Conferences & Training
Introduction to Fundraising and Alumni Relations 2018

Chairs

Tracey Beck
Deputy Director, Development and Alumni Relations Office
University of Bristol

Following graduation, Tracey taught at secondary schools before moving into higher education in 1987. She worked in communications and marketing for over fifteen years at the University of New South Wales, Australia, becoming marketing and alumni relations manager in 1999. She built a brand strategy and introduced the ‘UNSW' acronym, now an internationally recognised brand; and developed significant expertise in building alumni loyalty, particularly in the Asia-Pacific region.

In 2005 Tracey moved to the University of Sydney as annual fund manager, where she introduced new segmentation and donor acquisition strategies, and was appointed director of alumni relations at Sydney in 2006. In this role Tracey almost doubled the alumni participation rate, from 24% in 2006 to 47% in 2013, and increased the number of volunteers by 18%.

She joined the University of Bristol in 2014 as deputy director of supporter engagement, and in 2015 she took on the role of acting director, development and alumni relations, to lead the University's alumni and friends relationship-building and fundraising strategies. Tracey was Chair of the Australian Alumni Directors Go8 Group for 6 years, is a long standing member of CASE, and is committed to higher education and the advancement profession.


Jhumar Johnson
Director of Development
The Open University

Jhumar is the Director of Development at the Open University. She joined the team in 2014 and came to the OU with a background in major gifts consulting and practice. Previously Jhumar was Director of Kingston Smith Advisers, a boutique major gifts consultancy housed under Kingston Smith LLP, a top 20 accounting firm. She has worked for and advised not for profits including Marie Curie Cancer Care, Save the Children, Barnardo's, University of Westminster, Crimestoppers, Cats Protection, Sightlife, NHS Trusts, CRY India, Internews amongst many others.

Her focus at the OU is to deliver the University's first fundraising campaign and the ambitious philanthropic income targets therein, build a high performing, talented team and strong ties across the University to identify funding opportunities and harness the impact of philanthropic giving.



Speakers

Bill Abraham

Bill Abraham
Director of Development
University of London

Bill Abraham joined the University of London in January 2015 as the University's first director of development.

In this new role, Bill is responsible for establishing the new development office to ensure that the University connects with all its constituents and supporters, to help build fundraising capacity towards supporting UoL's strategic plan.

Bill joined the London School of Economics in 2001, as part of the team that successfully closed the £100million ‘Campaign for LSE' in 2008. He moved to Cambridge in 2010, establishing the development office at Sidney Sussex College, during which time the University of Cambridge closed the UK's first £1billion campaign. He returned to LSE in 2014 as interim director of development before being appointed to his current role at the University of London.

Prior to this, Bill has worked for Shell UK and as a consultant for Glaxo. He has recently been appointed as a Trustee of Wide Horizons - the adventure learning charity which supports over 40,000 children each year to experience adventure learning as part of their education.


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Adrian Beney
Partner
More Partnership

Adrian Beney is a Partner at More Partnership. Before More he was a fundraiser at the University of Durham for more than 20 years, establishing the Development office, and programmes in Alumni Relations, Major Gifts, Regular Giving, Prospect Research and more.

With More Partnership, he has been involved in a wide range of work involving donors, institutional leaders, governors, volunteers and staff. He was one of the authors of the Pearce Review of Philanthropy in Higher Education and the subsequent workforce development review. He led the data analysis for each of these projects and for subsequent projects with a range of clients in the UK, continental Europe and the United States.

Adrian has coordinated the six years of the Regular Giving Benchmarking project which analyses 10 years of lower level giving data for a consortium of universities. 35 British and Irish universities have taken part since 2010, and the most recent exercise involved over 60,000 donors and the solicitation of 3.8 million people. Adrian has been deeply involved in the response to the "Olive Cooke" affair and subsequent Etherington Review and establishment of the new Fundraising Regulator.

He was the first non-North American recipient of CASE's Crystal Apple Award for Excellence in Teaching, a member of CASE's Philanthropy Commission, and a faculty member for a number of Spring Institutes in Educational Fundraising. He was given CASE Europe's Distinguished Service Award in 2015. He has been a speaker at numerous fundraising events in the UK and overseas. He was for seven years a Lay Member of Chapter of Durham Cathedral and is now a Canon of Tamale Cathedral in northern Ghana. Illustrations for his talks may come from the worlds of sailing, photography, aviation, gardening or fishmongering, as well as fundraising, of course.


Karen Hart

Karen Hart
Deputy Director of Development: Alumni Engagement
The Open University

Karen has spent her entire career building relationships and, fundamentally, encouraging people to invest in the future, whether in a commercial or philanthropic environment. She joined The Open University over ten years ago following an epiphany (and a career in corporate pension consulting). Initially, she built the University's legacy activity, from reactive administration to a proactive programme which includes direct mail, events, face to face and telethon. She went on to head the alumni fundraising team (covering annual fund, legacies and a mid-value programme) and now leads the University's alumni engagement activity, covering both alumni fundraising and alumni relations.


