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Annual Conference for Donor Relations Professionals 2025
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2:45 PM - 3:45 PM PST
Ready, Set, Ethical AI: Preparing Your Organization for AI in Fundraising
Unlock the potential of artificial intelligence in fundraising while staying true to your mission and values. This dynamic session will equip nonprofit leaders and fundraisers with the tools to prepare their organizations for AI integration, focusing on ethical considerations, technical readiness, and strategic opportunities. Explore actionable strategies to enhance productivity, mitigate risks, and implement transparent policies that prioritize accountability. Through engaging discussions and expert insights, you’ll leave with a practical framework to innovate responsibly and effectively—ensuring your organization is ready to harness AI’s transformative power.
Speakers: Keith Greer, Director of Development, University of New Mexico
Competencies: Integrity and ProfessionalismStrategic Thinking
Experience Level: All LevelsLevel 3- Practicing Mid Level Career
2:45 PM - 3:45 PM PST
From Fear to Trust: The Empowered Donor Relations Approach
Most of us have been in a meeting where someone shares an interesting idea or earnest suggestion only to be shot down based on one donor or colleague's feedback: “So-and-so won’t go for that!” And, in recent years, we've all racked our brains for a measured response to frustrated emails and voicemails from university constituents, often about topics and events we simply can't control.
What does it mean to operate from a place of fear in our work—from endless what-ifs and what-abouts— instead of focusing on what could go right, and what we’re doing well? Even as we navigate campus controversies and a range of strong opinions, how can donor relations professionals resist a fear-based mindset (fixating on mistakes, anticipating reactions, squashing innovation) in favor of an approach that empowers our teammates, satisfies and celebrates our donors, and champions our values as an institution?
Emily Brorby and Kelly Monroe, donor relations staff at Stanford University, will share concrete strategies to create a workplace culture of curiosity, trust, idea-sharing, and mutual respect while facing donor relations challenges. We will share case studies of tough donor communications and highlight opportunities to build resilience and openness among your team members. These tools to cultivate an empowered donor relations approach apply to individual contributors, managers, and leaders advocating for change or seeking buy-in with your development colleagues.
What does it mean to operate from a place of fear in our work—from endless what-ifs and what-abouts— instead of focusing on what could go right, and what we’re doing well? Even as we navigate campus controversies and a range of strong opinions, how can donor relations professionals resist a fear-based mindset (fixating on mistakes, anticipating reactions, squashing innovation) in favor of an approach that empowers our teammates, satisfies and celebrates our donors, and champions our values as an institution?
Emily Brorby and Kelly Monroe, donor relations staff at Stanford University, will share concrete strategies to create a workplace culture of curiosity, trust, idea-sharing, and mutual respect while facing donor relations challenges. We will share case studies of tough donor communications and highlight opportunities to build resilience and openness among your team members. These tools to cultivate an empowered donor relations approach apply to individual contributors, managers, and leaders advocating for change or seeking buy-in with your development colleagues.
Speakers: Emily Brorby, Associate Director of Donor Relations, Stanford University, Kelly Monroe, Senior Associate Director of Donor Relations, Stanford University
Competencies: Emotional IntelligenceLeadership
Experience Level: Level 6- Leadership/ Transforming Seasoned ProfessionalAll Levels
2:45 PM - 3:45 PM PST
Neuroeconomics of Giving: The Power of Storytelling and Feedback
Storytelling is one of the most powerful tools in donor stewardship, with its impact deeply rooted in brain science. Simple changes in language can significantly influence how donors respond emotionally and neurologically. By understanding how stories and specific words shape brain activity, stewardship professionals can craft narratives that foster trust, empathy, and satisfaction. When paired with feedback mechanisms, storytelling transforms stewardship into a dynamic, two-way relationship that strengthens long-term donor loyalty.
