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

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.

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!

Harnessing the power of collaboration: This session will focus on how Income Management and Processing teams can build stronger, more impactful partnerships with external Finance, Legal, and Faculty teams. Through practical examples and insights from both successes and challenges, will share a toolkit to enhance cross-departmental engagement and drive more effective collaboration beyond Advancement. Intermediate Level CASE Career level: 3 - 4