Transform your financial reporting with a powerful but often overlooked feature - attributes! Join Kierstin Sykes from the UC San Diego Foundation, as she reveals how leveraging attributes revolutionized their reporting processes, turning a 2-3 day cash flow statement preparation into a one-hour task. Learn practical strategies for using attributes to streamline complex financial reports, automate footnote preparation, and reduce manual data manipulation. With over 73% of nonprofits spending 5+ hours weekly manipulating data outside their accounting systems, this session offers game-changing solutions for:

*Creating automated cash flow statements
*Simplifying investment reconciliations
*Streamlining tax reporting and financial statement classifications
*Managing special handling
*Building efficient footnote disclosures
*SImplifying transfer of gift data from CRM to ERP

Perfect for financial professionals looking to save time, reduce errors, and produce consistent, audit-ready reports. Discover how attributes can transform your reporting workflow and eliminate hours of Excel manipulation. *CPE Credit: Attendees can earn up to 1 CPE for this session.

A few months ago, the world’s first fully autonomous fundraiser interacted with its first assigned donor. During this time, two dozen+ nonprofits joined together as cohorts to engage donors with an AI-powered Virtual Engagement Officer but more importantly research, develop, and accelerate the deployment of autonomous fundraising for our entire industry.

All nonprofits can relate to the fact that they have more donors and alumni than they have fundraisers with capacity to build relationships. This is precisely where autonomous fundraising changes what’s possible.

In this session, cohort members will present the results they’ve seen from autonomous fundraising – donors engaged, dollars raised, and pipeline built, in addition to their experience being the first organizations in the world to deploy a Virtual Engagement Officer to a portfolio of their donors.

We’ll present what we learned, what we got right, where course corrections were needed, and how we navigated AI in a field defined by relationships. We’ll share all of our findings including portfolios for autonomous fundraisers, sourcing engagement content independently, accuracy, transparency, ethics, and more.

Finally, we’ll conclude by looking at where we are going, how we can continue to further personalize donor journeys, push the outer limits of technology, and more. *CPE Credit: Attendees can earn up to 1 CPE for this session.

In turbulent times many smaller institutionally-related foundations (IRF’s) are seeking alternative economic models to be fully self-sustaining. The Kean University Foundation’s economic model is unique and, we believe, cutting edge. As we enter our sixth year in our restructuring plan, and embark on our first comprehensive capital campaign in more than 15 years, the Foundation employs all staff and absorbs the costs associated with staff benefits, human resources, information technology, legal, etc. This presentation summarizes the funding and spending plan for the Kean University Foundation as well as the organization’s competitive cost per dollar raised. *CPE Credit: Attendees can earn up to 1 CPE for this session.

In the competitive realm of higher education, fundraising success relies on more than just passion and a great case; it requires a strategic approach. Participants will learn how strategic planning principles can inspire cohesion within fundraising teams while also enhancing their overall fundraising success.

In this session participants will learn:
• The key components of strategic planning.
• Strategies for fostering a culture of adaptability and innovation within your fundraising team through the strategic planning process.
• How to build bridges between fundraisers and their partners (such as Deans, University leaders, and engagement or communications branches), enhancing collaboration to drive fundraising success.
• Ideas for setting clear expectations that align with your organization’s vision.
• Best practices for building the tools and resources needed to support your fundraising goals. *CPE Credit: Attendees can earn up to 1 CPE for this session.

Key technologies like Data Quality & Management, Artificial Intelligence, CRM and Other Applications, and Data and Application Integration enable the optimization of fundraising results and donor engagement. But limited budgets in most institutions require careful prioritization of technology investments. How do we decide which technologies provide the greatest return in terms of new business, increased engagement, and operational optimization?

This case study shows how one university used a program strategy to develop a Technology Portfolio and Road Map which provided the basis for the technology transformation, prescriptive guidance to make the projects successful, and critical input to the next fundraising campaign and budget. CPE Credit: Attendees can earn up to 1 CPE for this session.

Gift agreements are the foundation for fostering strong, long-lasting relationships with donors. A well-crafted gift agreement not only ensures clarity and alignment between the organization and the donor but also plays a crucial role in effective donor stewardship. In this session, Christina Chase, C.P.A., J.D., the CFO and COO of the UC San Diego Foundation, will share valuable insights and practical advice on creating and negotiating gift agreements that strengthen donor relationships and encourage future giving.

Whether you are a seasoned fundraiser or a nonprofit administrator, this session will provide you with the technical knowledge and practical tools needed to create gift agreements that foster trust, transparency, and long-term sustainability for your organization. Join to learn how to leverage the power of effective gift agreements in building stronger donor relationships and securing future gifts for your organization. *CPE Credit: Attendees can earn up to 1 CPE for this session.

Join us to discuss the potential for data, automation, integration and AI in your foundation environment, and how you can empower and elevate those on your team using these tools. Where do you start and how can you use these tools in your leadership role in the next 5 years? We will discuss some examples of how automation, integration and AI are currently being used in our day to day and think future forward to possibilities where these tools allow us all to work smarter, not harder! Come prepared to share your ideas and experiences with automation, integration and AI or any other data driven projects you have been involved with! *CPE Credit: Attendees can earn up to 1 CPE for this session.

In this session, presenters will discuss how they stripped down decades old daily and quarterly processes, rebuilding them from scratch to leverage process improvement, technology, and changes in investment philosophy. Designed around fund accounting best practices while allowing for the occasional exception, processes that used to take hours or weeks are now completed in a fraction of the time through partnership and leveraging of technology. *CPE Credit: Attendees can earn up to 1 CPE for this session.

In the fall of 2024, CASE partnered with FundMiner to launch a Roundtable Series aimed at exploring and developing a common framework for fund management practices, guidelines, and standards. These roundtables included 30+ CASE member institutions, addressing four key areas of fund management practice. This session will present the results from each of the four sessions, showcasing one institution in each discussion area: · Fund management Oversight, Transparency, and Accountability · Common Standards in Fund Management · Impact and Financial Reporting · Monitoring, Hygiene and Best Practices in Fund Management

Presidential transitions are a pivotal time for higher education institutions, but they don’t always happen when or how you’d expect. In the recent past, Oregon State University has experienced both planned and unplanned transitions. The OSU Foundation has learned that the way advancement offices manage relationships with donors, friends and alumni during these times is essential to the future of the university. Using concrete, real-life examples, this session will walk attendees through how Foundation and alumni teams can shape presidential transitions and foster strong presidential relationships with key audiences by creating a strong plan with measurable goals, tactics, milestones and impact reporting. *CPE Credit: Attendees can earn up to 1 CPE for this session.