Session 8D - Rock Your Response Rate

Tuesday, October 1st, 2013

4:00 p.m. - 5:00 p.m. 

Return to Program Schedule

This session will share industry best practices to help you rock your beneficiary gratitude response rate. New perspectives will be provided on how to revitalize your thank you program which took one institution from a 60% to 97% participation rate in just two years. Universities from Colorado, Michigan and Washington, D.C. increased their non-mandatory participation rates through utilizing new platforms for data collection, campus wide collaboration, and deliberate communication strategies. These professionals will be sharing their unique programmatic experiences, leaving you with innovations that you will be able to implement, no matter the size of your shop or budget. During this session there will be opportunities to share your success and challenges. Let’s rock it all the way to a 100% participation rate!

Expertise Level: Suitable for all levels
Shop Size: Suitable for any size shop
Subject Focus: Stewardship

Speaker Bio:
Tara Carleo
Tara Carleo, M.A., assistant director of donor relations & stewardship at the University of Denver, is currently pursuing an EdD in Higher Education. She has been striving to meet donor needs and expectations for 10 years, most recently at DU. In her role, Tara provides leadership for and delivery of several key donor programs, manages scholarship donor recognition process, oversees endowment reporting process, creates new stewardship processes, manages various donor special events and serves as donor’s point of contact on all scholarship and endowment matters while ensuring donors’ wishes are continually being met.

Speaker Bio: Jeannie Moody-Novak
Jeannie Moody-Novak is assistant director of scholarship stewardship at the University of Michigan. She has spent the past seven years creating memories for scholarship donors on our campus through face-to-face or I-visit meetings with students. In addition to planning the annual multi-school “Celebrating Donors and Their Scholars” event each spring, she provides reporting, acknowledgement, club outreach, fundraising and special scholarship stewardship opportunities for donors who have created scholarships awarded by the Office of Financial Aid. Earlier in her career, she worked in the field of trust and private banking at PNC and has served as a library board trustee in her hometown of Canton, Michigan. In addition to tending scholarships, she enjoys gardening and being a mother to a UM grad and current med student as well as an eight year old.

Speaker Bio: Shelby Glenn
Shelby Glenn, M.P.S., is currently the director of donor relations & stewardship at the University of Denver. In her role, Shelby leads her team while working directly with fundraisers, ensuring that all donors are appreciated and recognized for their generosity. She has decades of experience working for organizations such as DU, the Northwest Alliance for Responsible Media, Colorado State University, Arrupe Jesuit High School and other non-profits, where she gained a wealth of knowledge in marketing, public relations, grant writing, fundraising, stewardship, annual fund and event planning.

Speaker Bio: Julie Bostian

Julie Bostian is associate director of stewardship at Georgetown University. She has 9 years of experience in strategic development communications, grant writing and corporate relations. At Georgetown, she oversees stewardship for the medical center and for scholarships. During her tenure, Georgetown stewardship has increased the response rate of scholarship students to “thank you” requests from 60% to 95%, through a strategic partnership with its financial aid office. Julie is CFRE-certified and received a 2010 Colleague Recognition Award for her work engaging financial and administrative leadership in stewardship compliance.