Chart a path for success in your portfolio management by understanding your data and donor relationships. Overview A portfolio is the engine that drives a gift officer’s work and sets them up for future success. However, for new or seasoned professionals alike, opportunities to look at your portfolio with a different viewpoint can be highly […]
Available in PDF format only.
Develop an efficient process to ensure your major gifts receive proper institutional placement and acknowledgment Overview When your institution receives a major gift, whether in the form of one single gift or through a multi-year pledge, it is important to manage that gift accurately. This includes placing the gift in its appropriate account on campus, […]
Situate your understanding of individual race dynamics within a broader context. Overview It is no surprise that in the United States, racial tensions—especially between Black and White Americans—are alive and well and continue to do harm. For example, those who are Black-presenting do not get to choose or operate from the historically privileged social identities […]
Learn the art and science of effective communication in conversations about race. Overview A separate training in this educational series on racial inequity dialogue explored why conversations about racial inequity and bias can be so challenging, and now this session will help you to identify the root source of your discomfort and understand why a […]
Learn the value and importance of engaging in difficult conversations despite your own personal discomfort. Overview For years, there has been an increasingly dominant narrative in our society about the importance of being kind or “politically correct.” While these are important principles, we must nevertheless unpack and examine how this narrative often gets in the […]
Identify your next cause-based campaign consistent with your institutional strengths and community needs. Overview The past two years of annual giving have given rise to more short-term, cause-based campaigns, in which newly formulated 60- to 90-day campaigns have become more of the norm than the exception. With this change, advancement shops have been able to […]
Learn effective donor strategies, portfolio management, and stewardship techniques for successfully moving donors through your pipeline. Overview To shift the mindset of a leadership annual donor into that of a major donor requires you to go beyond just knowing their capacity; you must also understand what the donor wants to see their gift accomplish, and […]
Increase volunteer engagement to optimize faculty and staff campaign contributions. Overview Faculty and staff giving campaigns are an integral part of every annual giving strategy. However, the key to their success is the participation of dedicated volunteers. Without those volunteers, your faculty and staff giving campaign cannot reach its full potential. As a result, by […]
