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District V Annual Conference 2025
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2:45 PM - 3:45 PM CT
A Strategic Plan for Engaging Families
Parents are one of the hottest markets for philanthropy and fundraising; but in order to solicit them, we must first engage them, and meaningfully. This session will discuss the ways one institution built a family engagement strategy--through its onboarding of first-year families, in-person and virtual programming, and strategic and aligned communications, all sequenced to reinforce one another.
Because parent programming on college campuses can be scattered and disjointed, we developed a strategic plan for family engagement to provide coherence, direction, and vision. This session will provide an overview of how we not only built that plan but quickly implemented that plan and how collaboration across the institution has allowed us to meaningfully engage families and contribute to our fundraising and philanthropy goals.
Because parent programming on college campuses can be scattered and disjointed, we developed a strategic plan for family engagement to provide coherence, direction, and vision. This session will provide an overview of how we not only built that plan but quickly implemented that plan and how collaboration across the institution has allowed us to meaningfully engage families and contribute to our fundraising and philanthropy goals.
Speakers: Susan Leithauser, Director Family Philanthropy, Denison University, Julie Tucker, Director of Family Engagement & Denison Professional Network, Denison University
Competencies: Relationship BuildingStrategic Thinking
Topics: Parent Programs
2:45 PM - 3:45 PM CT
An Experiment in Prospecting: How to Increase the Response Rate of Your Outreach
Prospecting often marks the beginning of each relationship we hope to form with a donor. Despite this, fundraisers tend to focus their energy learning more about gift closure conversations than how to reach their donors in the first place. Through the lessons learned during an experiment in prospecting you will learn how you can connect to your intended donor base with ease!
In this session you will gain insights from a study conducted using real prospects. We will talk about how to approach prospecting, what you might expect your results to be and what actually happened in the study. As well as how all of this can inform your work in the future. Additionally, the session will be full of opportunities for you to ask questions and share your experiences in prospecting.
At the end of this session you will be able to identify your target audience, create an outreach plan to increase the responses you receive from your audience and utilize these prospecting tools as an asset that aids the work you do with donors throughout the rest of the gift cycle. Let us help you make the most of the time you spend prospecting so that you can get back to closing more gifts!
In this session you will gain insights from a study conducted using real prospects. We will talk about how to approach prospecting, what you might expect your results to be and what actually happened in the study. As well as how all of this can inform your work in the future. Additionally, the session will be full of opportunities for you to ask questions and share your experiences in prospecting.
At the end of this session you will be able to identify your target audience, create an outreach plan to increase the responses you receive from your audience and utilize these prospecting tools as an asset that aids the work you do with donors throughout the rest of the gift cycle. Let us help you make the most of the time you spend prospecting so that you can get back to closing more gifts!
Speakers: Victor Senn, Major Gift Officer, University of Michigan Ross School of Business
Competencies: Strategic ThinkingRelationship Building
4:00 PM - 5:00 PM CT
What We've Learned From Fully Autonomous AI Fundraising & Where We're Going Next
It’s been almost nine months since the world’s first fully autonomous fundraiser interacted with its first assigned donor. During that time, 11 higher educational institutions joined together as a cohort to engage donors with an AI-powerered Virtual Engagement Officer (and a second cohort is now live), but more importantly research, develop, and accelerate the deployment of autonomous fundraising for our entire industry.
All higher education institutions can relate to the fact that they have more donors and alumni than they have fundraisers with capacity to build relationships. This is precisely where autonomous fundraising changes what’s possible.
In this session, Susan Lewers, Associate Vice President, Major and Planned Gifts, of Illinois Institute of Technology will present the results her and her team have seen from autonomous fundraising – donors engaged, dollars raised, and pipeline built, in addition to their experience being the first organizations in the world to deploy a Virtual Engagement Officer to a portfolio of their donors.
We’ll present what we learned, what we got right, where course corrections were needed, and how we navigated AI in a field defined by relationships. We’ll share all of our findings including portfolios for autonomous fundraisers, sourcing engagement content independently, accuracy, transparency, ethics, and more.
Finally, we’ll conclude by looking at where we are going, how we can continue to further personalize donor journeys, push the outer limits of technology, and more.
