Key Session - Why I’m Best Friends With My CFO: Understanding University Finances to Secure the Advancement Investment We Need
The most effective fundraising isn’t just about securing donations – it’s about presenting a compelling case for internal investment- both to retain budget allocation and increase investment to deliver bigger returns-on-investment. To do that, fundraisers must work in close partnership with finance leaders - understanding the big picture, aligning institutional and philanthropic priorities, demonstrating impact, and speaking the language of value-for-money. Hear real-life examples of philanthropy leveraging other income, such as government grants, and techniques such as matched funding.
We will acknowledge the increasing pressure on fundraising teams in a challenging financial environment, as well as the need for unrestricted income and substitute funding. We will share examples of ‘funding the fundraising’ and other ways to build your team’s resources, working in collaboration with other professional services.
In this session, you’ll explore how building a strong relationship with your CFO can elevate your fundraising credibility, sharpen your case for support, and drive sustainable growth. Learn how to communicate investment-worthiness with confidence—whether you’re engaging major donors, corporate sponsors, or institutional decision-makers.