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District I Annual Conference 2025
District I Annual Conference 2025
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2:45 PM - 3:45 PM EST
From Ballfield to Boardroom: Managing Relationships of Former Student Athletes
Are they your alumni, or ours? Is their gift in support of athletics or the university as a whole? Is that an athletic event or an alumni event? Managing partnerships across campus that impact the alumni experience are tricky at best. Understanding the relationships that student athletes have with their coaches, teammates, and through their affinities are the foundation to their future relationship with the institution and with the institution's teams. We will explore the different approaches to managing these relationships while they are students and will help to identify how to steward them as volunteers, donors, and engage them as alumni. As potentially your most engaged alumni population, this session will highlight the wins and losses when both advancement and athletics don't have a clear playbook for athletic alumni in their portfolio.
Speakers: Maura Donovan, Director, Annual Fund and Alumni & Constituent Engagement, Curry College, Kelley Mulvihill, Program Coordinator, Park Street School, Jessica Chapin, Director of Athletics, Brandeis University
Competencies: Strategic ThinkingRelationship Building
2:45 PM - 3:45 PM EST
Stronger Together Uniting Alumni Relations & Annual Giving to Enhance Engagement
Break out of the silos and join us for "Stronger Together: Uniting Alumni Relations & Annual Giving for Enhanced Engagement," a session focused on maximizing the impact of collaboration between alumni relations and annual giving. Explore successful initiatives like our annual day of giving, reunion program, student and young alumni engagement, integrated communication strategies through e-newsletters and new websites, and the power of personalized outreach driven by data. Discover how leveraging alumni networks and fostering a culture of philanthropy deepen engagement, and learn how metrics and key performance indicators can help measure and refine these strategies. Gain actionable insights into creating a cohesive and dynamic alumni experience that drives both involvement and support.
Speakers: Sarah Firetto, Director, Alumni Relations, Providence College, Amy Laprey, Senior Director of Annual Giving, Providence College
Competencies: Relationship BuildingStrategic Thinking
4:00 PM - 5:00 PM EST
Rediscover Discovery: How to Get in the Door with New Donors
The #1 way to ensure your institution's success & your future success as a fundraiser is ambitious, consistent discovery now. But discovery is one of the hardest parts of fundraising! When you're getting in the door with amazing new potential donors, discovery can feel like an adventure. When you're slogging through names in your database and getting zero responses, discovery can feel overwhelming and oppressive. Join this session for tactical discovery tips from sending better emails to cold calling to turning the conversation to money in that first visit.
Speakers: Jenna Goodman, Founding Partner, Generous Change, Catherine Rider, Executive Director of Development and Chief Development Officer, Commonwealth Honors College, University of Massachusetts Amherst
Competencies: Strategic ThinkingRelationship Building
4:00 PM - 5:00 PM EST
Building Bridges: The Vital Role of Alumni Affinity Programs
Babson College prioritizes the importance of affinity groups in our alumni engagement and annual giving. This workshop will focus on Babson’s career and identity-based affinity groups: identifying alumni volunteer partners, the role of passive programming, and how Babson leverages milestone anniversaries to engage alumni.
Speakers: Shannon Paleologos, Director of Affinity Programs, Babson College, Jennifer Hammond, Associate Director, Affinity Programs, Babson College
Competencies: Industry or Sector ExpertiseRelationship Building
10:45 AM - 11:45 AM EST
'24 Then and Now: How you can make your institutional history come to life
Every institution has interesting stories to tell from their history and we'll share real-time example of how we are telling our story at the University of Vermont. We found a dusty old scrapbook in the basement of our building from 1924 and spun it into a year-long storytelling project (with a $0 budget). We'll share how we planned the project; how we developed strategies for creating content; and how we are tying it into our alumni engagement and fundraising goals. If you are out of ideas for how communications and/or marketing can help with your alumni engagement and fundraising, this session is for you.
