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District V Annual Conference 2025
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13 Results Found
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
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
10:45 AM - 11:45 AM CT
Empowering Engagement: Students & Grads Shaping Flagship Programs and Inclusion
This presentation will delve into the critical roles of the Wisconsin Alumni Student Board (WASB) and the Wisconsin Recent Grad Council (RGC) in influencing signature programs and initiatives at the Wisconsin Alumni Association (WAA). Both groups play a pivotal role in ensuring that current students and recent graduates are actively engaged in programs designed to strengthen their connections with the University of Wisconsin-Madison. A core theme of the presentation highlights how diverse perspectives of both groups enhance the effectiveness of engagement strategies.
Speakers: Karla Foster, Director of Student and Recent Grad Engagement, Wisconsin Foundation & Alumni Association, Christine Seeley, Senior Program Manager, Wisconsin Foundation & Alumni Association
Competencies: LeadershipRelationship Building
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
1:30 PM - 2:30 PM CT
Making Milestones: How Two Schools Brought New Life through Reunion and a Sesquicentennial
How can you elevate cherished alumni traditions and allow room for fresh experiences? Learn how Denison University reimagined its reunion experience with enhanced technology, fresh programming, and record-breaking participation. Explore how Macalester College brought its 150th anniversary to life, connecting a global alumni base with fresh twists on existing programming, new ways of storytelling, and ample opportunities to celebrate. Join us to learn about the process from concept creation through execution including planning, communication, events, and more. You’ll walk away with actionable insights and ideas to help you transform your own campus events into unforgettable celebrations.
Speakers: Catie Gardner Smith, AVP of Engagement, Macalester College, Alyssa Smith, Sr. Assoc. Dir. of Mkt. & Comm. Alumni & Family Engagement, Denison University, Samantha Smith, Sr. Assoc. Dir. of Advancement Events, Denison University, Erin Updike, Director of Alumni Engagement, Macalester College
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All Levels
3:00 PM - 4:00 PM CT
Women Navigating Advancement Leadership
Join in a conversation about the context and experiences of women in advancement leadership. Explore research on the field, hear from a panel of women leaders, and explore best practices and resources to encourage and support women’s journeys to leadership. This session aims to motivate, empower, and energize--whether you are looking for networking, planning for career growth, seeking to enhance your leadership skills, or creating organizational environments where women leaders can thrive.
Speakers: Dana Cummings, Founder & CEO, Dana Starr Cummings Consulting, Jeri Pat Gabbert, Executive Vice President and Chief Philanthropic Officer, Porter County Community Foundation, Julie Melton, Vice President, Institutional Advancement, Richland Community College, Genevieve Shaker, Professor of Philanthropic Studies and Donald A. Campbell Chair in Fundraising Leadership, IU Lilly Family School of Philanthropy, Lindsay Vahl Dean, Assistant Vice President, Alumni Engagement and Executive Director, Northwestern Alumni Association, Northwestern University
Competencies: Leadership
Experience Level: All Levels
3:00 PM - 4:00 PM CT
Transform Your Giving Day - Proven Strategies from Award-Winning Experts
Get ready to learn from giving day experts! Join Emily Berry and Lola Mauer, the masterminds behind Miami University’s #MoveInMiami and Ball State University’s One Ball State Day, whose campaigns have collectively earned nearly 100 CASE awards. Discover the tips, tricks, and strategies that have made these institutions leaders in the giving day space. You’ll learn how to rally your campus community, maximize donations, and gain inspiration to elevate or launch your own giving day. Whether you're looking to boost your current campaign or exploring why a giving day is a smart investment, this session will provide you with actionable insights and proven strategies for success. Come prepared for a fun, informative, and motivating session that will empower you to make a real impact on your next giving day!
Speakers: Emily Berry, Assistant Vice President for Development, Individual and Annual Giving, Miami University, Lola Mauer, Associate Vice President of Engagement and Strategy, Ball State University
Competencies: Industry or Sector Expertise
4:15 PM - 5:15 PM CT
Affinity Groups: Rightsizing Your Investment
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.
Speakers: Reggie Bustinza, Executive Director of Alumni Engagement and Annual Giving, Northern Illinois University
Competencies: Relationship BuildingStrategic Thinking
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