Emerging Trends Track
Track Chair: Doreen Riley,
Vice President for Institutional Advancement, John Carroll University
- Challenges and opportunities presented when working with high net worth families/multiple generations
- How major gift officers often get caught between family dynamics and family value issues
Presented by: James P. Daniel, Ph.D., Bentz Whaley Flessner
Many current campaigns – some on the planning table and some moving into the “quiet phase” will emphasize endowment. Endowment has traditionally been a more complicated proposition. But, now, in light of the great recession, it’s become more complicated.
For years we’ve sold endowment as “institutional stability.” But this year's the nation’s most well endowed institutions captured headlines by laying off hundreds of faculty and staff because endowments declined. What impact has this had on the traditional case for endowment in the minds of major donors?
What is our case going forward? Must we resell endowments? And, if so, how do we articulate and market the case for endowment?
To resolve these “what’s next?” issues we’ll look quickly at what really happened in 08/09. Why was the recession’s impact on some endowments so radical? How do we
reframe the case?
This session will be about building the new case and the new strategy for raising endowment funds.
Integrated Fundraising/Major Gifts, Planned Gifts, Annual Fund
Presented by: Peter Owendoff, Executive Director for Major Gifts, Xavier University (Moderator) (Major Gifts); Gregory Cascione, Vice President of University Advancement, University of Detroit Mercy (PLanned Gifts); and TBA from College of the Holy Cross
- MG/PG synthesis and integrated fundraising approaches
- Leveraging opportunities for combining gifts of cash and real estate to meet the needs of donors in uncertain economic times
As institutional advancement professionals at Jesuit colleges and universities, we are well versed in the common vision of our Jesuit institutions—to develop competent, compassionate, and committed leaders in the service of the Church and society. The nearly 1.8 million living alumni of U.S. Jesuit colleges and universities are impressive examples of educating “men and women for others” and we excel at telling stories of how our graduates live lives of faith, service, and justice.
- How do our lives fit into this picture? What are the ways, explicit and implicit, that our vocation as advancement professionals serves to foster and reflect the mission of Jesuit higher education? What story do we tell about the work we do? In this session, we will reflect on institutional advancement as vocation and examine the important roles we play in animating Jesuit ideals in the lives of our alumni and donors.