Transform your university's culture and impact with a dynamic Employee Giving Program! Learn how to plan, execute, and evaluate this game-changing initiative. Empower your staff to make a difference while boosting morale and funding critical projects. Elevate your university's mission with our proven strategies and watch your community thrive.

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.

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.

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.

As a leader of an advancement organization, prepare yourself and your team to embark on the impactful journey of crafting new cultural values. Unlike traditional approaches, we'll be diving into a dynamic process that involves each member of your team actively. This isn't just about drafting values on paper; it's about infusing your shared mission into the very essence of your organization.
In this session, you'll be guided through the process of creating values tailored to your unique organizational identity. Imagine the impact of involving your team members in a collaborative dialogue that shapes the culture you aspire to cultivate.
This isn't a one-size-fits-all process – it's an opportunity for you to glean insights and strategies that you can adapt to your specific context. Whether you're leading your organization, a team, or peer to peer, the principles shared will empower you to foster a culture that aligns with your mission and resonates with your team.
Join me for a practical workshop that equips you with the tools to shape a collective vision. This isn't just about values; it's about empowering you to lead intentional cultural change within your organization that is not only well received, but is owned, embraced and lived out each day.

In this highly competitive talent market, what components of the interview process and resulting offer attract new team members? What keeps high performers with your team? And, what are the distinctive differences in strategy between attracting the best professionals and retaining them? Join this panel of leaders known for building healthy, high-performing teams as they share creative ideas, challenges, and insights in talent acquisition and retention. Come for strategies, ideas, discussion and debate with this panel of CASE IV advancement leaders.

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!

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.

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.

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