All Sessions
CASE District V & VI Annual Conference 2024
CASE District V & VI Annual Conference 2024
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10:30 AM - 11:30 AM CT
Building a Pipeline: Annual Giving and Engagement Portfolios
Are you questioning the future of phonathon, rethinking the role of alumni participation rates, moving away from membership models, assessing campaign readiness, or "simply" realizing that you have data gaps in your donor pipeline?
Evolve your annual giving and alumni engagement operation and build capacity through technology by launching constituent portfolios to strategically target and scale personalized outreach and outcomes. Using Gravyty’s Raise platform, learn how the University of Northern Colorado deepened its pipeline of donors and volunteers to achieve current and future campaign goals.
Speakers: Lyndsey Crum, Assistant Vice President, Alumni Relations, University of Northern Colorado Foundation, Inc, Clare Buttry, Executive Director of Advancement, University of Northern Colorado
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
10:30 AM - 11:30 AM CT
Building Campus Partnerships with a Credential Program: Miami University’s CAPP
Navigating the intricacies of advancement can often be a daunting task for campus partners, leaving them uncertain about who to contact for collaboration and engagement. Such lack of clarity leads to missed opportunities, with events and initiatives unfolding without the valuable input and participation of the advancement office. Miami University’s Division of University Advancement confronted these issues head-on, cultivating a solution that is changing campus partnerships - the Certified Advancement Partner Program (CAPP).
In this session, explore the strategies and structures of CAPP, a pioneering credential program designed to demystify advancement processes and form a cohesive network of true campus partners across diverse campus sectors. Drawing from the practical experiences and challenges encountered at Miami University, this session will offer actionable insights to initiate and sustain a similar partnership-building program within your organization.
In this session, explore the strategies and structures of CAPP, a pioneering credential program designed to demystify advancement processes and form a cohesive network of true campus partners across diverse campus sectors. Drawing from the practical experiences and challenges encountered at Miami University, this session will offer actionable insights to initiate and sustain a similar partnership-building program within your organization.
Speakers: Michelle Rosecrans, Senior Director, Alumni Engagement, Miami University, Emily Berry, Assistant Vice President for Development, Annual Giving, Miami University, Stacey Lowery Bretz, Dean and Professor of Chemistry, Getty College of Arts & Sciences, Ohio Northern University
Competencies: Industry or Sector ExpertiseRelationship Building
10:30 AM - 11:30 AM CT
Growing Impact: Building a Successful Crowdfunding Program at NIU
In 2021, the NIU Foundation launched its crowdfunding program: NIU Impact. Since then, we have been able to work with campus partners and stakeholders to conduct targeted and time-sensitive campaigns that harness the power of volunteers and their individual networks. To date, we have raised over $340,000 from more than 2,300 donations, and have partnered with units in every division of campus.
For FY24, the annual giving team crafted an internal marketing plan to help grow the number of crowdfunding projects, as well as increase the number of donors and dollars raised. The result? Our fall 2023 cohort of projects was the largest to date, with donors making over 450 gifts totaling more than $50,000, and we are on track to have the highest number of donors and dollars raised in a fiscal year.
In addition, for FY24 we shifted from group-based training sessions for crowdfunding partners, to a collection of asynchronous training videos. This change resulted in time-savings for both our staff and participants, and can be used again for futures cohorts.
For FY24, the annual giving team crafted an internal marketing plan to help grow the number of crowdfunding projects, as well as increase the number of donors and dollars raised. The result? Our fall 2023 cohort of projects was the largest to date, with donors making over 450 gifts totaling more than $50,000, and we are on track to have the highest number of donors and dollars raised in a fiscal year.
In addition, for FY24 we shifted from group-based training sessions for crowdfunding partners, to a collection of asynchronous training videos. This change resulted in time-savings for both our staff and participants, and can be used again for futures cohorts.
Speakers: Cody Carter, Assoc. Director of Annual Giving, Northern Illinois University
Competencies: Strategic Thinking
Experience Level: All Levels
10:30 AM - 11:30 AM CT
AI and Fundraising: Three Things You Should Know
Artificial Intelligence (AI) has undergone a few hype cycles— neural networks, expert systems, and deep learning. But the latest advancements in large language models have sparked everyone's imagination, and the possibilities seem limitless. In the past 15 years, the nonprofit industry benefitted from prospect identification using statistical models and machine learning. What does the next 15 years look like when AI touches every aspect of fundraising? While we can't predict the future, we can explore the possibilities. In this session, you will understand how Artificial Intelligence started and how it has evolved, its current applications, and three ways it might impact fundraising with examples. Let's dive into the world of AI and fundraising together!
Speakers: Ashutosh Nandeshwar, Senior Vice President, Data Science and Analytics, CCS Fundraising, Mirabai Auer, Senior Associate Director, Data Science, University of Chicago
Competencies: Industry or Sector ExpertiseStrategic Thinking
2:00 PM - 3:00 PM CT
Innovative Perks to Being an Alumni Even When You Don't Have a Big Budget
Who doesn’t love great perks? But wait… I can only give out those amazing alumni bumper stickers for so long. Building a lifelong relationship with alumni is critical, especially in an era when the value of higher education is being questioned right and left. Join this candid discussion on the “perks” of being a graduate during this interactive session aimed to help you walk away with a few ideas to try at your institution, no matter the size. Move from trinkets towards engagement while adding tangible value and loyalty to build your institution’s affinity through your alumni base.
