Check back frequently for updates on new sessions!

 

 

Sunday 1:00 pm - 2:00 pm

I'll Be There For You - Gift Officer and Researcher Collaboration Through the Lens of Friends

Sheraton Ballroom III 

Having worked together for over ten years, Susan and Andrea have built a friendship based on mutual respect and understanding of the other's responsibilities. They will speak about how to collaborate on projects and how to approach inevitable conflicts, all through the lens of the classic sitcom, Friends! 

Presented by:

  • Andrea R. Gentry - Director of Development, University of Southern Indiana
  • Susan E. Allen Fetscher - Grant and Research Coordinator, University of Southern Indiana

Secondary Tracks:  Key Decision Makers


Sunday 1:00 pm - 2:00 pm

Regional Talent Retention: Are Alumni Associations Doing Their Part?

Sheraton Ballroom I 

In Northeast Indiana, we are currently working on our Road to One Million and our Vision 20-30 campaigns. In order to succeed, we have to build talent retention and adapt to what our local economy needs to succeed. The ultimate question is, are alumni associations assisting with talent retention and how can we improve this relationship? We plan to explain how targeted industries view regional degrees, what students and alumni expect of their alumni associations in terms of career assistance, the value of a regionally acquired degree in the local job market, the importance of talent retention on the local economy, and more. 

Presented by:

  • Victoria Sarjeant - Assistant Director of Alumni Relations, Indiana University - Purdue University Fort Wayne
  • Sonya Snellenberger-Holm - Project Manager for the Northeast Indiana Regional Partnership and IPFW Alumna, Indiana University - Purdue University Fort Wayne
  • Rachel Stephens - Intern at Northeast Indiana Regional Partnership and student at IPFW, Indiana University - Purdue University Fort Wayne

Secondary Tracks:  Hot Topics Discussions


Sunday 1:00 pm - 2:00 pm

Retain, Don't Re-Engage: Strategies for Transitional and Young Alumni Programming

Sheraton Ballroom II 

Re-engaging young alumni with whom we have lost contact is a continued challenge. Instead, efforts should be focused on not losing contact in the first place through a thoughtful transition strategy. Learn how Northwestern University Alumni Association has built a senior to alumni transitional strategy that feeds into a re-vamped young alumni program. We will share our programming tips and metrics that can be scaled to work for many institutional types, sizes, and budgets. We will report on how our work has led to the creation of a student to alumni transition and young alumni roundtable funded by the CASE V Venture Fund. 

Presented by:

  • Caitlin Wyler - Assistant Director, Student to Alumni Transition, Northwestern University
  • Bobby Dunlap - Senior Associate Director of Recent Alumni Engagement, Northwestern University

Secondary Tracks:  New Professionals


Sunday 1:00 pm - 2:00 pm

Transitioning from Affiliation-based to Interest-based Fundraising

Chicago Ballroom VIII 

The University of Chicago is in a $5 billion comprehensive campaign. To attain our fundraising goals, the development team has worked to broaden discussions with prospects and consider all potential philanthropic interests. This presentation will provide an in-depth discussion of the work done by prospect research to redirect our fundraising efforts from affiliation-based to a more donor-centric, interest-based model. The presentation will provide information on how we acquire interest information, how we process the information to serve our needs, and how we use the information on a daily basis. The acquisition of philanthropic interests has allowed the prospect research team to dramatically influenced conversations about prospects, identify prospects much more efficiently, find new ways to engage unengaged alumni, and function as the engine behind a basic change in the way UChicago fundraises.

Presented by:

  • Elizabeth Goodman - Director of Prospect Research, University of Chicago

Secondary Tracks:  New Professionals


Sunday 2:30 pm - 3:30 pm

Driving Communications Down the Giving Pyramid

Sheraton Ballroom II 

With the rapid growth of the advancement model, traditional development communication teams are now transitioning into ones focused on not only o on promoting capital campaigns and driving large gifts, but also highlighting the importance of alumni engagement and annual giving. This session will focus on how to broaden your strategy to engage your alumni from graduation through the day they make a major financial commitment to the university, how alumni and donor publications need to evolve and how communication teams must become experts in messaging platforms for major giving, annual giving, and alumni relations to achieve and integrated advancement messaging strategy.

