caller for its first-ever telephone campaign in 1997. After spending two years as a consultant, Sam returned to Warwick to run its campaigns and annual giving activities.

Sam is now Director of Philanthropy and Alumni Engagement at the University of Brighton.

Director of Strategy and Operations University College London, UK

Corinne Degoutte

Lorna Somers

Director of Strategy École des Ponts ParisTech, France

Vice President, McMaster Foundation and Director of Development McMaster University, Canada

Corinne Degoutte has worked in the education and private sectors in the UK, France and Germany. She was head of the MBA international luxury brand management at ESSEC before beginning her career in fundraising at Institut français des relations internationals (IFRI). Degoutte joined Fondation ParisTech in 2007. She is now Director of Strategy at École des Ponts ParisTech.

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Kirsty MacDonald

Jennie Moule has managed development operations at UCL for nearly ten years and oversees research, database, gift administration, budgeting, HR and facilities. She is responsible for coordinating and implementing strategy and planning.

Lorna Somers has been working in university advancement at McMaster University since 1988.

Lorna’s achievements include securing the largest cash gift to a Canadian university.

A crystal apple symbol indicates a recipient of the CASE Crystal Apple for Excellence in Teaching

Upcoming courses CASE offers more than 100 professional development opportunities each year in North America, Europe, Asia, Africa and Australia. Full details of the educational programme are available online.

Find out more at www.case.org/events 9 – 10 March 2016 CASE Nordic Summit Helsinki, Finland

Join a global network of 3,600 institutions and 80,000 professionals

16 March 2016 Major Gifts London, UK

CASE is a professional association serving institutions, leaders and the professionals who work in alumni relations, fundraising, communications, development, marketing and allied areas.

11 – 12 April 2016 CASE Lowlands Amsterdam, the Netherlands 13 – 14 April 2016 Working With Volunteers Nottingham, UK 18 – 19 May 2016 Events Forum London, UK 29 August – 2 September 2016 CASE Europe Annual Conference 2016 Brussels, Belgium

In an ever-changing sector, professionals in these areas are increasingly important. Since 1994, CASE Europe has been supporting the sector through advocacy, networking, resources, career support and training opportunities. CASE membership is institutionally based with all members of staff able to take advantage of that membership.

CASE helps our members to build stronger relationships with their alumni and donors, raise funds, produce recruitment materials, market their institutions and foster public support for education.

Find out more at www.case.org/membership

“

The course was excellently organised, the speakers exceptional, the content very interesting, the materials invaluable.

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7 April 2016 Asking Workshop London, UK

Tina Mularski Institute of Science and Technology Okinawa, Japan

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Course fees

CASE members

Nonmembers

Early bird rate (valid until 19 Feb)*

£1,720

£2,270

Standard rate*

£1,755

£2,325

Schools (CASE members)

Schools (Nonmembers)

£1,550*

£1,550*

Early bird rate (valid until 19 Feb)*

* Includes accommodation.

Scholarships You could receive £500 towards the Institute registration fee through one of four scholarships.

Further details are available online.

To register for the CASE Europe Spring Institute in Educational Fundraising please visit www.case.org/SIEF16.

“

It’s difficult to imagine a more informative and invaluable week of training and networking. A truly inspirational, enjoyable and thoroughly memorable week!

Jon Anscombe Development Manager Anglia Ruskin University, UK

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Registration

The venue Loughborough University Burleigh Court Loughborough Leicestershire LE11 3TD United Kingdom Further details of the venue are available online at www.case.org/SIEF16.

Contact CASE Europe E: europe@case.org T: +44 (0)207 448 9940 facebook.com/CASEEurope @CASE_Europe

Disclaimer: Details correct at the time of printing [January 2016].

CASE reserves the right to change the course content and/or trainers, at any time prior to the event.