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Breakfast roundtable: Leveraging Data on the Wealthy for Effective Engagement
Understanding your donors and prospects can open many doors for your organization. The key to understanding these wealthy individuals is not just having data, but rather having well organized and integrated data. Wealth-X’s Valentina Guerrini will discuss how t to segment your donor base effectively and efficiently and engage with the best individuals for your major gift goals. Join us at this roundtable to learn more about Europe’s wealthiest individuals and the Wealth-X offerings.
Valentina Guerrini, Manager, Business Development, Wealth-X
Breakfast Roundtable: “Nobody Said It Was Easy”: Planning and Running a Campaign Mid-COVID
This session lifts the lid on multi-million-pound, multi-project Campaigns. It draws on insight from four Campaign Managers who started to meet informally (online) during 20/21 - sharing experiences, best practice and providing peer support. Campaign Managers are a unique role in many Development & Alumni Relations departments and tend to work across conventional team structures. Fundraising, data and research, communications, volunteering… is there anyone who isn’t involved in a Campaign? The session will include a brief introduction from each speaker, followed by a round-robin Q&A. The format will allow each Campaign Manager to talk about challenges faced and share top tips for overcoming coming obstacles. We will then open the floor to questions from the audience – a chance to ask the experts!
Dr Paula Gould, Head of Campaigns Management, The University of Sheffield
Cally Brown, Campaign Manager, Royal Botanic Gardens, Kew
Emily Parry, Senior Campaign Manager, University of Southampton
Katie Powell, Head of Campaign Management, University of Birmingham
Student-Centric Stewardship: Launching a Philanthropy Ambassadors Programme
As fundraisers, we can quite often find ourselves scrambling to find suitable student content that best illustrates the impact of our donor’s gifts. But what if we put the decision-making power back into student’s hands to create content that they feel is best representative of their own experience? In this session, Supporter Engagement Manager Analiese Jackson will talk about the Royal Academy of Music’s endeavour to launch a bespoke student ambassador programme that was specifically designed to authentically convey the student experience to donors.
Analiese Jackson, Supporter Engagement Manager, Royal Academy of Music
The All-Inclusive CRM: A Tool and a Journey
High-quality data and the ability to use it analytically is crucial for successful partnership management. At Aalto University, we have gradually implemented a “one CRM” policy which integrates not only alumni and donors, but also partner companies, externally funded research projects, start-ups emerging from our innovation ecosystem, and customers of our campus services into a single CRM system. The list of user groups is growing, and the journey has led us to a critical re-examination of our ways of working beyond the CRM system itself. This, in turn, has helped to enhance synergy across our units, break silos and streamline processes. In this session, we will share hands-on how this has unfolded, and we invite you to bring your insights and questions to the discussion.
Ville Krannila. Head of CRM and Analytics, Aalto University and Teppo Heiskanen, Director, Advancement and Corporate Engagement, Aalto University
Sound minds and the Great York Run: Two approaches to fundraising for student mental health
Panel: The Campaign’s Over, Where Do We Go from Here?
Do you think ending a campaign is simple and straightforward? The hard work is done and all that's left is to coast to the finish line with a series of parties and slaps on the back all round? Well, think again. The options are complex and your stakeholders' expectations high and often varied, whether donors, staff, voluntary or institutional leadership.
A panel of leading Advancement professionals will give insights into three of Europe's largest and most successful higher education campaigns. They will share war stories of the considerable planning, angst and joy that went into ending campaigns on a high, options that were considered and those rejected. Finally, how to manage complex stakeholders while learning lessons and establishing the foundations for what is to follow.
Sion Lutley, Partner, More Partnership, Liesl Elder, Chief Development Officer, University of Oxford, Adrian Punaks, Executive Director of Development, UCL, and Kate Bond, Director of Advancement, Trinity College Dublin
Financial Intelligence for Philanthropy
Many of us come to the philanthropy sector without a significant background in the financial or business world. For the most part, we make do, learning bits 'here and there' or rely on inherited practice passed down from fundraiser to fundraiser. Yet there are times where we feel that just knowing that bit more will go a long way. Come to this session for a 101 in the financial & business world, learn tips that will sharpen your engagement with senior prospects and uncover myths that have been holding back the sector for some time, missing significant amounts of untapped potential.
Jason Briggs, Co-Founders of PyroTalks CIC, Consulting Partner BWF Europe and Jonathan Jeffery, Co-Founders of PyroTalks CIC, Associate Dean of Education, The University of Sheffield Management School