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District II Annual Conference 2025
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4:00 PM - 5:00 PM EST
How to engage and maximize the philanthropic capacity of emerging alumni leaders
Identify with clear examples and donor success stories, how Princeton Universities has leveraged several initiatives within their current campaign to maximize the philanthropic intent with a focus on identifying future leaders. Of them, giving societies, innovative gift opportunities, targeted volunteer engagement opportunities, and leveraging the influence and expertise of alumni leaders and University professionals.
Speakers: Camille Boone, Christy Burkart, Peter Chalfin, Senior Associate Director of Leadership Gifts, Princeton University, Devin Dobson, Associate Director of Leadership Gifts, Princeton University, Niki Emanuel, Senior Associate Director, Princeton University
Competencies: Strategic ThinkingIndustry or Sector Expertise
4:00 PM - 5:00 PM EST
Change Is Hard, Even When You Want It – A Johns Hopkins DAR Success Story
Leading a division through a major project requires implementation of change management. Learn how Johns Hopkins recently moved their entire division to a new CRM - a big undertaking. It was successful through stakeholder management, tailored messaging and equipping leaders and users with the necessary skills to adapt to the change. Learn how they became emotionally ready through storytelling, and becoming partners in driving the change. And...they also will highlight the importance of embracing the unknown and learning from failures.
Karen Latora and Caroline Chang will serve as moderators in this session with Teresa and Liz leading the discussion and providing the content.
Speakers: Caroline Chang, Vice President, Product Evangelism, Kindsight, Liz Lacovara, Director Learning, Change and Organizational Development, Johns Hopkins University and Medicine - Development and Alumni Relations, Paul Majnik, Deputy Chief Philanthropy Officer, University of Utah, Teresa Newberry, Senior Director - Customer Success and IT Services, Johns Hopkins University and Medicine - Development and Alumni Relations
Competencies: LeadershipStrategic Thinking
9:00 AM - 10:00 AM EST
Principal corporate and foundation gifts with and without alumni engagement
Expectations for large and even transformational gifts from corporations and foundations often are an order of magnitude bigger than historical giving from those sources. In the context of campaigns and special initiatives (think AI, DEIB, Climate, 100 & Change), how can fundraisers raise expectations of prospective donors and manage expectations within their own institutions? What are strategies and practices for marshalling internal teams to prepare big proposals? How do you grow and sustain needed external partners? What is the role of alumni connections and how do alumni in different roles and at different levels effectively help the process? What if there are no alumni – what other close connections and friends can act as advocates and champions?
Speakers: Brian Ibsen, Senior Director, Corporate and Foundation Relations, University at Buffalo, Shane Cohen
Competencies: Strategic ThinkingLeadership
9:00 AM - 10:00 AM EST
Death and Legacy Giving in Judaism, Christianity and Islam
Talking about money is hard enough. What happens when you add death and religion to the mix? Although, 100% of donors are mortal, fundraisers struggle with legacy giving conversations. Three experienced fundraisers – a Jew, a Christian and a Muslim – explain death and legacy giving in their traditions.
Often left out in legacy giving conversations is religiously active donors who - statistics show – give larger charitable gifts compared to other donors. Bekkers, René and Theo Schuyt (2008) and Brown, E. and J. Ferris. (2007) show that people with strong religious convictions often have stronger pro-social and altruistic values, which motivate them to give more of their time and money to others. Also, because they are integrated into networks of congregational members, they would appear to be solicited more often and to feel more social pressure to give and to meet the group's standards.
Speakers: Irshad Osman, Senior Development Officer, University of Toronto, Lori Reesor-Guenther, Board Member, Conrad Grebel University College, Ann Rosenfield, Chief Development Officer, Congregation Temple Sinai
Competencies: Relationship BuildingGlobal and Cultural Competence
9:00 AM - 10:00 AM EST
Artificial Intelligence in Donor Acknowledgments
Join us for an enlightening seminar on the revolutionary impact of Artificial Intelligence (AI) in donor relations. Discover how AI technologies are transforming the way development professionals engage with donors, streamline fundraising efforts, and enhance donor experiences. This session will delve into:
* Personalized Donor Engagement: Learn how AI can create tailored communication strategies that resonate with individual donors, boosting engagement and loyalty.
* Predictive Analytics: Explore the power of AI in predicting donor behavior, identifying potential major donors, and optimizing fundraising campaigns for maximum impact.
* Automated Administrative Tasks: See how AI can handle routine administrative tasks, freeing up valuable time for development professionals to focus on relationship-building.
* Data-Driven Decision Making: Understand how AI-driven insights can inform strategic decisions, ensuring your donor relations efforts are both efficient and effective.
* Ethical Considerations: Discuss the ethical implications of using AI in donor relations, ensuring your practices align with organizational values and donor expectations.
This seminar is designed for development professionals eager to harness the latest AI technologies to elevate their donor relations strategies. Whether you're a seasoned expert or new to the field, you'll leave with actionable insights and innovative ideas to implement in your organization. Don't miss this opportunity to stay ahead of the curve and revolutionize your donor engagement practices!
Speakers: Helbragga Graubman, Stewardship and Donor Relations Coordinator, University of North Carolina at Chapel Hill
Competencies: Relationship BuildingIntegrity and Professionalism