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Conference for College and University Foundations 2025
Conference for College and University Foundations 2025
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7 Results Found
2:45 PM - 3:45 PM CT
What We’ve Learned From Fully Autonomous AI Fundraising & Where We’re Going Next
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.
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.
Speakers: Brooks Hull, Vice President, University Advancement and Executive Director, Development Foundation, Texas State University, Adam Martel, CEO, Givzey
Competencies: Relationship BuildingLeadership
Experience Level: Level 5Level 6- Leadership/ Transforming Seasoned Professional
2:45 PM - 3:45 PM CT
A Unique Model for a Small Shop - Working Towards Self-Sufficiency
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.
Speakers: William Miller, Chief Executive Officer, Kean University Foundation, Molly McGarry, Senior Director of Annual Giving, Kean University Foundation
Competencies: LeadershipStrategic Thinking
Experience Level: All LevelsAll Levels
11:15 AM - 12:15 PM CT
Sparking Change – and Seeing it Through – to Catalyze Your Fundraising Program
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.
Speakers: Kelly Brown, Vice President for Institutional Advancement, Lehman College, Danielle Jean-Marie, Executive Director, HH Lehman College Foundation, Suzanne Eden, Managing Director, CCS Fundraising, Jennifer Ruden, Vice President, CCS Fundraising
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
2:15 PM - 3:15 PM CT
The Potential of Automation, Integration and AI in Higher Education Foundations
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.
Speakers: Sarah Hintz, Principal, Higher Education & Nonprofit Tax, CliftonLarsonAllen LLP, Enid Ruiz-Mattei, CAAS Controller, CliftonLarsenAllen, Mitchell Turnbow, Digital Growth Director, CLA, Allen Padilla, CFO, Colorado State University Foundation
Competencies: Business and Financial AcumenStrategic Thinking
Experience Level: All LevelsAll Levels
2:15 PM - 3:15 PM CT
What is the Goal? What will change in fundraising...and what will stay the same.
"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.
Speakers: John Morris, Currently serving as the Senior Vice President for Development at Texas A&M Foundation. Upcoming Chief Executive Officer and President at University of Minnesota Foundation, as of May 1., Eric Holderness, VP of Development, Kansas State University Foundation, Noah Shepard, Vice President of Development, University of South Dakota Foundation, Chastity Carrigan, Vice President for Development, Texas A&M Foundation, Tyson Voelkel, CEO & President, Texas A&M Foundation
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 5Level 6- Leadership/ Transforming Seasoned Professional
3:45 PM - 4:45 PM CT
Reimagining Stewardship: Transformative Strategies for Lasting Donor Engagement
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.
Speakers: Sarah Prout, Vice President of Marketing & Communications, University of North Dakota Alumni Association & Foundation, Jenn Lukens, Director of Stewardship & Donor Appreciation, University of North Dakota Alumni Association & Foundation
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 4All Levels
9:30 AM - 10:30 AM CT
Fundraising Fledgling: Soaring to Success in Higher Ed Advancement—My First Year of Flops, Finesse, and Fundraising Fortitude!
In this engaging session, our speaker will share their journey through the ups and downs of their first year in fundraising. Discover essential research techniques to identify and connect with potential donors, learn how to build powerful collaborations across departments, and explore innovative strategies that can transform your approach to advancement. Whether you're a seasoned pro or just starting out, this session promises practical insights, inspiring stories, and a fresh perspective on navigating the dynamic world of higher education fundraising. Don't miss your chance to elevate your skills and soar to new heights!
Speakers: Sheronia Rogers, Associate Dean/Director of the Center for PreCollege Programs, Rutgers University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All LevelsLevel 1- Early Career