Monday, February 28, 2022
The Statistical Correlation Between Frontline Fundraisers and Dollars Raised Within an Institution
Join California State University, Bakersfield (CSUB) and CCS Fundraising to explore the statistical correlation between frontline fundraisers and dollars raised within a network of institutions. The primary goal of this multi-variable regression model provided directional guidance to CSUB leadership as they considered the case for investing additional dollars in frontline fundraising strategies. Learn how this tool was developed, how you might find value in the information gleaned from the model, and how it could impact your forecasting and planning for Advancement longer-term.
Victor Martin, Vice President, University Advancement, California State University, Bakersfield; Aashika Patel, Senior Vice President, CCS Fundraising; and John Sammis, Senior Vice President, CCS Fundraising
What it Takes to Successfully Migrate a Website from One Platform to Another
Web transitions of any size can be recipes for communication quagmires. After successfully transitioning eight websites from Drupal 7 to Drupal 9 (and not making any mortal enemies along the way) we have a number of lessons we'd like to share with you, so that your next web transition or migration project results in a site or sites that are effective at communicating your organization's messages, engaging to look at, and leave your team's relationships intact.
Sarah Bielecki, Associate Director of Digital Engagement, Stanford Engineering, and Sara Worrell-Berg, Director, Stanford Web Services, Stanford University
Metrics Matter: A communicator's guide to determining what metrics to evaluate and benchmark
Ever unsure if what you are doing is helping achieve your college or university mission? Do you find it difficult to determine daily how you are helping achieve student success? In this session, we will explain the importance of tracking metrics, help you determine which metrics really matter and are available in higher education to track, and walk you through how to apply the metrics daily to demonstrate success. Attendees will leave knowing 'what matters' and in learn how to develop a dashboard that helps increase visibility and support.
Christie Denniston, Associate Vice President for Strategic Engagement, Utah Valley University, and Ali Nolan, Director - IA Communications, Utah Valley University
Increasing Organizational Capacity through Inclusive Leadership
Leaders play a critically important organizational role. They are entrusted with casting vision, setting tone, developing programs, and engaging an organization’s most valuable resource: its employees. As we endeavor to expand organizational capacity, increase constituent engagement, and elevate to new heights, it’s imperative that we interrogate ourselves as leaders. Are we behaving in a way that promotes a culture of belonging? Join us as we define what it means to be an inclusive leader, identify barriers that may impede, explore ways to leverage inclusive practices for organizational advancement, and discuss evidence-based strategies to ensure we consistently model inclusive leadership.
Shalonda Martin, Sr. Director of Data Integrity, University of Southern California, and Chandra Montgomery, Consultant, Lindauer Global
The great fundraising debate: 2022 edition
Let’s get ready to rumble. Step into the environment of a high school debate, on three hot fundraising topics. Is donor engagement or cultivation more important? Are giving days, challenges, matches and socks just a gimmick? Invest in annual giving or more gift officers? Howard and Brian will make their pitch on each side, cross-examine each other “politely”, and take your votes for the winner of each round. With live audience feedback/discussion, this action-packed session will feature key data and examples of what advancement leaders are doing to change the debate about fundraising. Bring your opinions, and join the debate!
Brian Gawor, Vice President, Research, Ruffalo Noel Levitz, and Howard Heevner, Executive Director of Annual Programs, University of California, Berkeley
Building a Culture of Philanthropy through a Campaign Ambassador Program
Sacramento State launched its first comprehensive campaign in 2015, taking the campaign public during the pandemic (2021). In an effort to engage and educate staff and faculty about the purpose of the campaign and encourage participation, University Advancement created a Campaign Ambassador program. We took the show on the virtual road to raise awareness, provide fundraising education, and offer a training opportunity for employees who wanted to become involved. Join the session to garner insight on launching and sustaining an Ambassador program, tips for engaging non-development staff and volunteers in a fundraising campaign, and campaign successes worth emulating.
Lisa Cardoza, Vice President of University Advancement, Sacramento State, Kelly Siefkin, Director of Development - College of Continuing Education & Alumni Association, California State University, Sacramento and Antoinette Vojtech, Executive Director, Principal Gifts & Campaign, Sacramento State
Plenary Session and Lunch
Promising practices in synergy and fundraising for DEI initiatives and student support
While race and inequity have taken center stage in higher education, campus leadership and advancement shops are addressing what it means to fundraise for and implement diversity, equity and inclusion initiatives focused on student support. This panel will explore the intersectionality of fundraising, student support and DEI values and practices. Our panelists will share how to best meet the needs of underserved students of color, regardless of socio-economic background, and weave racial justice in advancement work with staff and donors.
Moderator: Jennifer Mora, Senior Director, Major Gifts, DEI and Community Initiatives, University of San Francisco
Panelists: Mariam Lam, Vice Chancellor and Chief Diversity Officer and Associate Professor of Comparative Literature and Cooperating Faculty in Ethnic Studies, University of California, Riverside, Marie Schultz, Associate Vice Chancellor for Development , Executive Vice President, UC Riverside Foundation, University of California, Riverside, Jen Stanley, Director of Development for Student Affairs and Campus Diversity, San Diego State University, and Luke Wood, Vice President for Student Affairs and Campus Diversity, Chief Diversity Officer, San Diego State University
Learning to Speak Planned Giving (a.k.a. Planned Giving 101)
Fundraisers often think of themselves as heroes but really, you are not the Frodo so much as the Gandalf of the story. In this introductory presentation, I will help you speak the language that will allow you to make your donor the hero of your story and give you the tools you need to speak "planned giving." Whether you are a major gift officer, leadership annual giving or anywhere in between on the frontlines, this workshop is for you.
