Speakers
Adrian Beney
Adrian Beney is a Partner at More Partnership and has been a fundraiser for more than 35 years. He established the Development and Alumni Office at the University of Durham, including programmes in Alumni Relations, Major Gifts, Regular Giving and more. When he left in 2005 Durham had one of the highest alumni participation rates in the UK, the result of innovative fundraising practice and integrated communications across fundraising and alumni relations activity.
With Rosie Dale he leads More’s award winning Regular Giving Insight and Benchmarking project which has analysed mass giving programmes and patterns over twenty years in around 60 universities and colleges in the UK, Ireland, Australia and the United States. The project now goes beyond data analysis and insight, providing segmentation advice, suggested KPIs and tags for each donor.
Adrian’s recent clients include Imperial College, the University of Leeds, Trinity College Dublin, Balliol College, Oxford and the National Trust for Scotland where the creation and implementation of Supporter Journeys to improve both income and return on investment are a priority. He has worked recently on GDPR related matters at Blue Cross and on strategy development with the Cathedral Music Trust.
He was the first European recipient of a CASE Crystal Apple, a member of its Philanthropy Commission, and a faculty member for the Spring Institute in Educational Fundraising. He received CASE Europe’s Distinguished Service Award in 2015. He was “trustee” of Durham Cathedral and is now a Canon of Tamale Cathedral in northern Ghana. He is a trustee of the Parish Giving Scheme, a payment services charity enabling over £60 million of giving by direct debit to thousands of Church of England parishes last year.
Adrian Salmon
Adrian Salmon, Vice President, GG+A Europe, has more than 20 years of direct marketing fundraising experience in the higher education, arts and culture, and wider not-for-profit spheres. His particular expertise includes direct mail fundraising, annual giving program management, and management of contributions from integrated mail and online appeals.
Before joining GG+A in 2015, Adrian was Footsteps Fund Manager at the University of Leeds, where he dramatically increased the University’s number of donors, annual giving income, and contributions from integrated mail and online appeals. Adrian also implemented an automated propensity scoring system, the first to be used by a university in the United Kingdom, and designed and implemented the University’s first dedicated 20-seat fundraising call center.
Prior to joining the University of Leeds, Adrian served for more than nine years with The Phone Room Ltd. as Director of Client Services and as Head of TPR Education. He headed numerous award-winning telephone campaigns for non-profit clients, including the National Galleries of Scotland, Symphony Hall Birmingham, and the South Bank Centre. He also established successful telephone fundraising campaigns for Salford University and Birkbeck College, University of London.
Adrian holds a Bachelor of Arts degree in English from the University of Cambridge and is a member of the Institute of Fundraising. Adrian also serves on the Advisory Panel of Rogare, the new practitioner-focused fundraising think tank.
Andrew Crossley
Andrew Crossley is technical director and co-founder of Smarteezie. He is the main developer behind Smarteezie's successful telephone campaign management software and has been working with annual giving for over 15 years. He has extensive experience in information technology; managing data and development projects for some of the largest companies in the world. His expertise and experience with Smarteezie has enabled him to draw unique insights from the data of dozens of universities and colleges large and small.
Beatrice Purser-Hallard
Beatrice Purser-Hallard has been working in the Regular Giving sector for 17 years. Joining the University of Bath as one half of a fundraising team of two, she grew Regular Giving there from scratch into a thriving, varied and successful programme. Inspired by the difference that is made all over the world by the impact of philanthropy, since 2015 she has been working with dozens of universities and other educational establishments with Smarteezie. She specialises in providing data analytics and insight, consultancy, and software support for telephone fundraising to maximise the success of customers’ fundraising programmes.
Becky Carlino
A graduate of the University of Akron, with a B.A. in History, Becky began her non-profit career at a regional historical society. She worked for 15 years in museum operations and community engagement before joining Volunteers of America Ohio & Indiana as the Director of Development in July, 2014. In 2020, Becky received a Certificate with Distinction, in Philanthropic Psychology from the Institute of Sustainable Philanthropy.
