All Sessions
District IV Annual Conference 2025
Filter By:
Session Type
Topic
Sector
Experience Level
Disciplines
Competencies
13 Results Found
4:00 PM - 5:00 PM CT
Digital Engagement Strategies for Building Your Donor Pipeline
Discover how Oklahoma State University’s Digital Experience Officers (DXOs) are transforming donor pipeline development through innovative digital outreach. This session will explore strategies for engaging prospects at scale, creative approaches to outreach, and best practices for collaborating with development officers to seamlessly transition engaged donors up the pipeline. Learn from three years of experience, insights, and growth—including how OSU has expanded the DXO role to a senior level. Whether you're looking to launch a similar initiative or enhance your existing efforts, this session will provide actionable takeaways to strengthen your digital engagement strategy.
Speakers: Pam Higgins, Director of Annual Giving, Oklahoma State University Foundation, Kathryn McKean, Digital Experience Officer, Oklahoma State University
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All Levels
4:00 PM - 5:00 PM CT
Unlocking the Secret Sauce for Portfolio Success
Feeling overwhelmed by your donor portfolio? Struggling to effectively cultivate and steward all your donors?
Discover the Secret Sauce to successful fundraising with the T36 (Top 36) approach, as shared by leaders from the Sam Houston State University Development team. The T36 provides a transformative strategy for managing donor portfolios across various areas, including Annual Giving, Major Giving, Alumni Relations, Donor Relations, Corporate and Foundation Relations, and Special Events.
Why the T36 Works:
• Effective Portfolio Management: Focus on the most impactful donors with targeted engagement strategies.
• Streamlined Strategies: Apply practical methods to ensure that each donor is effectively cultivated and stewarded.
• Enhanced Collaboration: Foster teamwork to build stronger donor relationships and maximize engagement.
By prioritizing the number of asks, setting clear ask minimums, and promoting collaboration, the T36 creates a sustainable and effective approach to fundraising.
Proven Results:
After a year of implementing the T36 strategy, our Advancement team achieved its second-largest fundraising year, surpassing our annual goal by over $2 Million. We’re on track for even greater growth in the coming years.
Join us on this journey and transform the way you manage your donor portfolio. Discover how the T36 can be scaled to all aspects of Advancement and lead to unparalleled success in your fundraising efforts.
Discover the Secret Sauce to successful fundraising with the T36 (Top 36) approach, as shared by leaders from the Sam Houston State University Development team. The T36 provides a transformative strategy for managing donor portfolios across various areas, including Annual Giving, Major Giving, Alumni Relations, Donor Relations, Corporate and Foundation Relations, and Special Events.
Why the T36 Works:
• Effective Portfolio Management: Focus on the most impactful donors with targeted engagement strategies.
• Streamlined Strategies: Apply practical methods to ensure that each donor is effectively cultivated and stewarded.
• Enhanced Collaboration: Foster teamwork to build stronger donor relationships and maximize engagement.
By prioritizing the number of asks, setting clear ask minimums, and promoting collaboration, the T36 creates a sustainable and effective approach to fundraising.
Proven Results:
After a year of implementing the T36 strategy, our Advancement team achieved its second-largest fundraising year, surpassing our annual goal by over $2 Million. We’re on track for even greater growth in the coming years.
Join us on this journey and transform the way you manage your donor portfolio. Discover how the T36 can be scaled to all aspects of Advancement and lead to unparalleled success in your fundraising efforts.
Speakers: Nichole Becker, Director of Development -Corporate and Foundation Relations, Sam Houston State University, Leah Mulligan, Assistant Vice President of Donor Relations, Sam Houston State University
Competencies: Integrity and ProfessionalismRelationship Building
Experience Level: All Levels
4:00 PM - 5:00 PM CT
As the Lights Go Down: Donor Engagement at Campaign Close and Beyond
The lights are fading, the party is almost over, the goal has been met…your campaign is coming to a close. Your development officer and leadership teams may be starting to breath deep, but now it’s our time to shine – it’s time for donor relations, stewardship, engagement, events, and communications to take the stage and breathe life into all that has been accomplished through your massive fundraising accomplishment. Join this session to explore to role of these teams in effectively recognizing donors to the campaign at all levels, reporting the impact of funds raised, stewarding new funds, consolidating and converting events as necessary, and more. We will explore key data reports to be pulling, important annual communications to be issuing, and how to develop retention strategy for these important donors. It’s now our job to retain and engage these campaign donors – until the next big party!
Speakers: Sarah Sims, Associate Vice President of Donor Engagement, Texas State University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
10:45 AM - 11:45 AM CT
Revolutionizing Stewardship: Enhancing Donor Experience with AI
Join us for an engaging and interactive session where we dive into the latest trends in stewardship and donor experience strategies for higher education advancement. Discover how modern approaches and cutting-edge AI technologies can transform your donor relations, making them more personalized, efficient, and impactful. Through a mix of real-world examples and hands-on activities you’ll learn how to modernize donor experiences that exceeds expectations. Whether you’re a seasoned advancement professional or new to the field, this session will provide you with practical ideas, tips from AI, and innovative ideas to take your stewardship practices to the next level.