Kevin A. Barry, Senior Director of Development, Mount Saint Mary's University, Los Angeles, and Ray Watts, CSPG, Associate Vice President for Development at Claremont McKenna College, Pomona
Collaborative Engagement Efforts – Finding New Ways to Do Our Work
Many of us have had to get creative with the way we do our work. Our presentation is less about doing something new, and more about doing it in a new way. CSULB – like so many other institutions – went back to the drawing board this past year to identify virtual opportunities that help facilitate engagement, discovery, qualification and cultivation efforts... in come our 49er Industry Chat series. And better yet, let’s find ways to do this together, aligning engagement goals from the Office of Alumni Engagement and qualification/cultivation goals from the Office of Development for more shared wins.
Noemi Guevara, Director of Alumni Engagement, California State University, Long Beach; Cynthia Saavedra, Senior Director of University Relations, California State University, Long Beach; and Ilana Tel-Oren, Alumni Programs Coordinator, Long Beach State University
Using an Advancement Lens Towards DEI
In response to social justice issues surrounding the murder of George Floyd in 2020, Cal Poly Pomona committed to improve transparency and diversity, equity and inclusion efforts across its campus. University Advancement launched an Anti-Bias Initiative by creating a working group to assess needs and challenges in the division specifically using an advancement lens. The initial working group created sub committees that conducted research, identified key internal and external stakeholders, assessed data points, resulting in actionable items to systematically move the Division of Advancement towards a more healthy, diverse, equitable, and inclusive environment.
Arah Parker, University Advancement Division, Cal Poly Pomona, and Nancy Yeang, Advancement Communications Specialist, California State Polytechnic University, Pomona
It’s Just Us: Examining the Hardships of Being an Event Planner
Expertly produced events are critical to the success of any university advancement office and to any university as a whole. Event planners and producers (literally) set the stage to promote and elevate universities and their faculty, staff, students, alumni and supporters to the world.
What does it take to get ready for these moments? Countless hours of organizing, perfecting, refining and reminding everyone again and again what time the event is being held.
After a short panel discussion, attendees will have a chance to break into groups to share their frustrations, brainstorm solutions and create a network of colleagues to turn to for inspiration and encouragement.
Come together and help us create a community!
Moderator: Michael Bumbry, Senior Director of Alumni Outreach and Engagement Alumni, Career, Annual Giving, Pipeline Development, Campus Initiatives/International University of California, San Diego
Panelists: James Cuaresma, Director of University Events and Protocol, California State University, Los Angeles, Maya Goehring-Harris, Senior House Manager, University of California, Office of the President, Nicole Lange, Associate Vice President, Alumni Relations & University Engagement, San Francisco State University & Mary Ann Poulos, Director, Events, Stanford University, Medical Center Development
The Changing Tide of Employment and Retention
COVID-19 placed a freeze on open positions. Now that institutions are hiring again, what must be done to retain the excellent talent you have and recruit the best on the market? This session will explore what tomorrow’s workplace will look like. We will discuss remote work, flexible schedules, hoteling options, and interview practices. Join us for a peek at the future!
Scott Barrett, Vice President for University Advancement, California State University, Dominguez Hills; John Toolan, Vice President, Bryant Group; Janet S. Dial, Vice President for University Advancement and Executive Director of the Cal State LA Foundation, California State University, Los Angeles; Bill Johnson, Vice President for Advancement, University of Nevada, Reno; Victor Martin, Vice President, University Advancement, California State University, Bakersfield; Kimberly Shiner, Vice President for College Advancement and Communications, Pitzer College; and Josh Wyatt, Director of Talent Development, University of Arizona
Doing More with Less: Being an Effective Fundraising Leader in Times of Turbulence
When you’re a graduate-only university with a small development team, you need to write your own playbook for securing major gifts. Here are our CliffsNotes: Chapter One—Hire a president who embraces the fundraising challenge. Focus on a small to-do list and execute it with laser precision. Inspire your team with a bold, unabashed vision and turn the team loose to give it form. Create and nurture a culture of trust with potential donors. Risk success! Chapter Two—Celebrate how you turned a long-term partnership into a multimillion-dollar gift and how a modest intention became full funding for a new building.
Kristen Andersen-Daley, Vice President for Development & External Relations, Claremont Graduate University and Len Jessup, President, Claremont Graduate University
Discover the Next: A Guide for the Value of Higher Education Conversation
In an era of declining trust in big societal institutions, higher education is no exception – and you, as an advancement professional used to interacting with external audiences, are well-positioned as a countervailing force to this current negativity. CASE’s Discover the Next campaign builds off local successes and highlights research-tested approaches to showing the value of higher education through individual achievement, economic impact, innovation and scientific progress, and cultural vitality. Learn what tools and resources are available to help your institution connect with all stakeholders, from prospective students to alumni to community leaders.