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District VIII Annual Conference 2025
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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
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