Speakers: Heather Kopec, Executive Director, Annual Giving, Rice University, Nhung Tran, Director of Stewardship and Donor Experience, Rice University
Competencies: Relationship BuildingStrategic Thinking
10:45 AM - 11:45 AM CT
Alumni Club and Chapter Events
Clubs and Chapter events can vary in format, goal, budget, and audience... to name a few. The team at University of New Mexico will moderate a group conversation around best practices and lessons learned, encouraging audience members share their stories and participate in the dialogue. Let's learn from each other!
Speakers: Katie Williams, Associate Director for Alumni Relations, The University of New Mexico
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All Levels
1:30 PM - 2:30 PM CT
Mission Minded: A Guide to Align and Equip Alumni Volunteers to What Matters Most
As an advocate for and a manager of alumni volunteers in their communities, providing focus and purpose is critical. By aligning volunteer network groups to what matters most, your volunteers will understand the purpose for the work they do and be better equipped to grow as an alumni volunteer leader and a mentor for future generations.
In this session, you will be guided through the one year process for building strategy to align alumni volunteer groups into one cohesive Alumni Network serving to make a difference in their communities. One unified Alumni Network committed to supporting and advancing the university’s excellence makes a profound impact!
Join me for this workshop where I will take you through the journey of building out a strategy to equip alumni volunteers to be mission minded. This session will share insights from working with the board of directors and writing bylaws, to creating a leader guide and implementing strategy for volunteers serving the collective Alumni Network at the University of North Texas.
In this session, you will be guided through the one year process for building strategy to align alumni volunteer groups into one cohesive Alumni Network serving to make a difference in their communities. One unified Alumni Network committed to supporting and advancing the university’s excellence makes a profound impact!
Join me for this workshop where I will take you through the journey of building out a strategy to equip alumni volunteers to be mission minded. This session will share insights from working with the board of directors and writing bylaws, to creating a leader guide and implementing strategy for volunteers serving the collective Alumni Network at the University of North Texas.
Speakers: Jenny Henley, Director of Alumni Volunteer Networks, University of North Texas
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
1:30 PM - 2:30 PM CT
How to Grow—and Engage—Your Magazine’s Digital Audience
Engaging your magazine’s audience in the digital age means considering social media storytelling from Day One. But translating a feature story idea from the page to Reels requires outside-the-box thinking—especially when you’re working with limited staff and budget. This session will cover how planning, collaboration and student involvement can result in dynamic storytelling that will organically expand your magazine’s reach, across platforms. We will outline a scalable approach to content planning that resonates with a diverse community of students, alumni, faculty, staff and donors.
Speakers: Amy Windsor, Director of Social Media & Engagement, University of Louisiana at Lafayette, Marie Oliver, Communications Specialist, University of Louisiana at Lafayette
Competencies: Relationship BuildingStrategic Thinking
1:30 PM - 2:30 PM CT
Can't We All Get Along? Maximizing Faculty Involvement for Advancement Success
Faculty members and academic leaders play a critical role in the success of any advancement operation. Working closely with them and preparing them well can reap significant results; on the other hand, giving them insufficient guidance or inadequate information can ruin a donor relationship and sink a gift proposal, or alienate alumni to your detriment. Come to this engaging and interactive session ready to share stories and learn from each other as well as a veteran of nearly three decades in higher education advancement. You'll find that proper care and feeding of faculty really can be fruitful for your institution!
Speakers: Jeff Spoeri, Vice President for University Advancement and Executive Director of the MSU Foundation, Inc., Midwestern State University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
1:30 PM - 2:30 PM CT
5 Steps for Building Portfolios, Finding Filler Visits & Closing Big Gifts
Join the Oklahoma State University Foundation (OSUF) for a dynamic session designed to simplify and enhance the art of prospect research, trip planning, and donor engagement. OSUF will share essential strategies for building collaborative prospect lists, planning efficient donor visits using mapping tools, and identifying top prospects by integrating data on giving history, wealth, and more. Learn the art of effective outreach and hear inspiring stories about how persistence and going the extra mile can lead to securing transformational gifts. This session will provide practical insights to help elevate your fundraising strategy and optimize donor engagement.
Speakers: Ashley Hesser, Senior Director of Regional Development, OKLAHOMA STATE UNIVERSITY FOUNDATION, Sara Furr, Senior Director of Development, OKLAHOMA STATE UNIVERSITY FOUNDATION, Jake Shechtman, Enterprise Customer Success Manager, EverTrue
Competencies: Relationship BuildingStrategic Thinking
3:00 PM - 4:00 PM CT
The Volunteer Advantage: Harnessing Your Most Valuable Resource for Alumni Engagement and Giving
Volunteers are not just casual supporters; they are key collaborators in enhancing alumni engagement and advancing fundraising efforts, especially for reunions. Their active involvement amplifies the voice of your institution and leverages their peer-to-peer influence to inspire classmates, increase reunion attendance, and encourage greater giving. Engaged volunteers help foster stronger connections within alumni communities, contributing to the success of your initiatives.
In this session, Christina Woods, Director of Annual Giving, Rice University, and Felicity Meu, Head of Partner Success, GiveCampus, will explore how to activate your most valuable asset—your volunteers. Finally, Christina and Felicity will showcase data that demonstrates how volunteers can significantly improve your alumni engagement and fundraising outcomes and share strategies for maximizing their impact.
Speakers: Felicity Meu, Senior Director of Partner Success, GiveCampus, Christina Woods, Director of Annual Giving, Rice University
Competencies: Emotional IntelligenceRelationship Building