Student Life

Development/Annual Fund Track

Track Chairs: Bedford McIntosh, Vice President for Development & Alumni Relations, Loyola Marymount University; Roger Milici, Assoc. VP for Development, Fordham University; Nancy Trish Calderon, Assoc. VP for Development, Santa Clara University


Text to Give: The Easiest Way to Make a Gift Ever?
Presented by: Bedford McIntosh, Vice President for Development and Alumni Relations, Loyola Marymount University

When planning for the 2010 JAA Conference began in 2009, LMU was just starting to explore a new way to obtain support: by text message. At the time, the biggest impediment anticipated was whether people would be willing to grasp this technology as a viable way to give. Then, the earthquake in Haiti struck. Now with over $34 million in $10 gifts raised by text-to-give in response to that disaster, awareness of this technology is strong. By the time of the conference, LMU will have results from its first efforts in using text-to-give in their solicitation efforts. Having a hard time increasing participation numbers from your younger alumni? This may be your answer.

Bedford’s career in higher education development spans 36 years including over 16 years as a VP (at Harvey Mudd College, Whittier College, and LMU) and includes positions at Caltech and UCLA as well.

Bedford will be joined at the session by a representative from The mGive Foundation, the non-profit at the center of the text-to-give universe. Together they will show you how it works, covering both its potential and its limitations.


Parent Associations
Presented by: Michael Sgro, Assistant Director for Marketing & Family Programs, LeMoyne College; Katie Reifenberg, Director of Development for Parents Fund, Parent Programming, Loyola University Chicago

From fundraising to admissions, parents have great potential to help colleges and universities achieve important goals. This session will provide practical information about creating and maintaining effective parent relations from the perspectives of both development and alumni relations.



Aggressive Participation Strategies: How to Push the Limits on Participation–And Still Get a Good Night’s Sleep!
Presenters to include: Mike Wallace, Director, Santa Clara Fund, Santa Clara University; Nicole Paciello, Director of the Annual Fund, Fordham University; Maggie Hayden Bramley, Director of the Holy Cross Fund, College of the Holy Cross; and Matthew Eynon, Associate Vice President for Annual Giving, Boston College.




Secrets to Scheduling: Making appointments with major gift prospects and busy executives.
Presented by: Maura Coakley, associate director of Capital Giving at Boston College, and MaryAlice Conlon, Major Gifts Officer at College of the Holy Cross

Learn new, tried and true methods for using phone, e-mail and more to secure prospect visits. Rediscover telemarketing basics that still work and explore new strategies for creating rapport, engaging prospects and overcoming technology barriers. This workshop is designed for both new and experienced fundraising professionals and will include:

  • An easy- to- use tool for tracking and measuring phone/e-mail success
  • Discussion of best practices for setting appointments with extremely busy people
  • Case study examples of how to establish rapport and overcome objections with challenging prospects



Corporate, Foundation-Sponsored Projects and Government Relations Collaboration: Maximize Your Institution’s Grant Support

Presented by: Margaret McCarthy, Director of Corporate and Foundation Relations, SCU; Linda Campbell, Director of Sponsored Projects, SCU; and Noelle Gervais,Executive Director of Development, Corporate & Foundation Relations, LMU



Stewardship - The Second Most Powerful Move
Presented by: Karen Osborne

Here's a tool for everyone and a plan that really works. Asking for the right gift at the right time is the most powerful donor initiative you can implement. Demonstrating the IMPACT of that gift in ways that are meaningful to the donor is a very close second. In this session, you'll learn how to deliver stewardship that inspires increased giving, donor loyalty, major gifts, and viral marketing. You'll come away with concrete action steps, tools you can use and the inspiration to use them.



Women and Philanthropy
Presented by: Karen Osborne

Women are driving the world economy. They also are driving philanthropy in the United States. Ninety-two percent of men who make philanthropic investments of $1,000 or more report their spouse is the primary influence in their giving- size and cause. Not all women, however, think or give in the same way. In this innovative workshop, we explore the most current consumer and philanthropy data and trends, discuss new ways to engage affluent and influential women and develop concrete strategies for empowering and inspiring the women in your community and philanthropic family.


Building Bridges: Young Alumni and Current Students

Presented by: Colleen McGinn, Assistant Director of Alumni Relations, Fairfield University; Julie Bialkowski, Associate Director of Alumni Relations, The University of Scranton; Nicole Cook, Assistant Director of Alumni Relations for Regional Events and Special Programming, Creighton University; Monique Gardner, Director of Alumni and Parent Relations, Loyola New Orleans; and Erin Mooney, Assistant Director of the Holy Cross Fund, College of the Holy Cross.

It is easier to graduate engaged alumni than to try and develop them once they leave. In a related way, building connections with recent graduates can lead to a lifetime of engagement. This panel discussion will explore issues and provide ideas for programming that targets current students and recent graduates.