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.

Change is inevitable, and sometimes it’s imperative. It can be instigated intentionally, or it can be generated organically by an outside force. At Lehman College, a top Hispanic serving institution, the catalyst for change was an extraordinary gift from Mackenzie Scott. This gift, unexpected and thrilling, introduced the opportunity for the Institutional Advancement department to reassess how it interacts with leadership and campus stakeholders and build new habits and practices to improve internal and external communication, which in turn increased fundraising. While a Mackenzie Scott gift is unique, the strategies Lehman implemented in its wake can be applied across institutions. This session will offer perspectives from advancement and foundation executives on how they modeled effective change management and encouraged leaders, volunteers, and employees to embrace new ways of operating. *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.

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.

"Change" is a common topic in our business. We make predictions, we adjust to our university's changes in leadership, in strategic plans, and priorities. We can fall victim to diverting our focus as foundation leaders to all the activities that are "fundraising adjacent" and commit our energy, our resources and our teams to activities that drift from some of the basic tenants in our business that are timeless. The fact that meaningful, values aligned, authentic fundraising has been and will remain a critical component to the impact of higher education is a fact we need to strategically consider daily. This session will feature a discussion and Q&A about what will change in our space, what will not and how we navigate our foundations to best serve the perpetual mission.

In today’s philanthropic landscape, effective stewardship is crucial for building lasting relationships with donors and ensuring sustained support and retention of donors. As one of the few Stewardship departments in the country housed within a Marketing & Communications team, this session will focus on a reimagined stewardship program by detailing the development of a comprehensive stewardship handbook and the implementation of an innovative student scholarship “thank you” process, that went on to become a nationally award-winning CASE event, "Notes from the Nest." A key emphasis will be placed on fostering collaboration and partnership across campus and within the provost's office to enhance stewardship efforts. *CPE Credit: Attendees can earn up to 1 CPE for this session.

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.