All higher education institutions can relate to the fact that they have more donors and alumni than they have fundraisers with capacity to build relationships. This is precisely where autonomous fundraising changes what’s possible.
In this session, Susan Lewers, Associate Vice President, Major and Planned Gifts, of Illinois Institute of Technology will present the results her and her team have seen from autonomous fundraising – donors engaged, dollars raised, and pipeline built, in addition to their experience being the first organizations in the world to deploy a Virtual Engagement Officer to a portfolio of their donors.
We’ll present what we learned, what we got right, where course corrections were needed, and how we navigated AI in a field defined by relationships. We’ll share all of our findings including portfolios for autonomous fundraisers, sourcing engagement content independently, accuracy, transparency, ethics, and more.
Finally, we’ll conclude by looking at where we are going, how we can continue to further personalize donor journeys, push the outer limits of technology, and more.
Speakers: Susan Lewers, Associate Vice President, Major and Planned Gifts, Illinois Institute of Technology, Adam Martel, CEO, Givzey
Competencies: Relationship BuildingLeadership
1:30 PM - 2:30 PM CT
Building And Sustaining Affinity Networks: Strategies For Engagement And Impact
This session will focus on strategies for building and sustaining affinity networks that foster community, amplify alumni voices, and increase engagement across diverse demographics. Participants will explore how to align affinity networks with the institution's goals while ensuring they foster a culture of inclusion and belonging.
Speakers: Stephanie Bonebrake, Associate Director of Affinity Network Operations, Alumni Engagement, Purdue for Life Foundation, Maria Whipple, Senior Director of Affinity Networks, Purdue for Life Foundation, Almira Yllana, Assistant Director of Affinity Networks, Purdue for Life Foundation
Competencies: Relationship BuildingGlobal and Cultural Competence
Experience Level: Level 3All Levels
3:00 PM - 4:00 PM CT
Crafting Connections: Elevating Email Marketing Strategy & Planning
In today's digitally-driven world, effective communication is paramount for higher education institutions to engage with prospective students. Email remains one of the most prevalent forms of communication, but crafting impactful messages and communication requires a strategic approach.
Join us for an insightful speaker session on email communication strategy and planning. This session will delve into the nuances of creating compelling email campaigns and overarching communication strategies tailored for the higher education sector.
Our speaker will share tips in developing your unique audience, creating an email production workflow, practical insights into email flow strategy development, and other best practices to equip attendees with the knowledge and tools needed to elevate their organization’s communication efforts. Whether you're an email marketer, strategist, manager, or administrator, this session promises valuable takeaways to enhance your organization’s communication impact.
Join us for an insightful speaker session on email communication strategy and planning. This session will delve into the nuances of creating compelling email campaigns and overarching communication strategies tailored for the higher education sector.
Our speaker will share tips in developing your unique audience, creating an email production workflow, practical insights into email flow strategy development, and other best practices to equip attendees with the knowledge and tools needed to elevate their organization’s communication efforts. Whether you're an email marketer, strategist, manager, or administrator, this session promises valuable takeaways to enhance your organization’s communication impact.
Speakers: Kelsey Smith, Marketing Cloud Administrator, Purdue University, Mitch Daniels School of Business
Competencies: Relationship BuildingStrategic Thinking
Topics: Campaign Strategies
4:15 PM - 5:15 PM CT
Targeted Alumni Engagement Through Relationship Management and Regional Events
Discover how to transform unassigned prospects into engaged donors through strategic relationship management. This session will showcase how to keep potential donors "warm" by ensuring ongoing communication, even without immediate assignment to a relationship manager. Additionally, we'll explore the rapid growth of Illinois Tech’s regional events program, driven by targeted outreach using geographic mapping tools, which has significantly increased alumni participation nationwide.
We'll also touch on how integrating key engagement forms into their platform has streamlined volunteer management and improved data capture, enabling more effective alumni engagement.
We'll also touch on how integrating key engagement forms into their platform has streamlined volunteer management and improved data capture, enabling more effective alumni engagement.
Speakers: Siddarth Gudimetla, Manager - Customer Success, Almabase, Ashley Agron, Senior Director of Constituent Engagement, Illinois Tech
Competencies: Strategic ThinkingRelationship Building