The Office of Gift Compliance at the University of Colorado Foundation is focused on tackling underutilized funds through a variety of approaches, encompassing an in-house developed gift compliance data set and report (Fund Purpose Report). This work has greatly improved the Foundation’s relationship with campus (controllers, fund managers, deans, etc.) and Advancement staff and has led to overall improvements in spending, transparency and communication surrounding gift funds.

Do you struggle to get fresh, impactful content from your organization's subject matter experts for your donor communications? Using UC Berkeley's faculty stewardship program as an example, learn best practices, strategies, and techniques to effectively and efficiently generate engaging content for your next solicitation, white paper, report, or proposal.

We’ve all heard the numbers on staff turnover in Advancement, but what we haven’t heard is how that turnover can result in positive outcomes for donors. Join us to hear directly from an Academic Dean, Development Officer, Donor Relations, and Development Communications on the unique interactions each has in cultivating a principal gift, and how their inclusion at different points of the donor’s experience help contribute to overall cultivation of prospect. We’ll flip the script on turnover and how you can use the inevitable changes to your team over time to your advantage.

Join CASE leaders from around the world to learn more about key legislative and advocacy issues facing education professionals.

It is often challenging to know exactly what data to pay attention to, how to measure effectively, and the best ways to communicate results. We can now track a plethora of information that can be overwhelming to know where to start. It is tempting to point to the highest number or most exciting result and celebrate that success, rather than building a comprehensive strategy to focus on the fundamentals. 

This session will highlight how to take the next step on your data journey (regardless of your starting point), stay current on today’s trends and opportunities, and build a strategy with more in-depth data and resources. It will also highlight key trends in philanthropy and alumni engagement by showcasing findings from CASE Insights benchmarking surveys. 

Love has everything to do with alumni and their healthy lifelong relationship to their alma mater. What happens though, when the love alumni have for the relationships developed in college, the professors who guided them through their academic work and the co-curricular activities stays casual and informal? This session explores how to identify, amplify and cultivate alumni experiences that align with their life cycle and that of the institution. The session will detail how strategic planning, processes and programming focused on alumni affinity; directly translates to annual, endowed and perpetual gifts.

The internet is one of the best things that has ever happened to people with disabilities – as long as they can click a trackpad, see the content, and hear the audio. But what about when they can’t? Like the rest of us, university donors and alumni are increasingly dependent on technology in their daily lives. It’s more important than ever that we ensure our digital experiences are accessible to all people, regardless of their abilities.

Lessons learned from the University of Edinburgh as they look to adapt an existing philanthropic ethical due diligence process across all institutional income. The session will share insight with those with existing reputational due diligence processes and offer advice to those looking to establish one.

Learn how UC Berkeley embarked on the hard work of bringing a decentralized advancement community together to address its pipeline health needs. In the final chapter of our $6B Light the Way Campaign, we are turning our attention to the mid-level portion of the pipeline ($1k-$100k) and addressing how a DEI (diversity, equity, inclusion) approach to our work can transform the future makeup of our donor pipeline. Through an innovative proof-of-concept, UC Berkeley has seen early wins with a scalable qualification program that brings together direct marketing strategies and frontline qualification best practices.

The stakes have never been higher to find, grow and retain a high performing team. The rise of talent management has been key in developing strategies to address the challenges in the advancement market. However, talent management must have a seat at the table and strong support from the top of the organization to succeed. Please join Boston University’s Chief Advancement Officer and head of Talent Management to learn how a strong partnership from the President on down impacted unprecedented growth and success in fundraising. Topics include talent acquisition, compensation, onboarding, culture, recognition, engagement, training, DEIB, career progression and more.