welcome message - askright...will have many opportunities for peer-to-peer learning as well as...
TRANSCRIPT
Welcome Message
Welcome to the 2015 Advancement Tour to the United Kingdom, presented by AskRIGHT in conjunction with Global Philanthropic International.
We are delighted to present to you an incredible week of case studies and best practice solutions in
advancement from leading fundraisers from the educational, research, arts, health and cultural
sectors.
This year we welcome a record number of registrations to the Tour, a reflection of the growing
importance of fundraising to our important educational, health and cultural institutions. Your Tour
colleagues for the week come from Australian and New Zealand universities and schools, orchestras
and hospitals, each bringing their own unique insight and experiences in fundraising. This week you
will have many opportunities for peer-to-peer learning as well as learning from the presenters. I
encourage you to take full advantage of these interactions and make the most of your experience.
I would like to particularly thank my colleague and Tour leader, Dr Robin Williams, for working
tirelessly on bringing together this remarkable program.
Robin Williams, Lauren Vertigan and I will be with you for the duration of the Tour. We look forward
to sharing a truly inspirational and educational week with you.
Yours sincerely,
Dr Daniel McDiarmid
Principal Consultant, AskRIGHT
m +61 407 885 724
Pre-Tour Gathering Sunday 23 August, 2015
18.00 Welcome dinner at the Royal Automobile Club
Learn about the week ahead and get to know your fellow tour participants over a relaxing dinner on
the Terrace at the Royal Automobile Club in Pall Mall, overlooking Waterloo Gardens in this most
beautiful part of Central London.
Dress code for this venue: collar and tie with Jacket for gentlemen.
Hosted by::
Sir Duncan Rice | Chairman of Global Philanthropic Europe
Sir Duncan was previously Vice-Chancellor of the University of
Aberdeen where he led the Sixth Century Campaign, successfully
bringing in £150M. Prior to his appointment at Aberdeen he was
Vice-Chancellor of New York University for the first $1Bn NYU
Campaign. He is a Fellow of Harvard and Yale Universities and a
Fellow of the Royal Society. Sir Duncan was knighted for services
to Higher Education in 2009.
Ben Morton Wright | Founder and Group CEO of Global Philanthropic
Ben has gained recognition as a major gift strategist, an expert in
structuring international campaigns and a specialist on higher
education and Asian philanthropy. Ben has served as senior
strategy consultant to a number of universities around the world and
currently advises a number of private individuals and philanthropists
around the world on the development of meaningful philanthropic
strategies. He is a Fellow of the Royal Society of Arts.
Expected time back at Hotel: 21.30
Day 1 Programme Monday 24 August, 2015
This morning we travel to the Strand to learn about two of the most successful UK
universities in fundraising. Kings College London has a track record in campaign
management growing from £35M to £500M and The London School of Economics has
a sustained program of alumni engagement and fundraising with many very sizeable gifts.
We will meet in the Dickson Poon School of Law at King’s College which was established
on private philanthropy.
King's College London is a constituent college of the federal
University of London. It is arguably the third-oldest university in
England, having been founded by King George IV and the Duke of
Wellington in 1829 and receiving its royal charter in the same year.
St Thomas' Hospital, which is now a teaching hospital of King's
College London School of Medicine, has roots dating back to 1173
with its medical school established in 1550. King's became one of
the two founding colleges of the University of London in 1836.
King’s academic activities are organised into nine faculties which are
subdivided into numerous departments, centres and research
divisions. King's is the largest centre for graduate and post-graduate
medical teaching and biomedical research in Europe; it is home to
six Medical Research Council centres and is a founding member of
the King's Health Partners academic health sciences centre. King's
has around 25,000 students and 6,113 staff and is ranked 16th in the
world (5th in the UK and 6th in Europe). There are 12 Nobel Prize
laureates amongst King's alumni and current and former faculty.
The London School of Economics and Political Science is a
public research university which specialises in social sciences, and is a
constituent college of the federal University of London. LSE is considered
to be one of the most prestigious and selective universities in the world.
Founded in 1895 by Fabian Society members Sydney and Beatrice
Webb, Graham Wallas and George Bernard Shaw, LSE joined the
University of London in 1900 and first issued degrees to its students in
1902. Despite its name, LSE conducts teaching and research across a
range of social sciences, as well as in mathematics, statistics, media,
philosophy and history. It has around 9,500 full-time students and just
over 3,000 staff. The School is organised into 24 academic departments
and 19 research centres. LSE is consistently ranked as one of the best
universities in the world. According to the Research Excellence
Framework 2014, the School has the highest proportion of world-leading
research among UK universities. The School has produced many notable
alumni. Around 45 past or present presidents and prime ministers have
studied or taught at LSE. To date, 26% (or 12 out of 46) of all the Nobel
Prizes in Economics have been awarded to LSE alumni and staff.
Welcome to King’s College by the President & Principal Professor
Edward Byrne AC
Harry M Weinrebe Suite, Dickson Poon School of Law,
King’s College London
Presentation on the King’s approach to successful campaign management by Matt
Ferguson, Director of Principal Gifts. Matt will also speak to us about on fundraising
in Asia.
9.00
10.00
Matt Ferguson | Director of Principal Gifts at Kings College London
Matt Ferguson is the Director of Principal Gifts at King's College
London and King's Health Partners. He joined in 2007 starting in
major gifts, and now leads on developing transformative gift
projects, such as the £20 million gift to establish The Dickson Poon
School of Law. He leads a team that specialises in securing
transformative philanthropic gifts in support of the World
questions|King’s answers campaign to raise £600 million.
