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  3. DRIVE 2024
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DRIVE 2024
DRIVE 2024
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  • Data Analysis(14)
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7 Results Found
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  • Donor Relations & Stewardship
  • Communications & Marketing
Tuesday, March 26, 2024
10:15 AM - 11:15 AM ET

Let's Get Creative: Automating Data Collection and Marketing Communication

"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."
Speakers: Quinlan Stein, Market Research Analyst, Kansas State University Foundation, Ying Ma, Chief Information Officer, UCLA External Affairs, David Allyn, Director of Data Intelligence, UCLA External Affairs, Kim Rich, Senior Director of Advancement Services and Operations, Sidwell Friends School
Competencies: Business and Financial AcumenStrategic Thinking
Experience Level: Level 4Level 3
Topics: Alumni EngagementCampaign StrategiesSocial MediaReportingData Visualization and StorytellingData AnalysisInnovation
Communications and Marketing
Tuesday, March 26, 2024
10:15 AM - 11:15 AM ET

The Power of Personalization: Key Strategies for using AI and Other Tech

Personalization matters, and in today's world of AI-driven technology, truly personalizing the donor experience is possible for any size organization. Join this session to see how new technology can help you change your outreach from "send everything to everyone" to producing a truly tailored experience for each donor. Hear key metrics from millions of communications about the power of personalization and how it can more than triple open rates. And hear how St. John's University transformed engagement with new technology that allows for personalization at scale. It's time to do donor engagement smarter, and if you're ready to ignite the passion of individual supporters using new tactics, this session is for you.
Speakers: Solomon Grey, Senior Project Manager, RNL, Nicholas Herman, Vice President & Consultant, Ruffalo Noel Levitz
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 2Level 1
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipMachine Learning and Artificial IntelligenceData AnalysisInnovation
Communications and Marketing
Fundraising
Tuesday, March 26, 2024
2:30 PM - 3:30 PM ET

Setting the Standard: A Case Study in Building a Funds Management Program Driven by Data

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.
Speakers: Aaron Rouse, Director of Fund Stewardship and Management, University of Nebraska Foundation
Competencies: Strategic ThinkingBusiness and Financial Acumen
Experience Level: Level 4
Topics: Donor Relations & StewardshipMajor giftsReportingData Visualization and StorytellingData GovernanceData AnalysisInnovation
Advancement Services
Tuesday, March 26, 2024
3:45 PM - 4:45 PM ET

Pro-active Data Analysis to Secure Risky Pledges

We created dashboards allowing a pro-active approach to successfully collecting pledges. By becoming aware of the high risk pledges, Fundraising professionals were are able to focus on the high risk donors, to properly steward and sustain their affinity to the university. Thus, mitigating the risk and increasing the chance that the donor will fulfill their pledge.
Speakers: Michael Martinez, Senior IT Director FIU Advancement/Foundation Inc., Florida International University
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 4Level 3
Topics: Donor Relations & StewardshipReportingData Visualization and StorytellingData Analysis
Advancement Services
Fundraising
Tuesday, March 26, 2024
3:45 PM - 4:45 PM ET

Charting the Analytics Journey: Transforming Stewardship Reporting

Asking and answering whether a donor clicked on a link is just the beginning. To fully leverage the potential of digital impact reporting, Boston University built a reporting strategy based upon the tools and business practices that answer far more textured and powerful questions: What content captured their attention? How long did they review the content? Did they access the report? Did the report spur action or result in new gifts? How do we drive higher engagement (individually and in aggregate)? In this session, you will learn how BU ensured a successful launch using analytics to continuously hone and adapt its reporting strategy, collaboratively built new, data-driven capabilities, the lessons learned along the way, and how they plan to continue to optimize their approach."
Speakers: Chris Snavely, Managing Partner, Ovrture, Lauren Edlund, Assistant Director – Stewardship and Donor Relations, Boston University, Christina Inkpen, Associate Director, Stewardship and Donor Relations, Boston University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 4Level 3
Topics: Donor Relations & StewardshipReporting
Communications and Marketing
Fundraising
Wednesday, March 27, 2024
10:15 AM - 11:15 AM ET

Developing a Survey Research Program for Your Organization

All organizations are striving for continuous improvement, and getting feedback from your stakeholders is essential to that goal. One of the best ways to get that feedback is by surveying your constituents - students, families, employees, alumni and/or donors. Learn how to conduct your own survey research, even on a modest (or non-existent!) budget, and collect actionable data to help you improve your organization.
Speakers: Samantha Charnes, Associate Vice Provost, Education Operations, Research and Tech, Interlochen Center for the Arts
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 2Level 1
Topics: Alumni EngagementDiversity & InclusionDonor Relations & StewardshipReportingProspect ResearchData Visualization and StorytellingData
Communications and Marketing
Wednesday, March 27, 2024
1:45 PM - 2:45 PM ET

A Home-Grown DX Ecosystem: Building a Sustainable Donor Pipeline

As personalized and curated experiences continue to take over digital and commercial spaces, donor engagement teams must continually innovate to keep up. All-in-one solutions can provide small teams with scalable platforms and comprehensive tools that drive results, but they often come with limitations in product development that don’t meet the needs of individual clients. Over the last year, Georgia State University’s Donor Engagement and Communications team has used data analysis, strategic engagement and personalized outreach to develop an internal donor experience program focused on long-term results: the acquisition and retention of mid-level donors with the aim of carrying them through the “murky middle” and establishing them as our next generation of major donors.
Speakers: Alison Mercer, Executive Director, Donor Engagement & Communications, Georgia State University, Hannah Davis, Pipeline Prospect Analyst, Georgia State University, Michael Rohling, Director, Advancement Communications, Georgia State University
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 4Level 3
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipReportingData Visualization and StorytellingData AnalysisInnovation
Communications and Marketing
Fundraising

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

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      • Become a Host Institution
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    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
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      • Washington D.C.
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    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
    • Membership Directory
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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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