Throughout her 20+ year non-profit career, Becky remains passionate about and to connected to donors and volunteers in her community. Her philanthropic work focuses on; donor communications, grants, corporate and individual giving, direct mail, stewardship, events, major gifts, and capital campaigns (to name a few).
Becky lives in Cleveland, Ohio where she leads a life filled with hope, love, family, and lots of history. She’s a Board member of Greater Cleveland Volunteers and Past President (and current advisor) to the Forum for Volunteer Administrators. Ultimately, she believes by work and deed, donors and volunteers are the true heart of every community. They have the power to change their communities for good
Ben Loxton
Ben has worked in fundraising for twelve years. Starting as a caller for a charity fundraising agency, he went on to lead the Creative Team at the same organisation, working with over 60 charity partners – from CRUK to the Green Party. Since 2015 Ben has been the Regular Giving and Legacy Manager at the University of Sussex, organising and running telephone, email, direct mail, challenge event, crowdfunding and legacy campaigns.
Heather Clement
Heather Clement joined the University of Sheffield’s Regular Giving Team six years ago and currently leads a multi-channel programme of acquisition and stewardship. Responsible for direct mail, digital appeals, phone campaigns and community fundraising, she has a strong focus on strategic planning.
Heather also loves to test out new ideas and takes an audience-led approach to fundraising. In 2018, Heather successfully proved that when it comes to direct mail ‘longer is better’, with an innovative split test on the length of Sheffield’s scholarship appeal letter. When she isn’t producing overly elaborate segmentation plans or copywriting direct mail pieces, Heather enjoys baking and yoga.
Jen Shang
Professor Jen Shang is the world’s first PhD in Philanthropy. She is also the world’s only philanthropic psychologist. Her research has been covered in the New York Times, BBC, The Guardian, the Chronicle of Philanthropy, Advancing Philanthropy and the Nonprofit Times. Jen has been published in numerous academic journals including, the Journal of Marketing Research, Marketing Science, the Economic Journal, Experimental Economics, Organizational Behavior and Human Decision Processes, Nonprofit and Voluntary Sector Quarterly, and Nonprofit Management and Leadership. Her research has been funded by the Society of Judgment and Decision Making, the National Science Foundation, The Aspen Institute, the Corporation for Public Broadcasting, the Association of Fundraising Professionals, and the Hewlett Foundation.
Jessica Mifsud-Bonnici
Beginning fundraising in 2015 as a student telephone fundraiser for the University of Leeds, Jessica has gone on to manage their Regular and Leadership Giving Programme – overseeing the generation and dispersal of gifts up to £25,000. She leads a team who manages direct marketing, digital, as well as telephone fundraising appeals. Developing Leeds’ acquisition and retention strategies, her role is to ensure that supporters are at the core of fundraising and stewardship appeals, from data selection to copy production, creating a caring, coherent and consistent donor experience.
John Rux-Burton
John Rux-Burton has spoken across the world. In 2006, he was awarded the Atenier Medal by TU Darmstadt for his global contribution to education philanthropy.
He is the CEO of Shared Vision. They are both the makers of Serafina, the Blackbaud integrated solution to Regular Giving management, and Regular Giving consultants. They have assisted over 300 appeals from Canada to China, Northumbria to New Zealand, raising more than £160m from approaching 400,000 donors.
Jonathan May
Jonathan is a classically trained computer scientist. As the CEO of Hubbub he has spent the last ten years bringing digital best practice to fundraising, with a special focus on the education sector. Jonathan is an Associate Partner at More Partnership focusing on digital in fundraising, is a 2017 Winston Churchill Fellow researching best practice in digital alumni relations in the USA and Canada, and is an advisor to the University of Cambridge alumni communications team, as well as being a Governor at Bristol Grammar School. He currently advises two tech start-ups, is a keen baker, and plays table football for Great Britain. He lives in Bristol with his wife and one-year old daughter.
