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CASE District IV Annual Conference
District IV Annual Conference
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14 Results Found
5:00 PM - 6:00 PM CT
Unlocking Legacy Potential: A Case Study on Planned Giving Strategies
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
Speakers: Jeff Grandy, Vice President, Client Development, Catapult Fundraising Inc., John Sanchez, Executive Director for University Advancement, Texas A&M University-San Antonio
Competencies: Strategic ThinkingIndustry or Sector Expertise
9:45 AM - 10:45 AM CT
Building your Brand: 10 branding tips to help your brand cut through the clutter
In this dynamic conference presentation, we'll dive into the art and science of branding from both a marketing collateral and personal perspective. As higher education institutions, the data says that branding will help us stand out in a crowded marketplace. We’ll kick off the conversation with practical strategies and creative approaches to create memorable, authentic, and effective marketing collateral that resonates with your target audience.
But branding isn’t limited to our institutions; it extends to you as an individual. During the second half of our discussion, we’ll discuss building a personal brand that leaves a lasting impact. Drawing from real-life success stories, we'll explore how to cultivate your personal brand and how that can help you connect with donors, students, and industry peers. Then, we'll shift our focus inward to understand how your personal brand can empower and motivate your internal team.
But branding isn’t limited to our institutions; it extends to you as an individual. During the second half of our discussion, we’ll discuss building a personal brand that leaves a lasting impact. Drawing from real-life success stories, we'll explore how to cultivate your personal brand and how that can help you connect with donors, students, and industry peers. Then, we'll shift our focus inward to understand how your personal brand can empower and motivate your internal team.
Speakers: Carrie Phillips, Chief Marketing and Communications Officer, University of Arkansas at Little Rock, Trey Laverty, Director of Sales Development, Slate Group
Competencies: Strategic ThinkingIndustry or Sector Expertise
9:45 AM - 10:45 AM CT
It's Not Just a Good Idea, It's the Law: Basic Legal Principles for Advancement
Legal concerns in advancement aren't just for planned giving anymore. Whatever you do in advancement – fundraising, alumni relations, communications, or advancement services – knowing how the law affects your work could make the difference between celebrating success and a costly lawsuit. Learn from a "recovering attorney" and advancement veteran about key principles and situations to consider, whether you're planning an event, managing a fundraising campaign, writing a press release, maintaining a database, or organizing a reunion. You'll hear about plenty of real-world examples, so bring your hardest questions and toughest challenges to this lively, engaging, and interactive session – no retainer required!
Speakers: Jeff Spoeri, Associate Vice President for University Advancement, Lamar University
Experience Level: Level 2All Levels
11:00 AM - 12:00 PM CT
How to go from Stuck to Solicitation (and have fun doing it!)
Do you ever feel stuck with certain prospects or donors and are unsure of how to move conversations forward that may have stalled out (or never happened in the first place)? In this session, two frontline fundraisers will share their strategic process from moving prospects from stuck to solicitation and how they have partnered together to create a model of engagement that utilizes both of their skill sets and unique roles within donor and prospect relationships to expertly drive forward solicitation conversations and proposals. Join this session to hear practical examples and case studies from this dynamic duo about collaboration and what to do (and not to do!) to generate activity and increase solicitations within your portfolios.
Speakers: Christina Smith, Senior Director of Development, The University of Texas At Austin, Tamra Johnson, Director of Major Gifts, The University of Texas at Austin
Competencies: Relationship BuildingStrategic Thinking
Topics: Alumni EngagementMajor gifts