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CASE District IV Annual Conference
District IV Annual Conference
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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
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
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
9:00 AM - 10:00 AM CT
Amplifying Your University and Leadership with Dynamic Social Media Content
In the digital age, universities must consider how a thoughtful approach to social media content strategy can leave a lasting impact across all audiences and help to achieve your goals. In a unique session, co-hosted by the Texas State University Marketing Team and University President Kelly Damphousse, attendees will delve into the transformative role that social media plays in advancing a university's stature, amplifying key messages and goals while fostering a sense of community and engagement.
President Damphousse and the TXST marketing team have individually found a sweet spot between social media content and community engagement while creating space for cross collaboration on content related to the university’s broader academic, fundraising, and community goals. Together, President Damphousse and TXST marketing have fostered digital communities that have driven unprecedented levels of engagement between the students, faculty/staff, alumni and community – all on social media.
Learn valuable insights on how leadership can approach social media and build engaged communities online while implementing practical strategies for cross collaboration between leadership and your university’s accounts to harness the full potential of social media for your institution's growth, community engagement, and strategic advancement.
Speakers: Kelly Damphousse, President, Texas State University, Texas State University, Elissa Fontenot, Director, Digital Marketing, Texas State University
Competencies: LeadershipRelationship Building
Experience Level: All Levels
9:00 AM - 10:00 AM CT
Alumni Engagement Metrics Findings from CASE & Survey Best Practices
In this session, we will discuss the importance of CASE Insights on Alumni Engagement survey as well as techniques and best practices in gathering key data points in the four modes of Philanthropic, Volunteer, Experiential, and Communications engagement. Whether a small shop or large decentralized institution, we will explore how to successfully execute and utilize this key strategic initiative. Co-presenters Jenny Cooke-Smith and Chuck Arnold will present the latest findings from recent Alumni Engagement surveying activity as well as a deep dive into how to successfully (and efficiently!) complete the Alumni Engagement survey for your institution. Learn how measuring engagement really does drive your organizational outcomes and how your institution can take part in this important benchmarking project.
Speakers: Jenny Cooke Smith, Senior Director of CASE Insights Solutions, Council for Advancement and Support of Education (CASE), Chuck Arnold, Executive Director for Alumni Engagement, Texas A&M University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
Topics: Alumni Engagement
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
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
3:45 PM - 4:45 PM CT
Did Someone Say Rebrand?
In the Spring of 2023, the UTSA Alumni Association had an identity crisis. It was striving to engage Roadrunner Alumni, but its brand was bland. From inconsistent design application to fickle messaging, they lacked a true marketing strategy. It was time for a REBRAND.
In working with partner and brand agency, Parallel, find out how the UTSA Alumni Association made its brand come alive, implemented it throughout its programming, and garnered alumni buy-in while capturing the unique spirit of UTSA. Plus, get the inside scoop the process start to finish, the things that worked, those that didn't, and what you should consider before taking the "rebrand" plunge.
In working with partner and brand agency, Parallel, find out how the UTSA Alumni Association made its brand come alive, implemented it throughout its programming, and garnered alumni buy-in while capturing the unique spirit of UTSA. Plus, get the inside scoop the process start to finish, the things that worked, those that didn't, and what you should consider before taking the "rebrand" plunge.
Speakers: Russell Wagner, Assistant Vice President of Alumni Engagement, The University of Texas at San Antonio, Ali Palmerson, Principal and Co-Owner, Parallel, A Brand Agency
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All Levels
5:00 PM - 6:00 PM CT
A Ragin' Cajun Story: A Case Study in Rebuilding After Covid
Challenged by Covid, leadership changes, and a changing university climate, the University of Louisiana Alumni Association clubs and chapters fell dormant, association financial support waned, and the staff was burned out and tired. This is the story of the Ragin' Cajun spirit rising better than ever before. Come hear the story behind the story - from strategic planning, staff realignment, new focus on clubs and chapters, and a reenergized, engaged board - you'll hear it all!
Speakers: Amy Armstrong, CEO Alumni Association, University of Louisiana at Lafayette, Kayla Hebert, Associate Director, Strategic Initiatives, University of Louisiana Alumni Association
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All Levels
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
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