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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
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
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
Alumni Relations to Donor Relations: Moving Alumni from Affinity to Engagement to Investors
Alumni and Donor Relations are rarely sitting at the same table, part of the same reporting lines, and often lack a cohesive approach to constituent engagement. Breaking down the barriers between these two teams is critical to moving alumni through attitudes to affinity to engagement to becoming current and future donors. Alumni and Donor Relations are two sides of the same coin. Join us for a candid conversation on how to bridge the gap between these two worlds through leveraging alumni surveying to meet everyone’s needs with special emphasis on events, communications, and special interest areas of our constituents. We will explore how these two teams can partner on annual engagement and interest surveys, event and experience surveys, to gauging overall satisfaction with your institution. We will dive into event strategy development and partnership, collaborative communication schedules, and ensuring all programs are designed to enhance the overall alumni and donor engagement experience. Designed to be both strategic and tactical in nature, this session delivers the partnership, surveying, and engagement deep dive you’ve been needing for your organization.
Speakers: Chuck Arnold, Executive Director for Alumni Engagement, Texas A&M University, Sarah Sims, Associate Vice President of Donor Engagement, Texas State University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels