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CASE AMAtlas: From Global Standards to Global Data
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.
Jenny Cooke Smith, Senior Director of AMAtlas Services, Council for the Advancement and Support of Education
DEI: Taking the "Squid Games" out of AI
As companies, organizations, and individuals compete to train, build, and model AI to do a number of different tasks. If we do not consider how to insert DEI objectives and check points into those processes, we will find that our own creations will exacerbate many of the issues we're trying to mitigate.
Mark Walcott, Executive Director, Info Systems & Reporting, University of Houston
DEI: Taking the "Squid Games" out of AI
As companies, organizations, and individuals compete to train, build, and model AI to do a number of different tasks. If we do not consider how to insert DEI objectives and check points into those processes, we will find that our own creations will exacerbate many of the issues we're trying to mitigate.
Mark Walcott, Executive Director, Info Systems & Reporting, University of Houston
Joining Forces: Uniting Advancement Services and Frontline Fundraisers
At the LSU Foundation, major gift officers meet with members of the Prospect Development and Donor Relations teams in Prospect Strategy meetings every four weeks. By varying the focus of these meetings throughout the year, they have helped strategically align unit-based and organizational priorities to meet and surpass our goals. Join us in this session as we discuss the strategic partnership built between Donor Relations, Prospect Development, and frontline fundraisers over the last two years.
Ashley Mick, CFRE, Prospect Development Analyst, LSU Foundation, and Ellen Mathis, CFRE, Director of Development, LSU Foundation
Who is in the Driver’s Seat? Over-restricting is NOT Donor Centered
Do you have the gumption to say NO to donors? We think that by allowing the donor to restrict their funds, we are donor centered. In reality, allowing a donor to over-restrict their criteria backfires. It causes administrative issues, impacts the awarding experience, and sets unrealistic expectations with donors. We end up with unspent money, unhappy donors, and broken trust. How do we get ahead of this behavior and allow the donor to feel satisfied with their involvement while holding firm to our and legal boundaries? We will explore how to solve this problem for the long term.
Keturi DeLong, Director, Development, George W. Bush Presidential Center, and Lynne Wester, Donor Relations Guru, Donor Relations Guru LLC
Solving Scholarships Strategically (and Slowly)
In late 2018, TAMUC began prioritizing the scholarship process. Philanthropy & Engagement, Financial Aid & Scholarships, Financial Services, Foundation Board, faculty, and administrators have been on a journey to understand, maximize, and improve our complex scholarship process. We suffered from funds not being awarded, rogue committees, donor frustration, and silos. We don’t have all the answers yet, but we have learned a lot about how to simplify, streamline, collaborate, and work more efficiently as an institution to improve the process for all involved. We’ll share our experience and offer some tips and best practices related to the donor perspective.
Amber W. Countis, Interim Vice President of Philanthropy and Engagement, Texas A&M University – Commerce, and Brenda Morris, Director of Restricted Funds and Executive Events, Texas A&M University-Commerce
Hola, me llamo Data
Data - 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. Hello, my name is "Data" is the session for you if you're trying to: build data literacy, enhance data management, or learn how others have addressed these challenges.
Mark Walcott, Executive Director, Info Systems & Reporting, University of Houston