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  3. District V Annual Conference 2025

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District V Annual Conference 2025
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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
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

Intentionally Engaging Alumni Across Different Ages & Stages

Alumni crave meaningful engagement with their alma mater, and colleges are trying to reimagine how they engage alumni in new ways and continue to add value to alumni lives well beyond graduation. Join us for this panel discussion featuring two different institutions of different sizes for a conversation about strategies for successfully engaging alumni in initiatives across the lifespan. Specifically, we will discuss: affinity-based programming and research, career-focused alumni programming, virtual programming, and the use of data to support and assess this work.
Speakers: Julie Tucker, Director of Family Engagement & Denison Professional Network, Denison University, Ryan Brechbill, Director of Employer & Alumni Relations, Denison University, Lindsay Rose, Program Manager, University of Wisconsin Madison, Christine Seeley, Senior Program Manager, Wisconsin Foundation & Alumni Association
Competencies: Strategic Thinking
Experience Level: All Levels
Topics: Alumni EngagementPersonal/Professional Development
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

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
Experience Level: Level 2Level 1
Topics: Alumni EngagementDiversity & InclusionVolunteer Management
Alumni Relations
Monday, March 31, 2025
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.
Speakers: Jennifer Kennedy, Senior Director, Alumni Experience, University of Chicago
Competencies: Global and Cultural CompetenceStrategic Thinking
Experience Level: Level 3All Levels
Topics: Alumni EngagementCrisis CommunicationsPersonal/Professional DevelopmentSpecial EventsVolunteer Management
Alumni Relations
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
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

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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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    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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