The University of North Dakota and the University of North Dakota Alumni Association and Foundation, while two separate organizations have aligned priorities, coordinate messaging, and share storytelling assets to support both the strategic initiatives of the University as well as the fundraising efforts. The collaboration between the two organizations is yielding strong results for both organizations as they developed and prepared to launch a new university strategic plan and campaign. This presentation will review how the two organizations set up ongoing communication and systems that created the strong partnership and interwoven messaging between the strategic plan and campaign.

Starting with a high level overview of recent hiring and compensation trends followed by a panel discussion of three advancement leaders to discuss their individual experiences/observations in their respective operations.

CASE Debate Club: ESG investing. FEG’s Kathryn Mawer and Tim O’Donnell, along President and CEO of the University of Maine Foundation, Jeff Mills will debate and discuss a continued hot topic, ESG investing in institutional portfolios.

How can community colleges begin attracting philanthropy that measures up to their growing footprint? The key lies in delivering the right messages and the most personalized communications to educate donors about the outsized impact of their own community college. These institutions are the local bastion of access to higher education, especially for first-generation students. They are where a workforce hones skills and jump-starts careers. and where the future of a region's infrastructure and prosperity rests. Find out how you can better inspire generosity and allegiance by showcasing opportunities for donors to advance their interests and invest in their community's future.

While many investment committees take time to review strategic policy for the endowments they oversee on an annual basis, too often that simply means reviewing the asset allocation plan while neglecting the spending policy. The only permanent link between the endowment and the institution it supports is the spending policy — a critical component of endowment management that should be revisited just as frequently as asset allocation. In this session, experts at Commonfund will review trends in spending methodologies of participants in the 2022 NACUBO-TIAA Study of Endowments; implications on risk profiles and strategic asset allocation; and explain how the right spending policy can help achieve target returns.

CUF Scramble Sessions are designed to allow participants to engage in conversation with fellow attendees on a variety of topics. Attendees will be able to engage in conversation on a single topic for the full time or join multiple discussions throughout the session. Topics include: -990 Compliance and Beyond -Strengthening Internal Controls to Protect You and Your Organization -CASE Management Checklists for Foundations: Updated Resources -Name, Image, and Likeness (NIL) Collectives (with David Bass, AGB) -CASE Insights Survey Benchmarks and Q&A (with Deborah Trumble, CASE)

Despite recent volatility, cryptocurrency continues to be used and looks to be here to stay. It is essential for foundations to have an informed strategy on whether and how to accept cryptocurrency donations. Higher education institutions are uniquely positioned in the emerging cryptocurrency space. Though volatility has weakened valuations, donors remain eager to make cryptocurrency contributions when advantageous. As foundations position themselves for the future, understanding cryptocurrency is a business imperative. The panel will focus on operational and economic risks, costs, benefits and will provide the foundational understanding needed to consider whether a cryptocurrency strategy makes sense for their institutions.

No longer is it enough to be the best fundraiser in the room. Through a commitment to character development, continual learning, confirming the fundamentals, innovation, and modeling excellence, the leader of a development program can bring out the best from their team and build a successful program of significance. Through this session walking through "The Leadership Factor" chapter of the speaker's new book, "BeneFactors: Why Some Fundraising Professionals Always Succeed", attendees will learn the key factors to becoming leaders of the modern fundraising enterprise.

Finding the right alignment of institutional priorities and fundraising priorities is mission critical for success. This success is not only about meeting fundraising goals, but more importantly strengthening the impact on the related institution. Our colleges and universities are complex with many competing demands -- this session will help you to think through how to increase success on every level.

This session will explore barriers related to Inclusive Philanthropy and strategic data gathering, with discussion focused on collaboration across the university and advancement. Tools will be provided during the session, allowing attendees to identify the Institution's Strategic Pillars, the creation of a Transformation Map and the sharing of steps that can be used to draft a formal case statement to use as a roadmap for donors committed to social justice and equity action.