Advance 2019

The 2019 program gathered professionals from fraternal foundations for a weekend to focus on the direct mail, digital fundraising and stewardship components of annual giving. Sessions were “tracked” with 101 and 201 levels for each attendee to receive targeted material and education at their appropriate experience level in each area.  Find the workbook for the program below:

PROGRAM WORKBOOK | VIEW ONLINE

GENERAL SESSIONS

OPENING GENERAL SESSION | DOWNLOAD
Navigating the Profession, Ashley VanDewark, Foundation for Fraternal Excellence

GENERAL SESSION | DOWNLOAD
Case for Fraternal Support, Ashley VanDewark, Foundation for Fraternal Excellence

CLOSING GENERAL SESSION | DOWNLOAD

DIRECT MAIL BREAKOUTS

101 – Learn the Components of a Well-Rounded Direct Mail Campaign  | DOWNLOAD
Laura Vechiarella, Gabriel Group

201 – Understand Trends and Take Your Direct Mail to the Next Level | DOWNLOAD
Michele King,  Shelle Design, Inc. 

DIGITAL FUNDRAISING BREAKOUTS

101 – Explore the Characteristics of Digital Donors and Strategies for Engagement | DOWNLOAD
Felicity Meu, GiveCampus

201 – Discuss the Impact of Technology and Systems Thinking in Creating Seamless Donor Experiences | DOWNLOAD
Joe Budde Jr., North American Interfraternity Conference

STEWARDSHIP BREAKOUTS 

101 – Break Down Stewardship Strategy At Every Level | DOWNLOAD
Michelle Soucy, IUPUI, and Emily Thornton, IUPUI

201  – Examine Real-Life Stewardship Through Case Studies | DOWNLOAD
Ashley VanDewark, Foundation for Fraternal Excellence

ANNUAL GIVING STRATEGY BREAKOUTS

  • Annual Giving Strategy Materials | DOWNLOAD
  • Changing Role of the Telephone
  • Days of Giving
  • Events | DOWNLOAD

ROAD WARRIOR TRACK | DOWNLOAD
Jeff Hilperts, Bentz Whaley Flessner, and Tyler Wash, Delta Sigma Pi Leadership Foundation

  • Major Gifts Philanthropy
  • Meetings A-Z
  • The Ask: Maximizing the Likelihood of a Yes
  • Major Gifts Success