Naomi Cook - Company Secretary/Treasurer, and former Helm, of Sidmouth Independent Lifeboat

Digital Transformation   Managing Income with Donorfy   Finance & Compliance

Sidmouth Lifeboat is a fully self-funded independent lifeboat charity, covering an area of approximately 150 square miles of sea along the East Devon coast. Our volunteer crew are on service 24 hours a day, 365 days per year, and average around 25 callouts a year. There is much more going on behind the scenes to keep the service operational.

Naomi will talk about the work of Sidmouth Independent Lifeboat and how Donorfy has become an integral part of managing their charity’s income. She’ll also share how Donorfy supports crew compliance by tracking vital records, ensuring the crew are always ready for action.

Hosted by Rich Bee, Product Manager, Donorfy

AI Discussion Panel   Smart Targeting   Implementing New Tech

Conversations around AI are on the rise. So we're excited to be hosting an AI conversation at Access Donorfest, Join us for insights from a range of voices on this fascinating and fluctuating topic: how AI continues to change and provide opportunities for the charity sector.

The panel session will explore best practices, and tips and tricks when it comes to using AI tools in the charity space. From identifying use cases, to building AI literacy across your team, smart targeting for campaigns, implementing chatbots and more.

On the panel:

• Robert Parkin - CRM & Data Insights Manager, North West Air Ambulance Charity
• John Roberts - Head of UK & Europe, Dataro
• Jack O'Connell - Head of Growth, EBM & Chat2Impact
  

Helen McCartan - Head of Fundraising, Caring In Bristol

Fundraising Strategy   Campaign Success   Donorfy, Raise & Assemble

For over thirty-five years, Caring In Bristol has been supporting people experiencing, or at risk of, homelessness in the city. They run corporate, community and Individual Giving campaigns; their flagship being Caring at Christmas.

Join Helen, the charity's Head of Fundraising with over twenty years in the charity sector, as she shares the elements of an effective, community-powered campaign, resulting in thousands of donations:

• Innovation & Storytelling - Bringing new ideas to an annual campaign that spark a sense of shared purpose and connection.
• Saving Time - Using Access Donorfy to spend less time on Gift Aid, reports and tracking donor history.
• Streamlined Fundraising - Combining Raise & Donorfy to create a website that enables custom donor journeys, and donations syncing to the CRM.

Donorfy is here to simplify your data management. From reviewing income streams across different channels, to analysing supporter engagement, to capturing key information from your donors. Having a CRM that can relieve your workload and support your impact is hugely beneficial, but sometimes the hardest part is knowing where to start.
 
Join Dale and Graham as they break down the Donorfy Data Journey, using St Martin-in-the-Fields BBC Radio 4 Christmas Appeal (which turns 100 in 2026!) as an example of how to manage your data in Donorfy. See how combining features like Tags, Forms and Dashboards enables automation. And understand the wider context of where Donorfy sits as part of a successful campaign, from start to finish.

Katherine Gale - Head of Volunteering, Young Enterprise

Volunteer Management & Engagement   Assemble   Charity Presentation

Katherine Gale, currently Head of Volunteering at Young Enterprise, has spent more than a decade in the charity sector in roles spanning youth work, service delivery, change management and volunteer engagement.

Great volunteering experiences deliver brilliant outcomes for your organisation and your beneficiaries. These volunteering experiences also don’t just happen by accident, but by design.

If you currently involve volunteers in your work, or are thinking about involving volunteers, join this interactive session for some top tips on how to create the right roles, bring on board the right people, and keep them engaged and enthused for your cause.

Aysha Naziri - Supporter Care & Fundraising Manager at Sport in Mind

Ying Wong - Growth and Partnerships Analyst at Sport in Mind

Supporter Stewardship & Fundraising   Marginal Gains with Donorfy   Charity Presentation

Sport in Mind is the leading mental health sports charity in England and Wales. Mental health challenges affect one in four people in the UK, and since 2010, Sport in Mind has transformed the lives of over 31,000 of those people. Their mission is to transform the nation’s mental health through sport.

Central to any mission or campaign are your supporters. Hear from Aysha and Ying about how they ensure every Sport In Mind supporter feels valued, diving into topics like:

• Using the power of marginal gains to create personalised supporter stewardship.
• Maximising features in Donorfy to track supporter engagement.
• Combining creativity, relationship-building, strategic fundraising, and data-driven stewardship to drive impact.

Andi Best - Donorfy Partner

Website Design & Automation   User Experience   Donorfy Partner Presentation

Andi is a longstanding Donorfy Partner, often working with Donorfy clients to enhance their website for users and find creative and beautiful ways to move data from their website and integrated systems into Donorfy.

For 10 years Andi has been working with charities to get their websites looking better and working harder, making life for admins and supporters alike much easier. But are you ready for the biggest productivity question yet? Join Andi as he talks automation, integration, user experience and freeing up resources, all rolled into one.

Jackie Colby - Donorfy Team Leader, MAST CRM Consultants

Data Management with Donorfy   Microsoft Excel & Power BI   Donorfy Partner Presentation

Jackie will show you how using some Excel tricks and the Donorfy Data Feed can transform your data life – from creating refreshable reports in Excel or Power BI, to quickly transforming your fundraising platform files into Donorfy uploads. Plus some data hints and tips you’ll want to put into action as soon as you get back to the office.

Jackie is Donorfy Team Leader at Mast, who specialise in data migrations, integrations and Power BI reporting for Donorfy clients. Having started in IT and then switched career to roles in charity fundraising teams, Jackie now helps users get the most out of Donorfy and is particularly passionate about helping users to streamline everyday data tasks in order to do more of what matters.