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District III Conference Header 2022

District III Conference Sessions

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CASE District III Annual Conference
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  • Fundraising(3)
    • Annual Giving(3)
  • Organization & Management(2)
    • Diversity & Inclusion(1)
    • Talent Management(1)

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  • Annual Giving
  • Organization & Management
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

New Hire On-boarding: Foundation for Fundraiser Employee Success

Session Description: At Owl Nation, we help new hires acclimate quickly to support Kennesaw State University’s (KSU) fundraising goals. The University Advancement onboarding process equips new fundraising hires and other Advancement employees with a 30-day checklist to help navigate the first month of employment (and beyond). Our efforts are focused on acclimating new hires to the KSU mission statement, brand, values, and our division's organizational structure, culture and goals. Through successful onboarding, new hires acclimate quickly so they can focus on metrics, moves management, donor research, and donors enhancing the office’s capacity to meet its fundraising goals.
Speakers: Robert Shippey, Senior Development Director, Kennesaw State University, Karen Carlisle, Executive Director of Development, Kennesaw State University
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Talent Management
Monday, February 27, 2023
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
Monday, February 27, 2023
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
Tuesday, February 28, 2023
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
Tuesday, February 28, 2023
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
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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
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    • Present at a Conference

    CASE Academy

    CASE Academy

    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
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    • Currents Magazine
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    • Newsroom
    • Public Policy
    • Alumni for Higher Ed
    • All Resources

    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Alumni for Higher Ed
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • US and Canada

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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