Transform your donor relations strategy with the power of the Donor Matrix. This session will explore a step-by-step framework to create and implement a tailored donor matrix that aligns with your organization’s goals. Learn how to identify key donor behaviors, map effective communications, and integrate insights across teams to build stronger connections and drive engagement. With practical examples and actionable insights, you’ll leave equipped to enhance donor retention and take your stewardship strategy to the next level. Discover how this innovative tool can unlock the ultimate donor experience!

In the fall of 2024, CASE partnered with FundMiner to launch a Roundtable Series aimed at exploring and developing a common framework for fund management practices, guidelines, and standards. These roundtables included 30+ CASE member institutions, addressing four key areas of fund management practice. This session will present the results from each of the four sessions, showcasing one institution in each discussion area:
• Fund management Oversight, Transparency, and Accountability
• Common Standards in Fund Management
• Impact and Financial Reporting
• Monitoring, Hygiene and Best Practices in Fund Management

In this interactive session, explore how AI technology can revolutionize donor relations by streamlining processes, enhancing personalization, and uncovering actionable insights. We’ll discuss how AI tools can
assist in identifying and cultivating potential donors through predictive analytics, strengthen relationships with dynamic communication strategies, and improve stewardship by automating and customizing touch points. Participants will learn how AI-driven data analysis can uncover trends to inform strategic decisions and campaign readiness, all while maintaining a human-centered approach through active
listening and engagement. Designed for donor relations and advancement professionals at all levels, this session will equip you with practical strategies to integrate AI into your donor relations program, ensuring it is innovative, efficient, and future-ready.

Discover how to elevate donor relations by crafting a world-class experience for major and principal gift donors. Using the metaphor of a charcuterie board and let's be honest, this session is filled with many metaphors. This session will guide you through creating a thoughtful and personalized annual plan that harmonizes core engagement activities, supporting experiences, and personal touches. No shop or staff size is too small to apply these principles. Learn how to strategically plan and tailor interactions to deepen donor connections and ensure lasting partnerships. Join us to transform your donor relations strategy into a memorable and impactful experience.

Join us for "Tech-Driven Impact: Elevating Engagement and Streamlining Workflow” -
a session designed to inspire and equip nonprofit professionals. Explore innovative technologies that amplify donor impact, elevate storytelling, and boost retention while simplifying workloads. Through interactive discussions and real-world examples, you’ll gain actionable insights to creatively and efficiently transform your approach to donor engagement. Whether you're a tech enthusiast or just starting your digital journey, this session will empower you to revolutionize your strategies and make a lasting impact.