Presented by:

  • Bob Thomas - Assistant Vice President of Advancement Marketing and Communications, Michigan State University
  • Stephanie Motschenbacher - Director of Marketing and Communications , Michigan State University

Secondary Tracks:  Communications


Sunday 2:30 pm - 3:30 pm

Beyond Engagement: Using Special Events to Drive Major Gifts

Chicago Ballroom VIII 

Too often, event fundraising has focused on ticket sales and sponsorships, leaving your major gift donors out of the mix. This session will focus on identifying best practices in using events to spur major gifts and attract new donors to your organization. Discussion will cover where and how to begin planning, securing leadership buy-in, the importance of pulling together the correct team, strategies for driving attendance on a budget and how to capitalize on immediate donor gifts as well as how to use event attendance to fill your donor pipeline for the next fiscal year.  

Presented by:

  • Nicole Blemberg - , University of Wisconsin- Milwaukee
  • Gina Lukaszewicz - Marketing Director, University of Wisconsin- Milwaukee

Secondary Tracks:  New Professionals


Sunday 2:30 pm - 3:30 pm

Mr. Potato Head and the Marketing of Accessories

Sheraton Ballroom III 

Have you ever spent so much time marketing the BIG gift that you have forgotten about the accessory gifts? In this hands-on session, you will explore (with Mr. Potato Head) how accessory gifts will complement your larger gifts and enhance your fundraising campaign. We will further define donor motivations and the impact of the social good. You will walk away with activities can that can be shared with your team to expand the creative process for funding your accessory gifts. 

Presented by:

  • Andrea Bowlin - Chief Advancement Officer, The Ohio State University

Secondary Tracks:  Communications


Sunday 2:30 pm - 3:30 pm

Providing Comprehensive Training Opportunities for Alumni Group Leaders

Sheraton Ballroom I 

Alumni leaders bring a variety of experience to their roles. They are our front line people representing our Associations, which means we need to give them the proper training that they need to be successful. This session will highlight the multifaceted approaches used by The Ohio State University and Penn State Alumni Associations to enhance the regional alumni experience and position alumni group leaders for success. This session will also include data that demonstrates the value and impact of these initiatives. Participants will leave this session armed with multiple strategies for alumni group support from which they can choose those that will work best for their respective programs.

Presented by:

  • Brendan Braaten - Regional Engagement Officer- Southeastern United States, The Ohio State University
  • Charlene Gaus - Regional Director, Volunteer Services, Penn State Alumni Association
  • Cheryl Harrison - Regional Director Volunteer Services, Penn State Alumni Association
  • Beth Uniacke - Assistant Director for Early Engagement, The Ohio State University Alumni Association

Secondary Tracks:  New Professionals


Monday 9:00 am - 10:00 am

Building a Student Philanthropy Program from the Ground Up!

Millennials bring a whole new set of rules and expectations to the table; especially when it comes to engaging with their alma mater. Learn how one school utilized a small plastic piggy bank…named Bert, to increase their young alumni giving percentage. The Bert, or piggy bank, approach is an initiative used to establish interactive student philanthropy. Teaching students that graduation signals not a departure from an institution, but rather a transition to a new stage in their relationship with their alma mater. Attendees will leave the session with tips and tricks on starting a student philanthropy program from the ground up!

