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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
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
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
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
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
2:45 PM - 3:45 PM CT
Communities of Practice: Communication Excellence Via Respect & Empowerment
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.
Speakers: Megan Vanstratt, Marketing & Communications Director, University of Michigan, Erin LaRowe, Communications Director, Medical School, Michigan Medicine
Competencies: Integrity and ProfessionalismStrategic Thinking
Experience Level: All LevelsAll Levels
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
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
4:00 PM - 5:00 PM CT
Engaging Campus & Community Partners: Building Excitement & New Opportunities
Alumni Engagement and Community Partners share common values and goals when it comes to building lasting and life-long relationships with their stakeholders not only on campus but also in the surrounding community. Targeted events that foster a sense of "togetherness" and "community" are imperative to smaller towns that thrive on the impact that the students provide during their time at our university.
Finding our niche and standing out with admissions and recruitment visits has been instrumental since the development of these new community centered events. Come listen to how we have been ranked #1 in the state of Minnesota for the Best Game Day Atmosphere the past few years.
Through this presentation, you will hear how one institution takes a new approach to community centered events, has grown them into highly anticipated events for the entire community, and the economic impact that it has brought to the city, along with the excitement and buzz that started in 2017 and continues to grow each year.
Finding our niche and standing out with admissions and recruitment visits has been instrumental since the development of these new community centered events. Come listen to how we have been ranked #1 in the state of Minnesota for the Best Game Day Atmosphere the past few years.
Through this presentation, you will hear how one institution takes a new approach to community centered events, has grown them into highly anticipated events for the entire community, and the economic impact that it has brought to the city, along with the excitement and buzz that started in 2017 and continues to grow each year.
Speakers: Tracy Hale, Director of Alumni Engagement, Winona State University, Minnesota State Colleges & Universities
Competencies: LeadershipRelationship Building
Experience Level: All Levels