Speakers: Kevin Morgenstein Fuerst, Assistant Vice President, University of Vermont Foundation, Lisa Wartenberg Velez, Associate Director of Marketing, University of Vermont Foundation
Competencies: Industry or Sector ExpertiseRelationship Building
2:45 PM - 3:45 PM EST
Uniting Career Services & Alumni Engagement: A model for Development Success
The number one way alumni wish to reconnect with their alma mater is through career ready programing, yet most campuses have a difficult time getting alumni affairs and career services to work together and support each other’s missions. The University of Hartford made a bold decision to merge the office of career services with the offices of alumni engagement and fundraising…. The result: hundreds of alumni volunteering annually and interacting with students while being cultivated towards giving. We also saw improved experiences for students, and enhanced levels of partnership with industry thanks to alumni employees.
Join this session to learn more about how career services, alumni engagement teams, and development officers can work together and achieve multiple goals. Learn about events and programs we have successfully brought to fruition at the University of Hartford and hear about lessons learned along the way.
Join this session to learn more about how career services, alumni engagement teams, and development officers can work together and achieve multiple goals. Learn about events and programs we have successfully brought to fruition at the University of Hartford and hear about lessons learned along the way.
Speakers: Alex Coury, Associate Vice President, Corporate Partnerships and Career Experiences, University of Hartford, Anthony Eulie, Alumni Engagement Officer, University of Hartford
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All LevelsAll Levels
4:00 PM - 5:00 PM EST
Where Do We Go From Here?
The road of philanthropy is not always straight. We have all left donor conversations feeling confused and unsure of the next steps needed to advance the relationship and gift discussion. In this interactive session, we will share examples of how internal and external partnerships can be instrumental in designing multi-step donor strategies and learn from one another how best to navigate the conversations that leave you saying “ok, now what?”
Speakers: Natalie Hachem, Regional Director, Major Gifts, Faculty of Arts and Sciences, Harvard University, Meredith Caruso, Senior Regional Director of Development, Major Gifts, Faculty of Arts and Sciences, Harvard University, Abby Fischer, Associate Director, Reunion Campaigns, Harvard College Fund, Harvard University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementMajor gifts
9:00 AM - 10:00 AM EST
A Campaign for the Next Era of Philanthropy
Clark University is embarking on a bold new campaign that integrates cutting-edge technology with a deep commitment to its philanthropic mission. Joe Manok will share how the university’s strategic plan, which includes a fourfold increase in campaign goals, is not just a response to the changing landscape but a proactive effort to redefine what’s possible in higher education fundraising. Central to this strategy is the development of the Clark-EverTrue Advancement Lab, an innovative initiative focused on harnessing artificial intelligence to revolutionize donor engagement and campaign execution. This session will detail how the lab is driving advancements in data analytics, personalizing donor outreach, and optimizing campaign outcomes. Attendees will leave with practical strategies for designing ambitious campaigns that resonate with modern donors while staying true to institutional values, and insights on how to leverage AI to future-proof their advancement efforts.
Speakers: Joe Manok, Vice President for University Advancement, Clark University, Mike Nagel, Senior Account Executive, EverTrue
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All LevelsAll Levels
9:00 AM - 10:00 AM EST
GOLD Star for Recent Grads: Engaging Your Youngest Volunteers
We’re all familiar with the donor cycle, but what about the volunteer cycle? Learn how to successfully recruit, onboard, activate, and steward your young alumni volunteers. This session is applicable to all volunteers, whether they focus on fundraising, engagement, or both. Maybe you have a longstanding GOLD committee, or you are just trying to build up your young alumni network; either way, you’ll leave this session with actionable ideas to not only cultivate your most recent grads, but to build the pipeline for a lifelong relationship with your institution.
Speakers: Leah Wittenberg, Assistant Director of Volunteer Management, Tufts University, Hannah Clifford, Assistant Director, Student & Young Alumni Engagement, Tufts University
Competencies: Relationship Building