Presented by:

  • William R. Falk - Associate Director of Alumni & Parent Relations, St. Norbert College
  • Monica Moe - Director of St. Norbert Fund, St. Norbert College
  • Troy Rottier - Associate Director of the St. Norbert Fund, St. Norbert College

Secondary Tracks:  Advancement Fundamentals


Monday 9:00 am - 10:00 am

Gift Planning IS Women’s Philanthropy

Chicago Ballroom IX 

Women make transformational impact in higher education through planned giving. Despite that much of this impact has been only quietly reported, the most successful development officers know that women are the best prospects for planned gifts. Why has the planned giving approach worked so well with women? How can this enhance their overall philanthropy?

What are the most effective ways to work with women to reach their philanthropic potential through planned gifts – and other major gifts? Planned giving professionals, major gift officers and alumni and marketing professionals will benefit from this presentation which will include insights into marketing planned gifts to women. 

The speakers are from the Wisconsin Foundation and Alumni Association: Martha Taylor, Vice President-Development, who is one of the founders of the field of women’s philanthropy and co-author of three books on the subject; and Jennifer McFarland, Associate Vice President and Managing Director of Gift Planning, who has extensive experience in gift planning, philanthropy by women, and major gift development.

Presented by:

  • Martha Taylor - Vice President-Development, University of Wisconsin Foundation
  • Jennifer McFarland - Associate Vice President and Managing Director of Gift Planning, Wisconsin Foundation

Secondary Tracks:  New Professionals


Monday 9:00 am - 10:00 am

Lessons Learned

Sheraton Ballroom I 

"Those who do not study history are doomed to repeat it." If this is the case, then why do conferences focus only on successful programs and initiatives? The presenters will lead the audience in a discussion of programs and initiatives that did not go as planned. Were there mistakes made along the way? Was the program just not a good fit? We will explain what happened and how we can help each other to understand how to learn from our mistakes.  

Presented by:

  • Joseph Volin - Director of Alumni Engagement , IIT Chicago - Kent College of Law
  • Melissa Schipke - CEO, Tassl, Tassl

Secondary Tracks:  Communications


Monday 9:00 am - 10:00 am

Magazine 101

Sheraton Ballroom II 

This nuts-and-bolts session covers everything you need to produce a magazine that meets your institution's goals, makes the president happy, and is welcomed and read by your readers. Learn how to create an effective and time-saving editorial plan, make the case for more resources, work successfully with your designer, and take the magazine from concept through production. We will use the Carleton College Voice as a case study, and also examine the magazines that are doing it right - a and few who could be doing it better. 

Presented by:

  • Teresa Scalzo - Director of Creative Services, Carleton College

Secondary Tracks:  Communications


Monday 9:00 am - 10:00 am

This is Our House

Chicago Ballroom VIII 

Opening a new building on campus is a huge project for any university, with tons of moving parts over a long period of time.  This session will move away from the literal nuts and bolts to the nuts and bolts on the development side, from designing a donor recognition wall to dessert at an opening dinner to scoring the first basket.

Presented by:

  • John Dalton - Director of Communications and Marketing, Indiana University East
  • Jason Troutwine - Vice Chancellor of External Affairs, Indiana University East

Secondary Tracks:  Advancement Fundamentals


Monday 10:30 am - 11:30 am

#EngagementHacks: Reaching Out to Alumni in the Digital Space

Sheraton Ballroom III 

How does the Unversity of Chicago Alumni Association define "engaged alumni"? How do we reach them in a technology driven world? 

Presenting examples from the theme of "Go, Give, Help and Connect", this discussion style session will offer a variety of digital programming and how these types of digital outreach can get you to your engagement goals: whether simple or ambitious. Engagement comes in all sizes, and these homegrown hacks could work for almost any sized alumni relation departments, no matter what your budget. 

