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  3. Annual Conference for Donor Relations Professionals 2025

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Annual Conference for Donor Relations Professionals 2025
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6 Results Found
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Monday, June 2, 2025
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
Topics: Annual GivingDonor Relations & Stewardship
Fundraising
Communications and Marketing
Tuesday, June 3, 2025
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 1,600 personalized letters to donors within 1-2 weeks of making their gift with only one full time dedicated staff position and a freelance writer. 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
Experience Level: Level 4- Senior/ Experienced Mid Level CareerLevel 3- Practicing Mid Level Career
Topics: Annual GivingDonor Relations & StewardshipMajor gifts
Fundraising
Advancement Services
Tuesday, June 3, 2025
11:00 AM - 12:00 PM PST

Redefining The Campaign Celebration Donor Experience By Showcasing Impact

Discover how UB celebrated its monumental $1 billion fundraising campaign by putting impact and donor experience at the forefront. This presentation delves into the strategy behind the success, showcasing key events, innovative marketing approaches, and impactful communications that brought the campaign to life. Learn how personalized donor stewardship throughout the campaign celebration period enhanced engagement and fostered lasting relationships. Join us for an inside look at the tactics and creativity that not only achieved but celebrated this historic milestone.
Speakers: Nicole Shepherd, Associate Vice President for Advancement Operations, University at Buffalo, Jennifer Silverman Van Treese, Senior Director of Donor Experience, University at Buffalo
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All LevelsAll Levels
Topics: Campaign StrategiesDonor Relations & StewardshipSpecial Events
Communications and Marketing
Advancement Services
Tuesday, June 3, 2025
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, Managing Director of Donor Relations and Stewardship, Colorado State University
Competencies: Strategic ThinkingIntegrity and Professionalism
Experience Level: All LevelsAll Levels
Topics: Diversity & InclusionDonor Relations & StewardshipMajor gifts
Communications and Marketing
Fundraising
Tuesday, June 3, 2025
4:15 PM - 5:15 PM PST

Crafting A World-Class Donor Experience: A Charcuterie Board Approach

Learn how to elevate donor relations by creating a standout experience for major and principal gift donors. This session—framed through memorable analogies like a charcuterie board—offers a practical framework for building a thoughtful, personalized annual plan. You’ll explore how to align core engagement activities, supporting experiences, and personal touches into one cohesive approach. Whether your shop or staff size, these strategies are scalable and effective. Walk away with tools to plan and tailor interactions that build stronger donor connections and long-term partnerships.
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
Topics: Donor Relations & StewardshipMajor gifts
Fundraising
Tuesday, June 3, 2025
4:15 PM - 5:15 PM PST

Tech-Driven Impact: Elevating Engagement and Streamlining Workflow

Join us for "Tech-Driven Impact: Elevating Engagement and Streamlining Workflow” -
a session designed to inspire and equip nonprofit professionals. Explore innovative technologies that amplify donor impact, elevate storytelling, and boost retention while simplifying workloads. Through interactive discussions and real-world examples, you’ll gain actionable insights to creatively and efficiently transform your approach to donor engagement. Whether you're a tech enthusiast or just starting your digital journey, this session will empower you to revolutionize your strategies and make a lasting impact.
Speakers: Angela Altamore, Associate Vice President, Donor Relations and Experience, BWF, Marian Johnson, Executive Director, Donor Experience, Western University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All LevelsAll Levels
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipMajor gifts
Communications and Marketing
Advancement Services

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    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

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    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
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    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
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      • Previous Winners
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    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

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    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
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    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

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    • Create/Manage My Account
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