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District III Annual Conference 2025
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3:00 PM - 4:00 PM EST
Cognitive Impairment in Elderly Donors: Identifying Issues & Applying Best Practices
1 in 9 people ages 65+ is showing some sign of cognitive impairment, which is also the same age as the average major gift donor in the United States. Encountering an elderly donor in cognitive decline is inevitable as advancement staff, yet few know how to ethically and legally handle this situation when it arises. Is your institution prepared? This session will teach attendees how to spot the signs of cognitive impairment and what best practices their team should implement when faced with an older donor who has cognitive impairment issues.
Speakers: Tara Adams, Director of Philanthropy, North Carolina State University, Anthony Pomonis, Executive Director for Advancement, University of Central Florida
Competencies: Relationship BuildingIntegrity and Professionalism
3:00 PM - 4:00 PM EST
Raising Funds for Sustainability Projects on a College Campus
Catawba College located in Salisbury, NC was the 13th college in the country to reach Carbon Neutrality. This was achieved 7 years ahead of schedule and was done very intentionally. Catawba's development staff, working with the Center for the Environment's staff has raised over $160M in endowed and non-endowed gifts in recent years for geo-thermal systems, solar systems, sustainable building renovations and many other initiatives. We are creating a living laboratory on our campus to teach our students, faculty, staff and our community how we can change our world using our built environment and campus grounds.
Learn from two leaders who have successfully raised funds for sustainability projects. Learn more about the potential impacts for campus and donors and why this is a critical path forward for colleges and universities ongoing sustainability and climate action efforts for both operations and academics.
Learn from two leaders who have successfully raised funds for sustainability projects. Learn more about the potential impacts for campus and donors and why this is a critical path forward for colleges and universities ongoing sustainability and climate action efforts for both operations and academics.
Speakers: Meg Dees, Vice President of Development, Catawba College, Lee Ball, Executive Director of the Center for the Environment, Catawba College
Competencies: Strategic ThinkingGlobal and Cultural Competence
Topics: Campaign StrategiesMajor gifts
4:15 PM - 5:15 PM EST
Empowering Faculty and Department Heads: Amplified Philanthropic Results through a Liaison Model
Collaboration, facilitated by cross-institutional strategic alignment of objectives and credit- and information sharing, is a guiding principle in contemporary university fundraising. But HOW does that work get effectively and holistically done in large, decentralized, and dispersed universities with many competing priorities? This presentation identifies a series of concrete strategies, building on examples from a large College of Arts and Sciences at a public R1 flagship characterized by a high level of strategic alignment between the Dean's Office, front-line fundraisers, and alumni relations. We examine the visioning process we undertook to identify the opportunity for transformational change and then move into the tactics: principles and practices of stakeholder engagement in the Dean's office and among faculty, department heads, and program leaders; design and implementation of a gift officer liaison model; strategica engagement of the Advisory Board; and mobilizing positive accountability and dynamic metrics staff and faculty roles. We draw conclusions about what works from the transformational results we have seen over a nearly two-year period. We also address how to overcome organizational resistance, enhance collaborative culture, and storytell around the endeavor.
Speakers: Anna Stenport, Dean, Franklin College of Arts and Sciences, University of Georgia, Meredith Metcalf, Sr Director of Development and Alumni Relations, University of Georgia
Competencies: Relationship BuildingStrategic Thinking
4:15 PM - 5:15 PM EST
Uniting Heroes: Championing the Veteran Affinity Group Initiative
Veteran Students and Alumni Need You! Learn how the creation of a Veterans Affinity Group (VAG), a CASE Circle of Excellence award-winning initiative, transformed the lives of veterans within the York Technical College community. Recognizing the growing need for support and community among our veteran population, the VAG was launched through a collaborative campus and community effort and serves alumni, students, and college employees.
The Mission: foster a sense of belonging, provide essential resources, and create opportunities for growth and connection for our veterans. The VAG has become a dynamic hub of empowerment and support, organizing networking events and facilitating access to crucial educational and career resources. Thanks to the positive work of the VAG, the group has launched an affinity group-driven fundraising initiative to establish an endowed scholarship for veterans.
The Mission: foster a sense of belonging, provide essential resources, and create opportunities for growth and connection for our veterans. The VAG has become a dynamic hub of empowerment and support, organizing networking events and facilitating access to crucial educational and career resources. Thanks to the positive work of the VAG, the group has launched an affinity group-driven fundraising initiative to establish an endowed scholarship for veterans.
Speakers: Tisha Poteat, Chief Advancement Officer and Executive Director for YTC Foundation, York Technical College, John Cioni, Advancement Services and Operations Manager, York Technical College, William Cook, Vice President for Communications and External Relations, York Technical College, Lisa Howland, Alumni and Development Coordinator, York Technical College
Competencies: Strategic ThinkingRelationship Building
4:15 PM - 5:15 PM EST
Foundations for Success: Gearing Up Your Institution for a Transformative Capital Campaign
Join us for a dynamic session designed to empower university leaders and advancement professionals with the tools needed to launch a successful capital campaign. Learn from presenters as they guide you through evaluating institutional readiness, setting realistic goals, and mastering donor cultivation. This session will demonstrate how to build a compelling case for support, engage key stakeholders, and structure your team for success. With practical strategies, best practices, and firsthand insights, you'll be well-prepared to achieve your campaign objectives and secure a stronger future for your university. Get ready to be inspired and equipped for this exciting fundraising journey!
Speakers: Lori Werth, Executive Vice President and Chief Strategy Officer, University of Pikeville, Laura Damron, Assistant Vice President for Advancement & Alumni Relations, University of Pikeville
Competencies: LeadershipStrategic Thinking
4:15 PM - 5:15 PM EST
Crushing your goals with strategic challenges and matches
Join this to session to learn how to build more strategy into your design and implementations of challenges and matches to move the needle on key metrics.
Speakers: Shelby Orlando, Director of Annual Giving, University of Mary Washington, Cadi Treviño Pinto, Assistant Director of Annual Giving, University of Mary Washington
Competencies: Relationship BuildingStrategic Thinking