Speakers: Lauren Jacobs, Associate Director of Alumni Engagement, University of Colorado Denver, Tiyana Hardney Vela, Director of Alumni and Donor Engagement, University of Colorado Colorado Springs
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 2
2:00 PM - 3:00 PM CT
Leveraging Change and Growth to Enhance Partnerships with Key Stakeholders
The expansion of a team typically signals success, pointing to an innovative group in need of additional resources to further pursue and amplify their objectives. Growth on a team is exciting and also has its challenges, especially in the field of relationship management. In this session, we will offer insights on how a team can survive and thrive through changes and growth, while maintaining and enhancing strong internal and external relationships and partnerships. How do we transfer consistent relationships when we are still part of the team but in a different role or region? How do we encourage our new teammates to take the lead on a project or relationship that we formerly led? When do we decide the transition period is over? These questions, though easily answered during a team exit, appear more challenging as a team grows and relationships and partnerships evolve. We invite you to participate in this thought-provoking session on harnessing change and growth to augment your team's success and innovation quotient amid the fluidity of the higher education landscape!
Speakers: Victor Senn, Major Gift Officer, Stephen M. Ross School of Business At the University of Michigan, Ashley McCloskey, Senior Associate Director of Development, Stephen M. Ross School of Business At the University of Michigan
Competencies: Strategic ThinkingRelationship Building
2:00 PM - 3:00 PM CT
Leveraging Event Communication & Stewardship
Getting the attention of donors, alumni and other audiences is essential to meaningful engagement. This includes creating genuine connections to keep audiences engaged. So how to do you maximize these efforts without creating team burn-out?
This presentation will share how the University of Nebraska College of Business team capitalized on key event components to create on-going donor engagement, stewardship opportunities and educate future donors across multiple audiences. Discover more about how you can maximize events and event components to generate new funds, increase existing funds or garner new buy-in while stewarding current relationships and educating future donors. Gain insight about how to strategically capitalize on what you may already be doing to meaningfully impact donors, alumni and other stakeholders.
This presentation will share how the University of Nebraska College of Business team capitalized on key event components to create on-going donor engagement, stewardship opportunities and educate future donors across multiple audiences. Discover more about how you can maximize events and event components to generate new funds, increase existing funds or garner new buy-in while stewarding current relationships and educating future donors. Gain insight about how to strategically capitalize on what you may already be doing to meaningfully impact donors, alumni and other stakeholders.
Speakers: Laura Niles, External Relations Director, University of Nebraska - Lincoln
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
2:00 PM - 3:00 PM CT
Introducing Creative and Engaging Strategies to Your Annual Giving Day
Are you growing tired of the same Giving Day messaging year after year? In an industry where the stakes are constantly evolving, it is important to keep your marketing and communications strategy fresh and innovative. In this interactive session, Wayne State University will share specific examples of how we reinvigorated our branding, messaging and visibility after many standard iterations. Bring questions and suggestions from your institution, and we'll have a lively discussion about how to lead with creativity for maximum results.
Speakers: Jacqueline Lee, Associate Director of Alumni Communications, Wayne State University, Brittany Weinstein, Associate Director of Digital & Integrated Campaigns, Wayne State University
Competencies: Strategic Thinking
Experience Level: Level 2
2:00 PM - 3:00 PM CT
Reunion Magic Happens All Fiscal Year, not just All Weekend
Reunion celebrations are the culmination of a year's worth of event planning, volunteer engagement, fundraising, and outreach. So why not start the festivities sooner? Join the University of Chicago team to gain insight into additional opportunities for reunion programming and team collaboration to build momentum for Reunion Weekend and class giving. This session will discuss spreading the magic of reunion milestones throughout the year with pre-reunion engagement, collaborating with signature events, and empowering your volunteers to connect the importance of philanthropy with their class milestone to make reunion a success.
Speakers: LeeAnn Celapino, Assistant Director, Class Giving & Reunion Programs, University of Chicago, Maggie Dermody, Senior Associate Director, Annual Giving Programs, University of Chicago
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
2:00 PM - 3:00 PM CT
Leveraging Alumni Recognition To Inspire Philanthropy And Drive Engagement
This session goes behind the scenes to see how one institution created an alumni recognition program that goes far beyond just recognition and created an intentional pathway for alumni involvement, strategic engagement and philanthropic support. Participants will hear from Advancement staff as well as a recent alumni honoree and a Dean to learn how the positive results of cross campus collaboration pay big dividends down the road.
Speakers: Stacy Tucker-Potter, Director of Engagement, Truman State University, Charles Hunsaker, Executive Director for University Advancement, Truman State University, Jim Nolan, Senior Vice President and Actuary, Segal, Timothy Walston, Dean, School of Science and Mathematics, Professor of Biology, Truman State University
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 3All Levels