Session 2E & 3E - Hot Topics for Seasoned Donor Relations Leaders & Managers

Monday September 30th, 2013
1:20 p.m. - 2:20 p.m.
2:40 p.m. - 3:40 p.m. 

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Description:
Join seasoned professionals Mark Lanum, director, stewardship & donor recognition at University of Washington, and Patricia Berry, director of stewardship programs at the University of Michigan, in this small group conversation to explore topics of interest to advancement professionals leading teams in larger organizations. Participants will be surveyed by the facilitators two weeks before the conference to determine the 5 "hot topics" the group would like to explore in this conversation and should come prepared with any materials or examples they would like to discuss.

Group size is limited to 12 individuals. Both session 2E and 3E are now full.

Expertise Level: Experienced (5+ years)
Shop Size: Medium Shop (6-10 staff), Large Shop (11+ staff)
Subject Focus: Donor Relations


Speaker Bio: Patricia Berry
As a leader of strategic donor relations and stewardship programs Patricia Berry brings together a strong background in business systems and technology from her work as a consultant and business systems analyst in the private sector and pairs it with more than 12 years of experience in non-profit fundraising that includes front-line major gifts, leadership gifts, stewardship, donor relations, technical innovation and campaign strategy at some of the top educational institutions in the country including Columbia University, New York University and Fordham University.  

Since 2010, Patricia has led the University-wide donor relations programs at the University of Michigan, overseeing a team of stewardship professionals closely aligned with leadership giving who in addition to providing centralized stewardship and strategic vision, also create tools, resources and learning experiences designed to empower donor relations professionals working within the decentralized structure to provide a unique, timely and engaging donor experience.  Elected to the board of ADRP in January 2013, Patricia currently serves on the ADRP Education Committee.

Patricia received a Bachelor of Arts in Comparative Literature from Fordham University.



Speaker Bio: Mark Lanum
Mark is the Director of Stewardship and Donor Recognition at the University of Washington. During his more than 12 years in Advancement at Washington, Mark has had a variety of responsibilities ranging from administrative assistant to the AVP, to campaign and institutional reporting, to prospect management and fundraiser metrics. In his current role as Director of Stewardship and Donor Recognition, Mark is overseeing the development of new strategies and systems to support broad-based stewardship. This includes online data collection from internal partners in order to provide online impact reporting for donors.  Working within a central/de-central environment he strives to bring colleagues together to collaborate, commiserate, and celebrate their work as donor relations professionals.