Presented by:

  • Linda Pantale - Assistant Director, Career Development, The University of Chicago
  • Megan Rajski - Associate Director, Direct Response, The University of Chicago
  • Kaleena Narwani - Community Manager, Alumni Online Learning, The University of Chicago

Secondary Tracks:  New Professionals


Monday 10:30 am - 11:30 am

A Marathon, Not a Sprint: Getting the Most Out of Alumni Engagement

Sheraton Ballroom II 

The Office of Advancement at The Ohio State University has refined the data essential to guiding alumni engagement strategy and created metrics that effectively measure impact. This session will feature concrete examples from two perspectives - the university alumni association and a smaller college with an alumni base of 12,000 - that participants can use to evaluate their own engagement efforts in breakout group discussion. Participants from all experience levels will leave this presentation with the ability to identify best practices around how data and effective metrics can inform their engagement strategies, and positively impact their return on investment.

Presented by:

  • Brendan Braaten - Regional Engagement Officer- Southeastern United States, The Ohio State University
  • Colleen Pelasky - Assistant Director of Alumni Engagement, The Ohio State University

Secondary Tracks:  Roundtables


Monday 10:30 am - 11:30 am

Double Your Dollars with Employer Matching Gifts

Chicago Ballroom VIII 

Corporate matching gifts provide additional revenue to your fundraising programs. This presentation will offer ways to promote matching gifts among your donors and walk through the information you will need to have a successful program. Ideas will range from very easy to implement to a complete matching gift program. 

Presented by:

  • Jenny Ziegler, CFRE - Director of Development Analytics, Lawrence University

Secondary Tracks:  New Professionals   |   Roundtables


Monday 10:30 am - 11:30 am

Stewardship: Not Just for Major Donors

Chicago Ballroom IX 

The time and discipline invested in your stewardship activities can increase retention, influence future giving behavior, and affect what the donor will say to other prospective donors about your University. Consistent stewardship shows donors that the organization they entrust with their money appreciates the gift, uses it wisely, and communicates the impact they made.

During this session, you will learn how to create a comprehensive stewardship plan and what the most important components are. Attendees will receive tips on how to engage with donors year-round, as opposed to only asking for the next gift. You will also learn how to involve your Board of Directors and University Leadership in the stewardship process.

Presented by:

  • Amanda Overton - Campaign and Stewardship Coordinator, Northeast Ohio Medical University

Secondary Tracks:  New Professionals


Monday 1:30 pm - 2:30 pm

7 Keys to Fundraising Success

Chicago Ballroom VIII 

Loosely based on the seven cardinal virtues, this session will magnify your exploration of fundraising and provide new tools for your success. The 7 Keys to Fundraising Success blends new age thinking with great wisdom from historically thought-provoking leaders, such as Lao Tzu and Abraham Lincoln. Philanthropy has a special meaning to those involved. It is a great job to work with your donors and benefactors, who strengthen our communities. This session will awaken a refreshing way of thinking about your donors, how you can connect with them to build shared visions, and then unify those dreams into realities. 

Presented by:

  • Stephen W. Sturman - Vice Chancellor for University Advancmenet, Indiana University South Bend

Secondary Tracks:  New Professionals


Monday 1:30 pm - 2:30 pm

Forecasting Fundraising Results Using Financial Analytics

Sheraton Ballroom I 

At its best, financial analytics can help your organization to be smarter, more innovative, and more efficient. Have you ever grappled with a question like "how much cash will our organization raise over the next five fiscal years and what strategies can we implement to improve on these results over the year?" This session will help break such questions down into manageable chunks, review innovative forecasting methods, and discuss how forecasting can drive strategy in your organization. 

Presented by:

  • Matt Hopkins - Lead Analyst, Financial Analysis and Forecasting, The University of Chicago

Secondary Tracks:  Advancement Fundamentals


Monday 1:30 pm - 2:30 pm

From the Ground Up - Starting a New Alumni Advisory Board

Sheraton Ballroom II 

Engaging alumni through an advisory board is not a magic bullet. These programs take time to manage, yet starting a new board generates creative collaboration opportunities across campus. This session profiles a new alumni board at the Wellington School. Alumni Relations and College Counseling wanted to engage alumni more strategically into curricular efforts. The speaker will outline the "how to" in creating a new board, leaving the attendee with the outline for a targeted alumni advisory board. Similar board models are applicable to a speaker's bureau, athletic teams, performing arts and various academic units within a college/university.

