Conference Program - CASE

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E X H I B I T O R SINDEPENDENT 529 PLANBarbara Floreth; Nancy FarmerIndependent 529 Plan is a non-profitassociation of over 270 private collegesand universities dedicated to helpingfamilies save for college by offeringprepaid tuition at member institutionsnationwide.700 Rosedale Suite 1620St. Louis, MO 63112Phone: 314-727-0900www.independent529plan.orgBOOTH 627J. MILITO & ASSOCIATES INC.Juddee MilitoTelephone fundraising for religious,independent, private and public academicinstitutions and organizations. Use ourproven and very personal three-dial or sixdialattempt telephone fundraisingservices for annual appeal follow up,additional gift asking and capital campaignclean up. Call or e-mail for details andpricing.1133 Maplegrove Drive N.W.,Suite OneGrand Rapids, MI 49504Phone: 616-453-8711Fax: 616-453-0933juddee@telephonefundraising.netwww.telephonefundraising.netBOOTH 611JESTER CO.Debbie LozoSince 1926, schools across the nationhave trusted their brand and reputation toJester. Although Jester Co. has grownfrom a small family business, it is stillprivately owned and continues to have thesame deep commitment to quality, serviceand dependability. Because we work solelywith educational institutions, you can beconfident we will anticipate your needsand understand your constraints. ChooseJester and choose a partner you can countof for the long term.P.O. Box 38428Greensboro, NC 27438-8428Phone: 336-545-1010Fax: 336-545-0700www.jestercompany.comBOOTH 520KALAMAZOO BANNER WORKS BYCONSORTPetra Jodelis; Judy LittleKalamazoo Banner Works by Consort is afull-service, design oriented, manufacturerof display products. We offer a wideselection of products with an establishedreputation for innovation and durability.2129 Portage St.Kalamazoo, Michigan 49001Phone: 269-388-4532Fax: 269-388-2018www.consort.comBOOTH 329KELLY PRESS INC.Ranae See; Monique CaldwellKelly Press is advancing technology rightalong with the needs of reaching out toyour alumni and donors. We docustomized calendars, personalize printingand revenue generating e-mail templates.4430 Interstate DriveColumbia, MO 65202Phone: 573-449-4163Fax: 573-442-6309www.kellypressinc.comBOOTH 312KELSH WILSON DESIGNFred Wilson; Joanne DeliaFor two decades, Kelsh Wilson has helpedindependent schools, colleges, anduniversities tell their stories withexceptional effectiveness. Strategy,creativity, and impact guide us whencreating admissions and developmentpublications and Web sites.211 N 13th St.Philadelphia, PA 19107Phone: 267-765-0700Fax: 267-765-0400www.kelshwilson.comBOOTH 710KINTERARon Latwis; Stephanie TaylorKintera provides software as a service tohelp organizations quickly and easilyreach more people, raise more money andrun more efficiently. The Kintera Sphere®technology platform empowers “TheGiving Experience,” and features a socialconstituent relationship management(CRM) system, enabling donormanagement, e-mail and communications,Web sites, events, advocacy programs,wealth screening and accounting.9605 Scranton Road, Suite 200San Diego, CA 92121Phone: 858-795-3000Fax: 858-795-3010www.kinterainc.comBOOTH 622LIPMAN HEARNEBeth DrewsLipman Hearne is a national leader innonprofit marketing and communications.Over the course of 35 years, we haveassisted hundreds of colleges, universitiesto understand market needs, build brandequity, achieve enrollment objectives andstrengthen alumni relationships.200 S. Michigan Ave., Suite. 1600Chicago, IL 60604Phone: 312-356-8000Fax: 312-356-4005www.lipmanhearne.comBOOTH 5092007 CASE V Conference 74 www.casefive.org
E X H I B I T O R SMARQUETTE UNIVERSITYKelly HicksMarquette is a Catholic, Jesuit universitydedicated to serving God by serving ourstudents and contributing to theadvancement of knowledge. Our missionis the search for truth, the discovery andsharing of knowledge, the fostering ofpersonal and professional excellence, thepromotion of a life of faith and thedevelopment of leadership expressed inservice to others. We pursue all this forthe greater glory of God and the commonbenefit of the human community. Ourvision is to provide a Catholic, Jesuiteducation that is genuinelytransformational, so our studentsgraduate not simply better educated butbetter people, and to do so with suchexcellence that when asked to name thethree or four best Catholic universities inAmerica, people will include Marquette asa matter of course.Marquette University - UniversityAdvancementP.O. BOX 1881Milwaukee, WI 53201-1881Phone: 414-288-4784Fax: 414-288-1715www.marquette.eduBOOTH 117MARSH ALUMNI SERVICESJo Anne Coughlin; Frank Cella;John Laskowski; Kirsten Zinzer;Drew Scopeelliti;For nearly four decades, Marsh