The session will outline how The Universities of Leeds and Bath are using data insights to align the work of our engagement and fundraising teams. At the core is measuring levels of engagement over time. We then combine that with prospect interests and capacity to target the work of engagement/communications to enhance our donor interactions and develop a pipeline of future prospects. Insights from the data also bring focus the work of fundraisers to show how effectively we are using our time and resources to maximise fundraising performance. Intermediate Level CASE Career level: 3 - 4

Back in Autumn of 2019., Kings, Warwick and Southampton explored working together to design and implement a MS Dynamics CRM solution. They have been sharing their stories with the conference since that time. Kings proceeded with the MS Dynamics project, whilst Southampton and Warwick decided to implement BB CRM. Now will all three universities having completed their migrations, in this final chapter of the story, Jennie Moule, will explore with Jenny, Andrea and Dan what they have learnt along the way.

Durham University's gift submission process previously involved an email sent from fundraisers, with subsequent conversations seeking and/or clarifying information. This session covers our journey of building a process within Microsoft 365 that captures all information upfront and has made gift administration at Durham more efficient, collaborative, and transparent.

How we moved away from responsive ad hoc queries/reporting requirements from across the team (and beyond) to develop a suite of dashboards that provide real-time data enabling real-time data driven decisions at a strategic level and a programme delivery level.

We recently launched our first philanthropic campaign. In this session we will share how we prepared for a successful campaign launch event. We will cover what worked, what didn’t work and how we will do it differently next time. We will discuss data segmentation, data quality, sourcing a diverse range of known and new invitees, planning for and producing the event briefing, and working with teams across the office in a high pressure situation.

A great report isn’t just about data - it’s about clarity, impact, and action. In this session, we’ll cover practical tips on structuring, visualising, and communicating data effectively so your reports inform decisions, not just fill inboxes. Build reports people actually read - and use!

In July 2023, the University of Manchester lost access to its fundraising and engagement database following a cyber incident. The database returned in March 2024. This session will cover how we reacted in, responded to, and recovered from a business continuity environment to keep our fundraising, engagement and volunteering programmes going.

How do you unlock the potential of AI in your fundraising efforts and drive greater success for your institution? Join the Blackbaud team as they explore the practical application of AI in the realm of fundraising. This session will provide actionable insights and examples of how AI can revolutionise your fundraising strategies and operations and provide a behind the scenes look at how Blackbaud is building accessible, responsible, and powerful AI fundraising features so universities can achieve their missions more effectively.