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CASE District IV Annual Conference
District IV Annual Conference
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13 Results Found
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Sunday, April 14, 2024
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
Topics: Community CollegesPersonal/Professional DevelopmentTalent Management
Communications and Marketing
Advancement Services
Sunday, April 14, 2024
4:00 PM - 5:00 PM CT

How do we chart a bold future of progress without alienating alumni and donors?

This session will provide findings from survey results, provide tools to navigate conversations with dissenting opinions, and harness the power of honoring traditions and values of the past while forging a relevant and progressive future. Attendees will learn how to engage alumni and donors in a way that empowers them to join in the vision, and identify when to detach from donors who do not uphold the institution’s current mission and vision.
Speakers: Taylor Phelps, Director, Development, UTSA, Jeffery McLain, Senior Director of Gift Planning, Texas A&M University-Kingsville
Competencies: Global and Cultural CompetenceRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementAnnual GivingCampaign StrategiesDiversity & InclusionDonor Relations & StewardshipIndependent SchoolsMajor gifts
Alumni Relations
Fundraising
Monday, April 15, 2024
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
Topics: Annual GivingCampaign StrategiesDiversity & InclusionMajor giftsPersonal/Professional DevelopmentSocial MediaTalent Management
Advancement Services
Fundraising
Monday, April 15, 2024
2:15 PM - 3:15 PM CT

Matrices, Metrics & Behavior-Based Recognition: Donor Engagement of the Future

Behavior-based donor engagement and recognition is the way of the future. With limited staff, resources, and endless priorities and goals to meet, we must implement programs that scale in customization and is designed to affect retention, loyalty, and future fundraising. By developing a program based on donor behaviors, in lieu of arbitrary giving amounts, we can ensure we are communicating gratitude and impact to donors at all levels of giving. Beyond first-time donors, there are a slew of critical donor populations that also want and deserve great giving experiences! One size does not fit all, and as we look to tailor communications, events, and recognition based on DX best practices, we must prioritize and plan appropriately and efficiently – it requires both strategy and creativity! Loyal, lapsed, trifecta, monthly, renewed, and more—let's explore priority donor behaviors that drive the entire donor pipeline.
Speakers: Sarah Sims, Associate Vice President of Donor Engagement, Texas State University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipSocial Media
Communications and Marketing
Fundraising
Monday, April 15, 2024
2:15 PM - 3:15 PM CT

Soaring to Success: A Giving Day Saga

Launching a Giving Day is no small feat. Contrary to what the name implies this type of high energy campaign encompasses much more than a single day of philanthropy. This session will outline everything from recommended timelines and strategic messaging to key successes and areas of improvement from UNT's very first on campus day of giving. Join us as we walk through the key components of starting a giving day from initial idea to fruition.
Speakers: Nicole Sprowl, Senior Director, Annual Giving, University of North Texas, DaQuan Allen, Assistant Director of Digital Philanthropy, University of North Texas, Christopher Vicks, Assistant Director of Annual Giving, University of North Texas
Competencies: Strategic ThinkingRelationship Building
Experience Level: All LevelsLevel 2
Topics: Alumni EngagementAnnual Giving
Alumni Relations
Fundraising
Monday, April 15, 2024
2:15 PM - 3:15 PM CT

Multi-Million Dollar Success: Redefining Comprehensive Fundraising at an HBCU

In the face of political and racial tensions spreading across the nation and the impact of a global COVID-19 pandemic that upended traditional norms, The University of Arkansas at Pine Bluff reached a historic fundraising milestone, generating $10.1 million: the best fundraising year in school history! The success represented 200% growth over five years, moving UAPB from an average of $2M annually to the historic $10.1M high. Such fundraising success at a Historically Black College or University (HBCU), especially a small public university, is unprecedented. HBCUs face many challenges regarding fundraising and alumni engagement, but with creativity, perseverance, and non-traditional thinking, exceeding your fundraising goals can become more than just a plan! Join us for an engaging, transformative session and learn how we overcame extreme challenges and barriers to create a successful, comprehensive fundraising strategy.
In this session, you will learn the following:
• How to exceed fundraising goals even when your Institutional advancement office is understaffed, underfunded, and overworked!
• How to think beyond the urgent and immediate needs to grow your endowment.
• How to maximize time and resources to cultivate major donors.
• How to diversify fundraising to make corporate and foundation giving a base for expanding major gifts, scholarships, and endowment building.
If you have a small fundraising team with BIG fundraising goals… this session is for you!
Speakers: Joyvin Benton, Sr. Gift Officer, University of Arkansas at Pine Bluff, George Cotton, Vice Chancellor of Institutional Advancement, University of Arkansas at Pine Bluff
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All Levels
Topics: Annual GivingDonor Relations & StewardshipMajor gifts
Fundraising
Monday, April 15, 2024
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
Advancement Services
Fundraising
Monday, April 15, 2024
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.
Speakers: Chelsea Lamego, CEO, FundMiner, Jake Logan, Mr., University of Texas at El Paso
Competencies: LeadershipRelationship Building
Experience Level: All Levels
Topics: Donor Relations & StewardshipPersonal/Professional DevelopmentTalent Management
Fundraising
Advancement Services
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
9:45 AM - 10:45 AM CT

Generative AI: What it means for fundraising... and for me?

ChatGPT is the fastest-growing app in history. For many users, this is their first experience with generative AI — technology that is designed to create content. And it’s their first time encountering how AI will transform how we live, work, and fundraise. In this interactive workshop, we'll talk about the rise of AI, help everyone understand generative AI and large language models, and talk about data protection and privacy. We'll then spend time in an interactive prompt engineering workshop, showing how generative AI can increase efficiency, generate ideas, and become a part of your daily work.
Speakers: Mike Nagel, Senior Director of Account & Product Marketing, EverTrue, Stephen Sullivan, Director of Leadership Annual Giving, Baylor University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipIndependent SchoolsMajor giftsParent Programs
Alumni Relations
Fundraising

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    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
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    • Currents Magazine
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    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
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    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
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      • President's Page
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      • Washington D.C.
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    • 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. 

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    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
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    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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