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District V Annual Conference 2025
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22 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
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!
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
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
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
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
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
10:45 AM - 11:45 AM CT
Empowering Engagement: Students & Grads Shaping Flagship Programs and Inclusion
This presentation will delve into the critical roles of the Wisconsin Alumni Student Board (WASB) and the Wisconsin Recent Grad Council (RGC) in influencing signature programs and initiatives at the Wisconsin Alumni Association (WAA). Both groups play a pivotal role in ensuring that current students and recent graduates are actively engaged in programs designed to strengthen their connections with the University of Wisconsin-Madison. A core theme of the presentation highlights how diverse perspectives of both groups enhance the effectiveness of engagement strategies.
Speakers: Karla Foster, Director of Student and Recent Grad Engagement, Wisconsin Foundation & Alumni Association, Christine Seeley, Senior Program Manager, Wisconsin Foundation & Alumni Association
Competencies: LeadershipRelationship Building
10:45 AM - 11:45 AM CT
Protest and Contingency Planning for Large Scale Events
During the University of Chicago's Alumni Weekend in May 2024 there were at least 13 unique incidents of student, community, and alumni protest. Actions ranged from chalking, handing out pamphlets, disrupting events, occupying buildings, and damaging equipment.
Our campus, as so many others, had been home to an encampment on the main quads, just weeks before 2,500 attendees arrived for Alumni Weekend and Reunion events. The University of Chicago's commitment to free expression required the UChicago Alumni office to create a contingency plan that accounted for anticipated disruption, while abiding by the Chicago Principles.
Join us to review the Chicago Principles of Free Expression and the components of the Alumni Weekend contingency plan, constructed to include stakeholders across the University and beyond. Materials reviewed will include scripts to aid staff during events which are being disrupted, large scale protest plans, training materials for all staff volunteers, and the code of conduct for alumni participants. Session will review case studies using actual protests from the weekend and lessons learned.
Our campus, as so many others, had been home to an encampment on the main quads, just weeks before 2,500 attendees arrived for Alumni Weekend and Reunion events. The University of Chicago's commitment to free expression required the UChicago Alumni office to create a contingency plan that accounted for anticipated disruption, while abiding by the Chicago Principles.
Join us to review the Chicago Principles of Free Expression and the components of the Alumni Weekend contingency plan, constructed to include stakeholders across the University and beyond. Materials reviewed will include scripts to aid staff during events which are being disrupted, large scale protest plans, training materials for all staff volunteers, and the code of conduct for alumni participants. Session will review case studies using actual protests from the weekend and lessons learned.
Speakers: Jennifer Kennedy, Senior Director, Alumni Experience, University of Chicago
Competencies: Global and Cultural CompetenceStrategic Thinking
Experience Level: Level 3All Levels
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
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