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DRIVE 2024
DRIVE 2024
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  • Innovation(5)
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3 Results Found
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  • Research and Data
  • Level 5
Monday, March 25, 2024
12:30 PM - 4:30 PM ET

Roadmap for your Data Governance Journey

Managing your data for the benefit of your organization is not a destination but a journey. It’s a journey that ultimately matters to your organization’s bottom line and success in making data informed decisions within today’s competitive fundraising environment.

In this interactive workshop, we’ll cover basic data governance concepts and models. These concepts and models will be leveraged to develop a roadmap for tackling some of the challenges that you and your fellow attendees are facing in starting up or maturing your data governance program.
Speakers: Christopher Amherst, Director, Data Management, University of Chicago
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 5Level 4
Topics: Campaign StrategiesData GovernanceInnovation
Advancement Services
Tuesday, March 26, 2024
11:30 AM - 12:30 PM ET

Priming for Progress: Insights from CRM Implementation's Inaugural Months

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.
Speakers: Ellen Pappas, Vice President, Zuri Group, Robyn Doughty, Sr. Director, Data and Business Solutions, University of California, Berkeley, Camden Morse, Assistant Vice President, Office of Advancement Services, John Hopkins University & Medicine, Joseph Dailey, Asst Vice Chancellor, Advancement Services, Texas Tech University System
Competencies: Relationship BuildingBusiness and Financial Acumen
Experience Level: Level 6Level 5
Topics: Personal/Professional DevelopmentData GovernanceInnovation
Fundraising
Advancement Services
Tuesday, March 26, 2024
2:30 PM - 3:30 PM ET

Think Beyond the Gift Cycle: Creating Narrative and Actionable Prospect Statuses

Most Prospect Management models rely on the gift cycle to categorize prospects. But is this the most accurate way to describe a prospect's philanthropic engagement with the institution? Does a prospect being cultivated for their first major gift really fall in the same category as a seasoned donor being cultivated for their 10th? The Prospect Development Team at Temple University decided to reframe the way they code and report on prospects based on simple measurements on the donors' records. This enabled the team to engage with the fundraisers they partner with to uncover new opportunities and allowed fundraisers to approach their portfolios in a more strategic way.
Speakers: Lucy Pastier, Associate Director, Prospect Development, Temple University, Michelle Nicoletto, Associate Director, Prospect Development, Temple University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 5Level 4
Topics: Campaign StrategiesMajor giftsReportingProspect ResearchData Visualization and StorytellingData GovernanceData AnalysisInnovation
Fundraising
Advancement Services

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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    CASE Academy

    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
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      • Sample Submission Guidelines
    • Currents Magazine
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    • Educational Partners Directory
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    • Public Policy
    • All Resources

    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    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.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
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    • College and University Foundations
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    • Volunteer
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      • Educational Partners Directory
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    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
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      • Become a Host Institution
      • Intern Spotlight
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      • Asia-Pacific
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      • US and Canada

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
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      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
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    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    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. 

  • Membership
    • Create/Manage My Account
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    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
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    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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