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

Prospect research is quickly evolving away from traditional research due to advancement in data, technology, and AI and moving towards proactive analytics that delivers actionable, data-informed insights that directly impact fundraising decision making. To keep ahead of these trends, the Oregon State University (OSU) Foundation embarked on a three-year initiative to redefine its research approach by creating a dynamic, proactive, data-informed program prioritizing close partnerships with Development and emphasizing strategic conversations grounded in analytics. This new approach resulted in the formation of the newly branded Relationship Insights team at the OSU Foundation. Recognized with a 2024 Silver CASE Circle of Excellence award, this presentation tells the story of how the OSU Foundation went from Research to Relationship Insights. We will share how other organizations can adopt similar approaches to enhance their organization's research and fundraising efforts by providing more proactive value to their development officers, and what the future holds for the Relationship Insights team.

In today’s diverse higher education environment, inclusive communication is not just an option but a necessity. This session aims to equip higher education professionals with the knowledge and strategies to better understand, identify, engage on and communicate observances important to diverse communities. From religious holidays to cultural heritage months, recognizing these events helps build an inclusive campus environment in which diverse community members can see themselves reflected in, promotes mutual respect, and enhances student, staff and faculty understanding of and engagement with equity and anti-racism. We’ll explore emerging practices to consult and collaborate with communities on communication initiatives, develop tools and mechanisms to better cooordinate amongst institutional communication partners (particularly of relevance to those in large, decentralized organizations), and assess and develop appropriate communication and engagement approaches – including social media, programming considerations and leadership messaging. We’ll share experiences and invite a participatory discussion on promising practices and ways to navigate expectations, manage reactive situations and take on proactive approaches. Participants will better understand how these efforts help cultivate knowledge and inspire behaviour change to build a more inclusive university community. Delve into essential components: understanding the rich tapestry of observances, crafting dynamic communication strategies for diverse audiences, embedding observances into the fabric of institutional communications, and measuring outcomes. Walk away with actionable insights and strategies to cultivate inclusivity, elevate awareness of equity and anti-racism, and ignite community engagement through vibrant observance communication initiatives at your institution. This session is tailored for professionals looking to optimize the celebration of key observances crucial to our diverse student, faculty, and staff communities. Leave equipped with actionable insights to drive inclusivity, elevate cultural awareness, and enhance community engagement through impactful observance initiatives at your institution. University of British Columbia campuses are situated within the traditional territories of the Musqueam, Squamish and Tsleil-Waututh, and in the traditional, ancestral, unceded territory of the Syilx Okanagan Nation and their peoples.

Mentorship is not a numbers game, it is an opportunity to connect your alumni community in a tangible way to the institution and future alumni. By creating an interconnected, fulsome mentorship platform that encourages connection worldwide, you expand the ability of alumni and students to achieve greater success in their careers and personal development, while enhancing the reputation of your institution.

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".

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!

In 2022, the Office of Alumni Relations (OAR) engaged an alumni volunteer committee as the Alumni Recognition Focus Group (ARFG) to re-design alumni recognition and awards programming at Mount Royal University (MRU). The revamped program that emerged in 2023, the Outstanding Alumni Awards, integrated direct feedback from these alumni volunteers and aligned alumni recognition directly to Mount Royal’s vision and values while supporting the strategic goals from both the Alumni Relations strategic plan and the overall University Advancement strategic plan. This shift has created the opportunity to celebrate alumni who may not have received recognition under the previous, achievement-focused format and provides the opportunity for deeper relationship building with a wider alumni audience. The Outstanding Alumni Awards (OAA) is a year-round program engaging alumni, priority campus stakeholders and friends of the university actively in volunteer roles and content creation. This evolution process and subsequent awards program recently received a Silver Medal at the CCAE (Canadian Council for Advancement in Education) Prix d'Excellence awards.

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.

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.

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.