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  3. District V Annual Conference 2025

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District V Annual Conference 2025
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22 Results Found
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  • Donor Relations & Stewardship
  • Annual Giving
  • Talent Management
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

Welcome Aboard! Now what? Onboarding new fundraisers to set them up for success

New fundraisers, whether new to the profession entirely, new to your organization, or new to a discipline or role, can feel like they don't receive enough guidance, direction, and onboarding from their supervisors, mentors, and peers. This session provides practical, clearly defined suggestions for setting up your new fundraisers for success from Day 1! Learn the most important elements of onboarding a new staff member to ensure that they understand your organization and their role.
Speakers: Theresa Law, Vice President for Institutional Advancement, Indiana Institute of Technology
Competencies: LeadershipIndustry or Sector Expertise
Experience Level: Level 3All Levels
Topics: Diversity & InclusionPersonal/Professional DevelopmentTalent Management
Fundraising
Sunday, March 30, 2025
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
Topics: BrandingPersonal/Professional DevelopmentTalent Management
Communications and Marketing
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

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.
Speakers: Tracy Hale, Director of Alumni Engagement, Winona State University, Minnesota State Colleges & Universities
Competencies: LeadershipRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementDonor Relations & StewardshipSpecial Events
Alumni Relations
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

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
Topics: Donor Relations & StewardshipMajor giftsPlanned giving
Communications and Marketing
Fundraising
Monday, March 31, 2025
10:45 AM - 11:45 AM CT

Executives in Residence: Next Level Alumni Engagement

For ten years at Purdue University, the University Residences program has brought successful alumni back to campus where they live among students for one week. Our program’s alumni, referred to as executives, provide students with opportunities to interact with fellow Boilermakers around their areas of expertise and interests in formal and informal settings – from lecture halls to residence halls and dining courts to basketball courts. The hallmarks of our program are small group and one-on-one interactions. Since the fall of 2014, over fifty executives have returned home to our residence halls and gifted our community their time and talents. Our Executive in Residences (EiR) program includes a campus learning community, student ambassador program, a full-time live-in Executive in Residence, and both fall and spring break trips, where student travel to visit executives in their homes and workplaces, connecting our university’s past to the present.
Speakers: Renee Kashawlic, Alumni Relationships & Special Events Director, Purdue University
Competencies: LeadershipRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementBrandingDonor Relations & StewardshipPersonal/Professional Development
Alumni Relations
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

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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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