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CASE District IV Annual Conference
District IV Annual Conference
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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
Monday, April 15, 2024
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
Topics: Alumni EngagementAnnual GivingCampaign StrategiesDiversity & InclusionDonor Relations & StewardshipIndependent SchoolsMajor gifts
Fundraising
Advancement Services
Tuesday, April 16, 2024
11:00 AM - 12:00 PM CT

Why Data is the 4-Letter Word Savvy Fundraisers Swear By

To fully flex your fundraising muscle you need buy-in from both the annual giving and advancement services sides of the house. How do you achieve the alignment necessary to drive meaningful results? The devil is in the data. GiveCampus analyzed aggregate data from 4,532 campaigns and 4,973 giving forms to identify what’s moving the proverbial needle in fundraising and what’s not. Find out from fellow higher education fundraisers how they’re leveraging that data to drive decisions at key stages of the philanthropic lifecycle, and how they got everybody—including advancement services—to back their biggest bets.
Speakers: Amy Shackelford, Director of Digital Philanthropy, Texas Christian University, Felicity Meu, Senior Director, Partner Success, GiveCampus
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 3All Levels
Topics: Alumni EngagementAnnual GivingCampaign StrategiesDonor Relations & StewardshipMajor giftsParent Programs
Advancement Services
Fundraising

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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    CASE Academy

    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
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    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
    • Getting Started
    • 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
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

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

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • US and Canada

    Career Central

    Career Central

    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
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    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
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    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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