The “great wealth transfer” is a monumental phenomenon that is already underway and will continue to impact our work. Over the next two decades, Boomers are expected to transfer approximately $68 trillion in assets to younger generations. This transfer presents a unique opportunity for transformative philanthropy and strategic adaptation within alumni associations. This session will share actionable insights on how alumni associations can leverage this as an opportunity to forge stronger connections with aging constituents while maximizing philanthropic impact.

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!

Affinity Groups. This tried-and-true engagement strategy has yielded big results at many institutions. But they can run the spectrum in both investment and results. Do you create a mini alumni association, or do you simply try to harness the momentum formed by organic groups? We will look at pro's and con's for each method, when each would be appropriate, the opportunity for a blended approach, and best practices for these powerful programs.

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.

As the national trend of declining donor counts continues, many institutions are ramping up engagement and acquisition efforts to attract new prospective donors. But increased data collection like this can often lead to differing schools of thought between the engagement professionals who seek to grow the donor pipeline and IT/data partners who aim to protect data integrity. What are the right pieces of data to collect? How can data quality be protected? At what point does data collection hinder a positive customer experience? Is there such a thing as too much data? This session will show how Ohio State Advancement has taken a collaborative approach to working through these questions and more by bringing the two business areas together to develop solutions.
Key topics will include:
• How to align teams, practices, and goals.
• How to determine the right data points to ensure quality data while collecting engagement data to build and strengthen the fundraising pipeline.
• How to select the right data collection tools for varying types of engagement opportunities.
• How to tell the story of how engagement and acquisition data impacts the long-term health of an organization.