The expectations from a gift officer to their research colleague can often be summed up by the famous words of Jerry McGuire, "SHOW ME THE MONEY!!!!!!". While this may be true for some, we believe there is a better way, one of collaboration and communication. Please join us for a practical workshop where gift officers, researchers, and managers will walk away with some best practices on how to effectively collaborate and maximize fundraising success.

Dashboard reports and self-service tools can be very beneficial for advancement shops. They save time by giving end-users access to the metrics they need, help keep departments on track, discover insights to help diversify programming, and give fundraisers valuable feedback on activities. But tables with numbers do not an effective dashboard make. In this session we will discuss what makes an impactful, equitable, and inspirational dashboard report, hear from the VP of Advancement at Texas State University on what make a good dashboard for leadership, discuss tips on how to avoid analytical bias, and identify ways you can diversify and spruce up your reporting.

Discover the Power of Planned Giving: Join us as we delve into a College Foundation's journey towards establishing a robust legacy program. Learn firsthand how strategic investments paved the way to identify and engage planned giving prospects, securing invaluable future gift intentions. Explore the Path to Lasting Impact: Uncover the transformative potential of planned gifts in ensuring the enduring success and sustainability of your institution. Gain insights into effective strategies for cultivating meaningful donor relationships and fostering a legacy of support. Join us as we navigate the roadmap to securing your institution's future through intentional planned giving initiatives