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CASE District IV Annual Conference
District IV Annual Conference
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2:45 PM - 3:45 PM CT
Use It or Lose It! Collaborative Fund Utilization
We all know you can’t ask for the next unless you have successfully stewarded (and spent!) the last one. Join us as we dive into the complexities of fund compliance and utilization programs, what makes them successful (or not!), and the indispensable partnerships across your division and the campus that ensure their success. Whether you are in advancement services or a frontline fundraiser, everyone has a role to play in this space. We will explore the core components of a program that ensures your philanthropic funds are spent according to donor intent and to maximum capacity. We will explore strategies to strengthen collaboration between multiple key stakeholders for a more cohesive and effective approach. From data, reporting, metrics, and engagement and education programs, we will cover what you need to strengthen and streamline your fund stewardship program. Using real-life case studies from two rock solid donor compliance programs in the District, we'll give you all the tools you need to ensure success in this challenging space.
Speakers: Sarah Sims, Associate Vice President of Donor Engagement, Texas State University
Competencies: Strategic ThinkingBusiness and Financial Acumen
Experience Level: All Levels
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
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
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