AAE Integration Sessions

Engage in sessions designed to build shared understanding and collaboration. Each session explores institutional priorities, constituent insights, and opportunities for cross-team partnership, building a shared foundation for our future as one advancement organization.

 

AAE Integration Session - Campaign 101

Presented by: Karl Miller Lugo, Senior Vice President for Advancement & Alumni Engagement

Date: Tuesday, March 24, 2026 11:00-12:00PM

This session will provide a foundational overview of what makes a comprehensive campaign successful. Together, we will explore campaign fundamentals, including strategy and structure, phases and timelines, leadership engagement, the gift pyramid, and how we inspire transformational philanthropy through compelling cases and disciplined execution.

We will also examine how annual giving, major gifts, alumni relations and advancement services work together to build momentum to achieve campaign goals.

Most importantly, this session will reinforce that every area of Advancement plays a vital role in strengthening donor relationships and driving our campaign toward long-term success.

Microsoft Teams Meeting:
https://teams.microsoft.com/meet/24208575181531?p=DrOnMwlWuafmWExJ2F

 

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Constituent Demographics & Donor Insights Session

Presented by: Abby Risley, Senior Executive Director, Admin & Operations and Greg Cortez, Associate Vice President Advancement Services and Strategic Analytics 

Date: Thursday, January 22, 2026

This dynamic virtual session will unpack the most compelling demographic insights shaping the alumni and donor landscape across UTSA (Legacy) and UT Health (Legacy). The discussion will highlight key data points—from engagement patterns to regional trends—to deepen understanding of our constituent base. Together, these insights will help inform strategy, strengthen collaboration, and support more intentional engagement across the integrated advancement organization.

 

Institutional Overview

Presented by: Kim West, Assistant Vice President, Development and Sonia Vasquez, Assistant Vice President Schools & Foundations

Moderated by: Karl Miller-Lugo, Senior VP for Advancement & Alumni Engagement

Date: Thursday, November 6

A collaborative storytelling session designed to foster deeper understanding and connection between the Academic and Health Advancement teams. Through an interactive dialogue, presenters will share institutional narratives, highlight key strengths, and explore potential collaboration opportunities.

Advancement Academy members listening to guest speaker