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  3. District VIII Annual Conference 2025

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District VIII Annual Conference 2025
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  • Donor Relations & Stewardship(5)
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6 Results Found
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  • Level 2
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

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

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

Becoming an Innovation Hub: Data Strategies & Overcoming Cultural Resistance

Learn how advancement services at the University of Manitoba became the catalyst for a data-driven transformation and a hub of innovation. This journey began with a bold statement: "to become a data-driven organization." By implementing direct changes, advancement services evolved from a small service unit into a dynamic solutions provider. This transformation rapidly expanded to adjacent business units and, within just four years, reached central departments and faculties. Discover the best practices and strategies that fueled this rapid evolution, and learn how to apply these principles to foster innovation and data-driven decision-making in your own organization. Join us for an inspiring session filled with actionable insights and proven success stories.
Speakers: Alex Campomanes, Executive Director, Advancement, The University of Manitoba
Competencies: Business and Financial AcumenLeadership
Experience Level: Level 2Level 1
Topics: Alumni EngagementAnnual GivingCampaign StrategiesDonor Relations & StewardshipMajor giftsPersonal/Professional Development
Fundraising
Advancement Services

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  • Learning
      • In-Person Events
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      • Past Events
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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
    • Public Policy
    • 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
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

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

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • US and Canada

    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
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • 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
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    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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