Tuesday Afternoon July 23 – Pre-Conference Workshops

Super-size your Meeting of the Minds experience and add one of two FREE workshops! Tuesday, July 23th – 1:30-4:30 p.m. 
At the DePaul Conference Center, 8th Floor
1 E. Jackson Blvd.

NOTE:  Registration is required to attend a pre-conference workshop. 
Registration for the workshops is here.
Pre-conference workshops are open to full conference attendees only.

An Introduction to Annual Giving with Bob Burdenski

It’s been twenty years since Bob wrote his first “Innovations in Annual Giving” book for CASE.  Much has changed since, but much remains the same.  Bob has provided an introduction to annual giving at CASE fundraising institutes for more than two decades.  Come and get your annual giving overview — a great foundation for the conference sessions that will follow! 

Take-away learning outcomes from this workshop will include:
◾ An overview of an annual giving program’s role in engaging a broad base of support, prospect identification and segmentation, and subsequent donor relationship pipeline development;
◾ A discussion of traditional, new and emerging annual giving fundraising methods and channels, from the author of three CASE books on “innovations in annual giving;”
◾ A collection of examples of annual giving case for support messages that resonate (and why) with their audiences;
◾ Essential metrics for measuring and evaluating annual giving program success in a multi-channel world;

This annual giving orientation is ideal for new members of the team (or those in need of a refresher). What do pipelines, pyramids, “the wave,” Starbucks, Cheerios, and Michael Bloomberg all have to do with annual giving and a broad base of support?  Bob will provide an overview of the institutional reasons for annual giving, the fundraising channels in use today, case for support messages that resonate (and with which audiences), and the metrics that define annual giving success.

Advancement Services Fundamentals with John Taylor

Join CASE author John Taylor as he digs into many topics facing the Advancement Services profession today.  John will address several common IRS topics, including:
◾ Binding & Non-Binding Pledges
◾ Donor-Advised Fund and Family Foundation Issues
◾ Quid Pro Quo
◾ The Latest Edition of the CASE Standards (and the many changes and additions made since the previous edition over ten years ago)
◾ Implementing Gift Assessment Fees (taxes on incoming gifts).
◾ Sponsorships – Advertising Versus Contribution.

And if that’s not enough, we’ll have a rapid-fire section on gift dates, scholarship dos and don’ts, and cryptocurrency quirkiness.  The workshop will also devote time to conversations on topics and issues you are facing.  If it’s something not already covered, John promises to address it during this session!