Friday Sessions, November 6th: Schedule and Session Signup

All times are Pacific Time.  If you’re a member of an institution that’s registered for the PNW Engage Conference, use this page to RSVP for the sessions you’d like to attend.  You must use your institution credentials (email address, etc.) to be approved and checked in.   Note that recordings for all sessions will be available after the conference.  Do not register for more than one session scheduled at the same time.  You’ll receive an email confirmation with joining instructions for each session.

8:00-8:45 a.m.
Morning Zoom Roundtables

Parent Giving in a Pandemic
Hosted by Bob Burdenski
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Diversity, Equity, and Inclusion in Advancement
Hosted by John Taylor
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The Annual Giving Situation at Other Not-For-Profits
Hosted by Meagan Bataran, Oregon Symphony
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9:00-10:15 a.m.

Inside the Oregon Zoo’s Emergency Recovery Campaign
Charu Uppal, Oregon Zoo
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Plan for the future? Yes
Emergency financial reserves? Yes
Pandemic preparedness? NO! (Unless you are Wimbledon)
The Oregon Zoo had planned for the future. They had reserves in place — but nobody was prepared for this level of catastrophic effect. On March 15, when the Oregon Zoo temporarily closed its doors to avoid the spread of COVID-19, in an instant, it lost 60% of its revenue. Despite significant layoffs and termination of award-winning programs. Being closed for business during the busiest time of the year created an extraordinary financial hardship. How will a zoo feed and care for more than 2,000 animals, every day?  This is the prologue to the story of how the Oregon Zoo Foundation raised $1 million in 23 days to bridge the gap between the expanding need and rapidly depleting reserves. During the session, I will share the extraordinary power of small gifts in meeting big goals.

Measuring & Developing Operations Staff
Caroline Oblack, OHSU Foundation
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Advancement Services professionals are responsible for multiple facets of a successful Advancement operation, including the development and analysis of performance metrics for major gift officers. Ironically, the design and application of metrics for support services often lag behind. The leaders in this panel will share how they have built guidelines, metrics, and processes that keep their organizations performing at a high level by committing to professional development and performance management plans for their entire teams.

The Appeal Roadmap
Christina Nichols, MCR
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Your appeals shouldn’t feel like “2020” – Follow the appeal roadmap in this session to make your journey to raising dollars and attracting donors free of unexpected roadblocks.


10:30-11:45 a.m.

Creating the Omni-Channel Experience
Ross Imbler and Hannah Penfield, Oregon Humane Society
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The world is increasingly noisy and full of competing messages. It isn’t enough anymore to send just a direct mail appeal. How do you make sure your fundraising is getting through to your donors? Learn how to construct an omnichannel appeal to make sure donors see your message and remember to give.

Advancement Services: A Campaign Director’s Best Friend
Lisa Thomas, University of Washington
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At every stage of a campaign – from planning to execution to analysis – each advancement services unit plays a key role, shaping campaign success. Learn how campaign leaders look to partner with advancement services at each stage of the campaign and what you can bring to the table to drive the greatest impact for your organization.

Level Up on Giving Tuesday – and Every Day – with P2P Texting
Rachel Cleary, GiveThru
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Have you started planning for Giving Tuesday yet? It’s never too early, and it’s never a bad idea to try something new to make sure your message gets seen. In a year like no other, it’s extra important to make sure to meet your alumni and donors where they are: on their phones. And with P2P texting, you can do so while having authentic, meaningful conversations. Join Rachel Cleary from GetThru for a chat about P2P texting: what it is, how it works, and how to create a texting plan. We’ll cover strategy and messaging around Giving Tuesday, but we’ll touch on how you can make texting part of your outreach plan year-round.


11:45 a.m.-1:00 p.m.  Lunch and Screen Break (on your own)


1:00 p.m.-2:15 p.m.

Closing Plenary Session:
Politics and Pandemics: Where We Go From Here?
Bob Burdenski, John Taylor, Jonathan Brown, Lo DeJanvry and other panelists TBA
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This year’s conference – and a whole lot more – has been turned upside down by COVID-19. As our now-online conference ends, where does fundraising go from here?  The pandemic has impacted one’s health, family, job, investments, feelings of security and expectations about the future.   It’s a whole new fundraising world — at least for now.  What does it mean for your fundraising, your institution, your job, and more?  A closing session with some thoughts and ideas for the months ahead.