Presented by:

  • Steve Crawford - Associate Director, College Counseling , The Wellington School

Secondary Tracks:  New Professionals   |   Roundtables


Monday 1:30 pm - 2:30 pm

Young Alumni Giving: It's Not As Hard As You Think

Sheraton Ballroom III 

It is often said that millennials are the most generous generation, but many colleges and universities cannon seem to crack the code on how to successfully engage recent graduates in making a gift. However, it is imperative that colleges and universities connect with recent graduates and build the pipeline early on for success down the road. This session will focus on strategies to engage young alumni in the life of the college, how that leads to recent graduates making a gift, and the process of tying it all together through group discussion and the sharing of successful ideas.  

Presented by:

  • Matt Dymoke - Assistant Director of the Concordia Annual Fund, Concordia College

Secondary Tracks:  New Professionals   |   Roundtables


Monday 3:00 pm - 4:00 pm

+1Degree of Difference: Practical Tips for New and Aspiring Major Gift Fundraisers

Chicago Ballroom IX 

This collaborative and interactive session will focus on providing new and aspiring development officers practical tips for the most important areas of the job: identifying and prioritizing prospects, securing and preparing for the visit, conducting the visit, and doing the appropriate follow-up. We will discuss best practices in the depth for each area. 

Presented by:

  • Todd Jensen - Director of Development - Student LIfe, Purdue University
  • Tanya Finkbiner - Director of Development - Veterinary Medicine, Purdue University

Secondary Tracks:  Advancement Fundamentals


Monday 3:00 pm - 4:00 pm

Cultivation Through Transitition

Sheraton Ballroom II 

We all work with donors who have encountered some sort of transition at our institutions. Whether that be a fundraiser moving on to the next job, a Dean stepping down and/or extraneous issues taking place within the institution. Many of these situations may cause the gift to not be realized as quickly as we would like. However, with some careful and proactive cultivation practices, these situations can be minimized and forward movement can still take place. This session will provide ideas for us to best position ourselves to help the donors realize their philanthropic interests in a timely manner. 

Presented by:

  • Justin Seno - Associate Director of Development, University of Illinois at Urbana-Champaign

Secondary Tracks:  Roundtables


Monday 3:00 pm - 4:00 pm

How to Steward Your Planned Giving Donors Toward a Cash Gift

Michigan B 

Although traditional fundraising often follows a path of annual giving to major gifts to planned giving, veteran fundraisers know the process can be anything but typical. Breaking from conventional fundraising wisdom, this session will help you understand the power of stewarding your donor's estate gift toward securing a major cash gift during their lifetime. The session will begin the conversation to allow a gift officer to strategically and thoughtfully develop a stewardship and cultivation plan that ultimately moves the donor to understand how transformative it can be to fund their gift during their lifetime. 

Presented by:

  • Candace Brady - Executive Director of Development for Individual Giving, Otterbein University
  • Nick Wood - Director of Development, Otterbein University

Secondary Tracks:  Roundtables


Monday 3:00 pm - 4:00 pm

Using Data To Drive Your Regional Engagement Planning

Chicago Ballroom VIII 

Everyone has experienced it, the dreaded, "I'll host an event if you want" from one of your top volunteers or donors. Or the, "well, our Dean is going there so we should do an alumni event" suggestion. While these are fair strategies for alumni engagement, could there be a better way? This session will walk you through how Ohio State's College of Engineering Advancement Team used some basic alumni data to create a multi-year regional engagement plan. It will also show you how this approach will lead to increased collaboration between all areas of advancement, especially alumni relations and development. By the end of the session, you will have an understanding of how you can proactively build an engagement strategy based rooted in data. This will allow you to justify and validate not only why you are doing these events, but how they can benefit the entire organization.

