For most of us, the road to fundraising was accidental. We arrive from completely different careers and wildly unique backgrounds. The path to leadership is just as diverse and, honestly, a little mysterious. Join this panel of Vice Presidents to pull back the curtain on what the top job really takes. If you’re a new leader, get advice on how to think big, focus on your biggest value, and inspire a culture-shift not a culture shock. If you’re an aspiring leader, learn what skills, experiences, and opportunities to seek out that will prepare you for your next step.

In August 2022, CSUSB invested in its advancement team by creating a position dedicated to professional and leadership development. Since then, we have hired 20 new team members, promoted 5 of our staff, created an Advancement Academy, developed a professional development program, and administered an engagement survey. We have created magic with the help of our friends in strategic communication, academic affairs, and human resources, and we agree with Walt – it’s kinda fun to do the impossible! Help us spread the magic as we share our recruitment and engagement strategies, our mistakes, and our successes over the last year.

The University of Oregon is committed to developing innovative programs that promote inclusivity, leveraging partnerships with community stakeholders, engaging alumni and major gift prospects, and supporting student career readiness. The team responsible for engaging new prospects in the state of Oregon developed a way to meet these needs through an innovative event built off mutually beneficial outcomes and relationships with community leaders. In 2023, the Oregon Engagement Team created a new event that brought together efforts of the UO's Lylle Reynolds-Parker Black Cultural Center, the Black Business Association of Oregon, the UO Alumni Association Black Alumni Network, and the Portland Trail Blazers to engage students, build community, identify and cultivate major gift prospects, address workforce development for our region, and connect students with business leaders. The event was such a success, planning began for a similar event in 2024 that evolved into a networking experience for BIPOC Alumni Network Board leaders, University of Oregon Portland students, and notable Oregon BIPOC business chambers and associations. These strategic engagement events have accelerated the UO’s ability to support students from underrepresented communities, build partnerships with key members of the community, and strengthen relationships with alumni.

This emerging and contemporary higher education philanthropy session is based on Dr. Peter Robertson’s doctoral dissertation consisting of an AERA award-winning qualitative research case study that explored the motivations by allies of the LGBTQ+ community for giving toward LGBTQ+ university causes. Findings revealed heterosexual and cisgender LGBTQ+ allyship affiliations, as well as their motivations for financially supporting LGBTQ+ campus programs and student initiatives. Both topics have not been academically explored, and the findings generated important recommendations for higher education advancement leaders. Today, higher education institutions must strive to connect and engage with its alumnx and all constituents in authentic, honest, and sincere ways, which can increase the likelihood and propensity of private support from this previously overlooked demographic: heterosexual and cisgender LGBTQ+ allies.

Ghostwriting, or writing for someone else, can be a frightful journey. In this session, learn top tips for taking a message (e.g. speech or letter) you’re writing for a dean, board chair, or other campus leader from request to delivery. How do you start? Where can you find information and inspiration? How do you capture someone else’s voice — even when you rarely interact with them? What processes can help create structure and momentum in successfully completing the project? We will also meet a few demons that can stand in our way — Imposter syndrome? Eek! Mean responses? No! — and share ways to slay them. To cap off the session, we will brainstorm ideas for messaging a few different scenarios.

Scholarships That Stand the Test of Time - The Sequel!
Navigating the complexities of donor intent and scholarship criteria is critical to long-term successful administration of scholarships – and easier said than done. Oregon State University Foundation’s Scholarship Task Force, working with colleagues across the Foundation and University over the course of three years, developed and implemented guidelines for working with donors to inspire scholarship gifts that stand the test of time. The Task Force is shifting the culture of scholarship fundraising from one that was almost entirely focused on honoring donor preferences to one that balances donor intent and university/student needs. This session will illustrate the benefits of consistent guidelines for donor conversations, partnering with campus leaders, and use of specific and strategic language in gift agreements. We will share the challenges we faced along the way and the professional satisfaction gained through this work. This session will enhance what we shared at CASE VIII '23, including new lessons learned and strategies employed. Our goal is to help CASE institutions maximize the impact of scholarship fundraising on student success through integrity and transparency with donors.

Inspiring donors and raising philanthropic support for society’s most complex issues — those where tangible outcomes and positive impact may not be realized for years — is a challenge facing nonprofits, including educational institutions, worldwide. From climate change to homelessness to racial inequity to social justice, philanthropy is critical to tackling society’s most complex issues, and institutions that innovate and inspire philanthropic investment are best prepared to achieve substantive, positive change. In this session, we will address real-life challenges encountered when complex social issues are involved and provide creative solutions for addressing them.

Naming recognition requires more than calculating appropriate gift thresholds. Naming recognition is an expression of the university’s values and can become a reputational issue. The panelists will share best practices in the development of naming policies, how to express naming recognition in gift agreements, and protocols to consider should your institution be faced with a demand to remove a name.

Get ready to chart your course for success in building impactful volunteer relationships and unlocking the full potential of your organization! This session will take you along with Mount Saint Mary's University on their journey to develop a comprehensive volunteer engagement plan. The learning objectives are: develop strategic relationships with key internal and external stakeholders to create cross-campus alumni engagement opportunities that meet alums' various talents and affinities; strengthen your skills to synthesize, process, and prioritize multiple viewpoints and programmatic needs into a holistic volunteer engagement plan; learn how to create an effective alumni survey process; and create a roadmap to design your own volunteer engagement plan.

As one of the first institutions to uncover a University’s role in the transatlantic slave trade, Brown University has been at the forefront of addressing systemic oppression. More recently, the Brown Advancement team instituted an Anti-Racism program for the whole division; a first of its kind. This session will utilize the lessons learned from the co-creators of the program as a case study to explore capacity building, holding an anti-racist lens, and activating that lens in daily advancement work to create an inclusive community.