IMPACT STATEMENTS – CASE District V Venture Fund March 2016


DePauw University (Greencastle, IN) $5,000

DePauw presented an advanced annual giving one-day intensive seminar focused on current topics in annual giving, analytics and diversity in fundraising. The structure of the day encouraged opportunities for dialogue and networking among colleagues. DePauw’s symposium attracted 45 attendees from 20 institutions.

This symposium was important to DePauw’s annual giving team because in many institutions, annual giving is viewed as an “add on” program or somehow less important than other development work. We wanted the day to focus on annual giving teams and the significance of their work. The symposium opened new collaborations outside of DePauw’s usual networks of people.


Northwestern University (Evanston, IL) $2,700

The Northwestern Alumni Association hosted a two-day roundtable for colleagues to discuss global alumni engagement. This unique and intimate kind of forum provided an opportunity for in-depth benchmarking and institutional learning in this growing area of advancement. The roundtable gave colleagues working in international alumni relations and global alumni engagement the opportunity to discuss, share and reflect on leading practices within their institutions. A key focus of the roundtable was an exploration of various elements of a successful global alumni engagement program and how it can be integrated into university-wide goals.

26 participants from 10 universities learned from their colleagues. Many are in a "silo" of the international alumni relations world and appreciate knowing what other institutions are not only doing, but where time and resources are focused. The small number of roundtable attendees led to greater understanding of shared issues and possible solutions.


Indiana University (Bloomington, IN) $3,000

Indiana University held the first-ever IU Social Media Summit, which brought together roughly 120 social media account managers from across the seven IU-managed campuses in Indiana. There were nine sessions over the day, ranging from Facebook advertising best practices to social strategy.

Indiana University’s goal was to have social media account managers from across all seven IU-managed campuses in attendance, as well as to bring in a top-quality keynote, both of which were fulfilled. More than 95% of survey respondents said they were either "likely" or "very likely" to recommend the summit to colleagues. 


University of Michigan (Ann Arbor, MI) $1,000

The University of Michigan Prospect Development & Analytics team hosted a forum for a group of University of Michigan and regional peers in Ann Arbor. This forum hosted 42 peers from 11 other institutions providing a great opportunity for cross-institution learning. A main objective of the forum was to allow peers the ability to more deeply explore topics with colleagues that routinely come-up in “side conversations” at existing conferences.

University of Michigan and their peer institutional guests accomplished their objectives of in-depth discussions and networking opportunities through careful planning and execution of facilitated discussions.  Attendees, as well as guest speakers, were asked to share their areas of expertise (Analytics, Prospect Management, or Research) so that issues were discussed both within specialties and through cross-specialty collaborative conversations.


IMPACT STATEMENTS – CASE District V Venture Fund August 2016


Ashland University (Ashland, OH) $3,500

Ashland University held a one-day workshop that lead to an increased number of attendees and cross-institutional collaboration. The objective was to bring in nationally recognized presenter, Karen Osborne, who addressed several different topics and reached a diverse audience of 94 attendees from 21 different institutions. It was a highly engaging day with everyone leaving with action items they could implement.


Northwestern University (Evanston, IL) $2,420

Northwestern University hosted a second roundtable for 15 development and alumni relations colleagues from 12 different universities. The critical subject of recent alumni engagement, specifically focused on the student to alumni transition and the first five years out from undergraduate graduation, was the focus. This critical transition period offers a unique opportunity to build a culture of continued engagement. allowed professionals to benchmark and share best practices in an emergent field of alumni engagement. The roundtable provided a space for discussion and sharing and allowed for all participants to come away with a better understanding of how to attract, engage, steward, and maintain their young alumni volunteers and develop an engagement pipeline. Program ideas, best practices, challenges, and metrics for students and recent graduates were all discussed through the variety of presentations. Attendees valued the size and format of the roundtable as it allowed for more collaboration, had more targeted content, and was more relevant to their work than many larger conferences provide.