After a CRM conversion, advancement shops face challenges in system adoption, data integrity, and training all while maintaining momentum in closing gifts. Illinois Real-time Reviews address these challenges using a well-defined process cocreated by advancement services and frontline fundraisers. Conducted in a cross-functional 90-minute sessions, Real-time Reviews bring high priority prospects into focus for fundraisers, outlining next steps and align expectations around data entry.

Learn about the outcomes of the process, including quantifiable progress, improved system adoption, recommendations for additional business improvements and improved working relationships across the advancement enterprise.

At Ohio State, engagement professionals and Business Intelligence/Data Science partners have developed a new tool to analyze engagement data that we believe will benefit the engagement industry. Successes from this work include: an inclusive, stakeholder-centered definition of “meaningful engagement” that reflects our diverse and digital world; improved data measurement consistency among engagement professionals across the organization; a key performance indicator process that can be applied to other projects (to ask “Why?” and not “What?”); and a dashboard that provides real-time engagement data to analyze impact. Attendees will learn how to apply a Key Performance Indicator method to determine measures of success at their home institutions, plus gain ideas into tools they might want to build or refine at home to help provide real-time data and insights related to measuring the impact of engagement efforts.

Can university fundraisers and donor relations officers adapt the goats and chickens model to scholarships and professorships? Okay, so we’re a university. We don’t have chickens. Or goats. Or cows. But you’ve probably heard or received those solicitations from other charities. Sure, you know your money may not actually be going to purchase THAT specific goat for THAT particular family, but the illusion is a great way to ask you for a gift, and it gives you an idea of its actual impact, whether large or small.

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.

Alumni Volunteer is a cross-campus initiative connecting alumni with volunteer opportunities, hosted by University of Michigan affiliated groups, that honor alumni’s interdisciplinary expertise and general passion for volunteerism. Beginning with a vision to create a marketplace allowing campus partners and clubs to post opportunities, our business model has expanded to include community organizations that sometimes are run by U-M alumni. Since the launch of Alumni Volunteer in January 2021, we have received positive feedback and a growing number of alumni eager to support opportunities benefiting our University and the community.

At its inception, the Purdue for Life Foundation in its efforts towards a full advancement model has implemented process improvements to support the development activity of our units including comprehensive quarterly business reviews (QBR) of major gift work, broad-based campaigns (annual giving), and stewardship. Applicable to institutions of all sizes, this session will detail the addition of QBRs across the organization and outcomes for fundraisers. The Purdue for Life Foundation is an integrated advancement organization launched with the merger of the University Development Office and the Purdue Alumni Association.

Some in the industry say that the era of phone bank fundraising is in the past. While phone-a-thons have changed from earlier models, we find that phone contact with donors still has value for us, our donors, and for our institution. This session will discuss how we are communicating with phone-loyal donors, how we are approaching phone calls now and, in the future, the importance of multi-channel tools and how we use software tools to put these concepts into practice.

Picture this: Donor communication as personal as a living room conversation. Pieces whose stories resonate, convey a genuine thank you, congratulate milestones, and ultimately increase giving. Join Stormie Kirby Harless from the Ball State University Foundation and Jonathan Van Oss of Pledgemine as they show you how you can treat your donors as “Segments of One.”