Advancement 101: A 7-Day Foundational Series

Last updated January 9, 2018

Course Length

3h 14m

Last Updated

January 9, 2018

Advancement 101: A 7-Day Foundational Series

Last updated January 9, 2018

Welcome

Introduction to Series

29:45

Introduction to Alumni Relations

Overview of Alumni Relations: Where it’s Been, Where it’s Going

11:01

Possible Structures

3:26

Cultivating Awareness & Gratitude, Lead it to Giving

4:35

Ongoing Alumni Engagement and Alumni Services

6:25

Understanding How to Quantify Alumni Engagement

2:59

Introduction to Annual Giving

Overview of Annual Giving: Where it Has Been & Where it is Going

7:31

Key Considerations & Understanding Structure

6:08

Building the Pipeline & Building Donor Loyalty

6:30

Annual Giving Functions

7:06

Introduction to Donor Relations

Overview of Donor Relations

13:30

Key Considerations & Understanding Structure

9:00

Donor Relations Functions

3:33

Introduction to Major Gifts

Overview of Major Gifts

28:07

Introduction to Planned Giving

Overview of Planned Giving

16:36

Key Considerations & Understanding the Benefits of Planned Gifts

7:36

Understanding the Role of PGs in a Fundraising Department

1:09

Planned Giving Stewardship

1:29

Introduction to Advancement Services

Overview of Advancement Services

6:44

Advancement Services Roles & Functions

20:12

Key Considerations & Understanding Structure

1:08

Join our program to receive bite-sized lessons on fundraising basics daily for 7 business days. Complete the program to get a certificate!

Overview

This online program is an easy way to educate both new hires and existing staff (including academic leaders) with fundraising responsibilities on the important work of advancement. We worked with our top collaborators in each functional area across the shop to bring you a course that offers a high-level overview and provides connections to the donor pipeline and advancement’s goals. Topics covered in this program are:

Alumni Relations
Annual Giving
Major Gifts
Donor Relations
Planned Giving
Advancement Services

Who should attend?

This program was designed to provide an overview of advancement’s functional areas that will be beneficial to new advancement team members, as well as faculty, admissions, and student affairs professionals. After watching this course, you’ll be ready to support fundraising efforts or collaborate with your advancement colleagues more effectively.

Agenda

For 7 days, you will get daily emails Monday through Friday with bite-sized videos that you can complete in 30 minutes or less each day. If you complete all modules within seven days, you will have the chance to request a certificate. New cohorts start every Monday.

Integrate professional development into your daily routine and establish a solid understanding of advancement in your work.

Week 1

Day 1 | 19 minutes

Introduction to Alumni Relations

Watch: Overview of Alumni Relations: Where it’s Been, Where it’s Going, Possible Structures, and Cultivating Awareness & Gratitude, Lead it to Giving

Day 2 | 17 minutes

Introduction to Alumni Relations and Annual Giving

Watch: Ongoing Alumni Engagement and Alumni Services, Understanding How to Quantify Alumni Engagement, and Overview of Annual Giving: Where it Has Been & Where it is Going

Day 3 | 20 minutes

Introduction to Annual Giving

Watch: Key Considerations & Understanding Structure, Building the Pipeline & Building Donor Loyalty, and Annual Giving Functions

Day 4 | 26 minutes

Introduction to Donor Relations

Read the article: Overview of Donor Relations, Key Considerations & Understanding Structure, and Donor Relations Functions

Day 5 | 28 minutes

Introduction to Major Gifts

Watch: Overview of Major Gifts

Week 2

Day 6 | 27 minutes

Introduction to Planned Giving

Watch: Overview of Planned Giving, Key Considerations & Understanding the Benefits of Planned Gifts, Understanding the Role of PGs in a Fundraising Department, and Planned Giving Stewardship

Day 7 | 28 minutes

Introduction to Advancement Services

Watch: Overview of Advancement Services, Advancement Services Roles & Functions, and Key Considerations & Understanding Structure