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CASE District IV Annual Conference
District IV Annual Conference
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18 Results Found
3:45 PM - 4:45 PM CT
Impactful Data - Creating Actionable and Inspirational Dashboards
Dashboard reports and self-service tools can be very beneficial for advancement shops. They save time by giving end-users access to the metrics they need, help keep departments on track, discover insights to help diversify programming, and give fundraisers valuable feedback on activities. But tables with numbers do not an effective dashboard make. In this session we will discuss what makes an impactful, equitable, and inspirational dashboard report, hear from the VP of Advancement at Texas State University on what make a good dashboard for leadership, discuss tips on how to avoid analytical bias, and identify ways you can diversify and spruce up your reporting.
Speakers: Maria Wasley-Valdez, Assoc. Director, Advancement Data Analytics, Texas State University, Brooks Hull, Vice President for University Advancement, Texas State University
Competencies: Business and Financial AcumenStrategic Thinking
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
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
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
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
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
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