Program
Sunday, February 9, 2025
8:00 AM - 8:30 AM EST
Pre-Conference Workshop Registration and Breakfast
Stop by to check in for your pre-conference workshop and enjoy breakfast. Separate registration required for pre-conference sessions.
Preconference Workshop
Welcome
Elective Session
2:45 PM - 3:45 PM EST
Advancement MarComm Elevated: Becoming a Strategic Partner
An interactive and insightful session that explores how advancement marketing and communications can evolve from a support function to a strategic partner in higher education institutions. Discover the strategies, challenges, and successes involved in transforming your MarComm team to play a more pivotal role in alumni and donor engagement, major and principal level fundraising, and collaborating effectively with frontline gift officers to drive impactful results. Attendees will leave with actionable insights and approaches for elevating their MarComm teams into strategic partners in achieving institutional goals.
Speakers: Dan Giroux, AVP, Advancement Communications & Stewardship, Drexel University
Competencies: Relationship BuildingStrategic Thinking
Elective Session
2:45 PM - 3:45 PM EST
Empowering Legacy: Utilizing Students to Create a Successful Class Gift Program
Students are a powerful force, and that is no different when it comes to fundraising. Having that in your favor can truly transform your Class Gift fundraising and work towards creating a pipeline of engaged and philanthropic Graduates of the Last Decade (GOLD) alumni. In this engaging presentation, we'll take a deep dive into the dynamic role students play in philanthropy and explore firsthand how to harness their energy and passion to drive successful Class Gift campaigns. Participants will learn essential strategies for engaging and empowering students, from cultivating a culture of philanthropy on campus to integrating their fundraising efforts with other programmatic events. Discover ROI-friendly ways to incentivize students and maximize their impact on your institution's fundraising goals.
GOLD Alumni represent our next generation of donors, and planting that philanthropic seed now ensures it can grow into increased engagement, volunteerism, and larger, more frequent gifts in the long term. Join us to learn how nurturing these relationships early can establish a solid foundation for sustained alumni support and amplify the impact of your institution's philanthropic efforts.
Speakers: John Weik, Philanthropy Officer, Kutztown University Foundation
Competencies: Relationship BuildingStrategic Thinking
Topics: Annual Giving
Elective Session
2:45 PM - 3:45 PM EST
Money Talks; Are Fundraisers Listening?
There are common misconceptions around wealth - do you know what they are? In this session, you will learn to view philanthropy from the perspective of wealth holders by hearing what's important to them. You'll not only better understand wealthy donors' context of giving, but you will also walk away with a more holistic approach to cultivating and soliciting gifts. Whether you're looking to deepen your relationship-building skills or just seeking to improve your effectiveness as a fundraiser, this session is for you! Participants will gain a deeper awareness of the key indicators of wealth, as well as how donors leverage their wealth as a multi-dimensional tool to achieve both financial and charitable goals.
Speakers: Margaret Battey, Associate, Planned Giving, George Washington University, Durriyyah Jackson, Director of Development, Planned Giving, George Washington University
Competencies: Strategic ThinkingBusiness and Financial Acumen
Topics: Annual GivingPlanned giving
Elective Session
4:00 PM - 5:00 PM EST
Listen Up!: Learn the How to Create a Successful Podcast
Are you looking for a way to engage your constituents through new communication channels? How about sharing your organization's mission, stories, or upcoming events through a podcast? Don’t know where to start? This session will provide you with an understanding of why podcasts are so helpful in reaching a wide variety of your supporters. Additionally, this presentation will give you tools to understand how to create your own podcast.
Moravian University’s Houndcast is available on Spotify, Podbean, Google Podcast, and Apple Podcast
Speakers: Dylan Star, Assistant Director of Engagement Events, Moravian University, Owen Levan-Uhler, Student, Class of ’26, Moravian University
Competencies: Integrity and ProfessionalismRelationship Building
Elective Session
4:00 PM - 5:00 PM EST
Positioning Regional-Based Advancement Officers for Success
When RIT began building its Regional Advancement program, the intention was a team of Rochester-based major gift officers deployed nationally on a regular basis. The pandemic and opportunities for strategic hires shifted that thinking, but brought unexpected challenges. This session, and subsequent conversation, will discuss ways to keep the remote team engaged in the life of the institution, help them learn the institutional culture, and develop close collaboration with their institution-based colleagues. The positive outcomes for the institution, advancement team, and constituents will also be discussed, as will some lingering challenges.
Speakers: Phillip Castleberry, Vice President for University Advancement, Rochester Institute of Technology, Daphne Wyse, Regional Director of Advancement, Rochester Institute of Technology
Competencies: LeadershipRelationship Building
Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
Join Case