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  • Washington Update: Post Midterm Outlook

    In the aftermath of the 2018 U.S. midterm elections, what can CASE members expect on Capitol Hill? Brian and Justine of the CASE Advocacy team outline the top 5 takeaways from the election. The latest on charitable giving, endowments, Higher Education Act reauthorization, DACA and the Department of Education is covered during the webinar.

    In the aftermath of the 2018 U.S. midterm elections, what can CASE members expect on Capitol Hill? Brian and Justine of the CASE Advocacy team outline the top 5 takeaways from the election. The latest on charitable giving, endowments, Higher Education Act reauthorization, DACA and the Department of Education is covered during the webinar.

    Brian Flahaven, Senior Director for Advocacy, CASE
    Justine Davenport, Advocacy Communications Specialist, CASE

  • High-Visibility Philanthropy: Megadonor Archetypes and the Future of Giving

    High net worth individuals are growing in number and are increasingly in the public eye. The philanthropic wealthy are making a transformation, sometimes in surprising ways. What might all donors see in the examples set by these high-profile donors? Lipman Hearne analyzed the first-person statements of 150+ billionaire households taking part in the Giving Pledge since 2010. We'll share our takeaways, including profiles of five Megadonor Archetypes, each telling the world a particular story about themselves through their philanthropy, and each modeling a particular decision-making style and mode of engagement.

    High net worth individuals are growing in number and are increasingly in the public eye. The philanthropic wealthy are making a transformation, sometimes in surprising ways. What might all donors see in the examples set by these high-profile donors? Lipman Hearne analyzed the first-person statements of 150+ billionaire households taking part in the Giving Pledge since 2010. We'll share our takeaways, including profiles of five Megadonor Archetypes, each telling the world a particular story about themselves through their philanthropy, and each modeling a particular decision-making style and mode of engagement.

    Colleen O’Grady, Philanthropic Strategist, Lipman Hearne
    Sara Stern, Executive Vice President, Lipman Hearne

  • Leveraging Inclusion for Institutional Advancement

    Like many of its peers, the University of Cincinnati Alumni Association (UCAA) experienced a gap in engagement and philanthropy with underrepresented communities. Conference presentations and industry articles have addressed making a business case for outreach to these populations, but many of them do not include best practices and outcomes. Over the course of 18 months, the UCAA was able to see gains in engagement, volunteerism and philanthropy. This webinar will outline the challenges faced for the UCAA in outreach to underrepresented groups of alumni, the methodology of engagement, and outcomes.

    Like many of its peers, the University of Cincinnati Alumni Association (UCAA) experienced a gap in engagement and philanthropy with underrepresented communities.  Conference presentations and industry articles have addressed making a business case for outreach to these populations, but many of them do not include best practices and outcomes.  Over the course of 18 months, the UCAA was able to see gains in engagement, volunteerism and philanthropy.  This webinar will outline the challenges faced for the UCAA in outreach to underrepresented groups of alumni, the methodology of engagement, and outcomes.

    Justin Gibson, Associate Director for Diversity Outreach and Engagement, University of Cincinnati Foundation
    Adrienne McDade, Director for Annual Giving, University of Cincinnati Foundation

  • A Guide to Finding and Hiring Top Talent in Advancement

    This session will share tactics and best practices from inside and outside the field of Advancement that are easily implemented by anyone looking to build their team. Join gift-officer-turned recruiter Kathleen Casanova to find out why talent is so important in our field, learn more about the hottest trends and walk away with several simple, effective and affordable strategies you can begin applying immediately to save you time and increase your chances of hiring the candidate of your dreams the next time you have a vacancy.

    This session will share tactics and best practices from inside and outside the field of Advancement that are easily implemented by anyone looking to build their team.  Join gift-officer-turned recruiter Kathleen Casanova to find out why talent is so important in our field, learn more about the hottest trends and walk away with several simple, effective and affordable strategies you can begin applying immediately to save you time and increase your chances of hiring the candidate of your dreams the next time you have a vacancy.

    Kathleen Casanova, Executive Recruiter and Director of Talent Development, University of Texas

  • Creating a Flourishing Mentor Program: Marquette University Alumni Association Mentor Program

    Marquette University Alumni Association (MUAA) Mentor Program engages alumni to establish meaningful interactions with students in preparation for their professional journey after graduation from Marquette University. Participants will learn the value of establishing a comprehensive mentor program- with significant faculty support- to serve students and alumni to also support development goals and objectives.​

    Marquette University Alumni Association (MUAA) Mentor Program engages alumni to establish meaningful interactions with students in preparation for their professional journey after graduation from Marquette University. Participants will learn the value of establishing a comprehensive mentor program- with significant faculty support- to serve students and alumni to also support development goals and objectives.

