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  3. District VIII Annual Conference 2025

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District VIII Annual Conference 2025
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17 Results Found
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  • Alumni Engagement
  • Donor Relations & Stewardship
Thursday, January 30, 2025
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
Experience Level: Level 3Level 2
Topics: Annual GivingDonor Relations & Stewardship
Communications and Marketing
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
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
Experience Level: Level 3Level 2
Topics: Alumni EngagementAnnual GivingCampaign StrategiesMajor gifts
Communications and Marketing
Fundraising
Thursday, January 30, 2025
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
Experience Level: Level 2Level 1
Topics: Alumni EngagementAnnual Giving
Fundraising
Thursday, January 30, 2025
4:00 PM - 5:00 PM PST

Working The Mid-Level: A Donor Pipeline & Fundraiser Career Path Conversation

Join four fundraisers from the University of Oregon for an exciting conversation about working the mid-level! Topics covered will include donor cultivation, solicitation, and stewardship strategies; moving donors along the pipeline from annual giving to major gifts; and navigating career growth as a frontline fundraiser. Bring your questions and be ready for some real talk!
Speakers: Rubi Harney, Associate Director of Development, University of Oregon, Jenny Minniti- Shippey, Senior Associate Director, Leadership Annual Giving Programs, University of Oregon, Margaret Savoian, Director of Development, Academics, Research, and Faculty, University of Oregon
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: Level 2
Topics: Annual GivingDonor Relations & StewardshipMajor giftsPersonal/Professional Development
Fundraising
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
Friday, January 31, 2025
9:00 AM - 10:00 AM PST

Career Development: Innovative Programs that Enhance Engagement AND Alumni

With career pivots and side hustles becoming the norm, the alumni community’s appetite for ongoing career support is stronger than ever. The University of Calgary has successfully implemented a comprehensive suite of alumni career development initiatives designed to support professional growth and cultivate lifelong relationships. This session explains our multi-faceted approach, highlighting key career development offerings that have significantly increased alumni engagement and improved the lives of thousands of our alumni. These offerings are highly replicable and can be initiated by other institutions to improve engagement, all while providing life-changing support that positively impacts their alumni and greater community. The success of our innovative alumni programming is evidenced by increased participation rates, positive feedback, and the strengthened sense of community among our alumni. By sharing our strategies and outcomes, we aim to inspire other institutions to adopt similar approaches, ultimately enhancing alumni engagement and their lifelong career development.
Speakers: Andrea Christensen, Sr Alumni Career Development Specialist, University of Calgary, Kathleen Ralph, Lead, Alumni Mentorship, University of Calgary
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: Level 3Level 4
Topics: Alumni EngagementPersonal/Professional Development
Advancement Services
Alumni Relations

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    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.

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    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

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    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.  

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    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

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    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. 

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