Thursday Schedule and Signup

All times are Eastern Time.  If you’re a member of an institution that’s registered for the Southeast Annual Giving Conference, use this page to RSVP for the sessions you’d like to attend.  You must use your personal institution email address to be approved and checked in.   Session signup will be closed the night before a session is scheduled – please do not wait to signup for the sessions you want to attend.  Do not register yourself for more than one session scheduled at the same time.  You’ll receive an email confirmation with joining instructions for each session.  Note that video recordings will be available for several weeks after the conference for any sessions that you miss and still want to watch.  

For Technology Support
Jaclyn Day: 336-493-9732
Jenny Alstad: 843-408-1683

9:00-10:15 a.m.

An Introduction to Annual Giving:
Exploring the Art and Science of Building a Successful Annual Giving Program
Susan Cowart, Auburn University
Auburn University’s Susan Cowart has seen a lot of small-shop and big-shop annual giving evolution over the years, but many of the basic goals and objectives haven’t changed much. If you’re new to annual giving, or serve another role at your institution, or just want a little context to go with your Southeast Annual Giving Conference, join Susan for some insights about the art of writing a compelling fundraising appeal and the science of evaluating your program and developing an annual giving production plan.
Signup for this session has now ended. Registered institutions will receive the link to the video archive.

Setting Student Fundraisers up for Success
Rachel Spencer, Vanilla Soft
Your student fundraising team carries the lion’s share of the responsibility when it comes to converting and engaging your alumni and donors. It is largely up to them to deliver a positive experience for potential donors and, ultimately, inspire them to make a financial contribution. Despite this, oftentimes insufficient investment is made in recruiting and developing the best team for the task. This session will look at topics such as; student recruitment, training, development, motivation, incentives, retention and team-building. Your students are taking on what is arguably the toughest job in the development team and placing themselves on the very front line of your institution’s fundraising efforts. With this in mind, this entirely student-focused session will ensure that you and your team are set up for maximum success.
Signup for this session has now ended. Registered institutions will receive the link to the video archive.

Rival Week Challenges
Rachel Miller and Angela Harn, Georgia Southern University
RSVP for this session.

10:30-11:45 a.m.

A Leadership Annual Giving Forum
Smilka Melgoza, Florida International University
Brian Rowe, College of Charleston
Colin Cumming, American Institute of Chemical Engineers
You’ve got a portfolio of leadership annual gift prospects in a Zoom world. How do you identify your prospects, engage with them, ask meaningful questions, learn about prospect interests, ask for a gift, say thank you (or not), remember everything you just learned, follow up and then do it all again? It’s an open forum about all things formerly-face-to-face fundraising and the leadership annual giving fundraisers who are finding success while navigating in a Zoom world.
Signup for this session has now ended. Registered institutions will receive the link to the video archive.

Turn Off The TV – What To Do With All These Channels
Jaclyn Day – Annual Giving Manager – University of North Carolina School of the Arts
Jonathan Van Oss – Director of Consulting & Analytics – Pledgemine
Most of us struggle with just trying to reach our donors with one channel. Now there is “multichannel” and even “omnichannel” fundraising. It doesn’t need to be as intimidating as it seems, no matter how small or large your institution is. Learn how you can reach your donors in the most effective way possible by ‘listening’ to what they tell you through their own giving behavior. Also, learn how University of North Carolina School of the Arts successfully targeted and connected with their donors and prospects despite a global pandemic in their 2021 Day of Giving.
Signup for this session has now ended. Registered institutions will receive the link to the video archive.

Small Shop Annual Fund: From Zero to Hero
James Forte and Rick Munroe, Delta State University
Signup for this session has now ended. Registered institutions will receive the link to the video archive.

1:00-2:15 p.m.

Moving Yourself Forward Boldly
Susan Peirce and Alisa Karten, Pine Crest School (FL)
These sixteen months have tested us, given time for reflection, inspired new skills, and created new connections. In this session, participants will share and explore professional and learning strategies that have emerged and, when embraced, could transform career paths. This conversation is about making the most of your unique skills, interests, and passions to make a meaningful difference. Whether you are seeking change for yourself or you are coaching and mentoring others, this conversation is about bold strategies to yield professional fulfillment, happiness, and success. After all, that is what we hope for our students and alumni!
Signup for this session has now ended. Registered institutions will receive the link to the video archive.

