Successful Advancement programs start with an Advancement Plan which ensures that all staff are working in the same direction and that institutional leadership understands what the advancement program will accomplish during the fiscal year. It’s an important task, and we find that many institutions struggle with pulling it together.
Your plan should be created with participation from staff executing the plan and be coordinated by the advancement leader in conjunction with institutional goals. It should take into account the strategic plan of the institution, challenges or opportunities presented by the external environment, and the budget allocated for advancement operations.
But finding the time to create a well thought out plan that provides measurable goals and focuses effort on activities that meet these goals for all members of your team can be daunting and difficult. Join us for this hands-on, planning workshop focused on getting you started on your annual advancement plan. You will leave with a draft plan that sets your direction for the new fiscal year.
Workshop facilitators Jane Eaves, Partner, and Tyson Pinion, Senior Consultant, will spend time with you, helping to establish the most important aspects of your program plan, including how and why to set goals, priorities, deadlines, and aspirations.
About Our Program
Please come prepared to talk, share, ask questions, and work on your 12- to 18-month plan. We also recommend you bring your past plans, donor reports and results, prospect management reports, annual fund plans, event dates, staffing assignments, institutional vision and strategic plans, and honor roll of donors. In other words, bring materials that will help you lay out a comprehensive plan for you and your team. It is best to bring your own laptop or tablet with access to all these materials, and to type your draft plans.
Who Should Attend
This program is designed as a strategic resource for senior-level and mid-level leaders. If you are new to advancement, this will help you gain the skills you need to lead an effective program. If you are a seasoned veteran, this will give you new ideas on how to plan your work for a comprehensive program.
- Chief Advancement Officers including Vice Presidents, Assistant Vice Presidents and Associate Vice Presidents or Development Directors
- Secondary or Higher Education, Non-Profit Organizations, Healthcare, or Religious Organizations are all welcome
Gonser Gerber Institute workshop registration fee is $995 for the first registrant from an institution, $895 for each additional registration from the same institution. Current clients of Gonser Gerber receive a discounted fee of $795 per registrant. The workshop will take place at the Gonser Gerber offices in Naperville, Illinois. Check out our event fact sheet for more information and details. Attendance is limited to 10 people.
Gonser Gerber Institute workshops allow you the opportunity to work with experienced faculty, learn from your peers, and offer you the tools you need to develop work plans that will help you do your job better. Join us for this program to refresh your skills, learn new techniques, explore what your peers are doing, and provide you with the time to enhance your program.
M. Jane Eaves, Gonser Gerber partner, provides comprehensive consulting services to colleges, universities, independent and Catholic schools, religious orders, major university alumni associations, health care institutions, and cultural organizations. An active speaker and lecturer with more than 30 years of development experience, Ms. Eaves has spoken on topics such as major gifts, emerging trends in annual giving, development planning, and planned giving. Her professional experience prior to joining Gonser Gerber includes the University of the South, Darlington School, and Sheridan School.
Senior Consultant Tyson Pinion, Ph. D., has worked in higher education for 20 years having served in advancement, academic leadership, and enrollment management. Recent appointments include University of Findlay, Bowling Green State University, Purdue University, and Tiffin University. He has worked closely with a variety of departments and programs in higher education including extensive experience leading and managing all the direct reporting areas of advancement: annual giving, major gifts, planned giving, alumni relations, database management, and Board of Trustee and volunteer management. He has shaped policy in areas as diverse as admissions, scholarship management, financial aid, stewardship, marketing and branding, board governance, student affairs, and athletics.