Discover the latest trends that impact advancement within your district, across the country, and around the globe. The CASE AMAtlas team will share recent findings from our benchmarking surveys, including the Voluntary Support of Education and Alumni Engagement Metrics. You will also get a sneak peek at data from our Core Metrics pilot (focusing on creating global metrics) and new Campaign Survey.

Why should we focus on planned giving when we need cash in the door now? Where do we even start when developing a planned giving program? These are all questions that Jeff Grandy, M.Ed, Associate Vice President of Catapult Fundraising, will answer in this presentation. Planned gifts ensure the future of your organization, so develop a thriving program TODAY that will lead to your organization’s prosperity tomorrow.

Does the amount of time and energy you put into recruiting and supporting Giving Day ambassadors leave you feeling overwhelmed? Empowering volunteers to be your best brand advocates is easier than you think. Learn how Southwestern University recruits, engages, and supports its ambassadors as they take Giving Day to the next level. With a thoughtful, well-designed toolkit and clear expectations, this determined and motivated group helped exceed goals in 2021 and plant the seeds of success for Giving Day 2022.

So you’ve been handed a list of prospects, most of whom have potential but there’s been no outreach to speak of yet. How do you get in the door for that initial visit and start a conversation that will lead to a gift? This session will provide you with practical strategies that will help you overcome objections, establish rapport, and reach those elusive prospective donors in an efficient and meaningful way. Equip yourself with useful tips and tools to find new philanthropic opportunities through this engaging and informative presentation.

For most academic leaders, fundraising is a foreign language. It's up to you to arm your deans and directors with practical, specific tools they can use to truly boost your fundraising results. This is not easy! Join us for proven advice and steps you can take immediately to strengthen your partnership with your academic leaders, to elevate yourself as a fundraising expert, and to train your academic leaders to have more productive donor conversations at any stage.

At a loss for words in solicitation calls? Reframe your thinking about "the ask" and turn your call reluctance into major gift acceptance. Learn how good planning, a positive attitude, practiced technique and realistic expectations contribute to fundraising success. Oh, and we will discuss what to say and when to say it, too.

Our institutions rely on volunteers in a wide variety of settings: as advocates, advisors, decision-makers, donors, and more. Whether you are working with governing boards or advisory councils, there are a number of basic, tried-and-true principles (plus a few crafty "pro-tips") that will help you when forming or managing these groups. Join an experienced and engaging veteran of creating, utilizing, and serving on numerous boards over a quarter-century career in advancement to discuss the WHO, WHAT, WHEN, WHY, and HOW of volunteer boards and committees and learn how to maximize their positive impact on your institution and your advancement programs.

Wonder what it really takes to be a truly successful fundraiser? In this session, you'll get practical advice and tactical steps you can start using right away to strengthen your skills, be more productive and raise more money. Whether you're new to fundraising, mid-career seeking growth, or a seasoned leader looking for clearer, more specific skills to hire for and measure beyond just the metrics, this session is for you.

Many institutions have seen their phone programs come and go during these unprecedented times. We want to discuss the ins and outs of making these decisions and the repercussion of doing so. As the Phonathon as we know, it has involved into a full Digital Engagement effort, we want to dive into the importance of utilizing text, video, e-mail, in addition to the traditional phone call. We will explore all of these avenues during this session and encourage everyone to be involved in the discussion.

Creating a strong culture of philanthropy can help grow your organization's fundraising. In a philanthropic culture everyone in the organization is educated about the impact philanthropy has on achieving the mission. Improve your organization’s opportunity for success and growth by focusing on its culture of philanthropy.