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District V Annual Conference 2025
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9:00 AM - 10:00 AM CT
Harnessing AI for Everyday Advancement: Tools & Strategies You Can Use Today
Unlock the power of AI in your daily advancement tasks with this hands-on session! Discover free or low-cost tools like ChatGPT that can streamline donor communications, enhance alumni engagement, and simplify data management. Through real-world examples and an interactive activity, you'll learn how to implement AI solutions today, without waiting for large-scale institutional changes. Walk away with practical strategies to make your work more efficient and impactful, all while staying ahead in the evolving world of higher education advancement.
Speakers: Emily Berry, Assistant Vice President for Development, Individual and Annual Giving, Miami University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
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
9:00 AM - 10:00 AM CT
Maximizing LYBUNT Engagement: Personalized Video Appeals That Drive Results
Join Illinois State University for an engaging session on how personalized video appeals have revolutionized their post-2020 fundraising campaigns. From the clever Holiday Gift Appeal, designed to feel like a fun gift-purchasing experience, to the highly engaging Birds Give Back video, Illinois State has successfully used video to re-engage LYBUNT donors and drive retention rates. These creative campaigns have led to increased CTA clicks and deeper donor connections. Explore how these examples can offer fresh approaches to drive results in your own fundraising efforts.
Speakers: Jillian Nelson, Senior Managing Director, Annual Giving and Philanthropy Engagement, Illinois State University, Dennis Lawrence, Senior Customer Success Manager, EverTrue
Competencies: Industry or Sector ExpertiseRelationship Building
Experience Level: All 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
From Data to Decisions: Revolutionizing Fundraising Management Reporting
In this session you'll hear from Kristine Lo, Director of Fundraising Performance Analytics at the University of Chicago, how her team revolutionized fundraising management reporting to ensure managers and staff at all levels had the insights they needed to effectively manage up, down and across. The session will include best practices of effective management reporting, how consistency in management reporting can improve results, and suggestions for how you can audit (or start) your own data-delivery program.
Speakers: Kristine Lo, Director, Fundraising Performance Analytics, University of Chicago
Competencies: LeadershipStrategic Thinking
Experience Level: All Levels
9:00 AM - 10:00 AM CT
Connecting Dots by Collecting Dots: Engagement Data Challenges and Solutions
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.
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.
Speakers: Julie Vargo, CIO of Advancement, The Ohio State University, Samantha Frost, Assistant Vice President, Constituent Experiences, The Ohio State University, Molly Feasel, Advancement Events Manager, The Ohio State University, Angie Theaker, Director, Strategic Project Management, The Ohio State University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All LevelsAll Levels
3:00 PM - 4:00 PM CT
Cause-Based Fundraising in Higher Education
In today’s philanthropic landscape, donor expectations are evolving. Traditional institutional giving models—such as scholarships, endowments, and unrestricted contributions—are becoming less effective as donors seek more direct impact and alignment with their personal values. This session will explore the shift from giving to a university to giving through a university, focusing on cause-based fundraising strategies that engage donors in meaningful, mission-driven ways.
Attendees will learn how to reframe fundraising appeals to emphasize tangible outcomes, leverage storytelling to build trust, and implement digital engagement strategies tailored to next-generation donors. The session will also provide practical insights on navigating institutional challenges, gaining leadership buy-in, and utilizing technology to enhance donor connections.
Speakers: Danielle Hupp, Director, Communications and Annual Giving, Kent State University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All LevelsAll Levels