This keynote will discuss the changing definition of generosity, shedding light on the unprecedented competition for connection facing modern nonprofit organizations. To this end, nonprofits must develop a renewed appreciation for connection and learn to leverage technology once only used by for-profit organizations. Using current data and analysis, attendees will learn the importance of measuring and prioritizing connections as well as which technologies can help them to work smarter, not harder, to overcome the competition for connection.
Navigating financial constraints, the need for more focused donor engagement and the changing landscape of government policies. Universities are faced with having to rethink traditional fundraising strategies and how to implement new approaches to address modern challenges.
In this session, we will explore how curiosity, a uniquely human trait, is key to thriving in the age of AI. As AI replicates many human capabilities, curiosity remains a critical differentiator, driving innovation and uncovering opportunities that AI cannot. Leaders will learn how fostering a culture of curiosity within their teams enables them to navigate constant change with agility, giving their organizations a strategic advantage. Through practical insights, this session will empower CDOs to harness and cultivate curiosity, leading to growth and resilience in an increasingly AI-driven world.
Volunteerism is becoming more flexible, digital, skill-based, and focused. Volunteers are seeking more meaningful, purpose-driven opportunities that align with their personal values and our institutions have to adapt to these changes to engage a broader range of people.
Engaging donors and alumni in meaningful and sustained ways is crucial for the growth and success of any institution, especially for HBCUs. In this session, Brent Swinton and Carla Hopkins from Bowie State University, Maryland’s oldest HBCU, will explore innovative strategies for fostering strong relationships with diverse donor and alumni populations. Brent and Carla will draw upon their experiences within the HBCU universe, and Brent will also discuss strategies for change from his perspective as a graduate of a large public university (University of Georgia). Attendees will gain valuable insights into understanding the unique needs and motivations of alumni of varying backgrounds, and how to create targeted engagement initiatives that resonate with each.
This session will highlight best practices in building an inclusive donor and alumni community that ensures long-term institutional support in a rapidly changing educational landscape.
Leveraging metrics and demographics for decision-making is a common expectation, but it can feel overwhelming, especially with limited staff. In this session, we’ll highlight three data-driven projects that advanced our engagement efforts with campus partners and show how data guided our alumni association board in making a more meaningful impact in representation and fundraising.
University leadership transitions present unique challenges and opportunities, especially for alumni relations leaders and vice presidents for advancement. In this session, Brian DeFilippis will share insights from Towson’s recent presidential change in 2023, offering valuable strategies for navigating leadership transitions effectively—from celebrating the departing president to briefing the new one. Attendees will learn how to strengthen alumni engagement and advancement during leadership change, while ensuring that institutional goals are met. Brian will discuss best practices for communicating with key stakeholders, managing internal and external expectations, and fostering a sense of stability within the alumni and donor communities.
Understanding the various funding models available to affiliated university foundations is key to ensuring financial sustainability and growth. In this session, Tom Gilbert will dive into the different funding models that affiliated foundations utilize, such as admin fees, operating float, gift fees and other methods of consideration based on the size and nature of your institution. Attendees will gain understanding of how each model works, the advantages and challenges they present, and how to strategically align them with their institution’s goals.
The intersection of alumni relations and fundraising is essential for creating a cohesive strategy that drives both engagement and philanthropy. In this session, Kathi Dantley Warren and Jessica Roberts will explore the relationship between these two critical functions and how they can work together to achieve institutional goals. Together, they will share their insights on how aligning alumni relations and fundraising efforts can lead to more impactful relationships with alumni, greater giving opportunities, and enhanced long-term institutional success. They will highlight strategies for fostering collaboration between teams, creating seamless communication, and developing integrated approaches that support both alumni engagement and fundraising objectives.
Join USM Foundation’s Chief Investment Officer Sharcus Steen to hear about navigating volatility in today’s markets. Sharcus will provide a brief overview of the Foundation’s investment strategy and will welcome questions and answers from the audience.
Leonard Raley will facilitate a discussion about key takeaways and actionable items as we close out the 2025 USM Summit for Advancement Leadership.
