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CASE District VII & VIII Conference
CASE District VII & VIII Annual Conference 2024
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3:45 PM - 4:45 PM PT
Transitioning Young Alumni Donors from Partners to Major Gift Prospects
The University of California Merced graduated its inaugural class of undergraduates in 2009. As the newest campus within the UC system, the average age of UC Merced alumni is only 28 years old. By establishing a special “Alumni Scholarship Endowment” giving program, the university has been able to transition its young alumni from supporters and advocates to major gift donors. This giving program also includes a special “signing ceremony” event that not only deepens their commitment to their alma mater, but promotes giving and demonstrates impact to their colleagues, family, and friends. Join this session to learn more about generational giving, how UC Merced engages its young alumni population, and secures transformative gifts.
Speakers: Amber Flores, Assistant Vice President of Development, University of the Pacific, Jessica Julian, Associate Director, Alumni Relations, University of California, Merced
Competencies: Strategic ThinkingRelationship Building
3:45 PM - 4:45 PM PT
Volunteer Engagement: Creating an engaging and meaningful experience
Engaging volunteers as advocates and ambassadors involves fostering connections and relationships through meaningful engagement opportunities. These opportunities can take the form of volunteer boards and councils, advisors, network connectors, mentors, pipeline enhancement, and beyond. Learn how to create meaningful engagement opportunities for volunteers at all levels to support your university's mission, vision, and priorities while creating deep relationships with volunteer individuals. By creating a vibrant and supportive volunteer ecosystem, universities can maintain a strong sense of community, increase fundraising efforts, and provide lifelong value to their constituents.
Speakers: Thea Moreno, Associate Director, Class Giving, Stanford University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Diversity & Inclusion
3:45 PM - 4:45 PM PT
NonTraditionals Unite: Fostering Diversity, Creativity & Collaboration
Do you approach problems differently? Do you wish more collaboration was happening? Have you ever felt like you’re not a "traditional" fundraiser?
In an ever-evolving philanthropic landscape, the traditional norms of fundraising are giving way to a vibrant tapestry of diverse backgrounds, approaches, and personalities which requires more diverse fundraising professionals.
This presentation aims to celebrate and harness the power of these differences, showcasing how they contribute to the success of philanthropic endeavors. From overcoming Imposter Syndrome to embracing DEI as a guiding principle to bringing your best self to work to being a catalyst for collaboration; our presentation will help you feel empowered because you are YOU!
By highlighting these distinct perspectives, we can create a more inclusive and effective future for philanthropic engagement.
In a world where philanthropy's impact is shaped by the convergence of diverse experiences, personalities, and ideas: this presentation serves as encouragement to challenge the status quo. Through embracing collaboration, championing diversity, and being YOU; we can redefine what it means to be a fundraiser and usher in a new era of meaningful and sustainable change.
In an ever-evolving philanthropic landscape, the traditional norms of fundraising are giving way to a vibrant tapestry of diverse backgrounds, approaches, and personalities which requires more diverse fundraising professionals.
This presentation aims to celebrate and harness the power of these differences, showcasing how they contribute to the success of philanthropic endeavors. From overcoming Imposter Syndrome to embracing DEI as a guiding principle to bringing your best self to work to being a catalyst for collaboration; our presentation will help you feel empowered because you are YOU!
By highlighting these distinct perspectives, we can create a more inclusive and effective future for philanthropic engagement.
In a world where philanthropy's impact is shaped by the convergence of diverse experiences, personalities, and ideas: this presentation serves as encouragement to challenge the status quo. Through embracing collaboration, championing diversity, and being YOU; we can redefine what it means to be a fundraiser and usher in a new era of meaningful and sustainable change.
Speakers: Karena Sara, Director of Development; College of Arts and Letters, San Diego State University, Karina Perez Helgeson, Associate Director of Development, Student Affairs and Campus Diversity, San Diego State University
Competencies: Emotional IntelligenceGlobal and Cultural Competence
Experience Level: All Levels
Topics: Diversity & InclusionMajor gifts
3:45 PM - 4:45 PM PT
Listen for the Story: Using Data and Discussion to Guide a Compelling Marketing Campaign
Once upon a time, a few intrepid communicators at Brigham Young University embarked on a daring journey—one that would lead through thick forests of research, across deep oceans of campus conversations, and over soaring summits of strategic planning. On this journey of discovery, they found themselves listening for clues from consultants, campus partners, audiences, students, online data, and university leadership. In the end, what they learned helped BYU launch its first nationwide marketing campaign, grounded in good old fashioned storytelling and rooted in the institution’s mission and values. Now almost two years into the campaign, with hundreds of millions of ad campaign impressions, they have a quiver full of stories, a backpack stuffed with spreadsheets, and a fanny pack of ideas to share about how you can listen effectively to craft a successful marketing campaign.
Speakers: Jeff McClellan, Director, Brand & Creative, Brigham Young University, Shane Westwood, Associate Director for Brand Marketing, Brigham Young University, Alexia Koelling, Senior Vice President, Yes& Lipman Hearne, Libby Morse, Senior Vice President, Yes& Lipman Hearne
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All LevelsLevel 4
Topics: BrandingSocial Media
3:45 PM - 4:45 PM PT
Maximize Your Engagement Efforts: Engagement Scoring Model and Beyond
Many institutions have models that measure audience engagement. Similar to a Swiss army knife, it is often the case that only one to two “blades” get regularly used. Are there more creative ways to use these models to their full potential?
The University of Calgary strategically embeds depth measures — engagement points that go beyond a passive click or mention — from our Engagement Scoring Model into planning market segmentation, the construction of prospect pipelines, and projecting future and at-risk engagement trajectories. UCalgary’s model is iterative and we are constantly improving it to accurately capture the changing landscape of opportunities and initiatives available for alumni, donors, and community members to engage with the university.
