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District VIII Annual Conference 2025
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6 Results Found
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
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
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
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
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
9:00 AM - 10:00 AM PST
Lessons From The Little Engine That Could: Overcoming Campaign Obstacles
What is it about “the little engine that could” that allowed it to successfully pull the train over the mountain when larger engines refused to even try? Why is it that California pistachio farmers so often become millionaires when the trees take years to mature and bear fruit? What can we learn from the little engine that exclaimed “I think I can…I think I can” as it huffed and puffed to the mountain top?
Can universities and colleges embarking on a major comprehensive campaign learn from these examples? Yes, when one considers the common characteristics or ingredients in a successful campaign: patience, persistence, and a healthy culture of philanthropy. It is almost universal that comprehensive campaigns, especially multi-year, first time efforts, are a mixture of challenges and opportunities. But with patience, persistence and a keen understanding of your culture of philanthropy, the challenges can be met, and the opportunities can bear fruit.
Join us for an in-depth look at these issues and obstacles and get tips on how patience and persistence can lead to success:
• How do you go about setting meaningful priorities and goals? How do you respond to shifting priorities?
• Explore strategies when changes in leadership occur.
• Join our discussion on successful techniques to grow or enhance your prospect pool.
• It takes money to raise money. Explore with colleagues the multiple methods for aquiring resources that will put you on a path to a successful campaign.
• What do you do when when campaign fatigue sets in?
• Identifying and growing your culture of philanthropy is essential to campaign success. Explore with us the four key pillars of a robust culture and how you can improve them as your campaign unfolds.
Speakers: Barb Richey, Vice Presidenet for University Advancement, Eastern Washington University, Peter Smits, Senior Consultant and VP Emeritus, The Phoenix Philanthropy Group, Inc. and Fresno State
Competencies: Strategic ThinkingLeadership