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.

Storytelling is one of the most powerful tools in donor stewardship, with its impact deeply rooted in brain science. Simple changes in language can significantly influence how donors respond emotionally and neurologically. By understanding how stories and specific words shape brain activity, stewardship professionals can craft narratives that foster trust, empathy, and satisfaction. When paired with feedback mechanisms, storytelling transforms stewardship into a dynamic, two-way relationship that strengthens long-term donor loyalty.

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

As Donor Relations professionals, we strive to make our acknowledgements timely, meaningful, and authentic. Ideally gift officers are an integral part of the process and offer their input to make letters personal and effective. However, other priorities, limited staffing and logistics can get in the way. Over the past year, our team at Stony Brook University has transformed our ACK letters process using effective project management tools, sending over 1400 personalized letters to donors within 1-2 weeks of making their gift with only two dedicated staff positions. By leveraging technology and partnering effectively with gift officers and advancement leadership, you also can transform your acknowledgement letter process.

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.

Discover how Colorado State University has transformed its scholarship stewardship program over the past four years to better reflect its values, mission, and commitment to equity. This session explores the journey of reimagining stewardship, offering key insights into rethinking power dynamics in philanthropy and the lessons learned along the way. From eliminating student barriers and protecting privacy to fostering transparent donor practices, we’ll unpack the strategies, collaborations, and leadership that have shaped this transformation—ensuring that stewardship efforts justly include students and donors. This timely discussion is for all those who advocate for vulnerable communities or work to address inequities in fundraising. You'll leave with knowledge and inspiration to promote more equitable giving relationships, through the lens of donor relations and stewardship.

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.