|9 – 10:15 a.m.
Location: Levels 1, 3
Tips and Tricks: Taking Raiser's Edge to the Next Level
Director of Solution Management and Business Strategy, Blackbaud
The Raiser’s Edge is a very powerful tool to help organizations manage constituent relationships, increase fundraising effectiveness and provide all of the donor management and fundraising capabilities you need to connect with constituents and raise money anytime, anywhere. In this session, Tiffany will take you through how to utilize best practices and proven tips and tricks to help you take your use of The Raiser’s Edge to the next level. From recommendations about how to best navigate RE to how to best harness the power of Query- Tiffany guarantees there is something for everyone to learn in this session!
Driving High Performance: The Factors Affecting Gift Officer Productivity
Data Solutions Manager, Eduventures, Inc.
Drawing on past research and a forthcoming study on the topic, Eduventures will explore what it really takes to ensure high-performance for gift officers. We will first take a quick look at the most recent benchmarks emerging from the study revealing the metrics, goals, and targets that are driving major gifts success. From there, we will reveal the goal-setting and management practices that help foster this success.
Planned Giving - Who Needs to know?
Laura Hansen Dean
Executive Director of Gift Planning, UT Austin
Senior Director of Gift Planning, UT Arlington
Director of Gift Planning, UT El Paso
Senior Director of Gift Planning, MD Anderson
Planned Giving has become an important gift strategy. How do I best market my planned giving program? You are invited to a panel discussion that explores helpful ways to advance planned giving.
Roadmapping Communications: Creating and Implementing a Strategic Communications Plan
Lisa Marie Barocas
Founder, LMG Communications
Owner, JWH Communications
Developing a strategic communications plan can be a daunting task. Join communications guru and founder of LMG Communications, Lisa Marie Gomez, as she discusses the ins and outs of developing and implementing a strategy for your communications.
Innovative Approaches to Career Path Planning
Director of Employee Services, UT System
Vice President and Chief Development Officer, UTMB Galveston
In the past, people selected a focus area for their career and they usually remained in that area of work for their entire career. Today the average person changes jobs about 11 times spanning multiple careers over their working years. This session will look at using creative thinking to identify good candidates. People can truly re-invent themselves for a new career.
| 10:45 – 11:45 a.m.
Location: Levels 1, 3
Make Your Move: Building a Relationship Management Program from the Ground Up
Development Applications Administrator, UT Southwestern
Interim Vice President for Development, UT Southwestern
Director of Annual Giving, UT Southwestern
Associate Director of Prospect Research and Management, UT Southwestern
Director of Leadership Giving, UT Southwestern
Business Analyst, UT System
What makes an effective relationship manager? For our team at UT Southwestern, it has been something very familiar to our department and probably yours: collaboration. Through meetings, feedback, reports, more feedback, and a donor-centric approach, we have designed a relationship management program and tracking system to meet our needs. Whether you are just starting out or looking for ideas to refresh your existing program, join us for an interactive presentation and discussion about using teamwork to build a system from the ground up. You’ll also learn how The Raiser’s Edge can make your relationship management program more efficient by segmenting your database, tracking your research findings and staff activity, and monitoring success. The Raiser’s Edge will help you build a culture of stewardship through the use of actions and action tracks.
Effective Messaging in Your Stewardship: Why Your Marketing Team Should be Fundraisers (or Learn to Think Like Them)
Vice President for Development and Alumni Relations, UT Dallas
Director of Development Communications, UT Dallas
UT Dallas is nearing completion of the first campaign in its history, achieving a $200 million goal nearly a year ahead of schedule. New stewardship tools developed for the campaign have not only acknowledged donors, but inspired others to give. This session will provide a look at the thought that goes into content development of some of the award-winning print and web-based campaign communication tools from UT Dallas.
Trends in Young Alumni Engagement and Philanthropy
Data Solutions Manager, Eduventures, Inc.
Using their survey of over 90,000 alumni nationwide, Eduventures will highlight the trends affecting higher education philanthropy today with a special focus on how younger alumni compare to older generations.
The Shades of Philanthropy: Engaging Diverse Communities
Major Gift Officer for Diverse Constituencies, The University of North Carolina at Chapel Hill
Executive Director of Development, Division of Diversity and Community Engagement, UT Austin
Director of Development, Center for Enhancing Philanthropy, UT System
Texas has experienced rapid population growth with significant increases in ethnically and racially diverse communities, a trend which will continue for the foreseeable future. The impact of this can be seen in higher education, as the UT System now serves a majority-minority student population. Naturally, as our student population becomes more diverse so, too will our alumni base. Learning how to use diversity as a strategic opportunity to better engage and cultivate alumni of color will be critical to your institution’s philanthropic success. Panelists will share practices of philanthropy within and across diverse communities as well as specific outreach, marketing, and professional recruitment activities that can be implemented at your campuses.
Social Media: Building Your Brand and Attracting Fans
Director of Integrated Media Communications, MD Anderson
When it comes to creating a successful social media campaign, a consistent brand is key. Without a distinct brand and clear voice, you’re merely just another face in the crowd. Success in the social realm doesn’t happen overnight though! Check out this session to get a glimpse of how MD Anderson has applied social media tools to grow and engage their following.