*Separate registration required

We have too many things to do, and there's no end in sight. As fundraisers in higher education, we are all navigating complex issues every day. The daily stream of news, events, and pressure related to resource development in higher education is a lot to manage. Finding and staying in a productive zone can be daunting, and burnout is often nipping at our heels. This will be an interactive session that creates space for sharing best practices for laser focus in a complex and over-scheduled world. *Separate registration required

*Separate registration required

*Separate registration required

Are you always looking for a more efficient way to fundraise? Join Capilano University as we share our successes in transforming the traditional fundraising model into an impactful and intimate experience. In this session, you'll discover the power of just one hour in maximizing engagement and donor potential by utilizing a small number of table hosts rather than relying on securing large event attendance. Learn from our Marketing & Digital Communication team as they use brand storytelling to strengthen connection, reputation, and impact, while reflecting the values of your institution. Gain tips on how to craft a compelling impact story video that resonates deeply with your audience, making your cause irresistible. Plus, build a sponsorship strategy to offset 100% of the event’s expense. Leave with actionable insights and practical tips to elevate your fundraising efforts. ‘We Believe’ our unique breakfast event model will inspire ideas and unlock new opportunities for your organization. CapU was recognized with a CASE Grand Gold Circle of Excellence Award for their We Believe fundraising video.

Prospect research is quickly evolving due to innovative technologies, new best practices, and advancement in data analytics and AI. Because of these emerging tools and practices there is a distinct shift in the role of the traditional researcher in fundraising that is moving away from the collection and aggregation of information (e.g., reactive profiles) and towards creating proactive relationship management analytics and delivering actionable, data-informed insights that directly impact fundraising decision making. To keep ahead of these trends, Oregon State University Foundation (OSUF) embarked on a three-year initiative to redefine its research approach, resulting in the newly branded Relationship Insights team at OSUF. At its core Relationship Insights represents a cultural shift in OSUF’s approach to relationship management and research that focuses on creating a dynamic, proactive, data-informed program prioritizing close partnerships with Development and providing research analysts opportunities to embrace new technology while deemphasizing the more reactive, traditional research. Join us to learn more about the Relationship Insights team’s journey that led to being recognized with a 2024 Silver CASE Circle of Excellence award in Advancement Services, and along the way learn how your organization can adopt a similar approach and how rethinking research can be beneficial for both your Advancement Services and Fundraising teams. We will specifically discuss the strategies implemented in this shift, how other organizations can adopt and benefit from this type of approach, the lessons learned, and what the future holds for the Relationship Insights team.

For years, alumni engagement leaders have been feeling the burn of quantifying the results of our work. Never as easy to quantify as dollars in the door and other frontline fundraiser metrics, we find ourselves trying to justify funding and support for our work without being able to show the ROI as easily as frontline fundraisers. Have we been making it too complicated? In this session, Ellen Whitlock Baker and Aaron Clarry will outline how we have created an efficient way to measure and report alumni engagement metrics at Seattle University because of the strong partnership we’ve developed between our two shops. We will show how you can simply collect and report out on some of the CASE AEM data, even if you can’t track it all. We’ll also show examples of key reports to leaders and team members to keep alumni engagement metrics accurate and top of mind. This session is great for alumni engagement professionals as well as those who work in advancement services roles; it’s with our power combined that we are able to more effectively report on engagement KPIs.

Join us for an exciting dive into Willamette University's ambitious website project—a transformative journey that redefined our digital presence and strategic focus. We'll cover how we secured grant funding from the Murdoch Foundation, teamed up with the national website firm Simpson Scarborough, and built an SEO-focused team to boost our online visibility. Discover how we navigated the post-merger visual identities after merging with PNCA, managed a complex 50,000-page website (and reduced our digital footprint), and ensured accessibility compliance for all users. We'll also share our strategies for bifurcating internal and external content, focusing exclusively on prospective students, and updating brand guidelines to reflect our new identity. Plus, we'll talk about creating a new content policy and setting up a website governance oversight committee. Reflect on the lessons we've learned and get a peek into our future plans to keep our digital presence strong and effective. Don't miss out on the valuable insights and strategies you can take back to your institution!