8.45
9.00
Professor Edward Byrne AC | President & Principal
of King’s College London
Professor Byrne has been Principal and President of King’s College since
August 2014, and was previously President and Vice-Chancellor at
Monash University. During his tenure Monash’s position in the global
university rankings rose considerably from 176 into the 90s in Times
Higher Education, elevating it to the top 100 internationally for the first
time, and in the Shanghai Jiao Tong World University Rankings from 220
into the 130s.
Walking tour to see signature buildings donated by philanthropists to
London School of Economics. Led by Chris Yates, Director of
Advancement at London School of Economics.
Presentation by Dale Cooper, Director of Development at Reading
University on “Strategy versus opportunity: in your institution,
internationally and in the Gulf”
Discussion over luncheon with Dale Cooper on “Strategic Fundraising
in UK Universities” – the UK Universities report with case studies from
20 UK Universities.
Dale Cooper was recently seconded to work on the implementation of the
recommendations following the landmark 2012 Review of Philanthropy in UK Higher
Education.
10.00
11.00
Chris joined LSE in September 2014 as Director of LSE
Advancement. He came to LSE from the University of Southern
California where he served as Senior Vice-President for Major and
Planned Gifts. Prior to this he served as Director of Planned giving
at Stanford University after having spent five years at CalTech.
Chris also practiced corporate and banking law having obtained his
JD from the University of Chicago Law School.
Chris Yates | Director of Advancement at London School of Economics
11.00
11.45
Dale began his career in international marketing with Benetton Sports
Systems, then realised that the customer focused marketing and PR skills he
had developed in the private sector could equally be applied to fundraising
and made the move into the charity sector, working for a variety of national
and international charities. In 2007 he joined King's College London, where
he developed the university's global fundraising presence and was part of the
hugely successful “World Questions – King's Answers” campaign, which
exceeded its £500million goal. In October 2014 he took up the post of Director
of Campaigns and Supporter Engagement at the University of Reading, where
he is currently developing Reading’s first integrated fundraising campaign.
Dale Cooper | Director of Campaigns & Supporter Engagement,
University of Reading
11.45
13.15
This afternoon, we travel to Windsor, west of the city, to visit Eton College.
Tour of Eton College including their Chapel and stunning Book and
Arts Collection.
Ladies are advised to wear sensible shoes as much of the school is cobbled.
Coffee and comfort break
Seminar on school fundraising in the Upper School
Presentations and panel discussion on fundraising for private schools with:
Eton College, often informally referred to simply as Eton, is an
English single-sex boys' independent boarding school located near
Windsor in Berkshire. It educates more than 1,300 pupils, aged 13
to 18 years. It was founded in 1440 by King Henry VI as "The King's
College of Our Lady of Eton besides Wyndsor.” Eton is one of ten
English Headmasters' and Headmistresses' Conference schools,
commonly referred to as "public schools", regulated by the Public
Schools Act of 1868. Following the public school tradition, Eton is a
full boarding school, which means all pupils live at the school, and it
is one of four such remaining single-sex boys' public schools in the
United Kingdom (the others being Harrow, Radley, and Winchester)
to continue this practice. David Cameron is the 19th Prime Minister
to have been educated at Eton and Eton has been referred to as the
“chief nurse of England's statesmen.”
14.30
15.30
15.30
16.00
16.00
18.00
Rachael has ten years’ experience of educational fundraising working with
three different international independent schools in the UK and Australia,
alongside a number of major charities. From a successful corporate sales
background with experience including commercial negotiation, project and
tender management and corporate communications and governance, she
brings highly relevant commercial experience bridging the gap between
client/donor requests and school practices.
Rachael Henshilwood | Director of Development at Eton College
Kate Chernyshov | Director of Development at Lord Wandsworth College
Lord Wandsworth College is a fully co-educational independent school in
Hampshire, founded in 1928.
With a background in international marketing with BP and a degree in
Russian and Politics, Kate Chernyshov took up the role of Development
Director at Lord Wandsworth College in 2007 having previously worked in
her local hospice as Head of Fundraising and Communications. In the past
six years, LWC has raised over £3.5m in gifts for bursaries, mostly through
legacy giving. Kate is a former Vice-Chair of IDPE (Institute of Development
Professionals in Education) and is the Programme Director of the second
HMC IDPE School Bursaries Conference in January 2016. Kate is also Chair
of Trustees of the Andrew Windsor Almshouses Trust in Farnham.
Simon Lerwill | Director of Development at
King Edward VI High School for Girls Birmingham
King Edward VI High School for Girls Birmingham is consistently ranked as
one of the top UK Independent Schools.
Simon Lerwill is the Development Director at the Independent Schools of
King Edward’s in Birmingham. He joined King Edward’s School in 2009 in
order to set up the office and, in 2014, launched the AP100 Campaign, an
award winning bursary fundraising campaign, which is aiming to raise £10
million to fund 100 bursaries by summer 2016. In 2014 he also became
Development Director of King Edward VI High School for Girls, which shares
the same campus, and the bursary fundraising started there this summer.
Overall, in five years the joint development function has raised over £12 million for the schools from 1,300 donors.
Simon previously worked at the University of Birmingham for five years in both major gifts and annual fund roles
and before that worked for a fundraising consultancy.
Sean Davey | Director of Development at Reigate Grammar School
Reigate Grammar School (RGS) is an independent co-educational day
school located in Surrey. Founded as a free school for boys in 1675 it went
fully co-educational in 1993.
