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  3. District VIII Annual Conference 2025

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District VIII Annual Conference 2025
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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
2:45 PM - 3:45 PM PST

Inclusive Communication Strategies for Observances in Higher Education

In today’s diverse higher education environment, inclusive communication is not just an option but a necessity. This session aims to equip higher education professionals with the knowledge and strategies to better understand, identify, engage on and communicate observances important to diverse communities. From religious holidays to cultural heritage months, recognizing these events helps build an inclusive campus environment in which diverse community members can see themselves reflected in, promotes mutual respect, and enhances student, staff and faculty understanding of and engagement with equity and anti-racism. We’ll explore emerging practices to consult and collaborate with communities on communication initiatives, develop tools and mechanisms to better cooordinate amongst institutional communication partners (particularly of relevance to those in large, decentralized organizations), and assess and develop appropriate communication and engagement approaches – including social media, programming considerations and leadership messaging. We’ll share experiences and invite a participatory discussion on promising practices and ways to navigate expectations, manage reactive situations and take on proactive approaches. Participants will better understand how these efforts help cultivate knowledge and inspire behaviour change to build a more inclusive university community. Delve into essential components: understanding the rich tapestry of observances, crafting dynamic communication strategies for diverse audiences, embedding observances into the fabric of institutional communications, and measuring outcomes. Walk away with actionable insights and strategies to cultivate inclusivity, elevate awareness of equity and anti-racism, and ignite community engagement through vibrant observance communication initiatives at your institution. This session is tailored for professionals looking to optimize the celebration of key observances crucial to our diverse student, faculty, and staff communities. Leave equipped with actionable insights to drive inclusivity, elevate cultural awareness, and enhance community engagement through impactful observance initiatives at your institution. University of British Columbia campuses are situated within the traditional territories of the Musqueam, Squamish and Tsleil-Waututh, and in the traditional, ancestral, unceded territory of the Syilx Okanagan Nation and their peoples.
Speakers: Marko Pajalic, Communications Manager, The University of British Columbia, Jamil Rhajiak, Associate Director, Brand Communications, The University of British Columbia
Competencies: Industry or Sector ExpertiseGlobal and Cultural Competence
Experience Level: Level 3Level 2
Topics: BrandingCampaign StrategiesCrisis CommunicationsDiversity & InclusionSocial Media
Alumni Relations
Communications and Marketing
Thursday, January 30, 2025
10:45 AM - 11:45 AM PST

60 Ideas in 60 Minutes: Maximize Your Print Magazines And Major Print Publications

In this lightning-fast session, we’ll condense 25 years of higher ed print communications experience into 60 ideas that you can use TODAY to make your print publications more read, more loved, and more valuable. From optimizing your print publications for the coffee table to techniques that can 8x the effectiveness of your headlines, to “engagement engineering” to make stories as feedback-friendly as possible, participants will come away with concrete ideas that they can implement immediately and make a real difference for their publications and communications.
Speakers: Erin Peterson, Owner, Capstone Communications, Lisa Kozleski, Writer and Editor, University of Puget Sound
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 3Level 2
Topics: Alumni EngagementBrandingCampaign StrategiesCommunity CollegesIndependent Schools
Alumni Relations
Communications and Marketing
Thursday, January 30, 2025
10:45 AM - 11:45 AM PST

Rediscovering Discovery: How OSU Launched Its Most Comprehensive Campaign Yet

In this multi-disciplinary approach, learn how Oregon State University crafted its most comprehensive discovery program to date. This presentation will showcase how we blend traditional marketing and analytics with cutting-edge artificial intelligence and machine learning to identify and connect with potential donors. Learn about our newly formed team of development officers dedicated exclusively to this critical work, and discover how this program is also driving our volunteer engagement efforts. In an industry facing a challenging donor landscape, this program represents a forward-thinking solution to rejuvenate and expand OSU's donor base, ensuring a sustainable and thriving future for the organization.
Speakers: Andrew Phillips, Director of Pipeline Development, Oregon State University Foundation
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 3Level 2
Topics: Alumni EngagementAnnual GivingCampaign StrategiesVolunteer Management
Fundraising
Advancement Services
Thursday, January 30, 2025
1:30 PM - 2:30 PM PST

Reporting Revolution: Streamlined And Sophisticated

Join us as we explore the evolution of principal gift (PG) impact reporting at the University of Calgary. This session will provide insights into our phased approach to improving donor communication, enhancing financial transparency, and strengthening bespoke reporting. Attendees will gain a deeper understanding of how strategic changes in stewardship practices can lead to more meaningful donor engagement and operational efficiencies.
Speakers: Jessica Halliday, Director, Stewardship, University of Calgary
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 1Level 2
Topics: Donor Relations & StewardshipMajor gifts
Fundraising
Advancement Services
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
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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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
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    • Present at a Conference

    CASE Academy

    CASE Academy

    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.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
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    • All Resources

    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
    • Surveys
    • 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
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • 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.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
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    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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      • Become a Host Institution
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      • Asia-Pacific
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    Career Central

    Career Central

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

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
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      • President's Page
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      • Washington D.C.
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      • Mexico City
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      • Legacy Giving
    • Online Newsroom
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    • Careers at CASE

    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. 

  • Membership
    • Create/Manage My Account
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    • CASE Membership Primary and Secondary Coordinators
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    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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