
District III Conference Sessions
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CASE District III Annual Conference
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9 Results Found
3:00 PM - 4:00 PM ET
How to Eat an Elephant - Segmenting Data to Smash Your Fundraising Goals
This session will highlight how segmenting data can lead to identifying fundraising strategies that target current and potential donors based on demographics.
Speakers: Pamela Mitchell, Manager of Advancement Services, Alcorn State University
Competencies: Industry or Sector Expertise
Topics: Annual Giving
3:00 PM - 4:00 PM ET
Culture Creation: How to Attract & Retain Phenomenal Fundraisers
Culture can be an afterthought in advancement. We hire mission-driven, self-motivated fundraisers for autonomous, competitive jobs and expect them to buy into our existing culture. Yet, in a post-pandemic workforce, culture matters more than ever. To attract, grow and retain top performers, we must build and rebuild a powerful, sticky culture. In this session, you'll learn how and why to foster trust, belonging and celebration to create a magnetic culture where top performers want to stay.
Speakers: Karley Eldridge, Assistant Director, Advancement Careers, University of Alabama at Birmingham, Jenna Goodman, Founding Partner, Generous Change
Competencies: Integrity and ProfessionalismRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Diversity & Inclusion
3:00 PM - 4:00 PM ET
Ask the Experts - Bring your Annual Giving Questions.
Nothing about Annual Giving is simple in the modern area. Do you have an idea for a campaign or a strategy? Are you struggling with an aspect of Annual Giving? Or just looking to steal good ideas from peers?
Join the experts that have grown and built Annual Giving programs to engage in fun conversations around your topics! You bring the ideas we will brainstorm approaches as a group to tackle those ideas. What's that crazy idea you have been thinking about that you want to dig into with your peers?
Join the experts that have grown and built Annual Giving programs to engage in fun conversations around your topics! You bring the ideas we will brainstorm approaches as a group to tackle those ideas. What's that crazy idea you have been thinking about that you want to dig into with your peers?
Speakers: Adam Compton, Executive Director, Annual Giving, North Carolina State University, Heather Kopec, Assistant Vice President, Philanthropic Giving + Digital Engagement, University of Miami
Topics: Annual Giving
1:45 PM - 2:45 PM ET
Why Young, Diverse Voices Are The Future of Fundraising—And How To Attract Them
Despite the many benefits diverse voices and backgrounds bring to fundraising teams, universities often struggle finding talent that reflects the communities they serve. While leaders believe it’s critical to encourage diverse, young voices to become advancement professionals, they do not always know the best ways to recruit, retain, or evaluate employees whose lived experiences are different from their own. This session offers a blueprint to cultivate homegrown fundraising talent through fellows’ programs and apprenticeships and provides first-hand advice from young fundraisers on what works and what doesn’t to help them want to join and stay on your advancement team.
Speakers: Myrna Bizer, Associate Vice President for Advancement, Rollins College, Karen Cochran, Founder & Chief Philanthropic Innovator, Philanthropy Innovators
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Diversity & Inclusion
1:45 PM - 2:45 PM ET
Expanding Your Major Gift Pipeline with Donor Experience Officers
Hear from two universities that implemented a new strategy for increasing leadership annual gifts and major gifts. Donor Experience Officers manage portfolios of 1,000 prospects they primarily engage with digitally. They are responsibly for highly personal outreach to 50+ prospects every day. Western Kentucky University and the University of Memphis launched their DXO programs a couple of years apart and have implemented in ways both similar and different. Hear from staff at every level of the program - VPs, a program manager, and a practicing DXO about the program and the results.
Speakers: Joanna Curtis, VP for Advancement, University of Memphis, Amanda Trabue, Vice President Philanthropy & Alumni Engagement, Western Kentucky University
Topics: Annual Giving
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
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
11:45 AM - 12:45 PM ET
The Vital Step Before Branding Your Institution, Capital Campaign or Program
To ensure successful branding of an institution, capital campaign, recruitment initiative or athletics program, a strategic message, followed by relevant positioning, must be developed first. This vital step is called brand development. It’s the deep, strategic pre-work and planning often missed by educators and leadership—an inside-out process of discovering who you are, what’s different and why stakeholders should care. Such work should begin with the President or Head of School, not with communications and marketing, which is an outside-in approach. Brand development also considers the hidden aspects to make any initiative wildly effective—virtually eliminating the costliest pain points.
Speakers: Jan Olson, Sr. Director, Communications & Marketing, The Bolles School, Jennifer Holland, President, Holland People + Brands, Ashley Santos, Associate Vice President of Principal Giving and Campaign Manager, The Citadel Foundation
Topics: Annual Giving