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  3. District VIII Annual Conference 2025

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District VIII Annual Conference 2025
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12 Results Found
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Wednesday, January 29, 2025
2:45 PM - 3:45 PM PST

One hour, one story, ten guests – 100 opportunities to raise money!

Are you always looking for a more efficient way to fundraise? Join Capilano University as we share our successes in transforming the traditional fundraising model into an impactful and intimate experience. In this session, you'll discover the power of just one hour in maximizing engagement and donor potential by utilizing a small number of table hosts rather than relying on securing large event attendance. Learn from our Marketing & Digital Communication team as they use brand storytelling to strengthen connection, reputation, and impact, while reflecting the values of your institution. Gain tips on how to craft a compelling impact story video that resonates deeply with your audience, making your cause irresistible. Plus, build a sponsorship strategy to offset 100% of the event’s expense. Leave with actionable insights and practical tips to elevate your fundraising efforts. ‘We Believe’ our unique breakfast event model will inspire ideas and unlock new opportunities for your organization. CapU was recognized with a CASE Grand Gold Circle of Excellence Award for their We Believe fundraising video.
Speakers: Cari Bird, Manager, Creative, Marketing & Digital Experience, Capilano University, Jennifer Bryan, Director, Philanthropy & Alumni Relations, Capilano University, Zoran Stjepanovic, Philanthropy Officer, Individual Giving, Capilano University
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: Level 2Level 1
Topics: Annual GivingBrandingDonor Relations & StewardshipSpecial Events
Communications and Marketing
Fundraising
Wednesday, January 29, 2025
4:00 PM - 5:00 PM PST

The Technology of Mentorship and how to Leverage Alumni Engagement

Mentorship is not a numbers game, it is an opportunity to connect your alumni community in a tangible way to the institution and future alumni. By creating an interconnected, fulsome mentorship platform that encourages connection worldwide, you expand the ability of alumni and students to achieve greater success in their careers and personal development, while enhancing the reputation of your institution.
Speakers: Andrea Christensen, Sr Alumni Career Development Specialist, University of Calgary, Kathleen Ralph, Lead, Alumni Mentorship, University of Calgary
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 3Level 2
Topics: Alumni EngagementDiversity & InclusionPersonal/Professional Development
Communications and Marketing
Alumni Relations
Wednesday, January 29, 2025
4:00 PM - 5:00 PM PST

"Of the School - For the School" Advancing your Mission With Each Conversation

Have you ever had a great idea to Advance the Mission of your School, only to have it limited by inaccessible resources? The best ideas in academic programming, athletic offerings, residential life experiences, issues around DEI, educational technology, risk-management, and student support often come with price tags that put them out of reach. Explore how to deepen your impact as a leader through practical approaches to securing the human and financial resources needed, "one conversation at a time".
Speakers: Dave Fitzpatrick, Director of Advancement, St. George's School
Competencies: LeadershipRelationship Building
Experience Level: Level 2Level 1
Topics: Campaign StrategiesDonor Relations & StewardshipIndependent SchoolsMajor giftsParent Programs
Advancement Services
Fundraising
Thursday, January 30, 2025
10:45 AM - 11:45 AM PST

Collaboration Chronicles: A Case Study in Revenue Transformation

In this session, we will explore a real-world case study that demonstrates how collaboration, strategic planning, and effective stakeholder engagement can drive revenue growth and transform an organization. Imagine starting at a new organization raising just $600,000 a year and transforming it to a consistent $3 million a year in revenue after just 18 months. We’ll explore the practical strategies that fueled our growth and how to create a collaborative relationship with Faculty and Advancement leadership. Join us to learn more about this journey where people power and relationships led to dramatic financial transformation!
Speakers: Karina Chow, Director, Advancement, Faculty of Applied Sciences, Simon Fraser University, Katie Hearn, Senior Associate Director, Advancement - Faculty of Applied Sciences, Simon Fraser University
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 3Level 2
Topics: Alumni EngagementDonor Relations & StewardshipMajor gifts
Advancement Services
Fundraising
Thursday, January 30, 2025
10:45 AM - 11:45 AM PST

The Evolution of an Awards Program

In 2022, the Office of Alumni Relations (OAR) engaged an alumni volunteer committee as the Alumni Recognition Focus Group (ARFG) to re-design alumni recognition and awards programming at Mount Royal University (MRU). The revamped program that emerged in 2023, the Outstanding Alumni Awards, integrated direct feedback from these alumni volunteers and aligned alumni recognition directly to Mount Royal’s vision and values while supporting the strategic goals from both the Alumni Relations strategic plan and the overall University Advancement strategic plan. This shift has created the opportunity to celebrate alumni who may not have received recognition under the previous, achievement-focused format and provides the opportunity for deeper relationship building with a wider alumni audience. The Outstanding Alumni Awards (OAA) is a year-round program engaging alumni, priority campus stakeholders and friends of the university actively in volunteer roles and content creation. This evolution process and subsequent awards program recently received a Silver Medal at the CCAE (Canadian Council for Advancement in Education) Prix d'Excellence awards.
Speakers: Johanna Clark, Alumni Program Specialist, Mount Royal University, Erin Mason, Manager, Alumni Programs & Services, Mount Royal University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 2Level 3
Topics: Alumni EngagementBrandingDiversity & InclusionSpecial Events
Communications and Marketing
Alumni Relations
Thursday, January 30, 2025
1:30 PM - 2:30 PM PST

