Work smart, not hard. In this session, you will walk away with a formula to conduct a Recency, Frequency, Monetary (RFM) score in seconds. We will go step-by-step through using a traditional RFM score to find prospects who have demonstrated a meaningful affinity. We will overlay these scores with an RFM+ approach. The RFM+ approach goes beyond the standard philanthropic indicators to measure additional types of engagement and affinity, such as event attendance and membership data. We will show you how to use wealth screening results to identify prospects with a strong capacity and are giving to like organizations. Lastly, we will share a Community College CASE Study of our work.

Wouldn't you like to boost the philanthropic potential of your institution? If you are a college president, come to this session and grow in confidence around your role as the campus' chief fundraiser. If you are a foundation executive, come to the session and grow your capacity to be your campus president's fundraising partner. An accomplished foundation executive and a seasoned campus administrator take you through the evolution of their work together to begin to install a culture of philanthropy on and off campus.

.Ivy Tech Foundation is the largest singly-accredited community college in the country. They were founded in 1963 and have 75 academic programs serving nearly 180,000 students. With 43 locations across the state of Indiana, they employ approximately 6,500 faculty and staff.

In 2020 they started their journey to implement a cohesive CRM across multiple campuses.
They began the journey during the pandemic and work from home. They performed the implementation with a small and mighty team, and they had to learn an entirely new product and streamline their business processes.

Hear about their transformative outcomes and how they have become more efficient in their processes and procedures, how they have provided data easier and accessible via mobile devices, and how they have utilized dashboards for ease of reporting.

The team kicked off their project in March of 2021 and went live in October of 2022 and they support 105 Salesforce/ascend users.

Standing up a campaign at a community college can be a tall order. Culture, infrastructure, staffing, budget, institutional and community buy in, major gift pipelines and volunteer engagement all present major hurdles. In this session, come engage with the advancement leadership from Amarillo College to learn what mattered most when it came to standing up their $45M comprehensive campaign.

Learn how a small, rural community college and its foundation created two distinct last dollar scholarship models to strengthen area high schools, the college, the community, and grow talent to foster regional economic development. Learn about the program benefits, student eligibility, program components, first-year outcomes, projected future numbers, the funding model and how to engage partners.

Synergy in today’s competitive philanthropic landscape is critical to success. Foundation staff and volunteer leaders are partners in this effort. To maximize your College’s culture of philanthropy and impact, they must coalesce and lead around a shared mission and vision.

Their agreement about the case for support, priority prospects, Board composition, and fundraising plan provide a baseline. Beyond that, the most dynamic duos bring a certain type of magic to their partnership. While there is no single approach to developing an inspirational partnership, this panel will offer tips and tools to help you build or strengthen this relationship.

This focused discussion will bring together two pairs of Executives and Chairs to 1) share stories about what makes their relationship unique; 2) lead session participants in dialogue to help find their own magic; and finally, 3) explore sample tools and team-building exercises designed to find inspiration.

Philanthropy and pickleball have more in common than you think! In this session a Community College Foundation Director and her Major-Giving Expert "coach" share relationship strategies in a fresh new way. The most successful advancement leaders invest in coaching - just like pickleball players score big wins with expert coaching. A mindset of patient persistence will elevate you to the next level of giving...and winning success!

Join us for an exhilarating breakout session that will revolutionize your approach to donor stewardship and engagement! Discover the secrets to creating meaningful connections and nurturing long-term relationships with your supporters. Learn how to craft impactful impact reports that showcase the transformative power of their contributions. Explore the Howard Brown Giving Society, a prestigious recognition program that inspires elevated giving. Gain insights into planning unforgettable donor events that leave a lasting impression. We'll also delve into the art of crafting an engaging annual report card that highlights achievements and fosters trust. Plus, uncover the magic of holiday stewardship and its role in deepening donor relationships. Lastly, discover how a scholarship reception can strengthen bonds and attract new benefactors. Don't miss this game-changing session packed with practical strategies and inspiring ideas that will take your donor stewardship to new heights!

A robust campus culture of philanthropy starts at the top. Working in collaboration, the foundation chief executive, the foundation board chair, the institution president, and the chair of the campus governing board (if there is one) working in collaboration can have a transformative effect on institutional culture and the effectiveness of fundraising. This session will outline critical leadership and governance practices to foster effective partnership among the senior-most staff leaders of the foundation and college and chairs of foundation and campus governing boards. Issues addressed will include:
• Using the foundation-institution MOU/operating agreement to develop and memorialize a shared vision for foundation-institution relationship,
• Creating a dynamic partnership with your board chair,
• Strategies to enhance strategic alignment between the institution and foundation boards, and
• The essential partnership between foundation CEO and campus President.

The Gumbo of Community College Fundraising has been cooking for the Louisiana Community and Technical College System since 2014 and the roux in the gumbo is just now being perfected for success. This session focuses on how elements of enrollment management, student affairs, academic affairs, workforce and economic development, fundraising, and governmental affairs are key ingredients to making the gumbo. Join this session to learn from a community college “Sous Chef” who has had the opportunity to work in each department at the college level and now is the “Executive Chef” at the system and what key ingredients played an important role to making a robust impact in Louisiana. These ingredients shared with attendees are key strategies to investments toward student success.