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  3. District V Annual Conference 2025

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District V Annual Conference 2025
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18 Results Found
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  • Campaign Strategies
  • Social Media
  • Annual Giving
Sunday, March 30, 2025
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
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipPlanned giving
Fundraising
Alumni Relations
Sunday, March 30, 2025
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!
Speakers: Victor Senn, Major Gift Officer, University of Michigan Ross School of Business
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 3Level 2
Topics: Alumni EngagementAnnual GivingMajor giftsParent ProgramsPlanned giving
Alumni Relations
Fundraising
Sunday, March 30, 2025
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.
Speakers: Susan Lewers, Associate Vice President, Major and Planned Gifts, Illinois Institute of Technology, Adam Martel, CEO, Givzey
Competencies: Relationship BuildingLeadership
Experience Level: Level 3Level 4
Topics: Alumni EngagementAnnual GivingBrandingCampaign StrategiesDonor Relations & StewardshipTalent Management
Alumni Relations
Fundraising
Sunday, March 30, 2025
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
Topics: Annual GivingCampaign StrategiesSocial Media
Fundraising
Communications and Marketing
Monday, March 31, 2025
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
Topics: Alumni EngagementBrandingCampaign StrategiesPersonal/Professional Development
Alumni Relations
Communications and Marketing
Monday, March 31, 2025
1:30 PM - 2:30 PM CT

Building And Sustaining Affinity Networks: Strategies For Engagement And Impact

This session will focus on strategies for building and sustaining affinity networks that foster community, amplify alumni voices, and increase engagement across diverse demographics. Participants will explore how to align affinity networks with the institution's goals while ensuring they foster a culture of inclusion and belonging.
Speakers: Stephanie Bonebrake, Associate Director of Affinity Network Operations, Alumni Engagement, Purdue for Life Foundation, Maria Whipple, Senior Director of Affinity Networks, Purdue for Life Foundation, Almira Yllana, Assistant Director of Affinity Networks, Purdue for Life Foundation
Competencies: Relationship BuildingGlobal and Cultural Competence
Experience Level: Level 3All Levels
Topics: Alumni EngagementCampaign StrategiesDiversity & InclusionSocial MediaSpecial EventsTalent ManagementVolunteer Management
Alumni Relations
Monday, March 31, 2025
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
Topics: Alumni EngagementAnnual GivingBrandingDonor Relations & StewardshipSocial MediaSpecial EventsVolunteer Management
Communications and Marketing
Alumni Relations
Monday, March 31, 2025
1:30 PM - 2:30 PM CT

From Zero to Published - How to launch a blog in record time

Blogging is a low-cost channel to reach your target audience, but many institutions hesitate to invest. Concerns around maintaining a consistent publishing schedule, producing quality content, and managing the necessary technology needs tend to slow or even stop progress toward building owned media platforms. This presentation will explore how the marketing and communications team at the Mitch Daniels School of Business at Purdue University overcame these challenges and successfully launched their blog.
Speakers: Shannon Hess, Director of Content and Communications, Mitch Daniels School of Business, Purdue University, Maria Weir
Competencies: Strategic Thinking
Experience Level: Level 3
Topics: BrandingSocial Media
Communications and Marketing
Monday, March 31, 2025
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
Topics: Annual GivingMajor giftsPersonal/Professional Development
Fundraising
Advancement Services
Monday, March 31, 2025
3:00 PM - 4:00 PM CT

Crafting Connections: Elevating Email Marketing Strategy & Planning

In today's digitally-driven world, effective communication is paramount for higher education institutions to engage with prospective students. Email remains one of the most prevalent forms of communication, but crafting impactful messages and communication requires a strategic approach.
Join us for an insightful speaker session on email communication strategy and planning. This session will delve into the nuances of creating compelling email campaigns and overarching communication strategies tailored for the higher education sector.
Our speaker will share tips in developing your unique audience, creating an email production workflow, practical insights into email flow strategy development, and other best practices to equip attendees with the knowledge and tools needed to elevate their organization’s communication efforts. Whether you're an email marketer, strategist, manager, or administrator, this session promises valuable takeaways to enhance your organization’s communication impact.
Speakers: Kelsey Smith, Marketing Cloud Administrator, Purdue University, Mitch Daniels School of Business
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 1Level 2
Topics: Campaign Strategies
Communications and Marketing

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    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

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    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

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    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

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    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

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