Thank them thoroughly: comprehensive planning for giving day stewardship

Take your annual giving day to the next level by enhancing the ways you follow up with your generous donors. Show them their impact and build those relationships with meaningful stewardship. In this session, you’ll receive examples for creating a comprehensive stewardship plan, audit your giving day thank yous, streamline your stewardship process, report back on your giving day success and gain templates you can adapt for your institution. This session will also highlight fun events to build connections with donors as well as your giving day partners.
Speakers: Sara Dier, Annual Giving Director of Engagement & Stewardship, Oregon State University Foundation, Cathleen Hockman-Wert, Director, Communications, Oregon State University Foundation
Competencies: Industry or Sector ExpertiseRelationship Building
Experience Level: Level 3Level 2
Topics: Annual GivingDonor Relations & Stewardship
Communications and Marketing
Thursday, January 30, 2025
1:30 PM - 2:30 PM PST

Scalable Stewardship: Tailoring Technology for a Perfect Fit

Explore how technology can enhance donor experiences with bespoke, scalable stewardship through new communication developments at Oregon State University. Faced with rising expectations for personalized touchpoints and a notable 20% increase in major gift donors over the past five years, the Oregon State University Foundation’s Stewardship team partnered with Fundmetric, an AI-driven fundraising platform. Together, they have begun pioneering unique communications custom-fitted to donors’ interests. Despite having only one team member dedicated to this effort, OSU Stewardship now harnesses this approach to amplify outreach and create tailored experiences for thousands of donors. Join us to explore how your team can craft communications and weave in data to deliver personalized luxury at scale.
Speakers: Francis Brideau, Account Manager, Fundmetric, Rachel Stark, Director of Stewardship, Oregon State University Foundation
Competencies: Industry or Sector ExpertiseRelationship Building
Experience Level: Level 3Level 2
Topics: Donor Relations & StewardshipMajor gifts
Advancement Services
Communications and Marketing
Thursday, January 30, 2025
2:45 PM - 3:45 PM PST

Build a scalable qualification strategy to super boost your ROE/ROI

Come join UVic’s Leadership Giving Team to learn how, with minimal resources and a team of three, they secured a 50% response rate to their invitation to meet, and over 20% positive responses, including major gifts and new student awards. With a comprehensive campaign on the horizon, all hands are on deck to help identify new prospects to support UVic’s ambitious goals. Through a multi-channel, personalized qualification strategy, the newly established Leadership Giving team (raising gifts in the 1k-25k/year range) launched a personalized invitation to meet -- and in the process, developed a scalable qualification model on a shoestring budget. Learn about their DIY approach and leave with ideas, and a solid plan to uncover prospects in your own database.
Speakers: Amber Arthur, Manager, Leadership Giving, University of Victoria, Cheryl Webb, Leadership Giving Officer, University of Victoria
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 3Level 2
Topics: Alumni EngagementAnnual GivingCampaign StrategiesMajor gifts
Communications and Marketing
Fundraising
Thursday, January 30, 2025
2:45 PM - 3:45 PM PST

Net Positive: Spreading Authentic Joy in a Cynical Digital World

In an era dominated by the attention economy, the digital landscape is rife with cynicism, misinformation, and disengagement. Yet, as fundraisers, optimism is in our DNA. So, what would happen if we decided to lean into that optimism? And what if it were contagious? In this “net-positive” session, we’ll explore how joy and hope are not only core to who we are but something we’re uniquely capable of spreading. Discover how to create authentic and thoughtfully designed online experiences for your community that capture attention—and then effectively channel that attention towards meaningful and impactful philanthropic initiatives. We’ve got examples!
Speakers: Miranda Beierman, Director of Donor Communications, Pacific Lutheran University, Troy Steinmetz, Manager of Partner Success, GiveCampus
Competencies: Emotional IntelligenceRelationship Building
Experience Level: Level 2Level 1
Topics: Alumni EngagementAnnual Giving
Fundraising
Thursday, January 30, 2025
4:00 PM - 5:00 PM PST

Working The Mid-Level: A Donor Pipeline & Fundraiser Career Path Conversation

Join four fundraisers from the University of Oregon for an exciting conversation about working the mid-level! Topics covered will include donor cultivation, solicitation, and stewardship strategies; moving donors along the pipeline from annual giving to major gifts; and navigating career growth as a frontline fundraiser. Bring your questions and be ready for some real talk!
Speakers: Rubi Harney, Associate Director of Development, University of Oregon, Jenny Minniti- Shippey, Senior Associate Director, Leadership Annual Giving Programs, University of Oregon, Margaret Savoian, Director of Development, Academics, Research, and Faculty, University of Oregon
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: Level 2
Topics: Annual GivingDonor Relations & StewardshipMajor giftsPersonal/Professional Development
Fundraising

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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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    ARC

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

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    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.  

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    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
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    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    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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    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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