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District V Annual Conference 2025
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33 Results Found
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
The Great Wealth Transfer: Strategic Adaptations for Alumni Associations
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.
Speakers: Lindsay Seminara, Associate Manager, Adv. Events and Operations, The Ohio State University Alumni Association
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
2:45 PM - 3:45 PM CT
The Call is Coming From Inside the Building: Establishing Alumni Councils Inside Local Employers
Imagine your alumni advocating for your school inside your largest community employers, connecting you to resources and opening partnership opportunities. This presentation features insights from an Alumni Council Leader, as well as the infrastructure and relationship building ideas that helped to make this possible.
Speakers: Gena Glover, Director, Community Relations, Heartland Community College, Chris Downing, Associate Vice President, Community Relations, Heartland Community College, Simran Sandhu, Director of Strategy & Innovation, Illinois Farm Bureau, Melissa Jewett, Administrator, Fort Jesse Imaging & Gale Keeran Center for Women
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All LevelsLevel 3
2:45 PM - 3:45 PM CT
Welcome Aboard! Now what? Onboarding new fundraisers to set them up for success
New fundraisers, whether new to the profession entirely, new to your organization, or new to a discipline or role, can feel like they don't receive enough guidance, direction, and onboarding from their supervisors, mentors, and peers. This session provides practical, clearly defined suggestions for setting up your new fundraisers for success from Day 1! Learn the most important elements of onboarding a new staff member to ensure that they understand your organization and their role.
Speakers: Theresa Law, Vice President for Institutional Advancement, Indiana Institute of Technology
Competencies: LeadershipIndustry or Sector Expertise
Experience Level: Level 3All Levels
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
Data & Discovery: Delivering Insights to Unlock Hidden Potential & Drive Strategy
Uncovering hidden gems in your fundraising pipeline through unlikely and powerful partnerships that drive transformative success! Diving into the integration of prospect research and major gift discovery to transform your fundraising efforts into a data-driven success story.
Speakers: Kimberly Rodstrom, Executive Director, Prospect Strategy and Research, Kent State University, Cassie Geissinger, Director, Discovery Program, Kent State University
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All LevelsAll Levels
Topics: Major gifts
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
4:00 PM - 5:00 PM CT
Intentionally Engaging Alumni Across Different Ages & Stages
Alumni crave meaningful engagement with their alma mater, and colleges are trying to reimagine how they engage alumni in new ways and continue to add value to alumni lives well beyond graduation. Join us for this panel discussion featuring two different institutions of different sizes for a conversation about strategies for successfully engaging alumni in initiatives across the lifespan. Specifically, we will discuss: affinity-based programming and research, career-focused alumni programming, virtual programming, and the use of data to support and assess this work.
Speakers: Julie Tucker, Director of Family Engagement & Denison Professional Network, Denison University, Ryan Brechbill, Director of Employer & Alumni Relations, Denison University, Lindsay Rose, Program Manager, University of Wisconsin Madison, Christine Seeley, Senior Program Manager, Wisconsin Foundation & Alumni Association
Competencies: Strategic Thinking
Experience Level: All Levels
4:00 PM - 5:00 PM CT
Engaging Campus & Community Partners: Building Excitement & New Opportunities
Alumni Engagement and Community Partners share common values and goals when it comes to building lasting and life-long relationships with their stakeholders not only on campus but also in the surrounding community. Targeted events that foster a sense of "togetherness" and "community" are imperative to smaller towns that thrive on the impact that the students provide during their time at our university.
Finding our niche and standing out with admissions and recruitment visits has been instrumental since the development of these new community centered events. Come listen to how we have been ranked #1 in the state of Minnesota for the Best Game Day Atmosphere the past few years.
Through this presentation, you will hear how one institution takes a new approach to community centered events, has grown them into highly anticipated events for the entire community, and the economic impact that it has brought to the city, along with the excitement and buzz that started in 2017 and continues to grow each year.
Finding our niche and standing out with admissions and recruitment visits has been instrumental since the development of these new community centered events. Come listen to how we have been ranked #1 in the state of Minnesota for the Best Game Day Atmosphere the past few years.
Through this presentation, you will hear how one institution takes a new approach to community centered events, has grown them into highly anticipated events for the entire community, and the economic impact that it has brought to the city, along with the excitement and buzz that started in 2017 and continues to grow each year.
Speakers: Tracy Hale, Director of Alumni Engagement, Winona State University, Minnesota State Colleges & Universities
Competencies: LeadershipRelationship Building
Experience Level: All Levels
4:00 PM - 5:00 PM CT
Enhancing Your Annual Giving Strategy Through Social Media
Discover how to amplify your annual giving efforts through the power of social media. Anna Davis, Assistant Director of Annual Giving & Digital Strategy at Grand Valley State University, will share proven strategies to engage donors, boost visibility, and drive donations using platforms like Facebook, Instagram, and LinkedIn. Learn practical tips for creating compelling content, leveraging paid digital campaigns, and measuring success effectively. Whether you're new to social media fundraising or looking to refine your approach, this session equips you with actionable insights to enhance your organization's outreach and impact.
Speakers: Anna Davis, Assistant Director of Annual Giving & Digital Strategy, Grand Valley State University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels