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CASE District IV

Arkansas, Louisiana, New Mexico, Oklahoma and Texas

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Confirmed Sessions: Donor Relations

The following sessions have been confirmed for the Donor Relations track. Once the program has been finalized, a comprehensive schedule will be posted.


The Big Connect: Leveraging the History and Culture of your Institution to Engineer Exceptional Engagement Experiences for Alumni and Donors
Creating meaningful experiences for alumni and donors is a critical necessity when it comes to engaging your base for the long term. We all know places that are doing it well and based on the hand that fate dealt us, we may be doing well ourselves, or we may not.

The twin anchors of history and culture are the key to crafting that experience whether the “big connect” for your institution be the institution itself, the athletic program, affiliated medical juggernauts, regional features; or perhaps the city around you.

In this session we will take a look at institutions that are doing this well with their alumni and donor communities. We’ll explore their creative processes, and see for ourselves how we can apply these lessons for the good of our respective donor relations programs.

Paige Eubanks-Barrow, Sr. Director of Communications and Donor Relations, LSU Health Foundation, New Orleans
Krystal Oliveira, Chief Development Officer, LSU Health Foundation, New Orleans

Scalable Solutions: A Centralization Story
Three years ago, the LSU Foundation united three campus fundraising units under one team. What initially started as two-person team rapidly grew to a staff of seven. Over that time, our team implemented new processes across all four pillars of donor relations to serve this new and growing model; acknowledgment, reporting, recognition, and engagement. We will share a candid conversation of lessons learned, solutions implemented and plans for the future. Our successes will highlight what donor relations and frontline fundraising teams can achieve through collaborative partnership and a culture of gratitude. Join us to hear how our journey through centralization resulted in game-changing donor impact.
Lori Pilley, Director of Donor Relations and Stewardship, LSU Foundation
Katie Rothstein, Director of Development, LSU Foundation

The Special Sauce: How to Structure and Hire Your Donor Relations Talent for Maximum Productivity and Impact
In a world where our Donor Relations teams are lean and demands to engage our donors are growing almost as quickly as our donor pool, how do we ensure that we are engaging and delighting all of our donors? What is the best structure to employ on a Donor Relations team? And how do we find the right employees to carry out our missions? Join Donor Relations Guru, Lynne Wester, and Executive University of Texas Director of Talent Management, Kathleen Casanova, for a session dedicated to uncovering and identifying the “special sauce” that will bring your Donor Relations team to new heights of productivity. In this session we’ll review trends and best practices employed for structuring (or restructuring) Donor Relations teams to ensure every function is covered, as well as tips and tricks any team on any budget can use to improve their operations. We’ll also share the top competencies we believe every Donor Relations team member should possess, and simple ways you can screen for them during the interview process.
Lynne Wester, Founder and Principal, Donor Relations Guru

ThankView for Higher Education Donor Relations
In this session, you will learn how to implement and customize ThankView for higher education donor relations. You will hear about budgeting, information technology and marketing considerations during the launch phase. You will see examples of successful campaign concepts. And you will learn how to create video, construct a campaign and follow through on behavioral data.
Labin L. Duke, Director of Donor Relations, Baylor University

Donor Experience, DX Unlocks the Future of Your Fundraising Relationships
Put yourself in the donor’s shoes. They don’t want another lapel pin or bumper sticker. They want to know they make a difference to your institution and they are valued. Donor appreciation is not expensive, but neglecting it can be. Research shows that it is seven times more expensive to acquire a new donor that to keep the one you have. The solution is simple: put the donor first, consume yourself with the DX, their experience, not yours.
Lynne Wester, Founder and Principal, Donor Relations Guru

We Are One
2019 Annual Conference  February 24-26, 2019   Gaylord Texan Resort & Convention Center  Grapevine, Texas

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Confirmed Sessions

As the full program is being finalized, the following sessions have been confirmed. This list will be updated often with more tracks and new sessions.

  • Advancement Services
  • Alumni Relations
  • Annual Giving
  • Communications
  • Community College
  • Corporate & Foundation Relations
  • Development & Major Gifts
  • Donor Relations
  • Estate & Planned Giving
  • Executive Track
  • Marketing
  • Medical Advancement
  • Opportunity & Inclusion
  • Publications and Creative Services
  • Social Media & Web
  • Student & Young Alumni Engagement

Latest CASE IV News

  • Meet your CASE IV Board Nominees January 29, 2019
  • “ASPIREist” Host Shiza Shahid to Present Opening Keynote December 21, 2018
  • Dr. Terry Lyles to Present at We Are One December 7, 2018
  • 2019 Call for Board Nominations November 27, 2018
  • New to Advancement Scholarship Deadline Extended November 8, 2018
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Copyright © 2019 CASE District IV
Representing Arkansas, Louisiana, New Mexico, Oklahoma and Texas