Sean has been Development Director at RGS since 2010. As well as leading
the Foundation and Alumni Office he is also a member of the senior
leadership team that is responsible for the strategic development of the
school. Sean established the 1675 Bursary Fund and, in January 2014,
launched the ‘Changing Lives’ campaign that looks to tackle the issue of
social mobility locally.
Amanda Scott | Director of Development at Latymer School, London
Latymer is a selective co-educational school, established in 1624, with
formal linkages to two Cambridge Colleges and a comprehensive
programme of bursaries funded on philanthropy. The Development
Office was established in 2004, since when Latymer has raised £20
million, of which £12m has been for its bursaries programme. The School
recently closed a £4.7m capital campaign for a new Sports Centre.
Thanks to the generosity of the Latymer community, the number of
bursaries available has grown from 7 in 2002 to 115 in 2014. Over 200
young people have benefitted from a bursary at Latymer since 2002.
Amanda has run the Development Office based at Latymer Upper School since May 2009 and her team of
five run all fundraising initiatives plus alumni events and communications. She also line manages the
marketing and communications office. Amanda studied Italian and History at Oxford and spent a decade
trading Eurodollar money markets, at both Lehman Bros and Goldman Sachs. This was followed by several
years in retailing before being hired to run Latymer’s Development Office (first set up in 2004).
Having already raised more than £2.5m in gifts and pledges, the shared objective of having a minimum of 20
pupils attending RGS through the scheme will been realised. Recently, Sean secured a gift of £4m for the new
Sixth Form and Learning Resource Centre at RGS, scheduled to open in September 2016. Sean is from the
teaching profession, having qualified at Durham University, but has for many years been involved with school
development, including fundraising and alumni activities at Christ’s Hospital as part of their Development
Advisory Group.
Drinks & Canapés on the lawn/riverside and an opportunity to further
question Schools presenters.
Transport back to central London in time for private dinner arrangements
Expected time back at London Hotel: 20.00
Ian Davenport | CEO of the Springboard Bursary Foundation and
former Headmaster of Blundell’s School and Radley College
The Springboard Bursary Foundation transforms the lives of hundreds of
disadvantaged children through full bursaries to state and independent
boarding schools.
Ian Davenport is the first CEO of The SpringBoard Bursary Foundation.
From 2004 he was the Head Master of Blundell's School in Devon. He
began his career working in The City for Morgan Stanley and Kleinwort
Benson before moving to become the Head of Economics and
Housemaster at Radley College and a part-time tutor at Oxford
University. He governs various senior schools and was also Chair of
Trustees at The Royal Academy for the Deaf.
18.00
19.00
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Day 2 Programme Tuesday 25 August, 2015
This morning we travel to St John’s Wood and The American School in London.
Welcome and presentation on “the Headmaster’s role in fundraising”
ASL was founded in 1951 by Stephen L. Eckard, an American
journalist and former teacher living in London. Today, ASL is located
in St. John’s Wood, central London, and has with a student body of
approximately 1350 students from more than 60 countries, speaking
more than 40 languages.
An independent international school, ASL offers an American
curriculum with an extensive AP program in the High School.
Teachers come from a wide range of schools in the US and around
the world, and represent fourteen different nationalities.
While approximately 80 percent of ASL students hold a US passport,
almost half of their students live in a family in which at least one
member holds a non-US passport. Over one-third of students hold
citizenship from more than one country. Well-travelled, with a worldly
outlook, students appreciate the ASL’s mission to provide an
outstanding American education with a global perspective.
Coreen R. Hester became the seventh head of the American School
in London in 2007. Prior to joining ASL, she was Head of School at
The Hamlin School in San Francisco and Assistant Head at The
Branson School in Ross, California. Mrs. Hester served as High
School Principal at ASL from 1995 to 1997. She has degrees in
English literature and education from Stanford University.
Coreen Hester | Head of The American School in London
Presentation on “American Fundraising in an International Setting”
Accompanied by:
During the morning we hope to be able to undertake a ‘hard hat’ tour of the
incredible new facilities being built at the St John’s Wood campus, funded by
philanthropy (construction work allowing).
Lunch in the Boardroom at The American School
William Vaughan | Director of Advancement
at The American School in London
William has spent over 35 years as a fundraising professional with
institutions ranging from education to performing and fine arts. He began
his career as an account executive with John O’Donnell Consulting in New
York City followed by a development associate position with the New York
Philharmonic. In 1986 William became the first Director of Development
at the American School of Paris, initiating the annual fund effort and
directing a capital campaign for new facilities. In 1990 he joined the New
World Symphony fundraising team in Miami for ten years and worked as
Vice President for International Development. Following Miami, in 2001
he moved to Boston to work on a $500 million campaign at the Museum
of Fine Arts. Later in 2008 William accepted the position of Vice President
for Advancement at Episcopal Divinity School in Cambridge, MA. He
joined the Advancement team at the American School in London as
Director of Advancement in June 2011.
Elizabeth Allen | Online Communications
at The American School in London
Liz has spoken extensively at conferences and workshops around the
world on communications in higher education and in schools. She co-
chaired the Schools track of the CASE Europe Annual Conference in 2013
and 2014, co-chaired the first CASE Europe Social Media & Community
conference in May 2015, and chaired the first CASE US Social Media &
Community conference April 2010. Her past experience includes running
an independent educational communications consultancy, directing
communications strategy for the alumni association at the California
Institute of Technology (Caltech); and directing communications at Think
Global School, an international independent boarding school. Elizabeth
holds a bachelor’s degree from Scripps College in Claremont, California.
12.00
13.30
This afternoon we travel to the Senate House of the University of London.
