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CASE District V & VI Annual Conference 2024
CASE District V & VI Annual Conference 2024
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Tuesday, April 16, 2024
9:00 AM - 10:00 AM CT

Building Equitable Pathways in Engagement

This session will provide Advancement staff with strategies to build more equitable engagement pathways, empower diverse constituencies and drive mission impact. We will discuss: why equity and inclusion are critical to Advancement's mission and community impact, challenges and barriers facing marginalized groups, strategies for driving change to foster inclusive participation, and frameworks and language to advocate for equity-focused engagement in a compelling way.
Speakers: Kioshana Lacount Burrell, Associate Director, Advancement Communications, The Ohio State University
Competencies: Global and Cultural CompetenceEmotional Intelligence
Experience Level: All Levels
Topics: EngagementDiversity & InclusionPersonal/Professional Development
Communications and Marketing
Alumni Relations
Tuesday, April 16, 2024
9:00 AM - 10:00 AM CT

Secure Act 2.0 - Closing a QCD to CGA Gift

There has been a lot of talk about what the Secure Act 2.0 gave us - the ability to use a QCD to close a CGA (or CRT). But what does that actually look like? Who makes the most sense for this type of gift? Join this session to first understand a quick lesson on taxes, IRAs and why and how they are important for our donor work. This will also lead us to learn about the first gift (and many others that have followed) for the University of Colorado.
Speakers: Jamie Mager, Director of Gift Planning, University of Colorado - Office of Advancement
Competencies: Industry/Sector ExpertiseBusiness and Financial Acumen
Experience Level: All Levels
Topics: Annual GivingMajor giftsPlanned giving
Fundraising
Tuesday, April 16, 2024
9:00 AM - 10:00 AM CT

Navigating Alumni Relationships Through University Hardships

With higher education facing uncertain changes, universities are making bold decisions in attempts to stay relevant and up to date to provide current and future students with the best academic careers possible. Some of these changes may be controversial and spark emotions from it’s alumni. Hear about how Emporia State University and the ESU Alumni Association faced adversity while continuing to emphasize alumni relationships and engagement.
Speakers: MaryAnne McNeal, Alumni Relations Coordinator, Emporia State University, Tiffany Wilson, Director of Alumni Relations, Emporia State University
Competencies: Strategic ThinkingEmotional Intelligence
Experience Level: Level 3- Practicing Mid Level CareerAll Levels
Topics: EngagementCrisis ManagementPersonal/Professional Development
Alumni Relations
Tuesday, April 16, 2024
9:00 AM - 10:00 AM CT

Out With the Old: Turn Your Phonathon Into an Engagement Center for Pipeline Health

Has your phonathon or telefund program lost momentum over the last decade? Are you alienating more of your constituents rather than engaging with them? If so, you do not have to hang it up. In this session, learn how Kent State University took their struggling phonathon program and transformed it into a multichannel engagement center that will have long term, positive impacts on Kent State’s pipeline health.
Speakers: Andrew Cappuzzello, Associate Director, Engagement Center, Kent State University, Danielle Hupp, Director of Communications and Annual Giving, Kent State University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: EngagementAnnual GivingCampaignsDonors
Alumni Relations
Fundraising

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