Unlock the potential of artificial intelligence in fundraising while staying true to your mission and values. This dynamic session will equip nonprofit leaders and fundraisers with the tools to prepare their organizations for AI integration, focusing on ethical considerations, technical readiness, and strategic opportunities. Explore actionable strategies to enhance productivity, mitigate risks, and implement transparent policies that prioritize accountability. Through engaging discussions and expert insights, you’ll leave with a practical framework to innovate responsibly and effectively—ensuring your organization is ready to harness AI’s transformative power.

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

Discover how UB celebrated its monumental $1 billion fundraising campaign by putting impact and donor experience at the forefront. This presentation delves into the strategy behind the success, showcasing key events, innovative marketing approaches, and impactful communications that brought the campaign to life. Learn how personalized donor stewardship throughout the campaign celebration period enhanced engagement and fostered lasting relationships. Join us for an inside look at the tactics and creativity that not only achieved but celebrated this historic milestone.

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.