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District VIII Annual Conference 2025
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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
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