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District VIII Annual Conference 2025
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13 Results Found
9:00 AM - 10:00 AM PST
Pre-Conference Workshop: Finding (and Keeping) Focus In A Distracting World
We have too many things to do, and there's no end in sight. As fundraisers in higher education, we are all navigating complex issues every day. The daily stream of news, events, and pressure related to resource development in higher education is a lot to manage. Finding and staying in a productive zone can be daunting, and burnout is often nipping at our heels. This will be an interactive session that creates space for sharing best practices for laser focus in a complex and over-scheduled world. *Separate registration required
Speakers: Crystal Froembling, Senior Director of Development, Portland State University Foundation
Competencies: Integrity and ProfessionalismStrategic Thinking
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
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
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
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
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
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
2:45 PM - 3:45 PM PST
Net Positive: Spreading Authentic Joy in a Cynical Digital World
In an era dominated by the attention economy, the digital landscape is rife with cynicism, misinformation, and disengagement. Yet, as fundraisers, optimism is in our DNA. So, what would happen if we decided to lean into that optimism? And what if it were contagious? In this “net-positive” session, we’ll explore how joy and hope are not only core to who we are but something we’re uniquely capable of spreading. Discover how to create authentic and thoughtfully designed online experiences for your community that capture attention—and then effectively channel that attention towards meaningful and impactful philanthropic initiatives. We’ve got examples!
Speakers: Miranda Beierman, Director of Donor Communications, Pacific Lutheran University, Troy Steinmetz, Manager of Partner Success, GiveCampus
Competencies: Emotional IntelligenceRelationship Building
Topics: Alumni EngagementAnnual Giving