Agenda Developing a Strategy for Small Donor Cultivation Events Using small cultivation events Different types of events Themes Different models to fit your institution’s needs Identifying your donor segments Resourcing Your Events Roles of staff in cultivation events Event execution Event Metrics
Engaging faculty in alumni relations’ goals and efforts can often be challenging. Lehigh University is innovating in this space by recognizing that faculty participation in alumni programming aligns closely with volunteer work. Lehigh is cultivating close partnerships with faculty through a volunteer management framework, focusing on recruitment, retention, and recognition. Due to the success of […]
Donor recognition programs are a useful way to steward donors and can help segment your donor relations efforts. Leveraged properly, they can also be a useful way to understand motivations, include more donors, retain those donors, and inspire future giving. Although many institutions’ societies are aware of the impact they could be leveraging, many remain […]
Creating a culture of service excellence is critical to enhance enrollment, improve student retention, and better engage alumni. Is your institution responding to the connection between the quality of customer service and the success of the larger institutional mission? This webcast features a case study of how Laurentian University successfully shifted the culture surrounding customer […]
Accessing the “Manage My Team” Page Adding Team Members The Teams Settings Page
Learn how to better partner with faculty to maximize your CFR efforts. With the increasing competition in public research funding, CFR professionals must partner with faculty to maximize private funding. Discover how one CFR team increased dollars raised for faculty by tenfold by pulling the following success levers: Creating awareness of available funding opportunities and […]
Agenda Our faculty will teach you how to: Establish effective policies Implement procedures and timelines Train your partners on campus Together, these tactics will help you orchestrate a more cohesive and meaningful donor experience.
Many institutions recognize the need for formalized case management positions to better actively support students with mental health concerns. Some institutions support this need by having the Dean of Students or members of Behavioral Intervention Teams wear multiple hats. However, full-time case managers are able to provide focused and consistent support by following up with […]
Designed for institutions who already have an established, full-time Case Manager, this webcast will present the considerations you need in order to refine and improve the focus and services of your current case management model. Our facilitator will help you answer the following questions: What’s the scope of our current case manager’s role, and how […]
This unique two-part webcast focuses on how to create a position, or enhance the program you have in place, to provide better guidance and support for students on your campus who are have mental health concerns. Whether you are hiring a case manager, new to hiring one, or have found that your current strategy needs […]
New Title IX regulations are being proposed by the U.S. Secretary of Education. Under these sweeping new regulations, students accused of sexual misconduct may obtain greater protections and colleges investigating such complaints may face reduced liability. Institutions conducting their own gender-based and/or sexual misconduct investigations may be required to implement several changes. Expected changes coming […]
Agenda After briefly defining sexual harassment and outlining common examples of harassment in fundraising, Audra Brickner will outline the key pieces your team needs to discuss around sexual harassment prevention and response, including: How managers can use a standard process for handling harassment after it occurs How teams can create a culture in which harassment […]
With ever increasing pressure to stay relevant, institutions need to be more intentional in how they approach academic program review. It’s essential to integrate the right data for the right reasons in order to close the gap between process and actionable results. A lack of consistent data, metrics, and staff engagement can often cloud results […]
Agenda In this comprehensive webcast, our expert instructor, Paige Gardner from Loyola University Chicago will walk through the following themes: Defining a framework for pairing faculty / staff with students Designing meaningful interactions for mentees Peer mentors Faculty and staff mentor Foundational 101 course taught by faculty and staff Monthly educational workshops Strategies and challenges […]
Bridging the communications gap between advancement and central marketing teams is a familiar challenge to most institutions. Not having a dedicated communications channel in place often can result in disjointed and incoherent messaging in both the institutional and donor-facing marketing channels. A strong partnership between stakeholders and teams can lead to more streamlined, effective, and […]
Agenda Step 1: Your Guiding Strategy What are you trying to accomplish and what are some ways you can define your strategy to inform your success metrics? Step 2: Cultivating Ownership for Success Who is responsible for meeting the objectives of your strategic plan? How does accountability drive performance? How do you consistently monitor progress? […]
Agenda Learn how to: Understand the key performance indicators that will drive your dollar growth Apply these metrics to pipeline development, direct marketing, and personal solicitation strategy Effectively report your dollar results to leadership
Agenda Learn how to: Understand the key performance indicators that will drive your donor numbers or alumni participation numbers forward. Apply these metrics to direct marketing and micro campaign strategy Effectively report your donor results to leadership
Overview The metrics you gather, track, and report to leadership can differ based on the focus of your annual giving program. We’ve created a two-part metrics series that will give your shop the tactics it needs, whether your focus us on increasing alumni participation/donors or dollars. We welcome you to tune in to both parts […]
Agenda Forming and Communicating Their Vision and Purpose In this section, we will discuss the impetus and timeline for how HU re-imagined the academic program review process and metrics. Establishing Key Metrics and Building Consensus Next, you will learn how they reached consensus to establish the eight key metrics to evaluate academic programs. This section […]
