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Annual Conference for Donor Relations Professionals 2025
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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
Inspiring Input: Simplifying Scholarship Reporting for Faculty and Students
Do you find it challenging to get responses from faculty and students for messages of gratitude? You're not alone. One of the biggest hurdles is simply explaining who we are and why we’re reaching out. Join us for an insightful session where we’ll share success stories and effective strategies that have worked to inspire input. Engage in open dialogue with your peers, exchange ideas, and discover new ways to foster meaningful connections and simplify processes with faculty and students. Let’s turn these challenges into opportunities together!
Speakers: Claire Allen Thai, Senior Stewardship Program Manager, University of Wisconsin-Madison, Sarah Claus, Senior Stewardship Program Manager, University of Wisconsin-Madison
Competencies: Integrity and ProfessionalismRelationship Building
Topics: Donor Relations & Stewardship
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