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District III Annual Conference 2025
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9:00 AM - 10:00 AM EST
TEALstarter: The Next Frontier for Student Fundraising!
Experience the power of student-driven innovation with TEALstarter, UNCW's dynamic crowdfunding platform! Designed to empower student groups, TEALstarter revolutionizes philanthropy education by equipping students with the skills to fundraise effectively for their passions. Whether it's outfitting the team with new uniforms, supporting travel to conferences, or creating opportunities for future students, TEALstarter fosters a culture of giving that transforms ideas into reality. Join us and discover how TEALstarter is reshaping higher education fundraising, inspiring the next generation of philanthropists at UNCW and beyond!
Speakers: Virginia, "Ginny" Barr, Assistant Director of Annual Giving, University of North Carolina Wilmington
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 1- Early CareerLevel 2- Emerging Early Career
9:00 AM - 10:00 AM EST
Reaching the Top 10% of Annual Donors: Building a Successful Advancement Startup at William & Mary
Join a William & Mary Digital Gift Officer for an innovative session on cultivating entrepreneurial thinking within advancement. Explore how W&M identified and engaged the “unassigned top 10% of the pyramid” through data-driven strategies, personalized video outreach, and virtual donor visits, uncovering valuable donors previously overlooked. Discover how the W&M team built a high-performing Digital Gift Officer (DGO) program from scratch in just 8 months through a cadence-based approach to philanthropy and achieving record-breaking results.
This session will offer actionable insights into harnessing data and technology to scale 1:1 donor relationships and build sustainable revenue streams in academic fundraising. Gain practical strategies to apply these techniques to your own advancement efforts and drive transformative outcomes.
Speakers: Olivia Harding, Gift Officer, William & Mary
Competencies: Industry/Sector Expertise
Experience Level: Level 4- Senior/ Experienced Mid Level Career
Topics: Donors
9:00 AM - 10:00 AM EST
Unlocking Potential: Strategies for Exploring Planned Gifts with Donors and Development Officers
Discover the transformative power of planned giving in our comprehensive session, "Unlocking Potential: Strategies for Exploring Planned Gifts with Donors and Development Officers." This presentation delves into effective strategies and approaches for engaging donors in meaningful conversations about planned gifts, providing you with the tools to unlock their full potential.
Participants will gain a deep understanding of key planned giving strategies, learn how to involve crucial stakeholders such as institutional leadership and donor advisors, and uncover opportunities to maximize the impact of their fundraising efforts. Additionally, the presentation will offer practical techniques for motivating both donors and development officers, fostering stronger relationships and enhancing outcomes.
Join us to explore common challenges in the planned giving process and discover best practices for overcoming these obstacles. By the end of this session, you will be equipped with actionable insights and innovative techniques to confidently navigate planned gift discussions, ultimately driving growth and success in your organization.
Participants will gain a deep understanding of key planned giving strategies, learn how to involve crucial stakeholders such as institutional leadership and donor advisors, and uncover opportunities to maximize the impact of their fundraising efforts. Additionally, the presentation will offer practical techniques for motivating both donors and development officers, fostering stronger relationships and enhancing outcomes.
Join us to explore common challenges in the planned giving process and discover best practices for overcoming these obstacles. By the end of this session, you will be equipped with actionable insights and innovative techniques to confidently navigate planned gift discussions, ultimately driving growth and success in your organization.
Speakers: Alex Cobb, Executive Director, University of Florida, Rachel Dorman, Director of Development, Office of Estate & Gift Planning, University of Florida
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 3- Practicing Mid Level CareerLevel 2- Emerging Early Career
9:00 AM - 10:00 AM EST
CANCELLED: Name, Image, & Likeness and the House Settlement - Changing the Game and the Law
Competencies: Strategic ThinkingIndustry/Sector Expertise
Experience Level: Level 1- Early CareerLevel 2- Emerging Early Career
9:00 AM - 10:00 AM EST
Employee Giving - How to Energize Your Colleagues to Show that Giving Starts at Home
Find out how the team at Florence-Darlington Technical College went from 19 donors to 108 in the first year of a new employee giving campaign. Learn how planning, collaboration, strategies, and a matching gift inspired exponential giving, engagement and teamwork throughout all campuses and departments. What challenges did we have to overcome and how did we succeed? What helped year 2 grow even more? What are the strategies going to be for year 3? Join this session to learn the secrets to the team's success and how leadership stepped in at the college level and the board level.
Speakers: Sheryl Love, Executive Director, Foundation, Florence - Darlington Technical College
Competencies: Integrity and ProfessionalismRelationship Building
Experience Level: Level 1- Early CareerLevel 2- Emerging Early Career
10:30 AM - 11:45 AM EST
Closing Keynote with Ron Piccolo and Final Remarks
Join Dr. Ron Piccolo for an interactive session that will highlight key insights from the conference and encourage participants to apply new ideas and best practices in their own work. Designed to translate ideas into action, this closing presentation will help attendees tie together themes from various sessions and feel energized to make a difference as they return to their campuses.
Speakers: Ronald Piccolo, Galloway Professor of Management and Associate Dean for Strategic Initiatives, College of Business, University of Central Florida