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  3. District V Annual Conference 2025

All Sessions

District V Annual Conference 2025
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12 Results Found
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  • Major gifts
Tuesday, April 1, 2025
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
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipMajor gifts
Communications and Marketing
Fundraising
Monday, March 31, 2025
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
Topics: Donor Relations & StewardshipMajor giftsPlanned givingTalent Management
Fundraising
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
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
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
Monday, March 31, 2025
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
Topics: Annual GivingBrandingCampaign Strategies
Communications and Marketing
Fundraising
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
4:15 PM - 5:15 PM CT

The Power of Play: Building Blocks for Bold Ideas

What are the building blocks of engaging content creation? They're not what you might expect. This session explores how to create environments that set the stage for bold ideas and big results. We’ll focus on actionable strategies within your control, whether you’re leading a team or creating content yourself. Leave energized and ready to transform your content strategy with practical techniques that maximize your existing resources.
Speakers: Megan Walsh, Digital Marketing Strategist, University of Iowa Center For Advancement, Rebekah Tilley, Asst VP, Communications & Marketing, University of Iowa Center for Advancement
Competencies: Strategic ThinkingEmotional Intelligence
Experience Level: All LevelsLevel 3
Topics: Alumni EngagementCampaign StrategiesPersonal/Professional DevelopmentSocial Media
Communications and Marketing
Tuesday, April 1, 2025
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
Topics: Alumni EngagementDonor Relations & StewardshipMajor giftsSpecial Events
Fundraising
Alumni Relations

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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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    Global Standards

    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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    • Global Individual Achievement Awards
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      • Previous Winners
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    • CASE Commonfund College and University Foundation Award
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    Circle of Excellence Awards

    COE

    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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