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.

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.

Since 2022, the University of Michigan Medical School Communications Community of Practice (CoP) has been successfully navigating the collaboration and support of more than 90 unit-embedded communicators to develop partnerships, ensure access to resources, and embolden a unified voice, brand, and message across the Michigan Medicine landscape. In this presentation, we will use this case study to define a CoP, discuss the challenges of start-up, and walk through the steps toward implementation, success, and lessons learned. Participants will take away practical steps and resources for building a Community of Practice, methodology for connecting your community to the larger centralized communications core, and ideas for scaling communities to all sizes of teams.

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!

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.

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.

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.

In a world of distractions and shrinking attention spans, listening is a disappearing art. Gaining insights into stakeholders’ diverse experiences takes collecting stories and asking “crazy good” questions. Turn off your cell phones and join us to make listening your philanthropic superpower!

Learn how Marian University (Indianapolis) utilized the 10 year anniversary of their College of Osteopathic Medicine to secure a $29M naming gift from a family who had $0 giving history until three years prior.

Kent State University's legacy of the May 4, 1970 tragedy remains pivotal in its identity. As history recently seemed to repeat itself on American campuses amidst current societal divisions, Kent State has proactively integrated powerful lessons from its past into its brand messaging. This session reveals how the university's half-century journey of embracing its history informs its current marketing strategies. Discover how authenticity and values-driven storytelling can elevate your institution's brand beyond conventional marketing approaches.