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All Sessions

CASE District IV Annual Conference
District IV Annual Conference
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16 Results Found
Sunday, April 14, 2024
2:45 PM - 3:45 PM CT

The Enrollment Cliff: How We Start Preparing

We’ve heard about the enrollment cliff and its likely impact on higher education. For her dissertation, Dr. Carrie Phillips researched how marketing strategies might help mitigate this cliff. This session shares findings from visiting with chief marketing officers about how they’re preparing. The session will begin with a high-level overview of the enrollment cliff followed by a deep dive into how marketing strategies might lessen the impact. You’ll hear about the challenges participants face, strategies they’re exploring and best practices to consider. As you’re looking to navigate change at your institution, this session is a great place to start.
Speakers: Carrie Phillips, Chief Marketing and Communications Officer, University of Arkansas at Little Rock
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: BrandingCommunity CollegesPersonal/Professional DevelopmentSocial Media
Alumni Relations
Communications and Marketing
Sunday, April 14, 2024
2:45 PM - 3:45 PM CT

Today's Donors Expect Access: Leveraging Your Leadership for Fundraising Success

Donors—particularly major donors—are increasingly seeing their gifts as investments. And just like any corporate investor, they want to know their gifts’ ROI. Universities that leverage their president, chancellor, cabinet, and faculty chairs effectively to build authentic relationships with donors are the ones seeing the biggest returns in today’s philanthropic marketplace. University of Arkansas – Fort Smith has transformed its major giving program thanks to the relationships its Chancellor Terisa Riley and department chairs such as Kendall Ross have built with key stakeholders and donors. Since Dr. Riley arrived on campus three years ago, major giving has skyrocketed. The university is set to exceed its $75 million centennial campaign’s financial goal by 33 percent, with record individual gifts and giving levels.

To understand how other universities can build similar donor/president relationships, this presentation will focus on:

-the role of the university’s advancement office in the process
-qualifying and prioritizing the right donors
-ideal allocation of a president’s time to fundraising
-taking the first step in building the relationship
-the types of cultivation events or individual meetings that are most effective
Speakers: Jim Bush, Principal and President, Winkler Group, Blake Rickman, Vice Chancellor for University Advancement and Executive Director of the UAFS Foundation, University of Arkansas - Fort Smith, Kendall Ross, Executive Director, Center for Economic Development, University of Arkansas-Fort Smith
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All LevelsLevel 6
Topics: Alumni EngagementCampaign StrategiesDonor Relations & Stewardship
Advancement Services
Fundraising
Sunday, April 14, 2024
4:00 PM - 5:00 PM CT

How do we chart a bold future of progress without alienating alumni and donors?

This session will provide findings from survey results, provide tools to navigate conversations with dissenting opinions, and harness the power of honoring traditions and values of the past while forging a relevant and progressive future. Attendees will learn how to engage alumni and donors in a way that empowers them to join in the vision, and identify when to detach from donors who do not uphold the institution’s current mission and vision.
Speakers: Taylor Phelps, Director, Development, UTSA, Jeffery McLain, Senior Director of Gift Planning, Texas A&M University-Kingsville
Competencies: Global and Cultural CompetenceRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementAnnual GivingCampaign StrategiesDiversity & InclusionDonor Relations & StewardshipIndependent SchoolsMajor gifts
Alumni Relations
Fundraising
Monday, April 15, 2024
9:00 AM - 10:00 AM CT

Building Your Pipeline: Starting an In-House Digital Experience Officer Program

We all know that a robust donor pipeline is key to a sustainable, growth-oriented development operation. but how do we combine the relationship-building power of major gifts with the scalability of annual giving activities? The answer: Digital Experience Officers (DXOs)! In this session, you will hear how the OK State Foundation Annual Giving Team built a DXO program to engage and upgrade donors in the middle of the pyramid to identify and hand off the next generation of major gift prospects. Your presenters will share their experience building a program from the ground up, how they collaborated with peers to form a program that was right for their institution, and how the program has grown and changed in its initial two years.
Speakers: Adrian Matthys, Assistant Vice President, Annual Giving, Foundation, Oklahoma State University, Pam Higgins, Director of Annual Giving, Oklahoma State University Foundation
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Annual GivingCampaign StrategiesDiversity & InclusionMajor giftsPersonal/Professional DevelopmentSocial MediaTalent Management
Advancement Services
Fundraising
Monday, April 15, 2024
9:00 AM - 10:00 AM CT

Amplifying Your University and Leadership with Dynamic Social Media Content

In the digital age, universities must consider how a thoughtful approach to social media content strategy can leave a lasting impact across all audiences and help to achieve your goals. In a unique session, co-hosted by the Texas State University Marketing Team and University President Kelly Damphousse, attendees will delve into the transformative role that social media plays in advancing a university's stature, amplifying key messages and goals while fostering a sense of community and engagement. President Damphousse and the TXST marketing team have individually found a sweet spot between social media content and community engagement while creating space for cross collaboration on content related to the university’s broader academic, fundraising, and community goals. Together, President Damphousse and TXST marketing have fostered digital communities that have driven unprecedented levels of engagement between the students, faculty/staff, alumni and community – all on social media. Learn valuable insights on how leadership can approach social media and build engaged communities online while implementing practical strategies for cross collaboration between leadership and your university’s accounts to harness the full potential of social media for your institution's growth, community engagement, and strategic advancement.
Speakers: Kelly Damphousse, President, Texas State University, Texas State University, Elissa Fontenot, Director, Digital Marketing, Texas State University
Competencies: LeadershipRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementBrandingSocial Media
Alumni Relations
Communications and Marketing
Monday, April 15, 2024
2:15 PM - 3:15 PM CT

