Let’s be honest – managing and reporting on donor funds is no small feat and advancement teams cannot do it alone. We rely heavily on our systems, processes, and organization partners to help us create the best donor experiences we possibly can. But if you ask yourself: Are our donor funds being utilized? Are they being used correctly and timely? Should we be worried when we send out our annual donor fund reports? And if you've shared some of these concerns, you're not alone. In recent years, many organizations have grappled with similar questions, finding little guidance on this vital aspect of any advancement operation. Join us in this session as we look at several case studies on how organizations like yours built the case for support to create and grow a fund management program. It's time to bring the discussion on funds management challenges out of closed-door conversations and begin an industry dialogue to identify what tools, resources, and standards need to be in place to successfully manage and steward donor funds. Whether you are new to funds management or seasoned in the field, come prepared to share your experiences and glean insights from others in this collaborative space.

The NDSU Foundation strives to create to the pinnacle volunteer experience for their Trustees. That is no easy task with over 70 Trustees. Learn how they have implemented personas and metrics to measure and personalize the volunteer experience.

Warren Buffett once said, “You only get one mind and one body...it’s what you do right now, today, that determines how your mind and body will operate 10, 20, and 30 years from now.” This session invites participants to pause and assess their current approach to wellness, both personally and professionally. Co-led by two longtime Advancement professionals, the session will start with a brief awareness exercise to reflect on your available time and an interactive poll on wellness habits. Then, through a guided discussion of the Gallup Engagement Pyramid, we’ll explore practical strategies for:
• Advocating for clear goals, resources, and boundaries to achieve professional success.
• Leveraging your strengths and prioritizing self-care to fulfill individual needs.
• Building meaningful workplace relationships and fostering psychological safety within teams.
• Pursuing opportunities for growth and development in your role. The session will conclude with a wellness planning exercise, empowering you to recharge intentionally and sustain your well-being over time. Join us to take control of your wellness journey and thrive both inside and outside of work.

In an era where donor count is trending down and questions about the value of higher education are trending up, how can communications and marketing professionals keep audiences engaged and ready to give? With the help of some killer sticker incentives and a little ingenuity, Kansas State University Foundation is daring to ask donors what they care about and then creating personalized content strategies that hit the engagement mark.

As higher education institutions face increasingly complex fundraising landscapes, the role of campaign leaders has evolved significantly. Today’s campaign leaders must balance strategic vision, data-driven decision-making, and collaborative leadership to drive successful fundraising efforts. This session will explore how the role of campaign leaders is changing and what skills and strategies are essential for success in modern fundraising campaigns.

In this session, we will examine the following key areas:

• The shift from traditional to strategic campaign leadership
• The importance of data and analytics in campaign planning and execution
• Building and leading cross-functional teams
• Engaging stakeholders and fostering a culture of philanthropy

Many organizations are hesitant to accept more complex gifts like real estate, cryptocurrency, charitable gift annuities, or various other gifts of assets that seem to be outside of their grasp. There are many valid reasons for this. The organization may not want to take on the risk of accepting a highly complex gift. Their gift acceptance policies may not even allow them to accept complex assets. Or they may simply not know whom to turn to for help. This session will explore the ways in which even fundraising shops of all sizes can accept large, complex gifts that have the power to transform their organization.

In Fall 2023, Colorado State University unveiled a dynamic brand platform, launching across campus and in a multilingual recruitment campaign inviting audiences to “Find Your Energy” at CSU. This multi-year, award-winning initiative utilized an omni-channel approach for launch and expansion. MarComm collected broad feedback from stakeholder groups in the CSU community to foster adoption before launching this initiative, which captures a sense of awe and inspiration, telling stories about what makes CSU special. Learn how CSU, determined to propel its position as a leading higher ed competitor in Colorado, engineered alignment to capitalize on brand development and yield impressive results.

Your campus buildings can be transformed into effective marketing assets through highly creative environmental branding. Learn how these often overlooked spaces can be utilized to their full marketing potential to greatly elevate the overall perception of your brand, enhance the student experience, and boost donor dollars. In this session, you will learn effective strategies and results supported by case studies that will elevate your understanding of the powerful influence environmental branding can have on your institution.