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Session 3B

New Leadership, New Stewardship Opportunities

Kristi Laribee, Kathryn Swisher, and Chris Snavely

Wednesday, September 21
2:00 – 3:00 PM (MT) 

About the Session

The University of South Florida's donor relations team has gone through a recent transformation. After making the decision to switch to digital reporting, they further transformed their approach to reimagining the structure of the reports to enhance the way they educate and delight their donors. This happened to align with a leadership transition which allowed the donor relations team to be highly responsive to the vision and goals of new leadership. Learn from the team about how to transition to digital reporting, how to engage leadership with the structure and content of reports, and how to take advantage of a digital platform to meet your goals.

Learning Objectives

  • Change management tactics for working with new leadership to advance the institution's stewardship plans for donors.

  • The benefits of adopting a digital approach to stewardship reporting.

  • Case study examples from the University of South Florida.

Keywords:  

Donor Experience, Donor Loyalty, Donor Portals, Donor Retention, Endowment, Inspiring Change, Leadership, Major Donors, Reporting, Technology

Who Should Attend?
   



 
 

Private College/University, Public College/University, Private Secondary School

Suitable for any size shop

Early-career (4 - 7 years), Mid-career (8 - 12 years)

  
 
About the Speakers

Kristi Laribee
Director of Foundation Scholarships
University of South Florida

As Director of Foundation Scholarships at the University of South Florida, Kristi is responsible for the administration of university-wide scholarships including the Foundation's diversity and re-entry scholarship programs. In addition to scholarship administration, Kristi is responsible for several stewardship initiatives including the distribution of the Foundation's annual endowment report. Kristi is a graduate of the State University of New York (SUNY) College at Cortland where she earned her bachelor's degree in Spanish and participated in an exchange program where she benefited from an education outside of the classroom. Being a first-generation college student herself, Kristi is passionate about assisting students with obtaining scholarships to help offset their educational costs as well as providing resources to encourage student success in college and beyond.

Kathryn Swisher
Scholarship and Stewardship Officer
USF Foundation Scholarships & Donor Relations

Kathryn Swisher joined the University of South Florida’s (USF) Foundation Scholarship Office as the Scholarship and Stewardship Officer last year after serving students in the USF Office of Financial Aid for 8 years. Last year, Kathryn spearheaded, managed, and rebuilt the stewardship reporting process from the ground up—where she now collects and publishes the financial and impact information for each fund into their endowment report system. This updated process made it easier than ever for donors to access information related to their funds to ensure their donations continue to make a positive impact on students and programs at USF. A graduate of the University of Central Florida, Kathryn earned a Bachelor of Arts in Humanities with a minor in Women’s Studies. Kathryn enjoys coffee, trying to keep houseplants alive, and spending time with her husband Rob and their 2 cats.

Chris Snavely
Managing Partner
Ovrture

Chris leads the Ovrture team in building, maintaining, and enhancing the platform. He also works directly with clients to build systems, drive adoption, and conceive of new use cases. Believing that the application of new thinking is what drives the world forward, Chris takes great pride in bringing a far more efficient and modern approach to the “digital advancement office.” BA from the United States Naval Academy, MS in information systems from the Naval Postgraduate school.