Join UCalgary to learn how we utilize every one of the tools in our Swiss army knife and pave the road to the bold goal of tripling engagement by 2030 as part of the institutional Ahead of Tomorrow strategy.
The University of Calgary strategically embeds depth measures — engagement points that go beyond a passive click or mention — from our Engagement Scoring Model into planning market segmentation, the construction of prospect pipelines, and projecting future and at-risk engagement trajectories. UCalgary’s model is iterative and we are constantly improving it to accurately capture the changing landscape of opportunities and initiatives available for alumni, donors, and community members to engage with the university.
Join UCalgary to learn how we utilize every one of the tools in our Swiss army knife and pave the road to the bold goal of tripling engagement by 2030 as part of the institutional Ahead of Tomorrow strategy.
Speakers: MyAn Pacholkow, Senior Data Analyst, University of Calgary, Leigh Hurst, Senior Alumni Engagement Specialist, University of Calgary
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All LevelsLevel 5
Topics: Annual GivingMajor gifts
3:45 PM - 4:45 PM PT
Building and Sustaining a Parent Giving Program
Private universities have been raising millions of dollars from parents every year for decades, yet many public universities have yet to tap into this oft-forgotten constituency. Parents can be a lucrative source of philanthropic support if approached in a thoughtful, cohesive and consistent way. In this presentation Michelle Glenn, Senior Executive Director of Advancement, Campus Colleges and Schools, University of Utah, will cover the internal obstacles one may need to overcome before starting a parent giving program, the differences between cultivating parents vs alumni, and the key components of a successful parent giving program.
Speakers: Michelle Glenn, Senior Executive Director of Advancement, University of Utah
Competencies: Industry or Sector ExpertiseRelationship Building
Experience Level: All Levels
Topics: Annual GivingMajor gifts
3:45 PM - 4:45 PM PT
The Future of The Donor Pipeline: Where Annual, Leadership and Major Giving Meet
The biggest word in fundraising today is "pipeline." We need to meet immediate revenue goals, but we’re also focused on how we’re accelerating the path to major, planned, and transformational mega-gifts. The structure of traditional advancement doesn’t often support this multi-level focus, but the shops that have a embraced sustainable pipeline strategy are winning both now and for tomorrow. Join this conversation about how annual, leadership and major giving have changed. We’ll share direct examples of success, along with benchmarking data from hundreds of institutions. Answer key questions like: How do you start or accelerate a leadership program, crucial to revenue and pipeline efforts? How can we best support our gift officers with actionable data? And where does all this new tech come in? Join a conversation about how we can tackle these challenges by overcoming key internal hurdles, creating a better donor experience and charting a path to meet our short- and long-term goals.
Speakers: Ben McLuen, Vice President, University Advancement, University of Idaho, Nate Mouttet, Vice President, RNL
Competencies: Strategic ThinkingIndustry or Sector Expertise
Topics: Annual GivingMajor gifts
3:45 PM - 4:45 PM PT
Maximizing awareness and news coverage of gift announcements
Celebrating major gifts with a press release is common practice for universities. Using the press release to secure earned media coverage and support donor stewardship can be rewarding and also can pose challenges for the institution and the donor. Learn what works, what doesn't, and how and when to involve comms teams to help make the most of the gift announcement.
Speakers: Jackson Holtz, Public Information Officer, University of Washington, Teresa Watanabe, Education Reporter, The Los Angeles Times, Lissette Martinez, Senior Director of Media Relations, University of San Diego, Eddie North-Hager, Interim Executive Director, Media Relations, University of California, Los Angeles
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All LevelsLevel 3
Topics: Major gifts
8:30 AM - 9:30 AM PT
Elevating Staff Excellence through Education and Community
Stanford’s Office of Development (OOD) recently hosted its first in-person, multi-day staff retreat to build and nurture our team culture post-pandemic. OOD Connects brought together hybrid and remote colleagues from coast to coast, many of whom had never met face-to-face or been to campus, for three days of festivities focused on strengthening our sense of community, learning together, boosting collaboration, and connecting with the university’s mission. Planned by peers for peers, attendees listened to keynote speakers, participated in breakout sessions, took campus tours, gathered in communities of practice and with teams, and bonded during social activities including a petting zoo and staff recognition awards. Learn about our pitch and planning process, staff outreach, successes, challenges, and outcomes while also gathering ideas to support belonging and connection across your organization. You might even see an alpaca photo or two!
Speakers: Eliza McNulty, Director of Donor Relations, Stanford University, Erin Hulderson, Director of Class Giving, Stanford University, Courtney Duncan, Assistant Director of Events, Stanford University, Nirit Hazan, Director, Learning and Development, Stanford University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Special EventsTalent Management
8:30 AM - 9:30 AM PT
Transformational Giving: Partnering to Move from Big Idea to Big Impact
Increasingly colleges and universities are relying on transformative gifts to advance large-scale institutional priorities. We will explore the best practices needed to move from big ideas to big impact. Three senior advancement professionals from UC San Francisco, University of Washington, and Oregon State University will share lessons of working closely with academic and administrative partners and donors to re-envision what institutions of higher education can achieve. Our speakers will share their insights as to what has worked, challenges to be aware of and how to create ecosystems of cultural and operational readiness.
Speakers: Constance French, Vice President for Principal Gifts, Oregon State University Foundation, Leti McNeill Light, Associate Vice Chancellor, University Development & Alumni Relations, University of California, San Francisco, Jan Labyak, Associate Vice President for Principal Giving and University Initiatives, University of Washington
Competencies: Relationship BuildingStrategic Thinking
Topics: Major gifts