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Summer Institute in Educational Fundraising 2024
Summer Institute in Educational Fundraising 2024
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2:00 PM - 3:00 PM CT
CASE Summer Institutes Welcome and Opening Session
More than ever, the advancement disciplines rely on each other to ensure school and institutional success. Learn how cross-discipline collaboration works (and sometimes doesn't) from a panel of leaders in alumni relations, fundraising, advancement services, and communications and marketing. Discover the current state and coming trends in collaboration across advancement disciplines. Your institutes' chairs will share examples of how fundraising, advancement services, alumni relations, and communications and marketing.
Speakers: Sue Cunningham, President and CEO, Council for Advancement and Support of Education, Ashley Budd, Director of Marketing Operations, Cornell University, Heidi Hansen McCrory, Vice President for Development, Furman University, Katie Harrell, Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign, William Pierce, Associate Vice President of Alumni Engagement, Office of Alumni Engagement, The University of Toledo Foundation
3:30 PM - 4:15 PM CT
SIEFR Opening Session and Faculty Introductions
Get the awesomeness started! Join conference chair Heidi Hansen McCrory to meet your amazing faculty, learn how to get the most out of your time at the conference and get a big picture overview of the field of Development.
Speakers: Heidi Hansen McCrory, Vice President for Development, Furman University, Armin Afsahi, Vice President for Alumni Relations and Development, University of Chicago, Skylar Beaver, Assistant Director of Advancement, The Lawrenceville School, Lishelle Blakemore, Associate Vice Chancellor, Development, University Development and Alumni Relations, University of California, Berkeley, Colin Hennessy, Vice President for Alumni and Donor Engagement, The University of Iowa Center for Advancement, Trish Jackson, Chief Advancement Officer, Northfield Mount Hermon School, Jen McGrath, Deputy Executive Director of Donor Engagement and Communications for Resource Development, MIT, Karl Miller-Lugo, Vice President for Advancement and Alumni Engagement, The University of Texas at San Antonio, Jim Piatt, Senior Vice President, University Advancement and External Affairs, Elon University
4:30 PM - 5:30 PM CT
Advisory Group Meetings
Attendees will meet daily with curated advisory small groups led by expert faculty members to debrief from the day’s learning and problem solve in real time.
8:30 AM - 9:30 AM CT
All Institutes Plenary: Diversity, Equity, Inclusion, and Belonging in Advancement
Inclusive philanthropy requires deliberate actions that permeate throughout advancement organizations, but the current legislative and political climate is eroding these efforts. This session will help attendees understand “how we got here;” explore how advancement services, alumni relations, fundraising, and marketing and communication professionals can be active participants in DEIB advancement strategies, and how those new to the profession can develop a skill set that will add value to their organization.
Speakers: Rob Henry, Vice President, People, Culture, and Talent, Council for Advancement and Support of Education
10:00 AM - 11:00 AM CT
Equity-Minded Engagement
Curious how DEI practices can enhance your engagement strategy but unsure how to proceed? Join us to discover how to harness DEI data to elevate your alumni engagement efforts. Learn how to apply these insights to craft inclusive and meaningful experiences, identify and address the unique needs of alumni from diverse identities, and ensure that every interaction fosters a sense of belonging and community.
Speakers: Shalonda Martin, Senior Director of Advancement Services, Pomona College, Caryn Schultz Korman, Assistant Vice Chancellor of Alumni & Donor Engagement, University of Illinois Chicago
10:00 AM - 11:00 AM CT
Prospect Management Policy & Strategy
Collaboration crediting. Prospect assignment hierarchy. Portfolio assessment cadence. Prospect and portfolio transfer policies. These are just some of the Prospect Management (PM) relevant topics organizations wrestle with, whether their PM program is just starting out or has reach its maturity zenith. Join in the conversation on establishing PM policies and strategies from 3 perspectives: one with a fledging PM team, one with a mature PM program, and a gift officer's perspective on PM.
Speakers: James Cheng, Executive Director for Business Intelligence & Prospect, Strategies Development & Alumni Relations (DAR), Boston University, Jami Johnson, Senior Director, Prospect Management, Systems Training, and Decision Support, University of Chicago, Karl Miller-Lugo, Vice President for Advancement and Alumni Engagement, The University of Texas at San Antonio
10:00 AM - 11:00 AM CT
Know Your Campus VIPs (Very Important Partnerships)
One of the greatest privileges of working in education is in a community filled with unbounded ambition. although most academic-development interaction centers around prospect and donor work, this session will explore ways we can cultivate meaningful relationships with members of the academic and campus community to strengthen fundraising potential and expand our intellectual curiosity. You can learn how to effectively identify who and how to approach them, maintain relationships, and build your own board of directors.
Speakers: Reggie Bustinza, Executive Director of Operations and Alumni Engagement, Northern Illinois University Foundation, Jen McGrath, Deputy Executive Director of Donor Engagement and Communications for Resource Development, MIT
10:00 AM - 11:00 AM CT
Mastering Your Craft – Pathways to Peak Performance
Why do some fundraising & advancement professionals thrive where others struggle? What can we learn from individuals who arrive at the highest levels of performance? How might recent studies of expert performers inform our approach to our work? We will explore these questions and review techniques that are essential to our craft. Join us and discover why advancement stars are made and not born.
Speakers: Armin Afsahi, Vice President for Alumni Relations and Development, University of Chicago
10:00 AM - 11:00 AM CT
CASE Insider's Guide - Utilizing Resources and Getting Involved
Whether you're just starting out or you’re a seasoned professional, join us as we explore our Summer Institute program and your CASE membership. We’ll talk through Institute community features and share tips to enhance your week in Madison. Discover how to leverage CASE's extensive educational opportunities, robust library, and volunteer opportunities to enhance organizational impact and your career.
Speakers: Katie Young, Director of Alumni Relations, Greenhill School
10:00 AM - 11:00 AM CT
Campaigns 101
Fundraising campaigns are complex organisms. To bring essential investment into our schools, we need to engage thousands of constituents who have a broad range of interests, varied connections to the institution, and very busy lives. (Not to mention the wide array of internal stakeholders on our campuses who require care and feeding, too.) So, where to start? Together let’s cover some of the basics, including that foundational document—the case for support— which will lead us into discussion of the business that underpins campaigns and communications that can bring our institutions—values, mission, character, hopes, and dreams—to life.
Speakers: David Gibson, Vice President, Communications & Marketing, Middlebury College, Jim Piatt, Senior Vice President, University Advancement and External Affairs, Elon University