Focusing your fundraising has never been more important, or more challenging, The number and channels of distraction are growing. The attention spans of our constituents are actually shrinking (just a little!). Our ability to assess and take action is at risk. Leading your team to success means knowing what to ignore and what to tackle. Focused direction--actively choosing where you place your attention, rather than letting distractions choose for you--is critical to addressing the important no matter the urgent. Leaders in this session will learn a framework to gain mastery over the 4 M's--media, messages, meetings, and management.

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.

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?

District III is excited to bring together an esteemed panel of top presidents in higher education to discuss and answer questions as to how institutional leadership can inspire and be partners to advancement professionals. Topics will encompass all areas of advancement from communicating institutional visions to engaging and securing transformational gifts.

Are you looking for innovative ways to engage alumni across the country? Do you want to instill a culture of philanthropy amongst regional alumni volunteers? Join us for an interactive workshop to gain insights from your peers and develop your own practical plan based on guidance from the University of Miami’s best practices and learnings. The University of Miami will share practical ways to strengthen your regional alumni club structure, offer supportive tools and resources to your regional volunteers, and build a thriving alumni network. Learn from our findings with the rollout of our regional ’Canes Community model and how the University of Miami helped their regional communities adjust their focus, align with national volunteers and institutional priorities, and promote a culture of philanthropy for the university.

This session will focus on Berry College, a liberal arts college of 2,000 undergraduate students. Overall, college enrollment dropped 1% at four-year nonprofit colleges over the last two years. Berry College increased enrollment during this time by 12% after implementation of a brand campaign. Formative work on the campaign began in 2017, with campaign roll-out beginning in 2019 using the four value pillars of campus life, mentorship, student work, and preparing students for life after college. Objectives of the campaign aimed to increase prospective parent and student awareness of the college, and to increase the number and diversity of students.

Driving cultural transformation is not for the faint of heart. Developing a workforce that is committed to a set of core values who embrace vulnerability, open feedback, and accountability takes perseverance and passion to achieve your long-term goals. Join this lively conversation to learn how you too can create a paradigm shift in your organization to get back to the basics of a supportive and empowered team who achieve remarkable results

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!

Do you want to be a data informed leader? CASE Insights can help. Through your CASE membership, you already have access to CASE Insights℠ data, standards, and research which enable you to demonstrate strategic impact, highlight success stories, while adhering to the ethical practices of the advancement profession. This session will highlight how CASE Insights can help you get started; stay current on today’s trends and opportunities; and build strategy with more in-depth data and resources. We will also highlight key trends in philanthropy and alumni engagement by showcasing findings from regional (US and Canada) and global annual benchmarking surveys along with deeper research released in 2022 on principal giving. In this session you will: • Discover how CASE Global Reporting Standards can provide foundational knowledge for you, no matter your role in advancement. • Learn how current shifts will change industry targets in the future (participation is out; engagement is in¬) • Identify ways your institution can implement forward-looking strategies that foster collaboration across advancement • Understand the tools available from CASE Insights to help you make data-informed decisions that achieve desired outcomes.

In the same way that a strong foundation is critical to the integrity of a building, a successful capital campaign depends on a solid culture of giving. In this session, learn how FIU’s CasaCuba is laying the philanthropic groundwork to build a dynamic 57,000 sqft cultural center dedicated to the study of Cuba and the preservation and celebration of the Cuban heritage.