Stop by the registration table and pick up your conference materials. Registration for the New to Profession preconference will open soon!

Geared toward early-career advancement professionals, this pre-conference workshop will kick off a six month cohort-model professional development opportunity that is fully cost inclusive. New to the Profession (NTP) attendees will become immersed in the industry through engaging sessions (at the conference and virtually), self-reflection, and peer learning. The pre-conference session format includes a pre-arrival session via zoom (live and recorded), an introduction to CASE, a DiSCⓇ assessment and an expert led learning experience, networking opportunities, and an informal mentor pairing with a fellow CASE V conference attendee during the conference.

Our attention and resources are continually pulled in opposing directions. Tensions compound in the intersecting worlds of advancement and higher education. Do we prioritize needs of donors or faculty? Today or tomorrow? Performing or learning? Our default approach in such situations is to see dilemmas, then make tradeoffs. We focus on the most urgent, rewarded, or comfortable. Yet this either/or thinking is limiting at best, detrimental at worst. There is a better way. Marianne Lewis has spent the past 25 years studying the traps, opportunities, and navigation of tensions. As a professor and dean, she also lives tensions herself. Both/and thinking involves a shift from a tradeoff to a paradox mindset. Embracing competing demands can enable more generative, creative, and sustainable solutions. Join us to examine how both/and thinking can help you learn and thrive amidst tensions.

The “great wealth transfer” is a monumental phenomenon that is already underway and will continue to impact our work. Over the next two decades, Boomers are expected to transfer approximately $68 trillion in assets to younger generations. This transfer presents a unique opportunity for transformative philanthropy and strategic adaptation within alumni associations. This session will share actionable insights on how alumni associations can leverage this as an opportunity to forge stronger connections with aging constituents while maximizing philanthropic impact.

Parents are one of the hottest markets for philanthropy and fundraising; but in order to solicit them, we must first engage them, and meaningfully. This session will discuss the ways one institution built a family engagement strategy--through its onboarding of first-year families, in-person and virtual programming, and strategic and aligned communications, all sequenced to reinforce one another.

Because parent programming on college campuses can be scattered and disjointed, we developed a strategic plan for family engagement to provide coherence, direction, and vision. This session will provide an overview of how we not only built that plan but quickly implemented that plan and how collaboration across the institution has allowed us to meaningfully engage families and contribute to our fundraising and philanthropy goals.

New fundraisers, whether new to the profession entirely, new to your organization, or new to a discipline or role, can feel like they don't receive enough guidance, direction, and onboarding from their supervisors, mentors, and peers. This session provides practical, clearly defined suggestions for setting up your new fundraisers for success from Day 1! Learn the most important elements of onboarding a new staff member to ensure that they understand your organization and their role.

Imagine your alumni advocating for your school inside your largest community employers, connecting you to resources and opening partnership opportunities. This presentation features insights from an Alumni Council Leader, as well as the infrastructure and relationship building ideas that helped to make this possible.

Since 2022, the University of Michigan Medical School Communications Community of Practice (CoP) has been successfully navigating the collaboration and support of more than 90 unit-embedded communicators to develop partnerships, ensure access to resources, and embolden a unified voice, brand, and message across the Michigan Medicine landscape. In this presentation, we will use this case study to define a CoP, discuss the challenges of start-up, and walk through the steps toward implementation, success, and lessons learned. Participants will take away practical steps and resources for building a Community of Practice, methodology for connecting your community to the larger centralized communications core, and ideas for scaling communities to all sizes of teams.

Prospecting often marks the beginning of each relationship we hope to form with a donor. Despite this, fundraisers tend to focus their energy learning more about gift closure conversations than how to reach their donors in the first place. Through the lessons learned during an experiment in prospecting you will learn how you can connect to your intended donor base with ease!

In this session you will gain insights from a study conducted using real prospects. We will talk about how to approach prospecting, what you might expect your results to be and what actually happened in the study. As well as how all of this can inform your work in the future. Additionally, the session will be full of opportunities for you to ask questions and share your experiences in prospecting.

At the end of this session you will be able to identify your target audience, create an outreach plan to increase the responses you receive from your audience and utilize these prospecting tools as an asset that aids the work you do with donors throughout the rest of the gift cycle. Let us help you make the most of the time you spend prospecting so that you can get back to closing more gifts!

Uncovering hidden gems in your fundraising pipeline through unlikely and powerful partnerships that drive transformative success! Diving into the integration of prospect research and major gift discovery to transform your fundraising efforts into a data-driven success story.