Lauren Holgate
Starting as a Warwick student fundraiser in 2013, Lauren loved understanding how diverse communities of alumni and friends became inspired through giving. After graduating, Lauren embraced local and globally based customer experience roles, alongside becoming a Warwick donor personally. Since settling back into fundraising as Warwick’s Regular Giving Officer, Lauren has led the student fundraising team over the past 23 months and 5 remote in-house telephone campaigns. Following Warwick’s first remote telephone campaign in Summer 2020, they have utilised an amalgamation of trusted and new approaches. Last month, Warwick wrapped up its first ever hybrid campaign. Today, Lauren is working with the wider team, to review and respond to the changing landscape, whilst engaging and exciting their regular giving community and beyond.
Mandy Duncan
Mandy manages the Operations team within the Development and Alumni Relations department at Edinburgh Napier University. Her role consists of overseeing all operational activities such as the financial processes, database and systems, compliance, reporting and analysis along with individual and regular giving activities. Mandy has over 6 years’ experience working within the charity/fundraising sector, where she was previously the Fundraising Database Manager at Scottish Opera before moving onto Edinburgh Napier University in 2019.
Matt Ingram
Matthew has recently taken the position of Advancement Officer, Cancer Research at Newcastle University.
He was previously Student and Young Alumni Officer, where he was responsible for fundraising with, for and from student and young alumni constituencies. He lead on the crowdfunding, community giving and Giving Day programmes at York, and regularly advised other UK higher education institutions on their programmes. In 2019, Matthew was the recipient of CASE Europe’s Iain More Award for emerging fundraising professionals.
Rachel Spencer
Rachel Spencer is a telefundraising expert and alumni engagement enthusiast. Over the last decade she has graduated from student caller, to professional tele-fundraiser, to campaign manager and beyond. In her present role at VanillaSoft she lends her experience to more than 100 universities around the world on a wide variety of primarily telephone-based outreach campaigns. In previous roles she has managed teams of 40 telephone fundraisers, worked with the likes of Oxfam, Unicef, NSPCC and Cancer Research UK, and set telephone campaign records from the most funds raised to the best ROI.
Rosie Dale
Rosie has worked in higher education fundraising for over 20 years and is a partner at More Partnership, having previously been both head of development services, and head of regular giving and stewardship at the University of Bristol. She co-developed More Partnership's award-winnger Regular Giving Insight and Benchmarking project and has provided analysis and strategic reviews to over 40 UK and Irish universities, 18 Oxford colleges, and 8 Australian universities.
Her areas of expertise are in regular and leadership giving, donor stewardship, benchmarking, direct marketing, telephone fundraising, donor journey planning, database management, and analytics. She is a strategic manager and forward thinker who has combined donor-centred approaches with data driven strategies to successfully grow regular and leadership giving programmes, focus engagement activities and build long-term donor loyalty.
Stephanie Miller
Stephanie Miller has over 10 years of experience in fundraising, as a regular giving, stewardship, and operations specialist. She is a long-time friend of CASE Europe having previously worked for Edinburgh Napier University, the RGU Foundation, and University of Aberdeen. Stephanie moved to Dunedin, New Zealand in 2019 to be part of the University of Otago's highly successful development team. In her current role at the University of Otago she leads the regular giving and grants fundraising functions.
Tom Jirat
Tom heads the Operations team within the University of Manchester’s Development Services function. The Operations team are responsible for information management and compliance; systems, including the alumni and supporter database; reporting; insight and analysis; training and user support; and gift processing. Tom also has responsibility across planning, performance and campaign operations. His career began in alumni relations and regular giving at the University of Salford before a move into Salford's newly created Advancement Services team, which he progressed to lead across all its functions.
Tom Piercy
Tom started his fundraising career in the charity sector working for the likes of Battersea Dogs and Cats Home and Prostate Cancer UK. During his time in the charity sector Tom specialised in regular giving acquisition and new product development. Four years ago, Tom made the move into Higher Education to head up the University of York’s Participation Giving Team. Tom was tasked with diversifying York’s programme to maximise the impact of York’s first ever institutional philanthropic campaign.
Tom currently leads a programme that utilises a range of marketing channels including direct mail, telephone fundraising, email, social media, community fundraising, giving days and crowdfunding.