Pre-Conference Workshops
Cost: $100
Sunday 8:30-11:30 a.m.
New Models For Annual Giving
Michigan A&B
It's not your father's annual fund anymore. Some tried-and-true methods of fundraising success from yesterday (including phonathon and direct mail) face increasing challenges today. At the same time, terrific new fundraising tools are creating whole new fundraising opportunities if you're smart enough to spot them.
For new annual giving professionals, or not-so-new professionals in search of an update, CASE Innovations in Annual Giving author and Crystal Apple Speaker Bob Burdenski presents a special CASE V pre-conference workshop all about the shifting paradigms in annual giving. Appreciated for his sharing of multimedia program examples from a range of educational institutions, Burdenski will show how institutions are adapting their old-fashioned goals to a multi-channel annual giving world.
— Robert A. Burdenski, Principal, Robert Burdenski Annual Giving
— Catherine McGlinch, Director of Development, Minnesota Medical Foundation
Creating a Joyful Giver and Making an Artful Ask
Erie
Focus your attention on your prospective giver and explore practical ways to approach someone for the first time. Develop a meaningful relationship and make a successful, respectful, artful ask again and again. Join Marcy Heim, president of The Artful Asker, on a journey around an artful cycle of successful relationships. Get focused on increasing your comfort and success in making the all-important major gift ask for your institution. Issues covered include: timing of the ask, who should ask, what to say, where to say it, how much to ask for and how to respond to objections. By using specific examples, role play exercises and other tools; participants will leave this session feeling empowered to have those artful conversations that lead to individual major gift development success. Note: Many of these strategies can be applied to annual fund face-to-face solicitations.
Heim combines 25+ years of successful major gift development work with theater and musical performance into an entertaining, passionate and thoughtful message. She is a CASE Crystal Apple Award recipient for earning the highest faculty rating at 10 consecutive national conferences. She's been featured at AFP International Conferences since 2005 and is one of only 125 graduates worldwide from the AFP Faculty Teaching Academy.
— Marcy Heim, President, The Artful Asker
— Jeff Liebermann, Executive Director of Development, College of Liberal Arts and Sciences, University of Iowa Foundation
Social Media and Community Online: The Big Picture for Educational Advancement
Sheraton II
Some aspects of social media aren't new at all. (Gossip, for example, has been around for quite a while!) Other aspects are totally unfamiliar to most. (Have you ever completed a "Foursquare check-in"?) Either way, your institution's students, alumni, parents and donors are using new tools and channels to communicate, connect and coordinate. This session gives advancement professionals an overview of the shifting landscape of social technologies and online community, with an emphasis on how we got here and where we're going. Interactive discussions and targeted presentations will help participants arrive at an understanding of how these new tools can support their institutional goals, while providing a road map for identifying and evaluating trends and changes coming in the years ahead.
Specific topics include: Debunking Social Media Myths; Measuring the ROI of Social Technology; Managing Community, Reputation and Influence Online; and Staffing and Budget for Social Media.
Andy Shaindlin is a consultant specializing in the use of technology for educational advancement. A 21-year veteran of alumni relations and advancement and a long-time technology innovator in the field, Andy ran the first-ever online alumni education program and started the popular ALUMNI-L email discussion group now hosted by CASE. He also established the first blog for the alumni profession, Alumni Futures in early 2007.
For 10 1/2 years Shaindlin served as executive director of the Caltech Alumni Association after stints at the University of Michigan and Brown University, his alma mater. He's served as chair of the CASE Commission on Alumni Relations since 2008 and is a member of the CASE Board of Trustees.
— Andrew Shaindlin, Alumni Futures
— Don Kojich, Associate Vice President for Marketing and Communications, University of Illinois Foundation
From Students to Young Alumni, Philanthropy and EngagementAn Interactive Workshop
Ontario
In the race for larger senior class gifts, what are the long-term strategic implications at play? As just one form of engagement on campus, this session puts undergraduate development in the greater context of our student-to-alumni lifetime continuum, with a focus on donor and volunteer cultivation and retention, both in and outside of the development framework. Explore tools and resources most effective at engaging and soliciting students and young alumni.
Presentors Lex Ruby Howe and Dvorit Mausner are both University of Pennsylvania graduates, products of the Penn Traditions program and now assistant and associate directors of Penn Traditions and Young Alumni Programming. This renown program is on the cutting edge of student-young alumni initiatives. Penn Traditions is a comprehensive approach to student development and alumni relations programming, with the objective of creating student understanding and awareness of Penn's institutional mission, history and traditions, the partnership financing higher education, university goals, and the role of alumni and students within the greater Penn community.
— Lex Ruby Howe, Assistant Director Penn Traditions and Young Alumni Programming, University of Pennsylvania
— Dvorit Mausner, Associate Director Penn Traditions and Young Alumni Programming, University of Pennsylvania
— Monica Woods, Director for Alumni Relations, University of Indianapolis
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 2010 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.