Presentation from Bill Abraham, Director of Development on setting up
a central development office and managing fundraising in a Collegiate
system
Although the office has responsibility for over 2 million alumni and has ambitious plans for
fundraising it is actually just in the establishment phase, setting up its database and
protocols. This will be an interesting opportunity to hear from one of the UK’s most
experienced fundraisers about the challenges and opportunities of operating in a Collegiate
University and of the importance of getting all the basics right before embarking on
fundraising proper.
The University of London is the “original international University”. Consisting
of 17 self-governing Colleges and 10 specialist research Institutes, the University of
London is one of the oldest, largest and most diverse universities in the UK.
Established by Royal Charter in 1836, the University is recognised globally as a world
leader in higher education.
The academic excellence of UofL’s federal Colleges and Institutes across London has
made us one of the world’s most respected and well-established universities. This was
confirmed in The Times Higher Education REF 2014 Table of Excellence, which ranks
five of the Colleges and Institutes of the University of London federation in the Top 10,
with the Institute of Cancer Research taking first place. (www.timeshighereducation.co.uk/news/ref-2014-results-table-of-excellence/2017590.article)
London, it seems, is indeed overtaking Oxford and Cambridge: www.bbc.co.uk/news/education-30521423
Bill Abraham was appointed in January 2015 as the University’s first
Director of Development.
Bill has 15 years of fundraising and development experience, having
joined the London School of Economics at the start of their £100m
campaign in 2001. He then moved to Cambridge to establish the
development office at Sidney Sussex College in 2010 before returning to
LSE as interim Director of Development and Alumni Relations in 2014.
Bill also has previous industry experience with Glaxo and Shell and has
recent exposure to the charity sector with a consulting role for a children's
hospice. He is also a trustee of a children’s education and development
charity.
Many notable individuals have passed through the University of London, either as staff or students, including
more than 50 heads of state and more than 70 Nobel laureates.
Through our Colleges and Institutes there is a community of over 120,000 students in London, with a further
50,000 current students studying around the world on our part-time and distance learning University of London
degrees. This gives us a community of more than two million global alumni.
The University of London established its first Development Office in January 2015. Our vision and strategy is
designed to support and complement the work of our Colleges, whilst establishing a sustainable development
operation for the central University.
Bill Abraham | Director of Development at the University of London
14.45
16.45
18.00 – 21.30 Dinner on the theme of Social Philanthropy
at the Royal Automobile Club (Trophy Room)
We will assemble at the Royal Automobile Club, Trophy Room, in Pall Mall at 6pm for pre-dinner drinks
followed by a Dinner where we will hear from our keynote speaker Lady Susan Rice CBE on the theme of
financial and social exclusion and the role for social philanthropy in the UK.
Expected time back at London Hotel: 22.00
Lady Susan Rice | Chartered Banker, and until recently
Managing Director, Lloyds Banking Group Scotland
Lady Susan Rice was previously Chairman and Chief Executive of Lloyds
TSB, the first woman to head a UK clearing bank. Lady Susan is a non-
executive director on the Court of the Bank of England, where she chairs
the Audit and Risk Committee; SSE plc, where she chairs the Remuneration
Committee; and Big Society Capital. She sits on Scotland’s First Minister’s
Council of Economic Advisors and chairs the Edinburgh International Book
Festival, Edinburgh’s Festivals Forum and the Governor’s Patrons of the
National Galleries of Scotland. She sits on several other boards including
Scotland’s Futures Forum, and the Business Advisory Forum of Oxford’s
Säid Business School.
Day 3 Programme Wednesday 26 August, 2015
8.30 Today we travel to Oxford for a full day of presentations and tours.
Welcome to Oxford by Professor Sir Richard Trainor
Professor Sir Richard Trainor is currently the Rector of Exeter College and was formerly the Vice-
Chancellor of the University of Greenwich, Principal of King’s College London and President of
Universities UK. He will welcome us to Oxford and share some of his extensive fundraising
experience from the perspective of the Vice-Chancellor’s role.
10.00
10.45
Exeter College is one of the constituent colleges of the
University of Oxford and the fourth oldest college of the
University. The college is located on Turl Street, where it was
originally founded in 1314 by Devon-born Walter de Stapeldon,
Bishop of Exeter, as a school to educate clergymen. From its
foundation Exeter was popular with the sons of the Devonshire
gentry and has many notable alumni, including the writers J.R.R.
Tolkien, Martin Amis and Alan Bennett.
Sir Richard Hughes "Rick" Trainor KBE, FRHS, FKC FAcSS, is an
academic administrator and historian who served as the Principal of
King's College London from 2004 to 2014. He was previously the Vice-
Chancellor of the University of Greenwich from 2000 to 2004. Sir Rick was
born in the United States. He was awarded a knighthood (KBE) in June
2010 for services to higher education in the United Kingdom.
Professor Sir Richard Trainor | Rector of Exeter College
10.45 – 11.00 Walk to the Knowles Room at Wadham College
for the rest of the day’s program.
“Oxford Thinking” – The University of Oxford Campaign
“Oxford Thinking” – The University of Oxford Campaign – from its start to the present day with a
key focus on major donor management and criteria for success with Ben Plummer-Powell and
Amy Trotter.
The Oxford Thinking campaign from its beginning to the present day, what the campaign
means for Oxford.
Structures in place at Oxford to support the campaign and fundraising across the collegiate
university.
Principal and Major prospect and donor management.
How the campaign is changing Oxford, and examples of successful projects or fundraising
initiatives.
Looking ahead.