Presented by:

  • Patrick Lynch - Director, Strategic Engagement & Alumni Relations, The Ohio State University, College of Engineering
  • Matt LaBarbera - Advancement Coordinator, The Ohio State University College of Engineering

Secondary Tracks:  Advancement Fundamentals


Monday 3:00 pm - 4:00 pm

Women's Philanthropy - A Practitioner's Perspective

Sheraton Ballroom III 

Women's Philanthropy at Indiana University brings women leaders together - providing connections, learning experiences, and opportunities to give back to Indiana University in meaningful ways that reflect their presence in the alumni community. In so doing, IU will engage women in supporting its research, teaching and philanthropic missions.

Michele Boillotat and Grace Findley will discuss Women's Philanthropy at IU. Over the past three years, Michele and Grace have created a partnership to help engage women volunteers and donors in a deep and meaningful relationship with their alma mater. They will discuss the importance of communication and building connections between programming and philanthropic opportunities. 
 

Presented by:

  • Grace Findley - Director of Development, Principal Gifts, Indiana University Foundation
  • Michele Boillotat - Director, Women's Philanthropy at Indiana University, Indiana University Foundation

Secondary Tracks:  Advancement Fundamentals


Tuesday 9:00 am - 10:00 am

9 Ways to Weave Gift Planning into Your Next Donor Visit

Chicago Ballroom VIII 

An overview of specific phrases and techniques that development officers can use to introduce gift planning concepts into their everyday donor conversations.

Presented by:

  • Katy Herbert Kotlarczyk - Department Head and Senior Director, Gift Planning and Leadership Giving , University of Colorado - Boulder

Secondary Tracks:  Advancement Fundamentals


Tuesday 9:00 am - 10:00 am

Cultivating Connections with Career Centers

Sheraton Ballroom II 

University Advancement (Development, Alumni and Career Center) takes pride in cultivating meaningful relationships and purposeful journeys for community members to promote learning, research, education and engagement throughout institutions of higher education. To achieve this goal, it is imperative for these offices to develop innovative and collaborative partnerships to increase engagement, especially with key stakeholders like alumni, industry employers, and foundation/agency partners. At the University of Michigan-Flint, these offices developed multifaceted, interdisciplinary programming to increase the department's bottom line. These events include industry-sponsored, student-conducted case competitions, and alumni panels that are directly integrated into the classroom setting. This presentation will outline how cooperation between Career Services and University Advancement increases industry, alumni, and student engagement, and will highlight methods to implement this shared framework.  

Presented by:

  • Sara Barton - Career Center Manager, University of Michigan-Flint
  • Emily VanZoest - Career Advisor, University of Michigan - Flint
  • Claus Weimann - Associate Director of International Education, University of Michigan - Flint

Secondary Tracks:  Advancement Fundamentals


Tuesday 9:00 am - 10:00 am

Moving Beyond Thanks!: Creating a Thoughtful First Time Donor Program

Sheraton Ballroom III 

We all know that gratitude is critical but with a well-planned first-time donor program, an institution is able to do much more - improve the mechanics of the giving experience, find unmined areas of engagement, and connect with individual prospects- all with the goal of better acquiring and retaining donors. At Illinois, we are leveraging our expertise in centrally managed, customized annual giving donor relations to continue to improve our connections with donors. This session will detail the program at Illinois in addition to providing questions and issues to consider as institutions explore engagement with their own first-time donors. 

Presented by:

  • Kristin L Burnette - Associate Director of Annual Giving Stewardship, University of Illinois at Urbana-Champaign

Secondary Tracks:  New Professionals   |   Advancement Fundamentals


Tuesday 9:00 am - 10:00 am

The Art of the Video Interview

Sheraton Ballroom I 

Video interviews are a powerful method of conveying both informational and emotional content. How can you, as an interviewer, get the best sound bites to communicate your advancement message? This session will take you through the video interview process from the perspective of video producer, from creating a story arc to connecting with your subject. You will also learn tips for working with a video crew, keeping the interview relaxed and conversational, and making sure you get the sound bites you need to make a great video.  

