The Orchard School had not pursued a campaign in 20 years. Learn how a small development office organized a group of volunteers into a powerhouse campaign cabinet and achieved their campaign goal 18 months ahead of schedule. We will discuss successful campaign goals, improving annual fund challenges, reinvigorating a dormant planned giving program, and how to recruit, train, motivate and retain a top-notch campaign cabinet.

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.

This session will highlight how advancement leaders can use the power of data analytics to understand trends, changes, and areas of growth. Through data analytics, the Sinclair Foundation was able to harness hundreds of thousands of diverse data points, and organize them into a structure for trustees, leadership, and donors.

For most people, change is uncomfortable. In higher education, it sometimes seems as though we are distinctly structured to maintain the status quo. But change is inevitable -- whether it is caused by a global pandemic, the retirement of a president, budget cuts, or new leadership in your shop. Learn more about how to lead through change in a way that harnesses the superpowers of your team to create the best possible outcomes.

Like many large, decentralized shops, Illinois historically used matrixes or manager discretion when setting goals for fundraisers, resulting in a spectrum of performance standards. Acknowledging the importance of portfolio health to a fundraiser's success, Illinois launched the Stoplight System, a pipeline-based approach to setting goals. It combines a discounting algorithm (science) with fundraiser knowledge about each ask (art) to arrive at aspirational, yet achievable goals. Hear from the analyst and frontline about the FY20 implementation that resulted in larger goals, increased closures (amongst COVID) and next steps taken to enhance performance.

In this session, we will discuss how best to build the capacity to secure transformational gifts at your institution using a framework that looks at the various elements: The relationship with the donor, academic leader(s), the vision, the business model, and extraordinary stewardship. The Grainger College of Engineering shall serve as a case study in how these elements work together in extraordinary ways.