Wadham College was founded in 1610 by Dorothy Wadham,
according to the will of her late husband Nicholas Wadham, a
member of an ancient Somerset family. The central buildings, a
notable example of Jacobean architecture, were designed by the
architect William Arnold and erected between 1610 and 1613.
They include a large and ornate Hall. Adjacent to the central
buildings are the Wadham Gardens, notable for their collection of
trees and one of the largest gardens amongst Oxford colleges.
Amongst Wadham's most famous alumni is Sir Christopher Wren.
Wren was part of a brilliant group of experimental scientists at
Oxford in the 1650s, the Oxford Philosophical Club, which included
Robert Boyle and Robert Hooke. This group held regular meetings
at Wadham College under the guidance of the warden, John
Wilkins, and the group formed the nucleus which went on to found
the Royal Society.
11.00
12.30
Ben Plummer-Powell | Associate Director of the
University of Oxford Development Office
As a member of the Development Office executive team, Ben has
oversight of all fundraising teams that impact across life at Oxford,
including student support, sport, lifelong learning, trusts and foundations
and corporate engagement. Ben also has oversight of all Campaign
relations including communications, events, donor stewardship and
volunteer management. Ben fundraises for Campaign priorities within the
UK and overseas, collaborating with lead alumni, friends, organisations
and senior volunteers, working with the Vice-Chancellor, and Pro-Vice-
Chancellors for Development & External Affairs and Education. Ben
joined Oxford in July 2010, directing fundraising for student support and
Campaign priorities across the University. Since 2010 Oxford has raised
more than £300m for student support and aims to double this in the next
five years. Prior to Oxford Ben worked at Warwick University for ten years,
initially in international marketing, communications and admissions, and
then as Director of Development & Alumni Relations.
Amy Trotter | Principal Gifts Officer
with a special responsibility for Latin America at the University of Oxford
Amy joined the University of Oxford Development Office in April 2007.
Since then she has held a variety of major gift roles including with Social
Sciences and the University’s museums. From 2011 to 2014 she was
Head of Development for the Bodleian Libraries. In March 2014 Amy
took on a newly created Principal Gift Officer role, working across the
University with a specific geographic focus on Latin America. Travelling
frequently to the region Amy is developing a strategy for engagement and
principal-gift level philanthropy in support of key priorities at Oxford. Amy
is a graduate of Balliol College, Oxford with a BA in Classical Archaeology
and Ancient History and MSt in Classical Archaeology.
Telephone Campaigning for the Oxford Colleges
John Rux-Burton & Hugh Langford. Rux-Burton Associates (RBA).
Outside of North America, Rux Burton Associates are the world's leading supplier of affinity-
based telephone fundraising. RBA provides consultancy on running successful Annual
Funds. RBA implement powerful tools to create a true and sustainable culture of giving at
their client institutions, having served the needs of more than 100 institutions and run more
than 300 campaigns. In the UK, RBA have worked with over half the undergraduate colleges
in Oxford and Cambridge, more than 60 HMC and GSA schools and many universities
including Edinburgh, Aberystwyth and St Andrews. Over 10% of the world's top 100
universities have worked with RBA.
Lunch
12.30
13.15
John Rux-Burton | Rux-Burton Associates
As a mature age student John was an Oxford prize-winner for
English, studying under the great Wordworth scholar Stephen Gill.
As a student he was a telephone fundraiser for his College –
Lincoln. He then worked in a variety of fundraising roles – often
specializing, very successfully, in telephone fundraising. In
response to constant demand for his expertise in this area John
founded Rux Burton Associates – Teleraise – which now operates
on three continents with clients around the world.
Hugh Langford | Rux-Burton Associates
Hugh Langford is a graduate of Brasenose College, Oxford. Prior
to joining RBA, Hugh was a major gifts officer at Oxford University.
As RBA's Business Development Manager, Hugh presents RBA
to prospective and current clients, in addition to enhancing RBA's
projection and external relations throughout the UK and
internationally.
13.15
14.00
“Doubling the endowment in five years after 110 years without any
fundraising” – The story of fundraising at The Rhodes Trust.
Key themes will be:
The importance of participation by Rhodes Scholars
Articulating a story that motivates outsiders to give
Leveraging the Oxford University relationship
Prioritising future vision vs the current need
“The Case for Endowment”. Marek Kwiatkowski, Director of Fundraising at Christ Church Oxford
Using Christ Church’s “In perpetuity” programme as a model, Marek will discuss the benefits and complications
of endowment fundraising; and demonstrate the analytical approach necessary to be successful. Set against
the conventional view that endowment accumulation can only be achieved through very major gifts (and is not
suitable for general alumni programmes), he will stress the particular importance of a credible case for support
and propose that this approach is also exportable to capital and annual campaigns.
Christ Church is a constituent college of the University of Oxford founded by Henry VIII in 1532. The college is
associated with Christ Church Cathedral, Oxford, which serves as the college chapel and whose dean is ex
officio the college head. Like its sister college, Trinity College, Cambridge, it was traditionally considered the
most aristocratic college of the university. It is the second wealthiest Oxford College by financial endowment
with an endowment in excess of £300m. Christ Church has produced thirteen British prime ministers, which is
equal to the number produced by all 45 other Oxford colleges put together!
14.00
14.45
Alasdair Maclay | Director of Development
at the Rhodes Trust
Alasdair Maclay is Director of Development at the Rhodes Trust, leading
the Second Century Campaign and with responsibility for
Communications, Alumni Relations and Development. Alasdair is based
in Oxford. He spent 18 years prior to Rhodes in financial services in
London and South Africa, with a focus on emerging markets investment,
primarily in Africa, and fundraising and investor relations. Alasdair has
worked for Actis, the $5b emerging markets private equity fund manager,
Sovereign Capital, the UK private equity firm, and Bain and Company,
the global consulting firm. Alasdair has an MBA from INSEAD and was
an undergraduate at St Edmund Hall, Oxford with a joint honours degree
in Russian and Czech (with Slovak) language and literature.