What Next For Text? A Texting Forum
Sharon Horinka, UNC Charlotte
Rachel Cleary, GetThru
While peer-to-peer texting (P2P) has been on the scene for a few years now, last year really provided an opportunity to lean into all P2P texting can offer.   Sharon and Rachel will lead a chat about how to make P2P texting work for your institution.
Signup for this session has now ended. Registered institutions will receive the link to the video archive.

AI for Annual Fund Giving: Own The Fiscal Year & Getting MGOs Involved
Kat McCarron, Gravyty
You’re one month into the fiscal year. How are you going to win it? Gravyty’s Kat McCarron will share how colleges and universities are using artificial intelligence (AI) to retain more donors, but most importantly, up-level donors to mid-level and major giving pipelines. Speaking of major giving pipelines, how do you get your MGOs to make a difference for the annual fund? Kat will share hybrid portfolio approaches that universities are using to break silos, spread a culture of philanthropy, and (most importantly) accelerate and increase giving outcomes.
Signup for this session has now ended. Registered institutions will receive the link to the video archive.

A “Student Engagement Center” Forum
Jaclyn Day, UNC School of Arts
Rachel Spencer, VanillaSoft
Signup for this session has now ended. Registered institutions will receive the link to the video archive.

2:30-3:45 p.m.

A Crowdfunding Forum
Kristy Henry, Mitchell’s Place
Brittany Staggers, Virginia Tech University
Crowdfunding – or thinking about it?  Join Kristy and Brittany for a forum all about crowdfunding success stories and strategies.  
RSVP for this session.

Using Data to Implement Strategy and Drive Decisions
Alison Mercer and Michael Rohling, Georgia State University
Data can be complex, extensive, confusing, and intimidating. Data can also be your greatest asset to engage your constituents. In this session, you will learn creative ways to segment your audiences and use data to develop messaging for lapsed and non-donor populations. We will discuss how to identify data points that may already be hidden in your CRM, how to obtain data directly from your constituents, and how to leverage and scale different types of data to effectively engage your donors. The presentation will cover strategies and methodology for measuring results and reporting your findings through organizational examples and case studies. Join us for a lively conversation on getting your former donors back in the door and acquire new ones for your institution. Extensive experience working with data is not required.
RSVP for this session.

Direct Mail Recipes – Add Spice to All Your Channels
Christina Brandel, CFRE, Marketing Communication Resource, Inc.
Stuck in an appeal rut? Want to spice things up but can’t seem to find the right recipe that pulls in all your favorite channels? Join in a conversation about how to use your favorite “ingredients” to spice up all your appeals.
RSVP for this session.

Women Leading Philanthropy
Geneva Longlois-Marney, Newcombe Institute, Tulane University
RSVP for this session.
American women control more than $10 trillion in U.S. household financial assets, an amount likely to triple within a decade. Across the country and across the globe women have taken their rightful place at the table where decisions are made. Nowhere is their presence more powerfully felt than in the arena of philanthropy, where women’s values and visions are reshaping our world. In recent years, as women have stepped into their power—including their earning power—women have become influential change agents in communities across the country. To unlock the full potential of women’s philanthropy, we must understand how gender shapes giving behavior.

4:00-5:00 p.m.

Afternoon Keynote:
A Session of Sessions – Favorite Clips of Wisdom From a Year’s Worth of Zoom Conferences 
Bob Burdenski, Robert Burdenski Annual Giving
CASE Laureate and three-time Innovations in Annual Giving book author Bob Burdenski has chaired Zoom conferences, moderated Zoom forums, seen a lot of shared samples and generally had a front-row seat to see who pushed the virtual envelope this past year.  Join Bob for a video clip celebration of his favorite words of wisdom and smart ideas from the practitioners themselves.  And he’ll be joined by a few of them live to hear “the rest of their story.”  Do they want to revise their advice?   
RSVP for this session.