Join us for a deep dive into CASE Insights regional and global data on philanthropy and engagement to understand evolving trends in donor behavior, alumni affinity, and advancement resources. Then zoom out to place these trends within a larger context, looking at a variety of data, research, and institutional examples to understand the forces shaping the future of educational institutions and advancement practices—highlight changing perceptions of education, demographic shifts, and generational changes in philanthropy. This session will highlight how to move beyond key metrics to build a data-informed strategy for tracking and responding to regional and global trends.

Join us for an engaging session, "From Silos to Synergy: The Reporting Hub Revolution!" as we explore the transformative power of a multidisciplinary and cross-collaborative reporting hub tailored for fundraising and alumni relations. Discover how integrating internal departments with external stakeholders can enhance data sharing, drive strategic decision-making, and elevate fundraising outcomes.

In this session, we'll cover:

Innovative strategies for breaking down silos and fostering collaboration across teams.
Real-world case studies showcasing successful reporting hubs in action.
Best practices for leveraging data to strengthen alumni engagement and drive fundraising initiatives.
Tools and technologies that facilitate seamless communication and reporting.
Don’t miss this opportunity to revolutionize your reporting processes and unlock the full potential of your fundraising efforts! Together, we can create a vibrant community that thrives on collaboration and shared success.

Learn how to utilize data analytics to help nonprofits better understand their donors and increase long-term support. With a focus on Donor Lifetime Value, discover the formula to help organizations: identify donors who are most likely to stay engaged and make large gifts; refine fundraising strategies to focus on the areas with the most significant impact; personalize outreach and stewardship to strengthen donor relationships, and make more intelligent acquisition and retention decisions based on accurate data.

Artificial intelligence is reshaping donor engagement, but how do higher education donors feel about its role in advancement? This session presents first-of-its-kind research on donor perceptions of AI in higher ed philanthropy, with critical insights for university advancement professionals. Learn how more than 500 donors to higher education perceive AI’s impact on trust, personalization, and institutional ethics—and what it means for fundraising strategy in higher education. Attendees will explore how to align AI innovation with donor expectations while upholding the core values of transparency, stewardship, and relationship-driven philanthropy. Learning Outcomes: Gain exclusive insights into how higher education donors perceive AI in advancement and its influence on their giving behavior. Understand donor concerns about AI-driven personalization, data privacy, and ethical stewardship in the context of healthcare and higher education philanthropy. Explore strategies to implement AI in a way that aligns with donor expectations while maintaining trust and ethical integrity. Learn how to communicate the role of AI in advancement efforts effectively to reassure and engage donors.

Power Frontline Fundraisers with Advancement RM to reduce Friction and Drive Results and Reduce Administrative Burden

When organizations invest in great gift documentation – both as a process and as a practice, they see amazing results like guaranteed donor retention, multi-year pledges across all levels of giving, donors who actually enjoy the process of making gifts, and most of all, increased revenue. Join us for a candid discussion digital transformation that sets your organization up for years of growth and empowers you to avoid unnecessary risk.

A recounting of Welcomed Triumphs and Unexpected Follies on the journey to deepen our understanding of the nature of our Fundraiser Portfolios and our Visibility into the Future.

In July 2023, our organization embarked on a transformative journey, redefining data analytics and dashboard design, ensuring that all levels of the organization would experience increased data transparency through tailor made dashboards.

During this session, head of strategy planning, Mel Rowan, will outline the steps it took to get buy-in at the highest levels of the organization to mobilize around this effort. The lead for the analytics team, Stacey Barnes, will showcase some of the Tableau dashboards that have been deployed for the executive team, frontline fundraisers, and campus partners. Throughout the session Mel and Stacey will discuss the strategic steps necessary to implement organization-wide analytics, provide technical insights for optimizing dashboard design and lessons learned during the adoption phase.

This presentation is tailored for both data analysis professionals and non-technical experts. Non-technical professionals will acquire valuable insights into formulating a strategy to create a data-informed organization. Meanwhile, data analysis professionals will discover innovative ways to visualize and communicate their insights to non-technical audiences across the organization, as well as explore novel dashboard arrangements to enhance the visual representation of their work. 

Join us for an engaging session that promises to empower attendees with practical knowledge and foster a collaborative environment for leveraging data analytics and dashboard design to drive organizational success.

This will be a deep dive into using Python to automate tasks and improve workflows where we will walk through the evolution of a reporting task as we apply different levels of automation to it.

We will start with a hands on lesson on partitioning a file into multiple files using Python. Building on this, we will present some of the next steps that you could take to improve that task using APIs and prepare it for sharing among an organization. Finally, we will discuss how you can build small workflows for immediate needs and then iterate on them to create a full process with Python that saves labor hours and improves accuracy on a variety of reporting tasks.

Data is an institution’s most valuable asset, but only if it’s accessible and actionable. In this session, we’ll explore how to implement data hygiene best practices during a CRM transition, ensuring that only relevant, usable information makes the cut. Learn how to leave behind data that no longer serves your institution, transform valuable data to fit the future-state data model, and maintain long-term data integrity to support smart, data-driven decisions.