14.45
15.45
Fundraising for the private schools sector Matthew Dear, Director of Development at Oundle School
Oundle School was founded by Sir William Laxton. Laxton had been a member of the Worshipful Company
of Grocers and was Lord Mayor of the City of London in 1544. After Laxton's death in 1556, his will decreed
the founding of a school for the local boys of Oundle, which was to be maintained by the Grocers’ Company.
There had been a school on the site since at least 1485, at which Laxton himself was educated. Today Oundle
is an independent co-educational boarding and day school, accommodating more than 1200 students.
Marek Kwiatkowski | Director of Fundraising
at Christ Church Oxford
Marek is a qualified teacher and a graduate of St John’s College
Oxford with an MA in Philosophy, Politics and Economics. He also
has a Masters degree in Communications from the Centre for
Graduate Studies at the University of Birmingham. Prior to becoming
the Director of Development at Christ Church Oxford he was for
many years the Director of Shrewsbury School Foundation and prior
to that he was Head of Business Studies at Marlborough College.
15.45
16.30
Matthew Dear | Director of Development at Oundle School
Matthew graduated from Oxford University in Theology and later
took a Graduate Diploma in Law at De Montfort University. He
started work in external relations at CAFOD, where he was
responsible for relationships with Bishops, religious orders and
Vatican dicasteries, and then moved explicitly into fundraising at
World Vision UK, where he was responsible for their Trusts
activities. In 2008, Matthew moved to the Merchant Taylors’
Company in the City of London as their Charities Officer, taking
responsibility for the operation and restructure of a complicated
portfolio of charitable trusts, and was elected a Fellow of the
Institute of Paralegals. Today Matthew is the Director of
Development at Oundle School near Peterborough.
Presentation by John Rolfe, Director of the Foundation at
Shrewsbury School
Shrewsbury School is a co-educational independent school for pupils aged 13 to 18 in Shrewsbury,
Shropshire, founded by Royal Charter in 1552. The present campus, to which the school moved in 1882,
is on the banks of the River Severn. Originally a boarding school for boys, girls have been admitted into
the Sixth Form since 2008 and there are approximately 130 day pupils. Since 2014 Shrewsbury School
has been fully co-educational. Pupils are admitted at the age of 13 by selective examination. The school's
old boys – or "Old Salopians" – include naturalist Charles Darwin, poet Sir Philip Sidney, Astronomer
Royal Martin Rees, authors Samuel Butler and Nevil Shute, and broadcasters John Peel and Michael
Palin. The Shrewsbury School Foundation was created in 1965, making it one of the oldest independent
school development offices in the country. The Foundation's charitable purposes are to provide bursarial
support for qualified means tested pupils who otherwise could not attend Shrewsbury School, and to fund
a number of other prioritised projects designed to keep Shrewsbury School at the cutting edge of
independent education worldwide.
Behind the scenes private tour of some of Oxford’s most
distinctive Colleges
16.30
17.15
John Rolfe | Director of the Foundation at Shrewsbury School
John Rolfe is currently the Foundation Director for Shrewsbury
School where he has been for the last eight years. Shrewsbury
School is currently conducting a £30 million campaign centred
around the introduction of co-education, academic strengthening
and the resulting infrastructure needs. John has 30 years of
fundraising experience having been a Development Director at the
University of Alberta and before that the University of Guelph. John
also planned and executed a £20 million campaign for the UK
Scout Association.
17.30
19.00
Verena Timbul | Rux Burton Associates
Verena read Human Sciences at Somerville College, Oxford. She
also completed an MSc in Medical Anthropology at St Cross
College, Oxford. Having worked for Rux Burton Associates for over
ten years, Verena has extensive experience of supervising
campaigns at a variety of institutions across the world. Her primary
responsibility at Rux Burton is promoting services to interested
organisations overseas; this means she is frequently travelling
around the world and often in Australia and New Zealand.
19.00 – 21.00 Dinner at Lincoln College, Oxford
Lincoln College (in full: The College of the Blessed Mary and All Saints, Lincoln) is one of the constituent
colleges of the University of Oxford. Lincoln was founded in 1427 by Richard Fleming, then Bishop of
Lincoln. It is the ninth oldest of Oxford University's colleges.
Expected time back at London Hotel: 23.00
Day 4 Programme Thursday 27 August, 2015
9.00 Today we travel to the City Campus of the University of
Liverpool at Finsbury Square for a morning of presentations
on University Fundraising.
John Armstrong, Interim Director of Philanthropy and Alumni
Relations at the University of Liverpool will talk to us about their
highly successful alumni and fundraising agenda, which crosses
many educational and health care segments.
The University of Liverpool is a public university based in the city of Liverpool, England. Founded as a
college in 1881, it gained its royal charter in 1903 with the ability to award degrees and is also known to
be one of the six original "red brick" civic universities. It comprises three faculties organised into 35
departments and schools. It is a founding member of the Russell Group of research-intensive universities.
The university has produced nine Nobel Prize Winners.
Marina Pedreira-Vilarino, Director of Development & Alumni
Relations at Sussex University will address us on “Reflections on
the University of Sussex’s Making the Future Campaign.”
