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CASE District IV Annual Conference
District IV Annual Conference
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Sunday, April 14, 2024
7:00 AM - 12:00 PM CT

New to the Profession

Designed for educational advancement professionals with fewer than two years of professional advancement experience, this workshop will explore the fundamentals of advancement and lay the groundwork for a successful career in this exciting profession. You will hone networking skills, participate in small breakout sessions with veterans in the field of Development, Marketing and Communications, Alumni Relations, and Advancement Services. You will hear helpful tips for navigating the District Conference and grow your personal network of education advancement professionals.
Speakers: Jeffery McLain, Senior Director of Gift Planning, Texas A&M University-Kingsville
Experience Level: Level 2Level 1
Sunday, April 14, 2024
4:00 PM - 5:00 PM CT

Enrich Donor Relationships Through Creative Storytelling

Collaborating with your colleagues in communications can vastly improve cultivation and stewardship efforts for key donors in your portfolio. Learn best practices from professionals in development-focused print and visual storytelling, and how to leverage these types of communications techniques to enrich touchpoints and conversations with your donors.
Speakers: Jennilee Garza, Senior Director of Strategic Communications, The University of Texas at San Antonio, Alta Compton, Director of Stewardship, The University of Texas at San Antonio, Jordan Allen, Senior Communications Coordinator, The University of Texas at San Antonio, Mario Maldonado, Senior Producer, The University of Texas at San Antonio
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 1Level 4
Monday, April 15, 2024
10:30 AM - 11:30 AM CT

Maximizing Fundraising Success: Bridging Gaps Between Fundraisers and Researchers

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.
Speakers: Todd Jensen, Associate Vice President for University Advancement, Texas State University, Sidni Martinez, Assistant Director, Prospect Development, Texas State University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 2Level 1
Topics: Major gifts
Fundraising
Advancement Services
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
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
Experience Level: Level 1Level 2
Topics: Community CollegesDonor Relations & StewardshipPlanned giving
Advancement Services
Fundraising
Tuesday, April 16, 2024
11:00 AM - 12:00 PM CT

Parent Giving and Engagement Best Practices

Working with Parent Prospects and Donors: Best practices fundraisers need to know to start and enhance their work with parents. Giving from parents is an excellent way to identify new sources of philanthropy for your institution and many fundraisers aren't sure where to start. We'll discuss the differences between strategies for parent giving versus alumni giving, key data points to look for and best practices that can be implemented at any institution. This session is applicable for all levels of experience with parent giving.
Speakers: Diane O'Brien, Director of Development, Parents and Families, Rice University
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 1All Levels
Topics: Annual GivingMajor giftsParent Programs
Fundraising
Tuesday, April 16, 2024
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
Experience Level: Level 2Level 1
Topics: Alumni EngagementMajor gifts
Alumni Relations
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! 

  • Give to CASE
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