The Ivy Tech Foundation utilized a campaign planning process to create a closer working relationship between the Foundation and the College. This closer working relationship resulted in the first ever statewide campaign to provide philanthropic support of the College’s strategic plan. This session will share the strategies of campaign planning and implementation that led to a strong partnership between the Foundation and the College, engaged 19 campuses to focus on shared priorities, and formed the basis for the successful $285M campaign.

5 levers for 5% real returns - FEG’s Kathryn Mawer & higher education endowment/foundation leader will share 5 key tactics for weathering uncertain markets.

Do you want to be a data informed leader? CASE Insights can help. Through your CASE membership, you already have access to CASE Insights℠ data, standards, and research which enable you to demonstrate strategic impact and highlight success stories, while adhering to the ethical practices of the advancement profession. This session will highlight how CASE Insights can help you get started; stay current on today’s trends and opportunities; and build strategy with more in-depth data and resources. We will highlight key trends in philanthropy and alumni engagement. We will also share recent findings from our College and University Foundation survey. In this session you will discover how CASE Global Reporting Standards can provide foundational knowledge for you, no matter your role in advancement; learn how current shifts will change industry targets in the future (participation is out; engagement is in; identify ways your institution can implement forward-looking strategies that foster collaboration across advancement; and understand the tools available from CASE Insights to help you make data-informed decisions that achieve desired outcomes.

Is the US economy in the midst of recovery or is recession on the horizon? And what about the global economic outlook? Jim Solloway, Chief Market Strategist at SEI, will share his insights on capital markets and how foundations should consider the current state of the economy.

The conference closes with a discussion of what (if any) legislative activity foundation leaders can expect from our nation’s capital in 2023. Legislation affecting charitable giving, endowments, and foreign gifts will be covered. Bring your questions!