blue rule

2017 Major Gift Roundtable—Reaching the Pinnacle

Advanced major gift fundraising and leadership



Chicago, Illinois - The Westin Hotel - March 22-23, 2017

Download: Major Gift Roundtable brochure

This is unlike any Seminar we have offered in the past. It is the 26th year of remarkable coaching— 10,000+ alunmi later. We are bringing back our highest rated faculty from the past. And have added several new presenters that enjoy a national reputation. (More about this later!) This will be the most exciting Seminar we have offered. Save the date.

What Others Say About This Seminar

You are invited to join a select group of seasoned major gift officers and managers of a development department who attend this Seminar. It is perfect if you wish an advanced journey in becoming a more effective and successful fundraiser and leader. It is for the more advanced fundraiser who wishes to stand on tiptoes and reach higher.

High Impact Professional Development

This Seminar is for the intrepid professional who wishes to take a quantum leap forward in securing the major gift. To register, you must be in a senior position or in the field for four years or more. It will be especially helpful for those who have taken the Seize the Opportunity Seminar.

The two days are filled with helpful information that will make your program more productive and successful. The emphasis placed on your leadership will help you use your time more effectively and raise the bar for probable donors.

We developed a new matrix for determining the capacity of a major and planned gift staff person. You will be able to measure effectiveness and monitor progress. You will be able to determine realistic objectives and to evaluate whether you or a staff person is carrying the proper load.

There will be a discussion on strategic communications and design. How to weave your Mission Statement and Vision Statement into all your material and publications and make them come alive. And here is something special; we’ll ask you to send us some of your material in advance of the Seminar. It will be critiqued for relevancy, urgency, clarity, and action.

We are seeing the return of the volunteer not seen widely since the 1970's— the major donor who uses his/her networks, people, philanthropy and business savvy to open doors for our institutions, enlist the help of others, ask for gifts and give. Who are these 40 and 50 year olds and are our institutions ready for these folks? We will discuss this and its impact on the future.

This Seminar will be especially helpful for all who lead a staff— an opportunity to mold your group into a creative, effective, and spirited team that will reach its highest aspirations. You will learn the critical differences between managing and leadership. How a leader must adapt to change, have the willingness to abandon power and control, and inspire others to willingly and fully participate.

Seminar Overview

  • How to Dramatically Increase Your Revenue
  • Importance of Listening Skills
  • Asking Matters— Learn the Elements to Make You the Most Successful Asker Possible
  • Successful Strategies for Effective Stewardship
  • Building a Successful Relationship with the Board, Volunteers, and Major Gift Leadership
  • Assessing the Skills and Competencies of Your Team
  • Strategic Communications and Design
  • Getting into the Heart and Spirit of Your Donors
  • Transform Your Annual Gift Program to Enhance Your Major Gift Program
  • Overcoming Challenges Major Gift Officers Face
  • The Important Role of Women in Philanthropy


The Institute faculty is the very finest in the country. We will be including many more faculty members in the next few weeks.

blue rule

Four Distinct Activities During Our Seminar

There are four distinct activities that set the Institute apart from any other coaching experience.

The first is what we call ParkBenching. Mark Twain once wrote that the most profound learning experience a person can have is to have a great teacher on one end of a log and a student on the other. Well, we do that, but we skip the log!

In ParkBenching, every registrant at the Institute has the opportunity for a one-on-one conference with a faculty member. The session is open-ended, with no prohibition on the topic.

How to advance in the profession, how to deal with a Chair that's not effective, having a problem with the boss, looking for a new job. You name it— whatever needs to be discussed.

Second is the Buzz Group. The name says it all. Buzz Groups are highly interactive sessions covering vital topics— every possible area that leads to a successful development program.

The Buzz Group is lead by a faculty member. Attendees are divided into small teams. In each Seminar, there are the least three, one-hour Buzz Groups. The way they are scheduled, registrants can attend their choice of subjects during the two-day Seminar.

The 360 Rap is the third. 360 Rap provides an extraordinary opportunity for registrants to analyze a faculty presentation. Here's how it works.
The faculty member presents a topic. At the tables, following the presentation, in groups of six, registrants examine the material. Turn it inside-out. Review it again. Challenge. Explore. Analyze. Most important, they talk about the take-aways they can put the lesson immediately to use back home.

The fourth is SnapShots. In small groups, registrants discuss challenging situations they will likely face somewhere along the line in their career. The scenarios are taken from actual cases. Tough situations. What is the proper solution? The group decides.

