Supercharging Your Advancement Results by Prioritizing What Matters
Gonser Gerber 2025 Annual Conference – Resources
Brochure
Program
Attendee List
Background of Staff and Speakers
Video
Handouts and Resources:
- All Handouts
- Annual Fund Program Components
- Board Profile Worksheet
- Campaign Organization Charts - Sample
- Campaign Preparation Checklist
- Campaign Readiness Rating
- Checklist for Ensuring Volunteer Involvement in Advancement
- Code of Ethical Standards (AFP)
- Direct Mail Analysis
- Elements of an Annual Advancement Plan
- Endowed Funds Guidelines
- Endowment Agreement Template
- Evaluation of CEO
- Gift Planning Worksheet - 3 Yr Pledge Period
- Gift Planning Worksheet - 5 Yr Pledge Period
- Giving USA 2025
- Guidelines for Developing a Case Statement (Education)
- Guidelines for Developing a Case Statement (Health Care)
- Guidelines for Developing a Case Statement (Philanthropic)
- Job Description - Advancement Development Committee of Educational Institutions
- Job Description - Advancement Development Committee of Healthcare Organizations
- Job Description - Advancement Development Committee of Philanthropic Organizations
- Metrics for the Annual Giving Program
- Personal Checklist for Trustee Involvement in Advancement
- Planned Giving Program Guidelines
- Prospect Management Concept
- Sample Stewardship Matrix
- What a Board Member Should Expect from Your Institution
- Gonser Gerber Bulletin - 10 Lessons from 75 Years
Sessions Presentations:
Keynote Session:
75 Years of Decisions: Aligning Actions with Impact
Chad Jolly, Ph.D., Partner
Gonser Gerber LLP
Session 1:
Setting your Path for the Year – Developing the Annual Advancement Plan
Jason McNeal, Ph.D., Partner
Greg King, Senior Consultant
Gonser Gerber LLP
Session 2:
High Value Advancement Activities for Boards and Volunteers
Jane Eaves, Partner
Dan Meixner, Senior Consultant
Krista Bofill, Senior Consultant
Gonser Gerber LLP
Session 3:
Important Data Management and Prospect Research Decisions
James Smith, Ph.D., Senior Consultant
Gonser Gerber LLP
Session 4:
Building More Resilient Annual Fund Programs
Kent Huyser, Partner
Mike Littell, Senior Consultant
Gonser Gerber LLP
Session 5:
Mastering the Craft and Strategy of Gift Officer Excellence
Erin Phillips, Partner
Gonser Gerber LLP
Session 6:
Campaigns That Transform
Charlie Shepard, Partner
Gonser Gerber LLP
David Lively, V.P. for Alumni Relations and Development
Northwestern University
Evanston, IL
Session 7:
Celebrating Partners in Our Mission
Pam Spencer, Senior Consultant
Gonser Gerber LLP
