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District V Annual Conference 2025
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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
Leading with the Legacy of Tragedy
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.
Speakers: Stephen Ward, VP, Kent State University
Competencies: LeadershipStrategic Thinking
Experience Level: All Levels
1:30 PM - 2:30 PM CT
Get to Work: Harness Board Energy & Expertise to Answer Opportunities & Challenges
In this session, you'll hear Board members, alumni volunteers, and professional staff share how they've participated in focused, solutions-based workgroups to take a deep dive into specific opportunities or challenges in alumni engagement. From how alumni can support business strategy development to deepening connections with former Board members — you'll learn how to harness the collective energy and experience of volunteers to advance strategic priorities and initiatives. You'll also gain a better understanding of how alumni/volunteers feel about the sort of "roll-up-your-sleeves" work.
Speakers: David Bambrey, President, University of Illinois Alumni Association, Jennifer Bowie, Assoc. Vice President, Alumni Relations & Annual Giving, Ohio University, Damian Clark, Thomas Ewing Society (former members) Liaison, Ohio University Alumni Association, Jack Kang, Incoming Chair, Northwestern Alumni Association, Norma Lauder, Past Chair, University of Illinois Alumni Association , Lindsay Vahl Dean, Assistant Vice President, Alumni Engagement and Executive Director, Northwestern Alumni Association, Northwestern University
Competencies: LeadershipStrategic Thinking
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
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
The Power of Play: Building Blocks for Bold Ideas
What are the building blocks of engaging content creation? They're not what you might expect. This session explores how to create environments that set the stage for bold ideas and big results. We’ll focus on actionable strategies within your control, whether you’re leading a team or creating content yourself. Leave energized and ready to transform your content strategy with practical techniques that maximize your existing resources.
Speakers: Megan Walsh, Digital Marketing Strategist, University of Iowa Center For Advancement, Rebekah Tilley, Asst VP, Communications & Marketing, University of Iowa Center for Advancement
Competencies: Strategic ThinkingEmotional Intelligence
Experience Level: All LevelsLevel 3
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
9:00 AM - 10:00 AM CT
Thoughtfully Incorporating Gift Officers into Alumni Engagement Programming
Are you looking to build relationships between seemingly disconnected teams? Join the Northwestern Alumni Association to learn how to bridge the gap between gift officers and engagement professionals through event programming that draws both donors and alumni who have not yet given. We will share information on the development and creation of events that span a variety of topics and formats and how our shared priorities have led to success for both engagement goals and giving targets. Additionally, attendees will learn how to cultivate meaningful and long-lasting relationships with gift officers.
Speakers: Paige Vaughn, Associate Director, Alumni Engagement, Northwestern University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels