All Sessions
CASE District IV Annual Conference
CASE District IV Annual Conference
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9:00 AM - 10:00 AM CT
Why Turnover Doesn’t Mean Starting Over on Transformational Gifts
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.
Speakers: Jennilee Garza, Senior Director of Development Communications, The University of Texas at San Antonio, Alta Compton, Director of Stewardship, The University of Texas at San Antonio, Taylor Phelps, Director of Development, University of Texas at San Antonio, JoAnn Browning, Dean, Margie and Bill Klesse Engineering and Integrated Design, University of Texas at San Antonio
Competencies: Relationship BuildingStrategic Thinking
10:30 AM - 11:30 AM CT
Do-It-Yourself Scoring Method
We created and would like to share the LAI (Linkage, Ability, and Interest) scoring method with the goal of identifying and ranking the most likely prospects in the three major areas of giving: Annual, mid-level, and major. Application of the customizable and dynamic scoring process to each of these efforts is up to us, which has proven to be more flexible and manageable over the resources we have. LAI scoring is not time-stamped data nor uniform in application because it can measure the most important and relevant data points that speak to the likelihood of giving for constituents.
Speakers: Greg Cortez, Assistant Vice President of Advancement Information and Analytics, UT San Antonio, Christina Hickox, Advancement Database Analyst, UT San Antonio
Competencies: Industry or Sector ExpertiseStrategic Thinking
10:30 AM - 11:30 AM CT
Keepin' it Real: Authentic Ways to Share Your Voice, Vision, and Values Online
Whether we’re communicating with prospective students or current students, building campaigns, or writing for the c-suite at regional public institutions, communications teams have to be able to do it all – and do it all well. In this session, Carrie and Rachel share concrete tactics and strategies to collaborate across departments, build meaningful relationships, and empower the diverse voices of your campus community to tell powerful stories (that drive enrollment, retention, and alumni engagement!)
You’ll come away from this session with effective methods for creating authentic content that resonates with the varied audiences you’re tasked with serving.
Speakers: Rachel Putman, Associate Director for Strategic Communications, University of Arkansas – Fort Smith, Carrie Phillips, Chief Communications and Marketing Officer, University of Arkansas at Little Rock
Competencies: Global and Cultural CompetenceRelationship BuildingIndustry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Branding
10:30 AM - 11:30 AM CT
Back to Basics: Old-School Mentoring in the TikTok Age
In the age of TikTok and 37-second Instagram reels, learn how the Alumni Association at Texas A&M University-Corpus Christi, built an old-school mentoring program, focused on meaningful peer-to-peer connections between current students and successful alumni. Learn how the staff cleverly uses a limited budget, no fancy software, and a time-honored matchmaking approach to create one of the most sought-after student experiences on the Island.
Speakers: Elvia Aguilar, Assistant Director of Alumni Engagement, Texas A&M University-Corpus Christi
Competencies: Relationship Building
10:30 AM - 11:30 AM CT
Collaboration Is Key: Engaging Students Promotes Future Philanthropic Support
Please join Centenary College of Louisiana’s Director of Student Involvement and the Assistant Director of Stewardship and Donor Relations in an interactive discussion about new and different initiatives designed to engage and educate students about the importance of philanthropy. During the session, we will discuss current and future co-programming (student activity) ideas and why collaborative programming is important for current students and future alumni.
Speakers: Holly Grose, Assistant Director of Stewardship and Donor Relations, Centenary College of Louisiana, Ricki Rebollar, Director of Student Involvement, Centenary College of Louisiana
Competencies: Relationship BuildingStrategic Thinking
10:30 AM - 11:30 AM CT
Centralized Fundraising - Why It Works and How to Manage Your Portfolio
WTAMU is in the middle of a 125 million dollar comprehensive campaign. We have 3 major gift officers, an assistant VP and the Vice President for Philanthropy and External Relations that operate strictly from a portfolio, so we will be focusing on centralized/passion-driven fundraising and how to manage portfolios and prospects. We will cover topics like stats and financial data, engagement - working through stalls and starts, portfolio prospect management, working with multi-generational families, how to get your donors passionate about a gift and more!
Speakers: Molly Caviness, Major Gift Officer, West Texas A&M University, Keith Brown, Major Gift Officer, West Texas A&M University, Matt McComas, Major Gift Officer, West Texas A&M University
Competencies: Strategic ThinkingLeadership
10:30 AM - 11:30 AM CT
Algorithms for Social Impact: Driving Donor Engagement with Smarter Data
Netflix knows what movies you should watch, Amazon knows what should be in your cart…can you say the same about the alumni, donors, and parents in your database? This session will explore best practices and tools utilized by commercial, nonprofit and higher education industry experts to drive constituent experience and behavior. Personalized journeys are every consumer’s expectation now and your fundraising and alumni relations programs need to be ready to deliver!
Speakers: Chandler Vandenberg, Director of Development for Principal Gift, The University of Texas at Austin, Alicia Lifrak, Executive Vice President, Pursuant
2:00 PM - 3:00 PM CT
Get Rid of the Junk-Strategies to Clean your CRM
When it comes to data entry, we all know "if you put junk in, you get junk out." There are many strategies for how to input data effectively and correctly, but what do we do about junk data already in our database? In this session we'll learn strategies for identifying bad data, locating the source of incorrect data entry, and managing cleanup processes.
Speakers: Dallas Moses, Associate Director of Advancement Services, University of Tulsa
Competencies: Industry or Sector Expertise
2:00 PM - 3:00 PM CT
The Dream Team: Biggest Donation in School History
Learn how the Trusted Wealth Advisor, the VP for Advancement, the Ranch Manager, the Alumnus, the Faculty Chair, and the Director of Planned Giving teamed to secure the largest donation from an individual in the history of Texas A&M-Kingsville. This study will examine how gift elements delighted the donor and aligned with the teaching and research mission of one of the university’s marquee institutions. The Trust Advisor will also share insights on how a development team can effectively work with bank trust officers. At the end of the session, learn two secrets that make this donation that much more meaningful.
Speakers: Jeffery McLain, Senior Director of Gift Planning, Texas A&M University-Kingsville
2:00 PM - 3:00 PM CT
Alumni surveys for generating planned gift leads
This roundtable is a discussion on how to use surveys to generate qualified leads for your planned giving team. Session will cover audience segmentation, list development, lead grading, supporting marketing efforts and more. We welcome participation from roundtable attendees so we can learn from one another in regards to how to generate leads as well as cultivate and solicit those who respond to surveys for a legacy gift.
Speakers: Katy Fendrich-Turner, Development Director, Gift & Estate Planning, The University of Texas at Austin, Madalina Campagna, Operations Manager, Gift Planning, The University of Texas at Austin, Eva Mikes, Program Manager, Gift Planning, The University of Texas at Austin, Adrienne Leyva, Director of Marketing and Communications, The University of Texas at Austin
Competencies: Relationship Building
Topics: Planned giving