Presented by:

  • Todd Boruff - Video Producer, University of Notre Dame

Secondary Tracks:  Communications


Tuesday 10:30 am - 11:30 am

Giving Day: How to Rally Support for your Annual Fund

Sheraton Ballroom I 

Giving days have exploded in popularity in recent years. Their purposes include bolstering participation, increasing dollars, and raising awareness around philanthropy on our campuses. This session will provide a framework to start up a Giving Day from the ground up and share lessons learned from many one-day and other giving challenges. From setting goals, engaging volunteers, and determining strategy, this session will give you the tools to plan your own Giving Day!

Presented by:

  • Jenny Ziegler, CFRE - Director of Development Analytics, Lawrence University
  • Zakiya Jackson - Associate Director of Annual Giving, Lawrence University

Secondary Tracks:  Advancement Fundamentals


Tuesday 10:30 am - 11:30 am

Planning a Successful Alumni Leadership Conference

Sheraton Ballroom II 

Alumni Associations rely on their volunteers to lead their affiliate groups which represent them in their communities and help connect their fellow alumni back to the University. To provide these volunteers with the proper training and tools that they need to succeed, many associations offer multi-day leadership conferences on their campuses.  What does it take to plan and execute a successful leadership conference? What are essential components to include? How do you select topics? What time of year works best for you? What size of budget do you have and how will that affect what you offer? The Penn State Alumni Association regularly hosts a conference for its volunteers with the most recent one being their most successful to date with attendance increasing by 34% over the previous conference. This session will explore the answers to the questions above and more while using Penn State's conference as a case study. 

Presented by:

  • Charlene Gaus - Regional Director, Volunteer Services, Penn State Alumni Association

Secondary Tracks:  Advancement Fundamentals


Tuesday 10:30 am - 11:30 am

Setting Online Giving as a Priority in your Annual Giving Program

Sheraton Ballroom III 

An online giving strategy can—and should—have as high as a priority in your annual giving program as mail, email, phone, leadership giving, and major gift strategies. Our donors - at all levels - are accustomed to major retailers', banking institutions', and leading non-profits' sites all of which have put a customer-first approach toward making the online experience more personal and the transaction easier for their visitors. For Universities, investing in and leveraging online giving as a strategy within Annual Giving can help bring in more donors and dollars to their program and institution. This session will include advocating for investment in an online giving program and how to align staff to support it, creating the foundation for an online giving program, exploring the online giving perspective with Blue State Digital, and a case study on redesigning a donation/giving form.

Presented by:

  • Elizabeth Sullivan - Executive Director of Annual Giving, Northwestern University
  • Julia Miller - Director of Young Alumni and Online Giving, Northwestern University
  • Dan Thain - Creative Director, Blue State Digital

Secondary Tracks:  New Professionals   |   Advancement Fundamentals


Tuesday 10:30 am - 11:30 am

When 2 Become 1: Merging and Building Student Organizations in Advancement

Chicago Ballroom VIII 

This session dives into the complexity of developing a new student organization by combining two previous student groups, Student Alumni Association and Student Philanthropy Council. The presenters will share their experiences with student leadership transition, society organization research, and strategic planning. A timeline of events will be provided from brainstorming ideas to the execution phase and acts as an interactive manual for anyone looking to do a similar rebranding in their own department. The development of this organization was guided by students from across campus and staff members from multiple departments, inside and outside of Advancement. The new group, '67 Society, focuses on student philanthropy, alumni engagement, and community building. Both the Office of Alumni Relations and the Annual Giving office act as advisors for this organization.

Presented by:

  • Shelly Neuhart - Graduate Assistant, Office of Alumni Relations, Wright State University

Secondary Tracks:  Advancement Fundamentals