Reassessing Donor Recognition Levels

Acknowledge and engage donors of all levels in meaningful ways. Agenda Assessing your current donor recognition levels Principal donors Major gift donors Planned gift donors Leadership annual fund donors Sustainer giving Understanding what donors are looking for from an organization What are donors looking for? What are donors not looking for? Reestablishing your recognition levels: […]

Planning and Managing Project-Based Fundraising

Learn how to maintain campaign momentum and donor interest by narrowing the scope of your campaign to focused fundraising projects with defined goals. Our expert instructor will share specific fundraising examples that will give you what you need to begin your own project-based fundraising initiative.

Corporate Stewardship: Demonstrating ROI Webcast Recording

Further engage your corporate partners with communications that go beyond required reporting. You will learn how to gather the appropriate data, develop succinct annual reports, and distribute this information to the right internal and external partners to support your corporate engagement efforts. Our expert instructors will begin this session by reviewing the pillars of a […]

Tools for Increasing Fundraising Effectiveness and Efficiency

Learn about which digital platforms can help your work in advancement and alumni relations. Agenda Leveraging the Latest Digital Tools for: Event management Prospecting and qualifying donors Donor visits Travel management Optimizing Event and Visit Follow-Up Data Security Considerations

International Student Recruitment: Maximizing Your Website Content

Learn 10 easy-to-implement tactics for making your website more international student friendly. Agenda Why the website? Importance of website in the international search process Review of data surrounding web content and prospective international student interest areas Improving Your Site Review of 10 tactics 5 “extra credit†tactics Institutional examples Activity: Scoring Your Website Attendees will […]

Strategizing for Social Media in Advancement

Learn how to leverage social media as a strategic asset in advancement. Agenda Key Findings From 2016 Survey Importance of coordinated effort, investing Staffing Paid options Frequency of posting Leadership on social platforms Understanding Posts by Tone & Topic Lessons learned and best practices on tone of posts Examples of success in different tones Celebratory, […]

Effective Gift Agreements: Documenting Donor Intent

Does your team fully understand the procedural and legal considerations surrounding gift documentation? Agenda Understanding and capturing donative intent Legal considerations for drafting gift agreements Elements of a legally sound gift agreement What you can and cannot include Involving legal counsel in the gift documentation process Practical considerations for drafting gift agreements Meeting the donor’s […]

Implementing Your Social Media and Branding Guidelines

Ensure that everyone on your campus understands your social media and brand guidelines. Agenda Creating a Culture of Being On-Message Becoming a resource, building relationships Visibility for institution Listening to your channels Review of Essential Elements of Social Media and Branding Guidelines Training Facilitation options Resources Onboarding of new staff/faculty Deployment and Implementation Messaging Planning […]

Social Media in Student Recruitment: Emerging Channels and Metrics

Gain deeper insight into Snapchat, Periscope, and the ROI of your social media efforts. Agenda “Off the beaten pathâ€: Snapchat & Periscope Promoting accounts Gaining followers/viewers Content selection Interacting with prospective & admitted students Metrics and Measurement Metrics & reporting across platforms Analytics/measurement tools to gauge success Quantifying ROI–institutional case study

Getting Started: Using Social Media in Student Recruitment

Social media tactics for each stage of the enrollment funnel. Agenda Suspects Suspect vs. prospect: why is this stage important? Building brand awareness “Opening the windowâ€: Conveying a sense of culture & community Institutional examples Prospects Engagement with prospective students: How much is too much? Using student workers in social media outreach Institutional examples: Twitter, […]

Rethinking Faculty and Staff Giving

How one institution achieved an 81% participation rate. Agenda Institutional Context Enrollment and employment Program rationale and mission The Compressed Model Length of campaign Counting and designation principles Focus on participation vs. dollars Choosing chairs and representatives Program Messaging and Marketing Checklists Packet materials Solicitation calendars Thank-you suggestions Obtaining Buy-In Key relationships to develop How to […]

Prospecting Using Social Media

Understand how social can uncover new information to engage high-level donors. Agenda Leveraging social platforms for prospect research Pros and cons of various platforms Identifying what to look for Developing a process for screening prospects uncovered on LinkedIn Incorporating information in donor strategy Building a better partnership with frontline fundraisers Using social media to foster […]

8 Steps for Growing and Sustaining Online Programs

Strategically and systematically grow your online program offerings and increase enrollment. Agenda This webcast will walk you through the eight distinct approaches needed to successfully grow your online programs, including: Strategic Plan and Operations Resource Acquisition and Sharing Faculty Professional Development Program Selection and Blend Formative and Longitudinal Assessment Accreditation and State Authorization Scalable and […]

Communication and Conflict Management for Department Chairs

Learn how to effectively communicate and resolve conflicts within your department. Agenda Effective conflict communication Active listening Summarizing Problem solving Session management Facilitation Building rapport Collaborative vs. control Continuing the conversation Empathizing Increasing faculty morale Collegiality Openness Trust Fairness Evaluating conflict Resolving conflict

Measuring and Evaluating Your Planned
Giving Program

Learn how you can use data to effectively measure and improve your planned giving program. You will learn how to: Determine the right metrics for your shop Collect and track key pieces of planned giving data Communicate your program’s value internally and externally Our expert instructor has experience at both small and large institutions and […]

Strengthening Your Institutional Value Proposition

Collect concrete, segmented outcomes data throughout the student lifecycle. Agenda Value Defined How do prospective students and parents define value? Beyond the numbers: Putting “value†into context Internal vs. external sources of information Data-Gathering Partnering with IR, career services, and alumni relations Data-gathering throughout the student experience Best practices for collecting data from graduating seniors […]

Improving Your Campus Visit Experience

Learn what campus visit tactics are working in higher education. Agenda Overview of Miami University’s Campus Visit Physical space and location Information session Collaboration with cross-campus partners “Talk Break:†Participant idea share Digging Deeper: Customization and Technology Using technology for customization Video and other digital elements Smartphone apps “Talk Breakâ€: Participant idea share Moving Forward […]

Fundraising Essentials: Perfecting Moves Management

No matter where you are in your career, chances are you could stand to transition your prospects through the donor cycle more effectively. Agenda Monday, June 6, 2016 1:00 – 2:30 p.m. EDT Evaluating the effectiveness of your donor pipeline Using data to guide strategy Keys to developing appropriate donor strategies Reviewing the solicitation cycle […]

Partnering Advancement and Communications to Enhance Your Institution’s Brand

Streamline donor communications by partnering advancement and central marketing. Agenda Institutional Fundraising Context and Background Re-Branding Campaigns Implications on Development Timing around fundraising campaigns Communications re-design Cultivating shop-wide buy-in Ensuring consistent implementation Successful Development and Communications Partnerships Promoting collaboration Bridging across campus Development Successes Storytelling Unified theme Considerations for Your Next Brand Overhaul

Improving Efficiency for Grant Support Systems

Examine a model for pre-award grant support that can drastically improve efficiency. You will learn how the University of Arizona has seen success by embedding grant and contract managers within specific departments. Working alongside department business officers, these grant managers have provided oversight and consistency to the process while greatly cutting costs. Join us to […]