This session will highlight how segmenting data can lead to identifying fundraising strategies that target current and potential donors based on demographics.

In today's ever evolving tax landscape it is important to understand how to properly assess gifts and pledges with appropriate tax implications for gift acceptance and gift processing standards. We will navigate through the matrix of rules that are set for gifts-in-kind, cryptocurrency and other complex donations. We will also explore IRS requirements as well as ethical questions that can arise in the acceptance and processing of gifts and pledges. We will discuss how to handle tax questions while maintaining ethical and common-sense practices that ensure accurate processing for the IRS and your auditors.

Data Governance - Why is it so difficult? Learn about the processes, teams, and structures you can leverage to build a culture and organization that enhances and protects the currency of advancement operations - data. If you're trying to: build data literacy, enhance data management, or learn how others have addressed these challenges - this session is for you!

Learn how UCF rebranded and refocused pipeline meetings from reporting and clean up to identifying untapped potential and increasing solicitations. This session will highlight the journey Prospect Development took to benchmark and reformat pipeline meetings to Unit Potential Power Hour Sessions. Hear from the Assistant Director of Prospect Management and the Executive Director for Advancement, College of Engineering and Computer Science on how this new approach has positively impacted the perception of pipeline meetings and major gift fundraising.

Leadership annual giving plays an essential role in the overall advancement pipeline. In this session, we’ll share how the Georgia Tech Alumni Association is transforming their leadership annual giving program using advanced visualization to drive decision-making and increased giving. With Blackbaud CRM and Microsoft Power BI, we’ll describe how the team is using AI to identify new prospects and improve retention of existing donors. Katie Sclafani, Data Administrator, and Kim Bowden, VP of Annual Giving, from the Georgia Tech Alumni Association and Sara Anne Bennett from Blackbaud to learn will share the strategy and techniques behind this new generation of transformation.

Since 2016, the University of Tennessee, Knoxville, has grown its custom impact report program from stewarding 8 major donors (4 couples) to now 48 major donors (23 couples and 2 individuals), as well as implemented a tiered annual report that provides a unique experience to the additional 110+ Torchbearer Society members who have each contributed $1 million+ in lifetime giving. This has enabled UT to have a significant stewardship impact on major donors with an eye on the limits of staff capacity. The cross functionality our team possesses has brought the custom impact book and annual report strategy to a new level.

A campaign close provides opportunity for more than celebration. NC State is analyzing our data with an eye to the future - using the campaign as a fixed point in time to understand donor behavior. By leveraging expertise across departments, we investigated: campaign giving compared to wealth rating, cadence of donors with multiple campaign major gifts, the likelihood a leadership annual donor makes a major gift and much more.

Journey with us through the challenges and opportunities involved in creating a culture of documentation and training. Navigate the uncertainty of the environment, tools and infrastructure necessary for change. Chart a course of success through redeveloping processes using new tools and approaches.

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?

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.