    Dan DeWeerdt, Engagement Director, University Advancement, Marquette University

  • Shared Case Ownership: How to Involve Faculty, Deans, Coaches, and Board Members

    A top-down case statement is easy, but how do you fully engage academic and other stakeholders on campus and on your boards to gather insightful ideas, generate fundraising energy, and cultivate shared ownership? Eastern Oregon University is preparing to launch its second capital campaign. A new president, a new governing board structure, and a need to move fast, but as a team, necessitated a creative work plan. President Tom Insko will share his perspective on how the institutional strategic plan needed to inform the campaign’s vision.

    A top-down case statement is easy, but how do you fully engage academic and other stakeholders on campus and on your boards to gather insightful ideas, generate fundraising energy, and cultivate shared ownership? Eastern Oregon University is preparing to launch its second capital campaign. A new president, a new governing board structure, and a need to move fast, but as a team, necessitated a creative work plan. President Tom Insko will share his perspective on how the institutional strategic plan needed to inform the campaign’s vision.

    President Tom Insko, Eastern Oregon University

  • Duct Tape and Bubble Gum: Branding on a Shoestring

    It has never been more critical to have a strong brand. Universities face increasing competition for students, a declining population of prospects, and an increasingly savvy market. Unfortunately, not all schools have a $1 million budget to support a rebranding effort. Learn how one small university transformed its brand, including developing brand messaging and new institutional and new mascot logos, on a shoestring budget of less than $50,000.​

    It has never been more critical to have a strong brand. Universities face increasing competition for students, a declining population of prospects, and an increasingly savvy market. Unfortunately, not all schools have a $1 million budget to support a rebranding effort. Learn how one small university transformed its brand, including developing a brand messaging and new institutional and new mascot logos, on a shoestring budget of less than $50,000.

    Jaime Hunt, Vice Chancellor, Strategic Communications and Chief Marketing Officer, Winston-Salem State University

  • 10 Things I Wish I Knew, Thought Of, or Didn’t Need to Think About When Implementing Monthly Giving

    At the beginning of FY 2016 the University of Utah jumped into monthly sustaining solicitations. We knew some of the hurdles we’d encounter and discovered a handful of more along the way. Currently we are running a fairly smooth, and growing, sustaining giving program with 650 monthly donors. During this session we will explore the U's journey with sustaining giving, the practical elements of implementing a sustaining giving program including what went well, what didn’t and what we are still trying to master.​

    At the beginning of FY 2016 the University of Utah jumped into monthly sustaining solicitations. We knew some of the hurdles we’d encounter and discovered a handful of more along the way. Currently we are running a fairly smooth, and growing, sustaining giving program with 650 monthly donors. During this session we will explore the U's journey with sustaining giving, the practical elements of implementing a sustaining giving program including what went well, what didn’t and what we are still trying to master.

    Peter Moes, Director of Annual Giving, University of Utah

  • Eight Practical Ways to Effectively Use Multimedia to Reach Your Fundraising Goals

    Are you drawing donors in to the heart of your mission? Are you telling compelling stories through videos? If your social media was a celebrity, who would it be? Social media conveys an image of your institution regardless of whether you’re using it effectively or not. Advancement professionals expressed interest in practical social media tips during the 2018 CASE District II Conference. Public and private institutions and small and large shops alike can benefit from eight tactics to bolster fundraising through social media.

    Are you drawing donors in to the heart of your mission? Are you telling compelling stories through videos? If your social media was a celebrity, who would it be? Social media conveys an image of your institution regardless of whether you’re using it effectively or not. Advancement professionals expressed interest in practical social media tips during the 2018 CASE District II Conference. Public and private institutions and small and large shops alike can benefit from eight tactics to bolster fundraising through social media.

    Dr. Linnie Carter, Vice President of College Advancement, HACC, Central Pennsylvania’s Community College; Executive Director, HACC Foundation
    Christina Kelley, Development Officer, Alumni Relations, HACC, Central Pennsylvania’s Community College

  • Alumni Engagement for Liberal Arts Colleges: Building Long-Term Relationships

    This webinar will present alumni engagement best practices based on Campbell & Company research. Attendees will finish this how-to session with the tools to improve their own alumni engagement activities.​

    Today’s liberal arts colleges and universities face the increasingly difficult task of engaging young alumni. What strategies can they use to foster relationships with these important stakeholders and build a pipeline of future donors? This webinar will present alumni engagement best practices based on Campbell & Company research. We’ll introduce a maturity model that institutions can use to score their alumni engagement efforts and walk through a series of strategies used by best-in-class programs. Attendees will finish this how-to session with the tools to improve their own alumni engagement activities.

    Caitlin Bristow, Consultant, Campbell & Company
    Damien Berliet, Associate Consultant, Campbell & Company