"Join us for an interactive and guided panel discussion on automating the collection of marketing data, processing this data (ingest, deduplication, matching), and analyzing the data collected (visualize, report, insight delivery). In this session, plan to have open, casual dialogue with the panelists and your DRIVE peers on innovative strategies that streamline the automation of marketing communications such as event data, survey feedback, web analytics, social media, or email interactions. Whether you are just starting with your first survey, or you are looking to find solutions to better marketing automation, you will walk away from this session with useful perspectives on automation and practical applications of data collection."

What are the latest trends in philanthropy and what does this mean for colleges and universities? What attitudes do donors to higher education bring to their philanthropy? How is your institution approaching the continued decline in mass giving? How are transformative gifts defined and secured? This session will draw on data from surveys conducted by Bank of America, Indiana University’s Lilly Family School of Philanthropy, and the Council for Advancement and Support of Education and engage participants in a discussion about the donors who have had a transformative impact on their institutions. Participants will learn about 1) recent trends in giving and alumni engagement to higher education among U.S. households, 2) how affluent households approach their philanthropy to higher education and other causes, and 3) how transformative gifts are defined and secured.

I will summarize some of my research findings about bequests and I will explain why I utilized the Panel Study of Income Dynamics (PSID) publicly available dataset. Specifically, I will discuss my research comparing Caucasians and African Americans on their self-rated importance of leaving a bequest to family, charity, and religion, possible reasons for the bequest gap, and what opportunities this presents for education and service to an underserved community. I will wrap up with my study that explores whether lifetime donors to different types of charities also differ in the importance they place on leaving a charitable bequest. As a whole, individuals give more during life, through annual and major gifts, than they do at death. Many of these donors are an untapped resource for planned gifts, some more than others, and this data about which donor types are most likely to be interested in a charitable bequest could inform our conversations about philanthropy.

Discover the valuable insights gained from Johns Hopkins University and Medical Center, who have successfully completed their CRM implementation, Texas Tech Foundation, currently in the midst of implementation, and UC Berkeley, actively planning their CRM implementation. Join us to unravel the mysteries and challenges that marked the critical initial months of these projects. Come prepared with your inquiries, and gain a firsthand understanding of their experiences and strategies for ensuring success. Learn about the unexpected discoveries that emerged at the outset and the key focal points as each project progresses.

Sometimes, we’re asked questions that feel like they’re in a different language. At times, we really are speaking two different languages and translation is a challenge. But all languages have some things in common and with a little work, you can often find creative solutions to communicate with one another. Have you been asked to articulate and support your request for expanded staffing? What about being asked to predict cash receipts for University budgets during times of economic uncertainty? The finance office or Dean wants to see one thing, but your fundraising database isn’t exactly aligned. This session will present several ways existing data can be used to help development leadership clarify the need for additional staff resources, articulate the impact gift officers have on total fundraising results, and demonstrate ways in which past and projected staffing and cash receipts can predict cash flow in a language both sides understand. No shouting, pointing, or 'cave speak' required.

Are our donor funds being utilized? Are there any fund issues we need to address? Should we be worried when we send out our annual donor fund reports? If you’ve ever had these concerns, you’re not alone. In recent years, many nonprofit organizations have been grappling with similar questions, finding little guidance on this vital aspect of any advancement operation. Join us in this session as we look at the University of Nebraska Foundation’s journey to grow its funds management team from the ground up, leveraging donor fund data along the way. 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 interactive session highlights the union of two CASE resources: the Alumni Engagement metrics framework and the Advancement Inclusion Index. Join Jenny and Ben as they provide you with outcomes-driven next steps to apply broad-based data informed strategies in engaging diverse communities, regardless of your current organizational diversity, equity, inclusion, and belonging (DEIB) maturity level. You’ll leave with an understanding of resources provided by CASE; examples of how institutions are applying the framework to focus on ever-diversified communities; and how to identify gaps and potential barriers to establish pathways to build enduring and mutually beneficial relationships, drive positive change and foster a sense of belonging for all.

Across industries and in our personal lives, people are exploring the possibilities of generative Artificial Intelligence. In this brave new world, organizations are often independently developing policies around the use of tools like ChatGPT and Bard. Hear about institutional approaches; what peers wish they had known; and outcomes of early projects whether they were successful or not.

Much of the conversation about improving predictive models focuses on finding the optimal model technology, such as linear regression, logistics regression, classification trees, etc. We argue that there should be just as much focus on Exploratory Data Analysis (EDA) techniques by exploring, diagnosing and transforming the data - before, during and after the modeling process. We will also demonstrate how to apply different Exploratory Data Analysis (EDA) techniques to find optimal transformation and identify outliers.