Wednesday Sessions on Zoom – December 8

All times are Pacific Time.  If you’re a member of an institution that’s already registered for the PNW Engage Conference, use this page to RSVP for the sessions you’d like to attend.  You’ll receive an email confirmation with a joining link for each session.  You must use your personal institution email address (No Gmail, etc.) to be approved and checked in. Also, do not use generic office email addresses. (development@, etc.). Do not register yourself for more than one session scheduled at the same time.  Note that video recordings will be available for several weeks after the conference for any sessions that you miss and still want to watch.

Session signup will be closed the night before a session is scheduled – please do not wait to signup for the sessions you want to attend.


9:00-10:15 a.m.

The Advancement Services Answer Man
John Taylor, John H. Taylor Consulting
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Do you need to vent on matters relating to donor-advised funds? What constitutes a real pledge and whether others can pay that off? Or do you have nagging questions on quid pro quo topics like when do you have to worry about those and how do you determine fair market value? Or perhaps you have in-kind donation, sponsorship, and advertising questions? Whatever is on your mind, grab a cup of Seattle’s Best (or Starbucks – neither are sponsors) and join John Taylor for a free-for-all Q&A session!

Setting Student Fundraisers up for Success
Rachel Spencer, Vanilla Soft
Watch a video preview of this session!
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Your student fundraising team carries the lion’s share of the responsibility when it comes to converting and engaging your alumni and donors. It is largely up to them to deliver a positive experience for potential donors and, ultimately, inspire them to make a financial contribution. Despite this, oftentimes insufficient investment is made in recruiting and developing the best team for the task. This session will look at topics such as; student recruitment, training, development, motivation, incentives, retention and team-building. Your students are taking on what is arguably the toughest job in the development team and placing themselves on the very front line of your institution’s fundraising efforts. With this in mind, this entirely student-focussed session will ensure that you and your team are set up for maximum success.

***Note: This session has been rescheduled for Thursday, December 9 at 1:00 p.m.
My Favorite Giving Day Ideas of the Year

Bob Burdenski
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We’ve now been talking giving days for more than a decade, and they continue to be appreciated as a donor acquisition doorway and a collaborative campus opportunity to create some annual fundraising energy for your annual giving program. CASE Laureate Bob Burdenski will run down his favorite ideas and strategies for adding leverage to your giving day.


10:30-11:45 a.m.

Diversity, Equity and Inclusion in Advancement – 2.0
Charu Uppal, Portland Art Museum
Maureen Procopio, University of Oregon
Correan Barker, The Evergreen State College

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When asked, “What does diversity, equity, inclusion look like in your organization?”, how do YOU answer? Join us in an authentic dialog exploring how different non-profits are making a habit of doing fundraising with an equity lens. During this session, attendees will participate in a rapid-fire Q&A and share insight into their work as we unpack some tough questions, including:

  • How is equity work getting done in different shops?
  • How is it being measured? Is it tangible?
  • Is it being sustained? Are we making it a habit?
  • How do we know efforts are helping or are they just performative?

Engagement and Stewardship at Other Not-For-Profits: No Donor Left Behind
Ross Imbler, Oregon Humane Society
Ali Bessee, Boys and Girls Clubs of South Puget Sound
Meagan BataranOregon Symphony
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Other not-for-profits don’t enjoy the pre-existing emotional connection (with alumni) that educational institutions do. When they receive a gift, the relationship-building clock starts ticking. What strategies do three different not-for-profit organizations use to welcome donors, promote engagement and earn trust?

Turn Off the TV – What to Do With All These Channels?
Jonathan Van Oss, Pledgemine
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Most of us struggle with just trying to reach our donors with one channel. Now there is “multichannel” and even “omnichannel” fundraising. It doesn’t need to be as intimidating as it seems, no matter how small or large your institution is. Learn how you can reach your donors in the most effective way possible by “listening” to what they tell you through their own giving behavior.


12:00-1:00 p.m.

Closing Plenary Session:
What Just Happened, and What’s Next?
Bob Burdenski, Margaret Neitzel and Panel TBA
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