
District III Conference Sessions
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CASE District III Annual Conference
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3:00 PM - 4:00 PM ET
Sprinting with Focus – Become the Best Version of You
Learn how to break away from the routine and reshape the way you think about work. With the simple implementation of some proven strategies and techniques, you can increase your productivity, elevate your impact and promote self-accountability while building trust and confidence within your team, division, and the broader community. Organize yourself and your team to be the best versions of yourselves.
Speakers: Matthew Williams, Director of Development, Emory University, Dillon Boggs, Managing Director of Development, Emory University
Topics: Major gifts
3:00 PM - 4:00 PM ET
Finding Your Identity- How Proper Branding Can Make All The Difference
In this session, attendees will learn why it is important to take an aggressive approach to developing and maintaining a coherent brand as it applies to enrollment marketing, social and digital media, and on-campus communications. Presenters will explain how Carson-Newman University tackled a murky identity and unveiled not only a new campaign, but new brand look and supporting elements in 8 months in an interactive session with Q+A opportunities.
Speakers: Kyle Benjamin, Asst. Vice President for Marketing and Communications, Carson-Newman University, Allison Lanier, Director of Client Services, Up&Up
Topics: Branding
3:15 PM - 4:15 PM ET
Sandbox Fundraising: The Creative Ask
The Ask should be a creative experience and journey. We, as fundraisers, are representatives, advocates, researchers, storytellers, guides and connectors who navigate and help shape, mold a sandbox of options for a donor. Preparation and practice as a listener and creative partner, with your organization's priorities in mind, will allow you to a provide be a compass for a conversation about support. This also helps with an approachable and enjoyable solicitation experience. Participants will review the elements of an ask and explore an approach to acknowledge and build as a portion of fundraising through discussions and exercises.
Speakers: James Wasilewski, Senior Director of University Development, Virginia Commonwealth University
Competencies: Integrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Annual Giving
3:15 PM - 4:15 PM ET
Cognitive Impairment in Donors: Identifying Issues & Applying Best Practices
As fundraisers, we are on the precipice of the largest transfer of wealth in human history, with Baby Boomers accumulating over $35,000,000,000,000 in wealth that will be distributed over the coming years. As this population ages, the chances of cognitive impairment, such as Alzheimer's Disease or dementia, in donors also increases, which can create ethical and legal issues for fundraisers. Are you prepared to handle this inevitable scenario?
This session will teach attendees about the prevalence of cognitive impairment in donor populations and present strategies on how best to handle these situations through an ethical and legal lens of best practices.
Speakers: Tara Adams, Director of Development, North Carolina State University, Anthony Pomonis, Executive Director, University of Central Florida
Topics: Annual Giving
10:30 AM - 11:30 AM ET
Fundraising BS: Leveraging Behavioral Science to Drive Donor Conversion Rates
Making it easier for donors to give may just be the most effective strategy in the savvy fundraiser’s toolkit—and we’ve got the conversion metrics (and science!) to prove it. In this session, we’ll show you how applying classic principles of persuasion science to your everyday fundraising challenges can dramatically improve donor engagement and move the needle on dollars raised. Using the Fogg Behavior Model as a framework for understanding donor motivation and ability, Birmingham-Southern College and GiveCampus will share how their partnership, and a few simple strategies, have achieved impressive real-world results.
Speakers: Danielle Ivey Buchanan, Troy Steinmetz
Competencies: Business and Financial AcumenRelationship BuildingEmotional IntelligenceStrategic Thinking
Topics: Annual Giving
10:30 AM - 11:30 AM ET
The New Age of Giving Platforms And The Impact to Gift Processing
Today donors want to give with a single click of a button. Annual Giving teams are working to meet donors where they are. As such gift processing teams find themselves supporting several giving avenues across various platforms including traditional donation pages, social media, gaming systems, and much more. Plus they must be able to accept the traditional gift and the new age gift, from checks to cryptocurrency. What impact does this have on a Gift Processing team? How can you support your giving teams and donors but still keep high rates of efficiency?
Speakers: Kelly Travis, Director, Records & Gifts, University of Central Florida Foundation, Inc.
Competencies: Business and Financial AcumenRelationship BuildingIndustry or Sector ExpertiseStrategic Thinking
Topics: Annual Giving
10:30 AM - 11:30 AM ET
Beyond Endowment Reports - Reports to engage your donors year-round
How do we go beyond the endowment report to engage our donors throughout the year, but keep our workload in check? Join us in discussing opportunities a few Case III institutions took to connect with their donors throughout the year on their funds, impact, and legacy.
Speakers: Avery Howard, Director of Stewardship, University of Tennessee, Liz Menne, ODDER Manager, EverTrue
Competencies: Relationship BuildingIndustry or Sector Expertise
Topics: Annual Giving