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.

This session will delve into key areas of advancement to uncover effective strategies and valuable insights. The session will be structured around three core topics: Stewardship, Scholarships, and Annual Giving. Each segment will highlight successful practices and lessons learned from various initiatives, offering a comprehensive overview of what has proven effective at Northeast Community College. By examining examples and discussing strategic approaches, participants will gain actionable knowledge to enhance their own advancement efforts. This session promises to deliver a blend of practical tips and inspirational success stories, aimed at optimizing outcomes and fostering growth in advancement activities.

Buena Vista University has built and implemented a custom Alumni Engagement model based on CASE best practices and aligns with the CASE Alumni Engagement Survey and Metrics. Overtime this led to the development of a custom Affinity scoring model that combines not only engagement data but also giving as well as other prospect ratings into one quick and easy to interpret score. The two models help to build stronger donor pipelines by identifying prospects who are ready for the next step in the donor journey as well as potential alumni leaders. Come and hear how you can implement this easy system to boost your alumni engagement and fundraising results.