Mary Haworth
Director of Philanthropic Partnerships and Alumni
University of York

Mary's focus over the last five years has been to transform the University of York into a fundraising institution. With her team, she has developed a strategy to enable more people to give and people to give more by expanding the ways in which people can give and building an institutional case for support. She has encouraged innovation - York was the first university in the UK to launch its own dedicated crowdfunding platform - and recruited the institution's leadership and students, as well as donors, to support the mission.

Her fundraising career began 11 years ago at Newcastle University where she became Deputy Director of Development. She left Newcastle in 2011 to take up the position of Director of Development and Alumni Engagement at the University of York. Prior to fundraising for higher education Mary spent ten years working in sales and began her career as a graduate trainee with Selfridges.

Mary has an MSc in Charity Marketing and Fundraising from the Centre for Charity Effectiveness, Cass Business School, and is a fully certified member of the Institute of Fundraising Management.


Alicia Jago

Alicia Jago
Alumni Populations Manager
University of Bristol

Alicia joined Bristol's Development and Alumni Relations Office in 2006 as Stewardship Manager, during which time she expanded the donor relations programme with an emphasis on building a tailored experience for each donor group. In 2010, she took on the role of Populations Manager within DARO's Analytics and Data Team, where she identified priority populations within the broad alumni community, looking at who they are, how they respond to communications and recommending how activity can be shaped to speak to them. Now as Head of Regular Giving and Stewardship, she draws on both population analysis and donor relations experience to champion a donor-centric Regular Giving programme.


Tom Jirat
Information Manager
University of Manchester

As Information Manager Tom heads the Operations team within the University of Manchester's Development Services function and maintains responsibility for ensuring that strategic and operational support is in place to drive the Division of Development and Alumni Relations' ambitious fundraising and engagement agendas. Tom's portfolio consists of data and information management; systems, including the alumni and supporter database, website and portal; reporting, visualisation and analytics; and training and user support. 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 of its functions. Tom's remit in this small-shop operation provided a diverse base of experience in information, database and systems management; reporting and gift administration; prospect research and pipeline management; and donor engagement and stewardship.


Michael Lavery

Michael Lavery
CEO
Brand & Reputation Ltd.

Michael worked in Higher Education leadership for 12 years before establishing himself as a national and international brand and marketing consultant in 2017. As Executive Director (External Relations) at Teesside University he led an award-winning team covering brand and strategic marketing, student recruitment and admissions, communications, development and alumni relations; having previously held the role of director of communications and marketing at Durham University - a World Top 100 University. Michael has extensive marketing experience in the private and public sectors working across Europe since 2001 with some of the world's biggest brands, and as an adviser to the UK government. He is an RSA Fellow, a CASE Europe Trustee, and a member of the CIPR, CIM, and the European Association of Communications Directors. He is the director of his own social enterprise: justvisiting.com, and the chair of an arts charity.


Chris Newson
Head of Campaign Operations
Royal Academy of Music

Chris works to encourage an institution-wide approach to change management for advancement by engineering the development of infrastructure and practices. Working from a systems level up to high end prospect management support, Chris has developed skills in creating strategies for digital & automated infrastructure upgrades and innovative supporter experience journey planning. Joining the Royal Academy of Music in 2017, Chris is working with a platform of visionary campaign & marketing professionals to provide a meaningful and comprehensive philanthropic campaign.

He is currently interested in data visualisation techniques to demonstrate the wider cultural impact of philanthropic donations, and is working to create a technology eco-system as a model to connect data to provide transformational outcome reporting opportunities that feedback into the donor retention and acquisition cycle - demonstrating through data, the impact of a gift is far more reaching than just a single beneficiary group.

Chris's 6 years of experience in Higher Education advancement spans Arts and Culture, American Liberal Arts and UK research & teaching Universities.


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Holly Peterson
Head of Constituency Engagement
University of London

Holly Peterson is Head of Constituency Engagement at the University of London. Holly has more than 20 years' experience in development, communications and alumni relations, including as Head of Alumni and Supporter Relations at the University of Cambridge, and as Deputy Director of Development and Alumni Relations at the University of Exeter, where she was a senior member of the team that successfully managed the "Creating a world-class University together" campaign, which set and the exceeded the first alumni volunteer campaign goal in the UK. Holly's work has also included posts at SOAS, Hollins University, The Nature Conservancy, and World Learning.
Holly holds a BA in Communications Studies from Hollins University (for which she co-chairs the UK alumnae chapter) and an MSc (distinction) in New Media, Information and Society from the London School of Economics.