Attending a Seminar is an extraordinary experience. Many say it's the most effective and exciting coaching experience they have ever had. These four special activities, added to one of the most outstanding faculties available, provide a remarkable opportunity to learn, explore, and practice.

blue rule

14 Reasons Why You Should Attend This Seminar 

If you want to:

1.   Learn the success factors in being a fundraising leader
2.   Determine how to face an ethical question
3.   Be a star among your colleagues
4.   Have a perfect stewardship program
5.   Brush-up on your donor management
6.   Work on practical case studies
7.   Tell your story more effectively
8.   Be the change-agent in your fundraising program
9. Reach your highest professional fundraising aspirations
10. Keep raising the bar on reaching fundraising objectives
11. Reach the pinnacle of success for you and your department
12. Evaluate your progress
13. Coach a highly-motivated team
14. Seek for the highest performance possible

blue rule

Seminar Format


7:15 - 8 am - Breakfast
8:00am - 12 noon - Morning sessions

12noon - 1:30 pm - Working Lunch

1:30 - 5:00 pm - Afternoon sessions

5:00 - 6:15 pm - Special Reception - Details to follow
Second day ends at 3:30pm.
Breakfast, lunch and the reception are included with your registration. The evening is your own.

blue rule

2017 Dates and Location

Chicago, IL – March 22-23, 2017

The Westin Hotel

909 N. Michigan Avenue

Chicago, IL 60611

Phone: (312) 943-7200
Room rate: $189. Cut off date for booking: February 24, 2017

blue rule

Registration Fee

Standard Individual Registration: $845.00 US

We offer discounted rates for CEOs/Supervisors (when they attend with staff), for those that attend multiple Seminars, and for larger groups. When attempting to take advantage of these special rates, please download our PDF Registration Form and send in one form per Registrant. Online Registration will NOT account for discounted rates or Registrant information for multiple Registrants. Please call our office (800-234-7777) if you have any questions regarding which rates may apply to your group or how best to register.

If you attend more than one Seminar, you receive a discount of $50.00 off each additional Seminar.

There is something quite extraordinary that happens when the CEO or supervisor joins a staff member for a Seminar experience. We are so committed to this important concept that we offer a special fee of $765.00 for the CEO or Supervisor when they attend with staff.

We offer a special rate for a group of four or more registrants from the same organization. The supervisor for the group pays $795.00 and the rest of the group pays $745.00 each.




Download Registration Form (PDF>>  for checks, POs and credit card to mail or fax.

  • Thoughts-Philanthropy-light-bulbstacked Weekly Series - Click Here!


    Who Should Attend

    • All staff, board members, volunteers involved in fundraising.
    • Organizations that can benefit from an infusion of gift income.
    • Newcomers to the field, and those who have been at it for awhile.
    • Fundraisers who want to grow professionally.
    • Those who would like to have their professional batteries recharged.
    • Those who want to become more effective and successful at fundraising.
    • Those who choose to be the best they can be.

    Limited Registration

    There’s limited registration to ensure extensive 
interaction and provide maximum personal attention.

    Philosophy (But Not Much!)

    It’s important to consider what’s new in major gifts fundraising and how this affects making the ask.

    Developing Prospect Strategies

    The real art of major gifts is in the development of strategies. How do you develop the touch? You’ll practice strategies and skills in a small group setting.

    Inside the Head & Heart of a Philanthropist

    Understand the spirit and heart of those who give major funds. We attempt to have a philanthropist join us. You will be able to probe and ask questions regarding the spirit and motivations of their giving.

    CFRE Continuing Education Approved Provider Programs

    ICG is an approved provider of CFRE continuing education unit credits. All courses presented are submitted to CFRE International for review and approval. A CE Tracker is available at all Seminars.


    Here Are Some Things You Will Take Home From a 2017 Institute Seminar

    A Registered Certificate of Seminar participation and completion.

    PLUS...Valuable resources from our Tool Chest that will enhance your fundraising with more than two hundred presentation outlines, checklists, relevant reprints, and a host of fundraising tools to put to immediate use upon your return.

    PLUS...Regular mailings from the Institute & Jerold Panas, Linzy & Partners regarding new ideas in fundraising, pertinent new techniques, and innovative approaches to getting the gift.

    PLUS...A group of men and women— fellow alumni— with whom you will be networking and in regular contact.

    Seminar Scholarship Application

    A limited number of partial scholarships are available. The Review Board of the Institute will be particularly encouraging to relatively new organizations, those that serve primarily a minority constituency, or those especially affected by cutbacks in government funding. Scholarship Application (pdf)