to Apr 11

CASE Asia Pacific Conference


Plenary Session, #CASEAPAC 2019

This keynote session is geared to a global audience of advancement professionals. Fundraisers, as well as marketing and communications leaders and alumni relations professionals will benefit from this talk about unlocking the power of your alumni entrepreneur community.

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5:30 PM17:30

Guest spot on The Philanthropy Podcast - Episode is live!


Episode 39 - An Interview with Dee Dee Mendoza, Dartmouth College - Entrepreneurs, Philanthropy, and Founders' Pledges; A new "pre-exit" philanthropy

I enjoyed talking with Sean MacCready, CFRE about pre-exit philanthropy and the ups and downs of building something new. The episode will come out later this year, so stay tuned! Give TPP a listen--Sean's guests have included Jane Wales of the Global Philanthropy Forum and Karen Osborne of the Osborne Group, and the discussions are thoughtful and wide-ranging.

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to Jul 17

CASE Summit for Leaders in Advancement


Looking forward to discussing both the theoretical basis of this work, rooted in strong academic research, and the practical applications. Co-presenting with AVP and COO of Advancement David Woodruff at MIT. Click through to register. 

Pre-Exit Philanthropy: What Leaders Must Know to Maximize Entrepreneurs' Giving

An executive briefing on the underlying research governing the dynamics of pre-exit philanthropy, aka founders pledge programs. Case studies for both pre-exit philanthropy and general entrepreneurial relations. Get a framework for evaluating the first (or next) steps your own institution might take in this area. 

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9:00 AM09:00

Planned Giving Group of New England Annual Conference

Pre-exit philanthropy programs have much in common with legacy giving. Co-presented with Susan Hanifin, who leads Dartmouth College's Gift Planning group, and who is an amazing resource. Click through for more info and to register:

What's Better Than a Gift of Startup Stock? 

Some institutions are moving to invest directly in or accept founders’ shares in these startups’ stock at the earliest stages. But those strategies come with their own complexities. Is there a better alternative to accepting gifts of startup equity? Can a simple promise of downstream philanthropy, along with good stewardship, provide an alternative strategy with broad positive returns and a long term pipeline of support?

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to Mar 16

Philanthropy from Entrepreneurs: Engagement, Philanthropy & the Critical Path to Launch

  • The Westin Copley Place (map)
  • Google Calendar ICS

My Dartmouth colleague Robert Wicks and I are speaking at the Council for Advancement and Support of Education (CASE) District 1 conference. We will discuss the Dartmouth Founders Project specifically and working with entrepreneurs generally. Click through for more information and to register.

Here's the session description: 

Entrepreneurship is key priority for many of our institutions, with many schools and universities fielding pitch competitions, opening startup incubators, and even creating or partnering with venture funds to invest in alumni startups. These activities represent significant investment of financial, capital and personnel resources, with institutions hoping to inspire additional philanthropy from alumni entrepreneurs over time, as well as educate future entrepreneurial leaders. Some schools have begun to explore a new model of engagement and philanthropy—the founders pledge–to cultivate support from alumni whose wealth is built in the startup sector. This approach can generate powerful results from this unique constituency. In this session, we’ll explore the basics of the model, and offer an overview and discussion of the critical elements needed to launch and sustain a founders pledge program. Session leaders Dee Dee Mendoza and Robert Wicks have collectively worked with hundreds of entrepreneurs, and have launched the Dartmouth Founders Project and the Berkeley Founders Pledge—the largest such program in higher education. We’ll review examples from Dartmouth College, UC Berkeley, Stanford, and institutions with a wide variety of entrepreneurial environments. You will leave this session inspired and armed with insights you can put into practice right away.
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to Mar 3

Informal Networking at CASE District VII Conference

  • Hyatt Regency San Francisco (map)
  • Google Calendar ICS

Would folks be interested in an informal conversation over dinner in San Francisco during the CASE District VII conference? The conversation would feature Jill Malko, Senior Director of Leadership Giving, who leads the Berkeley Founders' Pledge. If this seems interesting to you, please feel free to reach out, or stay tuned for more info by subscribing to the blog

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