Pre-Conference Workshops

Cost: $100

 

Sunday 9 a.m.-noon

Fundamentals of Magazine Production

Ohio

This special pre-con is designed for anyone who is looking for a comprehensive overview on alumni and university magazines. In this fast-paced and highly visual workshop, you'll explore the essentials of magazine writing and editing, design and production. Plus, get tips on how to make strategic tweaks that will take your magazine to new heights.

— Teresa Scalzo, Director of Publications and Editor, Carleton College Voice, Carleton College

Have a Plan

Erie

It's no matter if you call it a strategic plan, a game plan or a master plan, to succeed your organization needs a plan. This preconference session on strategic planning will focus on determining where you want your organization to go and how you will get there. A special emphasis on operating in an educational environment differentiates this from the numerous tomes on the topic you can pick up from a bookstore. And, you will hear from those who have seen and led strategic planning efforts firsthand.

— Kirk Cerney, Executive Director and CEO, Purdue Alumni Association

— Nicki Meneley , Associate Executive Director, Purdue Alumni Association

— Don Kojich, Associate Vice President for Marketing and Communications, University of Illinois Foundation

Donor Stability: What Factors Determine who Gives, how Much and how Consistently

Ontario

Although the percentage of American households that report giving to charity has remained about the same in recent years, it's not always the same households. Findings from the Center on Philanthropy Panel Study indicate that nearly one-third of households shift between donating and not donating. Discover what that means for your organization.

— Patrick Rooney, Executive Director, Center on Philanthropy at Indiana University

(Development)

Gift Planning in the Current Economic Climate

Michigan A & B

This highly interactive session provides in-depth explanation of successful gift planning opportunities that are popular in the current economic environment. Specific topics will include: "Understanding Popular Planned Giving Techniques: Bequests in Wills and Trusts, Retirement Plan Designations, Life Insurance, Charitable Gift Annuities, Lead Trusts, Real Estate and More! "How to Effectively Integrate Planned, Major and Annual Giving: Campaign Planning, Goal Setting, Gift Proposals, Endowment Giving, Donor Recognition, Stewardship Best Practices and Other Successful Strategies. Detailed handouts will be provided with samples of marketing materials. Discussion and questions will be encouraged!

— Phil Purcell, Vice President for Planned Giving and Endowment Stewardship, Ball State Foundation

From Facebook to Multi-Channel Campaigns: How You Can Effectively Integrate Social Networking Into Your Advancement Toolkit

Superior A & B

Any institution can begin using social media and social networking at just about any time--there are lots of entry points, many of them free or very low-cost. But many people have questions and concerns about getting started with social networking. Questions such as: What should you know before you jump in? What are the best channels to use? What pitfalls should you be aware of? What role should social media and social networking play in your advancement efforts? This workshop will answer these and other questions. You'll learn: " Key concepts underlying social media and social networking use " The important social media and social networking tools " How institutions large and small are approaching social media and social networking " How institutions of all sizes are moving beyond a Facebook page or a Twitter account to incorporate social media and social networking into larger campaigns designed to build awareness, raise money, and create a sense of engagement around important institutional goals. While we'll rely on some theory, the workshop will include many practical examples from institutions of all sizes that will inspire you to take advantage of these important new tools in your own personal and professional advancement. Come prepared to ask your questions and interact with other attendees and the presenters.

— Michael Stoner, President, mStoner

— Michael Eck, Advancement Communications Coordinator, Lewis University

— Lisa Notter, Director of Advancement Communications, Lewis University

— Ted Hattemer, Director of New Media, The Ohio State University

(Development)

The Birth of a Childrens' Health Initiative: Bricks, Boards, Brochures and Beyond

Huron

There are times of great joy and pain in birth. And, there is in development efforts especially when there are transitions in volunteer structures, messaging, staffing and institutional priorities. Get insight into strategies used to overcome challenges and succeed in building an initiative to raise awareness and funds for childrens' health research, education and care. You'll cover: the evolution of volunteer structure; the focus of staff time and talents; the importance of events and marketing in fund/friendraising for a childrens hospital; the implementation of a direct marketing and grateful patient program; and, of course, just like parenting  how to manage the many things out of your control: the economy, evolving staffing situations and budget reductions. Pick up tips on how to be successful and remain focused in your fundraising program.

— Elizabeth Patty, Director of Development, Children's Health, Minnesota Medical Foundation

— Jennifer Soderholm, Associate Vice President of Development, Minnesota Medical Foundation

Sign up early—
seating is limited

Take part in one of these great opportunities to get valuable information from seasoned professionals — at a fraction of the typical cost. All preconference workshops are $100. You must register for the conference to participate.

For more information, contact Sylvia deVault, University of Evansville
Newcomers/
Pre-Conference Chair

 

Take advantage of volunteer opportunities!

Become a member of the 2009 CASE V Conference Team by volunteering during the conference. Volunteers are needed as sessions hosts and staff for the Registration Desk, and the Local Hospitality, and Evaluations areas.

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