The University of Sussex is a public research university situated on a large and open green field site on
the South Downs, East Sussex. It is located on the edge of the city of Brighton and Hove. Taking its
name from the historic county of Sussex, the university received its Royal Charter in August 1961. Sussex
was a founding member of the 1994 Group of research-intensive universities promoting excellence in
research and teaching. Sussex counts three Nobel Prize winners, 14 Fellows of the Royal Society, six
Fellows of the British Academy and a winner of the Crafoord Prize among its faculty. The university is
currently ranked 14th in the UK and 111th in the world by the Times Higher Education World University
Rankings 2014–15.
10.00
11.00
11.00
12.00
.
Dr Marina Pedreira-Vilarino | Director of Development & Alumni
Relations at the University of Sussex
Marina has worked in the field of advancement in the UK for 15 years,
starting her career in alumni relations at University College London in
2000. She took up her current post as Director of Development and
Alumni Relations at the University of Sussex in 2011, year in which
the University launched its first ever major fundraising campaign to
raise £50m. Prior to that, she was Deputy Development Director at
Sussex, where she was instrumental in developing an integrated
fundraising and alumni relations strategy for the University.
Marina is an active volunteer for CASE (Council for Advancement and Support of Education), being
involved in planning and co-chairing masterclasses in alumni relations and fundraising, and was a member
of the CASE Commission on Alumni Relations between 2009 and 2011. Marina has a PhD in Linguistics
from the University of Santiago de Compostela and a Master’s degree from Louisiana State University.
John joined the University of Liverpool in September 2012
following seven years in the Development and Alumni Relations
team at the University of Manchester. Since early-2015 he has
been Interim Director of the Philanthropy and Alumni Relations
team and leads a team of 19. His substantive post is as Head of
the Fundraising team and he and his team are primarily focussed
on raising funds for scholarships and research posts. John also
works closely with colleagues from Alder Hey Children’s Hospital
to raise funds for a new Institute of Child Health.
John Armstrong | Interim Director of Philanthropy and Alumni
at the University of Liverpool
John’s career in fundraising began at the University of St Andrews, where he was a student caller. Following
graduation he joined the University of Manchester, initially working in the Annual Fund team, before
transitioning to major gifts. In his final year at Manchester he was seconded to lead the fundraising team.
Duncan Barker | Head of Development, Guildhall School of Music & Drama
13.30 This afternoon we travel to the Guildhall School of Music & Drama
in central London
Duncan Barker, Head of Development at Guildhall School of Music &
Drama will present on fundraising at the School and the Campaign for
Milton Court.
The afternoon session will include a Tour of Milton Court.
Expected time back at London Hotel: 17.30
14.00
16.30
Duncan joined the Guildhall School in 2006 to establish its first full-time
Development Office, to grow support for its extensive scholarships
programme and to work on its capital campaign for new facilities at Milton
Court which opened in September 2013. The office now has a team of
8.5FTE members of staff and encompasses Alumni Relations activity as well
as a busy events programme.
Before coming to Guildhall, Duncan previously worked as a fundraiser for the
Royal College of Music, London, and for Making Music, the UK umbrella
body for amateur music groups. He studied Music at St Edmund Hall, Oxford
University, and as a postgraduate at the University of Durham where he
completed a PhD on the music of Sir Alexander Campbell Mackenzie (1847-
1935).
The Guildhall School of Music & Drama is one of the world's leading
conservatoires and drama schools, offering musicians, actors, stage managers and
theatre technicians an inspiring environment in which to develop as artists and
professionals.
The School is a global leader of creative and professional practice and promotes innovation, experiment and
research. Rated No.1 specialist institution in the UK by the Guardian University Guide 2013 and 2014, it has
over 800 students in higher education, drawn from nearly 60 countries around the world. The School is also the
UK’s leading provider of specialist music training at the under-18 level with nearly 2,500 students in Junior
Guildhall and the Centre for Young Musicians.
Day 5 Programme Friday 28 August, 2015
This morning we meet for our final session once again at the Royal Automobile
Club in Pall Mall. We have allowed extra time for hotel check out.
Fundraising for Cambridge University
Deborah Loveluck, Fellow of St Catharine’s College, Cambridge will talk to us on the topic
of “Cambridge 2015: A College Campaign for £30 million and a University Collegiate
Campaign for £2 Billion.”
St Catharine’s College is a constituent college of the University of Cambridge. Founded in 1473, the
college is often referred to informally by the nickname "Catz". The college is located in the historic city-
centre of Cambridge, and lies just south of King's College and across the street from Corpus Christi
College. The college is notable for its open court (rather than closed quadrangle) that faces towards
Trumpington Street. St Catharine’s is unique in being the only Oxbridge College founded by the serving
head of another College – Robert Woodlark, Provost of King’s College. The college community is
moderately sized, consisting of approximately 70 fellows, 150 graduate students, and 410
undergraduates. The college's endowment stands at over £50M. The College-based girls' choir is the
first of its kind in a UK university and is composed of girls aged 8–14 from local schools.
10.00
11.30
Deborah Loveluck | Fellow and Director of Development and Alumni
Relations at St Catharine’s College, Cambridge
Deborah Loveluck has been Fellow and Director of Development and
Alumni Relations at St Catharine’s College, Cambridge, since 2007.
She is chiefly responsible for devising the strategy for the College’s
fundraising, alumni relations and communications. Leading all major
gift and legacy fundraising, she launched the St Catharine’s
Campaign in 2009, with the aim of raising £30 million for buildings, the
College endowment and teaching posts, and the current total stands
at £26.9 million.
