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CASE District IV Annual Conference
District IV Annual Conference
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6 Results Found
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
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
2:45 PM - 3:45 PM CT
Leveraging Funding to Meet Student Needs
Advancement and Development services are approaching a new horizon when working with internal employees and external partners. Through discovery work, Dallas College Advancement and Development has created a new model for leveraging funding using network systems to support students and provide partners with a roadmap for success. This session will explore the new model, its benefits, and how it can be used to create a more efficient and effective way to manage sponsored program projects.
Speakers: Adrienne Thompson, Senior Director of Advancement Strategy & Intergration, Dallas College, Tricia Thomas-Anderson, Senior Director, Sponsored Programs, Dallas College
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All LevelsLevel 5
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
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
5:00 PM - 6:00 PM CT
A Model for Operational Excellence in Times of Growth and Change
Fundraising organizations play a critical role in our culture and the communities they serve, but they must be well-run and efficient to achieve their goals. If we're being honest, though, our organizations are often resource-poor, inefficient, and even behind the times. Building an effective organization through growth and change can be especially difficult.
In this session, Jake Logan, VP for Advancement at UTEP, and Chelsea Lamego, FundMiner CEO and previous AVP for Advancement Operations at UTEP, will discuss the innovative and analytical approach to organizational change that helped them garner the support of stakeholders across their organizations and exceed expectations along the way.
Jake & Chelsea will share real-life experiences you can apply to fundraising operations in any nonprofit organization on its path to success. They will discuss actionable methods to help you be more strategic, allocate your resources more effectively, and ultimately significantly impact the people you serve.
In this session, Jake Logan, VP for Advancement at UTEP, and Chelsea Lamego, FundMiner CEO and previous AVP for Advancement Operations at UTEP, will discuss the innovative and analytical approach to organizational change that helped them garner the support of stakeholders across their organizations and exceed expectations along the way.
Jake & Chelsea will share real-life experiences you can apply to fundraising operations in any nonprofit organization on its path to success. They will discuss actionable methods to help you be more strategic, allocate your resources more effectively, and ultimately significantly impact the people you serve.
Speakers: Chelsea Lamego, CEO, FundMiner, Jake Logan, Mr., University of Texas at El Paso
Competencies: LeadershipRelationship Building
Experience Level: All Levels
5:00 PM - 6:00 PM CT
Partnership perfection - donor relations and frontline fundraising
Donor relations pros and front line fundraisers rejoice. Let's work together to make fundraising magic. This session will provide a partnership roadmap for your fundraising shop. We'll fill your magic toolbox with proactive strategies, processes, and tips to dazzle even your biggest critics. You'll raise more money, make a bigger impact, and enjoy some belly laughs along the way.
Speakers: Lynne Wester, Founder, Donor Relations Guru
Competencies: Industry or Sector ExpertiseRelationship Building
Experience Level: All Levels