Speakers: Nhung Tran, Director of Stewardship and Donor Experience, Rice University
Competencies: Emotional IntelligenceRelationship Building
Experience Level: Level 2- Emerging Early CareerLevel 3- Practicing Mid Level Career
11:00 AM - 12:00 PM PST
Special Thanks: Transforming the Acknowledgement Process
As Donor Relations professionals, we strive to make our acknowledgements timely, meaningful, and authentic. Ideally gift officers are an integral part of the process and offer their input to make letters personal and effective. However, other priorities, limited staffing and logistics can get in the way. Over the past year, our team at Stony Brook University has transformed our ACK letters process using effective project management tools, sending over 1400 personalized letters to donors within 1-2 weeks of making their gift with only two dedicated staff positions. By leveraging technology and partnering effectively with gift officers and advancement leadership, you also can transform your acknowledgement letter process.
Speakers: Danyte Reisinger, Donor Relations Associate, Stony Brook University - SUNY, Jessie McHeffey, Director of Donor Experience, Stony Brook University
Competencies: Relationship BuildingBusiness and Financial Acumen
1:30 PM - 2:30 PM PST
Using AI to Build and Strengthen Donor Relations
In this interactive session, explore how AI technology can revolutionize donor relations by streamlining processes, enhancing personalization, and uncovering actionable insights. We’ll discuss how AI tools can
assist in identifying and cultivating potential donors through predictive analytics, strengthen relationships with dynamic communication strategies, and improve stewardship by automating and customizing touch points. Participants will learn how AI-driven data analysis can uncover trends to inform strategic decisions and campaign readiness, all while maintaining a human-centered approach through active
listening and engagement. Designed for donor relations and advancement professionals at all levels, this session will equip you with practical strategies to integrate AI into your donor relations program, ensuring it is innovative, efficient, and future-ready.
assist in identifying and cultivating potential donors through predictive analytics, strengthen relationships with dynamic communication strategies, and improve stewardship by automating and customizing touch points. Participants will learn how AI-driven data analysis can uncover trends to inform strategic decisions and campaign readiness, all while maintaining a human-centered approach through active
listening and engagement. Designed for donor relations and advancement professionals at all levels, this session will equip you with practical strategies to integrate AI into your donor relations program, ensuring it is innovative, efficient, and future-ready.
Speakers: Andrew Weller, Dean of Admissions and Enrollment, The Birch Wathen Lenox School, Andrew Esparza, Founder, Kingdom Analytics
Competencies: Industry or Sector ExpertiseStrategic Thinking
4:15 PM - 5:15 PM PST
Equity Unlocked: The Future of Scholarship Stewardship
Discover how Colorado State University has transformed its scholarship stewardship program over the past four years to better reflect its values, mission, and commitment to equity. This session explores the journey of reimagining stewardship, offering key insights into rethinking power dynamics in philanthropy and the lessons learned along the way. From eliminating student barriers and protecting privacy to fostering transparent donor practices, we’ll unpack the strategies, collaborations, and leadership that have shaped this transformation—ensuring that stewardship efforts justly include students and donors. This timely discussion is for all those who advocate for vulnerable communities or work to address inequities in fundraising. You'll leave with knowledge and inspiration to promote more equitable giving relationships, through the lens of donor relations and stewardship.
Speakers: Katie Brayden, Director of Donor Relations and Stewardship, Colorado State University
Competencies: Strategic ThinkingIntegrity and Professionalism
Experience Level: All LevelsAll Levels
4:15 PM - 5:15 PM PST
Crafting A World-Class Donor Experience: A Charcuterie Board Approach
Discover how to elevate donor relations by crafting a world-class experience for major and principal gift donors. Using the metaphor of a charcuterie board and let's be honest, this session is filled with many metaphors. This session will guide you through creating a thoughtful and personalized annual plan that harmonizes core engagement activities, supporting experiences, and personal touches. No shop or staff size is too small to apply these principles. Learn how to strategically plan and tailor interactions to deepen donor connections and ensure lasting partnerships. Join us to transform your donor relations strategy into a memorable and impactful experience.
Speakers: Amanda Feser, Director of Creative Impact, University of Nebraska Foundation, Sarah Rider, Senior Director of Donor Experience, University of Nebraska Foundation
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 2- Emerging Early CareerLevel 3- Practicing Mid Level Career