In addition, Deborah is Chair of the Cambridge Colleges Development Group (CCDG), which serves as a
discussion forum for the development and alumni relations professionals in all 31 of the Cambridge Colleges,
as well as being Chair of the Colleges Development Directors’ Committee (CDDC), which seeks to maximise
the benefits of development activities for the Colleges and the University of Cambridge alike. Prior to 2007,
Deborah Loveluck was Assistant Development Director of King’s College, Cambridge, for four years.
Fundraising for a major community project
Presentation by Holly Butcher. The phenomenally successful Defence and National
Rehabilitation Centre (DNRC) Campaign was the ‘brainchild’ of the Duke of Westminster and
is now in its public phase. It secured over £150m of private philanthropy over four years with a
leadership gift of £50m.
The Duke had a long and distinguished career in the Territorial Army, joining as a trooper in
1970 and going on to command his Regiment, the Queen’s Own Yeomanry, in the mid-90s.
Subsequently, he held a variety of staff appointments and became a Major General in 2003.
He is also the Chairman of the Trustees of the Grosvenor Estate.
Lunch
11.30
13.00
Holly Butcher | Director of Fundraising for the Defence and National
Rehabilitation Centre (DNRC)
Holly Butcher is the Director of Fundraising for the Defence and National
Rehabilitation Centre (DNRC) where in 3 years she has raised £155M
to build what will be one of the world's most advanced centres in clinical
rehabilitation for the armed forces and civilians in the UK. She graduated
from Aston University in 2000 with a degree in French and European
Politics and has been fundraising ever since, typically for start-up
charities or charities in financial difficulty.
13.00
14.00
Holly has recently been asked to be in the City of London's 'Inspired 50' - a group of people nominated for
pushing the boundaries to the limits to raise funds for fantastic causes. She is a trustee of The Lullaby Trust.
Garnering support for a cultural institution – a presentation on
fundraising for the Birmingham Royal Ballet.
The “Campaign for the future” for Birmingham Royal Ballet is a campaign for £15M over five
years. Geoff Sweeney, Director of Development, will present “Keeping our dancers on their
toes – from zero to wrap-up”.
Birmingham Royal Ballet (BRB) is one of the three major ballet companies of the United Kingdom,
alongside The Royal Ballet and the English National Ballet. Founded in 1946 as the Sadler's Wells
Theatre Ballet, the company was established under the direction of John Field, as a sister company to
the earlier Sadler's Wells company, which moved to the Royal Opera House. The new company remained
at Sadler's Wells for many years, becoming known as the Sadler's Wells Royal Ballet. It also toured the
UK and abroad, before relocating to Birmingham in 1990, as the resident ballet company of the
Birmingham Hippodrome. In 1997, the Birmingham Royal Ballet became independent of the Royal Ballet
in London. Darcy Bussell, half Australian, President of the Royal Academy of Dance and Patron of the
Sydney Dance Company is the President of Birmingham Royal Ballet’s Campaign.
Tour wrap-up and evaluation
14.30
15.00
Geoff Sweeney | Director of Development of the Birmingham Royal Ballet
Geoff Sweeney has 15 years senior fundraising management
experience, demonstrable success in strategic planning, leading
fundraising teams and a track record of raising substantial donations for
endowment funds, capital and revenue projects. Formerly Development
Director of Derby Playhouse he raised the funds and led the project team
for a complete front of house refurbishment and secured the theatre's
largest ever sponsorship – the national award winning partnership with
Egg Banking plc. In addition to his roles with Déda and Birmingham
Royal Ballet, Geoff is also on the Executive Committee of the Remember
a Charity campaign – a coalition of 140 of the UK’s favourite charities,
who work together to encourage more people to consider leaving a
charitable gift in their will.
15.00
16.00
Also with you on the tour…
Lauren Vertigan | AskRIGHT Consultant
Lauren Vertigan is an experienced fundraising professional, having worked
with a number of national, state and local organisations to help them achieve
their fundraising objectives. Throughout her time in the non-profit sector,
Lauren has written successful grant submissions, coordinated major
corporate and community fundraising events, and worked on significant
fundraising campaigns and appeals. She is experienced at a wide variety of
tasks including interim management, prospect research, major gift
fundraising and prospect interviews. Lauren has also been significantly
involved in feasibility and planning studies and case development services
for clients, and has worked with senior staff and Board members of various
clients to develop and implement their fundraising plans. [email protected]
+61 417 347 403
Robin Williams | AskRIGHT Associate
Robin Williams has over thirty years fundraising experience in leadership
and senior management roles in medicine, the arts and tertiary education.
As a professional fundraiser he has established two highly successful
Alumni and Advancement offices in the tertiary education sector. Robin is
used to ‘start-ups’, often with very little investment. He has implemented
The Raiser’s Edge database twice. In his capacity as Director of Alumni
and Development at RMIT University he increased the perpetual
endowment from $5.9 to $22M in three years and established an annual
appeal that yielded a surplus of over $800K.
From 2011 to 2013 he was the Director of Alumni and Advancement at La
Trobe University, responsible for planning and implementation of
Dr Daniel McDiarmid | AskRIGHT Principal Consultant & Director
+61 407 885 724
Dr Daniel McDiarmid is an experienced and innovative fundraising
professional with 30 years of success in raising funds for education,
research and religious organisations. At AskRIGHT, Daniel has assisted
research institutes, universities, schools and aid organisations to develop
international fundraising capacity. Daniel specialises in fundraising in
complex environments and has designed fundraising strategies for whole
school systems, and integrated strategies for universities and research
institutes. He currently advises universities, schools and religious
organisations in Australia and New Zealand.