All Hands on Deck – Building a High Performance Major Gift Team Cynthia Halverson							Mid-Senior Level
Every organization, regardless of its size, has the opportunity to create and implement a successful major gifts program. But major gift fundraising is not a solo voyage. This session will explore three teambuilding strategies that range from hiring experienced major gifts staff to engaging leaders, volunteers and colleagues in this important work. You will come away with concrete steps for developing the team; assessing strengths and opportunities for each team member; goal setting and accountability and creating and maintaining momentum. Download Outline
Using the Phone to Broaden Your Success Catherine Winge							Entry-Mid Level
Using the phone as a technique in an integrated strategy not only can raise dollars, but also can connect you with your constituents, collect information for planning and keep your database updated. This session will cover a number of areas, including: • Deciding whether or not to phone • When is the best time to phone • Setting expectations • In-house vs. using an external firm • Potential uses/campaigns • Scripting techniques • Regulations, Do Not Call rules, legislative trends Download Outline
Charting a Course: Developing Your Public Relations/Marketing Plan Anthony Juliano							Mid-Senior Level
As a PR/marketing professional, today’s communication environment offers a seemingly infinite number of choices when you’re looking to reach your audience. As a nonprofit professional, however, your resources are decidedly finite. How do you make better choices and ensure you’re achieving the highest possible return on investment? It all starts with an integrated PR and marketing plan. In this session, you’ll learn the 10 most important questions to ask when developing your plan, as well as strategies for making your plan actionable and sustainable.  Download Outline
Avoiding the Whirlpools in Deep Waters – CEOs & CAOs Working Better Together! Rick Torgerson & Keith Christensen							Senior Level
You may be the Chief Advancement Officer/Vice President for development at your organization, but if your Chief Executive Officer/President is not leading and involved in the development process, perhaps your organization may not be functioning as well as it can. Hear from a team — Vice President for Development and President — that has been functioning together in this role for over a decade, and learn from their expectations, stories and successes. Keith Christensen and Rick Torgerson from Luther College both brought their years of experience together at Luther College and will share how the transition went when first working together, what expectations each position has of the other and thoughts on how you can develop a healthy working relationship together with your organization’s leadership, too. Download Outline
Incorporating Planned Giving Into Your Capital Campaign Joe Gillmer							Entry Level
Successful capital campaigns result from having a well-balanced fundraising strategy that includes offering donors a variety of means to provide support beyond writing checks. Planned gifts can add tremendous value, but need to be sought in a manner that fulfills the campaign goals for capital and endowment projects. Join CCS' Joe Gillmer for a discussion on how a planned giving program can complement and enhance your campaign strategy while strengthening long-term relationships with donors. Session participants will: • Review the concept of planned giving and its role in a campaign; • Discuss common planned giving tools; • Learn about the planned giving resources that are available and • Strategize fictional scenarios and real examples from fellow participants Please note, this had been the session with John O’Gorman, but John is no longer able to present.  So Joe, another expert from CCS, will be able to join us. Download Outline
Fiduciary Duty: A Simple Review of a Complex Topic That is Important for Your Donors and Endowment Funds Nate Birkholz							All Levels
The fiduciary standard became a frequent discussion point following the market crash in 2008. Although the standard has a complex political and legal history, its origin and its practical application are simple and straightforward. Endowment funds and gifts to nonprofits should be managed according to the fiduciary standard. As new regulations seek to define the standard, there is risk of confusion and dilution of the high degree of care that is required by the fiduciary standard. The fiduciary standard is a complex topic that can be simply explained. We are all familiar with the moral and ethical basis for this standard and can understand the larger topic from this foundation. Ultimately, a good understanding of the fiduciary standard will allow advancement professionals to give donors the confidence that gifts are managed to this high standard. Download Outline
Creating a Donor Base that is Deep as Well as Wide Deborah Rutt							Fundamental/Core
In this fundamental course learn how to create a fundraising initiative to identify and move prospects and donors through the prospect, identification, cultivation and stewardship cycle. The importance of Linkage, Interest and Ability will be explored, as will the role that “Moves Management” plays in donor cultivation and giving. The course also includes the role of Prospect Research and the importance of using a Prospect Management System and/or Electronic Prospect Tracking System. Learn how essential major donors are to a fundraising effort and how to create a donor base that is deep as well as wide. Download Outline
There’s an App for that: Expanding the Reach of Your Capital Campaign Adolfson & Peterson Construction and American Swedish Institute Panel							Resource Session
In addition to constructing the new Nelson Cultural Center at the American Swedish Institute, Adolfson & Peterson Construction developed the ASI app for iPad. This free download provides rich information about the organization and their “Linking Generations, Linking Communities” campaign. By utilizing new technology to create a virtual tour of the project, live construction web cam and an updated progress blog, members of ASI are informed and engaged. In this session we will discuss the use of technology to generate interest around your proposed project, keep your members involved in the construction process and expand the reach of your capital campaign. Speakers for panel discussion: Andra Adolfson - Director of Business Development, Adolfson & Peterson Construction Bill Blotske - Lead Estimator, Adolfson & Peterson Construction Kevin Lind - Virtual Construction Manager, Adolfson & Peterson Construction Bruce Karstadt - President and CEO, American Swedish Institute Christy Stolpestad - Director of Development, American Swedish Institute A number of exhibitors and sponsors will be presenting Resource Sessions about a variety of topics during regular curriculum time slots. We haven’t cut the number of curriculum offerings per session, but have simply added to what is available. Please note that exhibitor sessions are sponsored sessions, so the presenters may address how their products/services can help address the topic at hand. These sessions are not recorded. The presentations will take place in regular meeting rooms.