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District V Annual Conference 2025
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12 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
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
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
10:45 AM - 11:45 AM CT
From $0 to $29M in 3 Years - Accelerating Transformational Gifts
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.
Speakers: Nick Torres, Vice President of Leadership Giving, Marian University
Competencies: LeadershipRelationship Building
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
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
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
4:15 PM - 5:15 PM CT
Major Gift Fundraising Remotely: Does it work?
Since the pandemic, more fundraisers do their work remotely. What is the impact on our bottom line? Can anyone work from anywhere? What are best practices based on recent research?
Speakers: Karen Aarestad, Associate Vice Chancellor for Advancement, Health Sciences, University of Illinois at Urbana-Champaign, Erica Dollhopf
Competencies: LeadershipStrategic Thinking
Experience Level: All Levels
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
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