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CASE-NAIS Independent Schools Conference 2025

Senior Leadership Session 2: AI and the Future of Advancement

Sunday, January 26, 2025
8:30 AM - 12:00 PM EST
Speaker(s): Andrew Esparza, Founder, Kingdom Analytics, Nikki Morrell, Director of Annual Giving, St. Stephen’s and St. Agnes School, Andrew Weller, Dean of Admissions and Enrollment, Birch Wathen Lenox School
Elective Session

In this session, we'll dive into the powerful role that psychographic data plays in transforming donor engagement strategies. Beyond traditional demographic information, psychographics reveal deeper insights into donors' values, motivations, and behavioral tendencies. By understanding what truly drives donors to give, advancement professionals can create highly personalized outreach and engagement strategies that resonate on a more meaningful level. Attendees will learn how to collect, interpret, and apply psychographic data to build stronger, more loyal donor relationships, enhance campaign effectiveness, and ultimately increase donor retention and support. This session is perfect for anyone looking to make their fundraising efforts more targeted, strategic, and successful in today's data-driven world. By integrating AI with psychographic data, we’ll show how you can create detailed donor personas, test engagement strategies in real-time, and gather actionable feedback to continuously refine your approach. This allows for truly personalized outreach, resulting in deeper donor connections and more time-efficient, effective, data-driven fundraising efforts for senior and executive leaders.

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