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CASE District IV Annual Conference
District IV Annual Conference
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7:00 AM - 12:00 PM CT
New to the Profession
Designed for educational advancement professionals with fewer than two years of professional advancement experience, this workshop will explore the fundamentals of advancement and lay the groundwork for a successful career in this exciting profession. You will hone networking skills, participate in small breakout sessions with veterans in the field of Development, Marketing and Communications, Alumni Relations, and Advancement Services. You will hear helpful tips for navigating the District Conference and grow your personal network of education advancement professionals.
Speakers: Jeffery McLain, Senior Director of Gift Planning, Texas A&M University-Kingsville
4:00 PM - 5:00 PM CT
Enrich Donor Relationships Through Creative Storytelling
Collaborating with your colleagues in communications can vastly improve cultivation and stewardship efforts for key donors in your portfolio. Learn best practices from professionals in development-focused print and visual storytelling, and how to leverage these types of communications techniques to enrich touchpoints and conversations with your donors.
Speakers: Jennilee Garza, Senior Director of Strategic Communications, The University of Texas at San Antonio, Alta Compton, Director of Stewardship, The University of Texas at San Antonio, Jordan Allen, Senior Communications Coordinator, The University of Texas at San Antonio, Mario Maldonado, Senior Producer, The University of Texas at San Antonio
Competencies: Strategic ThinkingRelationship Building
10:30 AM - 11:30 AM CT
Maximizing Fundraising Success: Bridging Gaps Between Fundraisers and Researchers
The expectations from a gift officer to their research colleague can often be summed up by the famous words of Jerry McGuire, "SHOW ME THE MONEY!!!!!!". While this may be true for some, we believe there is a better way, one of collaboration and communication. Please join us for a practical workshop where gift officers, researchers, and managers will walk away with some best practices on how to effectively collaborate and maximize fundraising success.
Speakers: Todd Jensen, Associate Vice President for University Advancement, Texas State University, Sidni Martinez, Assistant Director, Prospect Development, Texas State University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Topics: Major gifts
3:45 PM - 4:45 PM CT
Employee Giving 101-Revitalizing the Program
Transform your university's culture and impact with a dynamic Employee Giving Program! Learn how to plan, execute, and evaluate this game-changing initiative. Empower your staff to make a difference while boosting morale and funding critical projects. Elevate your university's mission with our proven strategies and watch your community thrive.
Speakers: Laterika Tooks, Director of Annual Giving, University of Arkansas at Little Rock, Anthony Buttrum, Scholarship Coordinator, University of Arkansas at Little Rock
Competencies: Integrity and ProfessionalismRelationship Building
5:00 PM - 6:00 PM CT
Unlocking Legacy Potential: A Case Study on Planned Giving Strategies
Discover the Power of Planned Giving: Join us as we delve into a College Foundation's journey towards establishing a robust legacy program. Learn firsthand how strategic investments paved the way to identify and engage planned giving prospects, securing invaluable future gift intentions.
Explore the Path to Lasting Impact: Uncover the transformative potential of planned gifts in ensuring the enduring success and sustainability of your institution. Gain insights into effective strategies for cultivating meaningful donor relationships and fostering a legacy of support.
Join us as we navigate the roadmap to securing your institution's future through intentional planned giving initiatives
Speakers: Jeff Grandy, Vice President, Client Development, Catapult Fundraising Inc., John Sanchez, Executive Director for University Advancement, Texas A&M University-San Antonio
Competencies: Strategic ThinkingIndustry or Sector Expertise
11:00 AM - 12:00 PM CT
Parent Giving and Engagement Best Practices
Working with Parent Prospects and Donors: Best practices fundraisers need to know to start and enhance their work with parents.
Giving from parents is an excellent way to identify new sources of philanthropy for your institution and many fundraisers aren't sure where to start. We'll discuss the differences between strategies for parent giving versus alumni giving, key data points to look for and best practices that can be implemented at any institution. This session is applicable for all levels of experience with parent giving.
Speakers: Diane O'Brien, Director of Development, Parents and Families, Rice University
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 1All Levels
11:00 AM - 12:00 PM CT
How to go from Stuck to Solicitation (and have fun doing it!)
Do you ever feel stuck with certain prospects or donors and are unsure of how to move conversations forward that may have stalled out (or never happened in the first place)? In this session, two frontline fundraisers will share their strategic process from moving prospects from stuck to solicitation and how they have partnered together to create a model of engagement that utilizes both of their skill sets and unique roles within donor and prospect relationships to expertly drive forward solicitation conversations and proposals. Join this session to hear practical examples and case studies from this dynamic duo about collaboration and what to do (and not to do!) to generate activity and increase solicitations within your portfolios.
Speakers: Christina Smith, Senior Director of Development, The University of Texas At Austin, Tamra Johnson, Director of Major Gifts, The University of Texas at Austin
Competencies: Relationship BuildingStrategic Thinking
Topics: Alumni EngagementMajor gifts