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  3. Donor Relations and Stewardship 2025
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Programme

Donor Relations and Stewardship 2025
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Thursday, June 5, 2025

Thursday, June 5, 2025

9:30 AM - 10:00 AM GMT

Registration & Refreshments

Welcome
10:00 AM - 10:15 AM GMT

Welcome from CASE & Conference Chairs

Speakers: Alex Page, Senior Donor Relations Manager, King's College London, Mandie Bates, Senior Donor Relations Manager, Guy’s and St Thomas’ Charities
Plenary
10:15 AM - 11:00 AM GMT

Plenary - Giving milestone recognition: how to leverage your data to deepen connections with your most loyal supporters

True donor loyalty can be as inspiring as one great gift, and often much harder to sustain – requiring consistent engagement, genuine appreciation and a shared vision that keeps donors connected over time. We often find ourselves basing stewardship activities on the size of a donor’s gift, but celebrating loyalty among those who truly champion your mission is equally fundamental to an organisation’s fundraising future. Join Ollie and Phoebe to hear about LSE’s work in establishing a purposeful framework for tracking and celebrating giving milestones for supporters at all levels, and how this can enrich even your most cherished relationships.
Speakers: Ollie Bennett, Donor Relations Manager, London School of Economics and Political Science (LSE), Phoebe Allen, Donor Relations Officer, London School of Economics and Political Science (LSE)
11:00 AM - 11:30 AM GMT

Refreshments & networking

Plenary
11:30 AM - 1:15 PM GMT

Plenary - Stewarding Major Donors

Latest donor trends tell us that personalisation is more important than ever to donors, and therefore pivotal to meaningful donor engagement. So with this in mind, how can we tailor our donor stewardship to truly resonate with each supporter? The Seven Faces of Philanthropy (based on the book by Russ Alan Prince and Karen Maru File) provides a powerful tool for understanding donor motivations—whether they give out of tradition, social influence, or deep personal values. This session will explore how to put this theory into practice, ensuring it enhances—rather than adds to—the workload of donor relations teams. From crafting bespoke stewardship plans to integrating the framework seamlessly into existing processes, we’ll share actionable insights to deepen donor relationships and drive long-term support.
Speakers: Annarosa Muscatelli, Senior Consultant, Cairney & Company
1:15 PM - 2:15 PM GMT

Lunch

Plenary
2:15 PM - 3:00 PM GMT

Plenary - Beyond the Gift: Creating Lasting Impact Through Donor Storytelling

This session explores how the University of Glasgow marked the close of its £110M fundraising campaign, shifting from a financial focus to impact-driven engagement through targeted events and communications underpinned by powerful storytelling. The sessions will offer practical insights and lessons for colleagues seeking to create lasting connections with their donors.
Speakers: Margaret Clift, Head of Strategic Philanthropy, University of Glasgow, Sophie Lambert, Stewardship Manager, University of Glasgow
3:00 PM - 3:45 PM GMT

Elective sessions: Please select one

Breakout Session
3:00 PM - 3:45 PM GMT

Elective session – Establishing a legacy stewardship programme

In December 2023, The University of Manchester launched the 1824 Society - a stewardship vehicle intended to package the stewardship journey for legacy donors. The launch of the society was a great success – resulting in a 100% increase in legacy pledges in the 2023 financial year. In this session Legacy Officer, Amy Harris, will share the steps she took to establish a legacy stewardship programme from scratch which utilises pre-existing activity to maintain and grow the legacy pipeline. She’ll also discuss how legacy stewardship strategically aligns with the fundraising priorities and the opportunities for collaboration which help to boost success.
Speakers: Amy Harris, Legacy Officer, The University of Manchester
Breakout Session
3:00 PM - 3:45 PM GMT

Elective session – Legacy Stewardship: Tips to building lasting connections with your legacy supporters to strengthen loyalty

Key Takeaways: 1. Attendees will gain a deeper insight into the unique needs and motivations of legacy supporters. 2. Speaker will share practical, creative stewardship ideas that can be implemented to engage legacy supporters to maximise supporter value.
Speakers: Viet Anh Hua, Philanthropy Manager (Legacies), The London School of Economics and Political Science
Plenary
3:45 PM - 4:00 PM GMT

Chairs' closing remarks

4:30 PM - 6:30 PM GMT

Networking drinks

We have reserved a table at the Marquis Cornwallis, 31 Marchmont St, Greater, London WC1N 1AP for those who wish to stay on and continue the conversation.
Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
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