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.

In the fall of 2024, CASE partnered with FundMiner to launch a Roundtable Series aimed at exploring and developing a common framework for fund management practices, guidelines, and standards. These roundtables included 30+ CASE member institutions, addressing four key areas of fund management practice. This session will present the results from each of the four sessions, showcasing one institution in each discussion area:
• Fund management Oversight, Transparency, and Accountability
• Common Standards in Fund Management
• Impact and Financial Reporting
• Monitoring, Hygiene and Best Practices in Fund Management

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.