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Conference for College and University Foundations 2025

Unlocking Fundraising Potential with Strategic Planning

Monday, March 31, 2025
11:15 AM - 12:15 PM CT
Speaker(s): Tracey Storey, Associate Vice President of Nonprofit Enterprise Strategic Planning, BWF, Daniel Martin, President, KU Endowment
Competencies: LeadershipStrategic Thinking
Experience Level: All LevelsLevel 6- Leadership/ Transforming Seasoned Professional
Elective Session
Advancement Services
Fundraising

In the competitive realm of higher education, fundraising success relies on more than just passion and a great case; it requires a strategic approach. Participants will learn how strategic planning principles can inspire cohesion within fundraising teams while also enhancing their overall fundraising success.

In this session participants will learn:
• The key components of strategic planning.
• Strategies for fostering a culture of adaptability and innovation within your fundraising team through the strategic planning process.
• How to build bridges between fundraisers and their partners (such as Deans, University leaders, and engagement or communications branches), enhancing collaboration to drive fundraising success.
• Ideas for setting clear expectations that align with your organization’s vision.
• Best practices for building the tools and resources needed to support your fundraising goals.

*CPE Credit: Attendees can earn up to 1 CPE for this session.

Topics

Campaigns Major gifts Personal/Professional Development

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