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.

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.