How to Master your Fundraising Universe: Leveraging Communications & Marketing

This session focuses on how to develop a playbook centered on integral principles of fundraising that are too often an afterthought for organizations: stewardship, marketing, and communications. Few organizations have a built-in donor base and even those who do, must stand out when cultivating gifts. Whether a small department or a large university, this session will provide practical examples and tactics for unique and meaningful stewardship that inspires donors during acquisition, cultivation and recognition events. The session will hone messaging and marketing that focuses on your organization’s mission, purpose and impact that resonates with any audience including the business community.
Speakers: Andrea Tawney, Vice President, Texas Tech University Health Sciences Center El Paso
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: BrandingCampaign StrategiesDonor Relations & StewardshipMajor giftsSocial MediaSpecial Events
Communications and Marketing
Fundraising
Monday, April 15, 2024
2:15 PM - 3:15 PM CT

Matrices, Metrics & Behavior-Based Recognition: Donor Engagement of the Future

Behavior-based donor engagement and recognition is the way of the future. With limited staff, resources, and endless priorities and goals to meet, we must implement programs that scale in customization and is designed to affect retention, loyalty, and future fundraising. By developing a program based on donor behaviors, in lieu of arbitrary giving amounts, we can ensure we are communicating gratitude and impact to donors at all levels of giving. Beyond first-time donors, there are a slew of critical donor populations that also want and deserve great giving experiences! One size does not fit all, and as we look to tailor communications, events, and recognition based on DX best practices, we must prioritize and plan appropriately and efficiently – it requires both strategy and creativity! Loyal, lapsed, trifecta, monthly, renewed, and more—let's explore priority donor behaviors that drive the entire donor pipeline.
Speakers: Sarah Sims, Associate Vice President of Donor Engagement, Texas State University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipSocial Media
Communications and Marketing
Fundraising
Monday, April 15, 2024
2:15 PM - 3:15 PM CT

Soaring to Success: A Giving Day Saga

Launching a Giving Day is no small feat. Contrary to what the name implies this type of high energy campaign encompasses much more than a single day of philanthropy. This session will outline everything from recommended timelines and strategic messaging to key successes and areas of improvement from UNT's very first on campus day of giving. Join us as we walk through the key components of starting a giving day from initial idea to fruition.
Speakers: Nicole Sprowl, Senior Director, Annual Giving, University of North Texas, DaQuan Allen, Assistant Director of Digital Philanthropy, University of North Texas, Christopher Vicks, Assistant Director of Annual Giving, University of North Texas
Competencies: Strategic ThinkingRelationship Building
Experience Level: All LevelsLevel 2
Topics: Alumni EngagementAnnual Giving
Alumni Relations
Fundraising
Monday, April 15, 2024
3:45 PM - 4:45 PM CT

Employee Giving 101-Revitalizing the Program

Transform your university's culture and impact with a dynamic Employee Giving Program! Learn how to plan, execute, and evaluate this game-changing initiative. Empower your staff to make a difference while boosting morale and funding critical projects. Elevate your university's mission with our proven strategies and watch your community thrive.
Speakers: Laterika Tooks, Director of Annual Giving, University of Arkansas at Little Rock, Anthony Buttrum, Scholarship Coordinator, University of Arkansas at Little Rock
Competencies: Integrity and ProfessionalismRelationship Building
Experience Level: Level 1Level 2
Topics: Campaign StrategiesSpecial EventsTalent ManagementVolunteer Management
Fundraising
Monday, April 15, 2024
3:45 PM - 4:45 PM CT

Flipping the script: building a donor pipeline through creative collaboration

Fundraising is often described as both a science and an art. In pipeline building, we often only focus on the science of the equation by moving prospects in one direction of the donor pyramid. In this session, attendees will learn artful ways to rethink the traditional donor pipeline and strategies for collaborating with annual giving, prospect researchers, gift officers, and clinicians. Flipping the traditional model of donor acquisition that starts with annual giving and leads to major gifts, this session will highlight stories of successful collaboration and partnership with different starting points. Attendees will learn how to use this new model to increase donor engagement, new donors, and gifts.
Speakers: Christina Smith, Senior Director of Development, The University of Texas At Austin, Lauren Little, Associate Director of Development, Annual Giving, Dell Medical School, University of Texas at Austin, Ellen Walkington, Associate Director of Prospect Research, Dell Medical School, University of Texas at Austin
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: Annual GivingMajor gifts
Advancement Services
Fundraising

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    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
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    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
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    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
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      • Previous Winners
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    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

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    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
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      • President's Page
    • Offices & Staff
      • Washington D.C.
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    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
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    • CASE Membership Primary and Secondary Coordinators
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    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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