AlumniServices has been a premier provider ofinsurance products and services foralumni associations. We offer a full rangeof product choices: life, health, long-termcare, auto/home, pet and travel insurance.1440 Renaissance DrivePark Ridge, IL 60068Phone: 800-900-9772Fax: 847-803-2553BOOTH 313MARTS & LUNDYTom Thomsen; Scott LangeIt is the successful blending of art andscience that sets Marts & Lundy apartfrom other consulting firms. In fact, it isour experience in the art of philanthropythat allows us to effectively use theinnovative analytic and technology toolsthat are transforming philanthropy.1200 Wall St. W.Lyndhurst, NJ 07071Phone: 800-526-9005Fax: 201-460-0680www.martsandlundy.comBOOTH 709MD DESIGNS BY METAL DECORSabrina Trent; Karen Hembrough;Phil WilsonFor over 45 years, Metal Decor has beenthe industry leader of Donor RecognitionDisplays, Individual Awards and Signage.In order to expand this expertise, we arebranching out and expanding into MDDesigns. MD Designs offers the sameexperience and leadership in therecognition world as well as a new,creative approach to design and customerservice. Whether you are looking forsomething subtle and elegant, or brilliantand spectacular, MD Designs and MetalDecor can create the perfect display tofulfill your desires and fit your budget.2601 Colt RoadSpringfield, IL 62707Phone: 217-523-4565Fax: 217-523-5823www.mddesigns.comBOOTH 308MEYER AND ASSOCIATESAnn Meyer Abdi; Madelene GlomstenSince 1973, Meyer and Associates hasmanaged alumni insurance programs. Weoffer a comprehensive product line thatincludes life, health, long term care, andauto insurance. As a boutique business,we develop client-specific marketingmaterials and are fanatical about customerservice. Try us. We’re big enough to helpyou and small enough to know you.18 Washington Ave.Chatham, NJ 07928Phone: 973-635-7601Fax: 973-635-8986www.meyerandassoc.com/affinityBOOTH 619MONSOON INTERACTIVE - ONLETTERHEADBRANDED E-MAILBill Findley; Tom MartinOnLetterhead Branded E-mail is thepremier email solution in the educationaldevelopment/foundation marketplacetoday! The professional design of yourfully-branded custom templates used withour one-to-one and blast e-mail softwarewill provide a dynamic e-communicationsolution which will greatly improve yourability to build and sustain deep andlasting relationships.360 S. ReynoldsToledo, OH 43615Phone: 419-724-0228 x205Fax: 419-867-4196BOOTH 7152007 CASE V Conference 75 www.casefive.org
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CASE District V Conference Attendee
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W E L C O M ECASE V extends its app
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S P E C I A LE V E N T SAfter Sunda
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S P E C I A LO P P O R T U N I T I
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S P E C I A LO P P O R T U N I T I
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C A S E V H I S T O R YCASE V Confe
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S A T U R D A Y / S U N D A Y . . .
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S U N D A YPre-conference Workshops
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S U N D A YSunday 12:30-1:45 p.m. S
Page 25 and 26: S U N D A YSunday 2:15-3:30 p.m. Su
Page 27 and 28: ANNUAL REPORT
Page 29 and 30: A N N U A LR E P O R TCASE District
Page 31 and 32: 2 0 0 7 B O A R D O F D I R E C T O
Page 33 and 34: MONDAY
Page 35 and 36: M O N D A YDEVELOPMENT9:15-10:30 a.
Page 37 and 38: M O N D A YMonday Morning Roundtabl
Page 39 and 40: M O N D A YMonday 9:15-10:30 a.m. M
Page 41 and 42: Mark yourcalendars!34th AnnualCASE
Page 43 and 44: M O N D A YMonday 11 a.m.-12:15 p.m
Page 45 and 46: M O N D A YFor these three events p
Page 47 and 48: M O N D A YMark yourcalendars!34th
Page 49 and 50: M O N D A YMonday Lunch Roundtables
Page 51 and 52: M O N D A YMonday 2-3:15 p.m. Monda
Page 53 and 54: M O N D A YRefreshment BreakResourc
Page 55 and 56: M O N D A YMonday 3:45-5 p.m.DEVELO
Page 57 and 58: TUESDAY
Page 59 and 60: T U E S D A YTuesday Morning Roundt
Page 61 and 62: T U E S D A YTuesday 9:15-10:30 a.m
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Page 65 and 66: T U E S D A YTuesday Monday 11:30-2
Page 67 and 68: Ohio RoomStaff Dev.CenterHOTEL MAPS
Page 69 and 70: RefreshmentTables121119117115113109
Page 71 and 72: E X H I B I T O R SAMERICAN COUNCIL
Page 73 and 74: E X H I B I T O R SCENTRON DATA SER
Page 75: E X H I B I T O R SGRAHAM-PELTON CO
Page 79 and 80: E X H I B I T O R SREAL MAGNET LLCM
Page 81 and 82: E X H I B I T O R STHE CENTER ON PH
Page 84: How do wedetermine thewealth baseam
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