Join this session to learn how voluntary roles can enhance your career progression by helping your grow your knowledge, strengthen your influencing skills, and develop strategic thinking, and how they connect you to a diverse community of peers and professions. The panel will share their personal experience of voluntary, pro bono and freelance roles, including volunteering with CASE and portfolio work that complements professional growth and has the potential to generate an income stream. They will reflect on how they support colleagues to pursue volunteering and complementary interests for professional development, finding the right values-aligned opportunities, and balancing it with the day job.

In an environment where fundraising and development are not widely prioritised across institutional departments, it is key to engage senior leaders in a way that makes them feel invested in the mission. Whether it’s collaborating with those in a specialised field, or perhaps the wider academic staff, cross-team collaboration results in greater impact. Join this session to learn strategies for cultivating these internal relationships to help senior leaders feel empowered to get involved. Maynooth University’s Gordon Jamieson will join us to share his experience in working with academic colleagues across campus to strengthen the impact of the university’s advancement goals.

Over 20 years ago Ben and Tracy started their education advancement careers at the same time at the University of Warwick. Now, both considered leaders in education advancement, their careers have taken very different paths, but their values are aligned: - To be true to one’s authentic self - An unwavering commitment to diversity, equity and inclusion - To do the hard work of reflection and reinvention in leadership. Join us as we share stories, successes, frustrations and advice from more than two decades on a journey from entry level roles to advancement leadership.

In a sector based on trust and altruism, public confidence that institutions are honestly and effectively managed is fundamental. When reputations that took decades to build can be destroyed in 280 characters, the importance of thorough scrutiny and risk management in accepting donations has never been more crucial. Nonprofits must be ready to address reputation and legal compliance challenges. BWF, PyroSolutions, and Xapien will present our findings from our 2024 global due diligence survey. We will review key trends, explore the nuance of a robust due diligence program, and provide insight into effective policies, crisis communications, and training.

If a donor who gives £500 to your organization had a casual chat to someone giving £500,000, would they both walk away from the conversation feeling equally valued and appreciated? How can teams responsible for stewardship across Regular, Major, and Principal Giving work collaboratively to provide a seamless stewardship journey? Anna Diehm and Analiese Jackson will provide practical examples of how to sync up bespoke stewardship journeys to create broader engagement and retention across all levels. They’ll share practical tips for repurposing existing stewardship content to make it relevant for an entirely new group of prospective or existing donors.

Join the CASE Insights team to learn more about CASE's new survey platform that will be used to host surveys opening in September, including CASE Insights on Philanthropy (UK and Ireland) and CASE Insights on Alumni Engagement. The new survey platform will greatly improve the user experience as a survey respondent. The new system has improved navigation, guidance and definitions included within the survey itself, and real-time data validation so that users can identify and correct errors as they enter data. We’re looking forward to sharing information on this exciting new technology with you!

Explore the intricacies of outsourcing Power BI report development for alumni and fundraising data in this session. Immerse yourself in practical examples, triumphs, and insights gained from challenges. This presentation will equip attendees with actionable strategies and helps navigate potential pitfalls. Despite the vast data at Swansea University's disposal, its full potential remains largely untapped. This presentation focuses on our journey to unlock insights into alumni and donor populations through data-driven initiatives. Constrained by resources, we opted to outsource. The result? A robust suite of reports enabling us to track KPIs, accompanied by lessons learned.

Learn how to navigate crises and make it a teachable moment in diversity management for those involved.

Is your institution planning for a campaign? It is often said that campaigns that do not succeed do so at the beginning and not the end simply because the organization didn't prepare properly. There are several important factors to consider in order to help ensure campaign success. Planning ahead is critical and in this session we will discuss each of the critical success factors as well as review a checklist for evaluating your organization's readiness.