Frontline Fundraising in a Virtual Environment

Instructor Jessica Cloud, CFREVice President of Advancement, Starr King School for the Ministry Course Highlights 60 min of video instruction  Downloadable resources Course Details Released 05/28/2020 The transition to an all-online working environment has presented challenges for major gift officers accustomed to building donor relationships face-to-face. Things that usually feel intuitive, like structuring communication touchpoints and knowing what to say and what tone to strike, are now much more difficult. But there are ways to continue to be proactive and build relationships in ways that feel authentic and further fundraising goals. This training has been designed to help you address both mindset and action around frontline fundraising in today’s context. From discovery calls to solicitations to donor stewardship, our expert instructor will help you understand how you need to be thinking about these critical touchpoints during COVID and offer creative ideas to translate them into action.   Who Should Attend Major and planned gift officers, those in leadership annual giving, and anyone managing frontline fundraisers will benefit from this webcast.   Agenda This recording will cover how you can adjust both your mindset and approach to the following daily fundraising tasks: Restructuring communication touchpoints Making discovery calls Continuing solicitations in […]

Finding Success with Remote Academic Advising: A Training for Frontline Advisors

This webcast will help academic advisors accustomed to face-to-face settings improve their online advising practice and acclimate to their new virtual roles due to COVID-19. Touching on common challenges related to both self and students, our expert instructor will discuss strategies for the following while working remotely: What strategies can I employ to maintain boundaries and practice better self-care? What do I need to consider about student privacy and confidentiality? How can I structure my touchpoints and communications online to build effective and trust-based relationships with my advisees?

Create the Conditions for Sustained Philanthropic Support

Course Highlights 3h 30 m of video instruction (15 short videos) Downloadable resources Course Details Engage more alumni and donors and raise more money by assessing the overall health of your advancement shop.  In this master class, you will learn about the 4 philanthropic vital signs and what they say about the health of your overall operation: Appreciation: Have you ever REALLY LISTENED to your alumni and donors?  Knowing what your donors and prospects care about is key to engaging them. Affiliation: Have you brought back your most accomplished alumni?  Help people lend their talent back to your institution to create an uptick in giving. Agency: Do your proposals depict in a compelling way what will happen as a result of a gift?  Fewer people today want to give to an institution for the good it has already achieved.  Rather, they’re inclined to give THROUGH an institution for the good it might achieve in the future. Accountability: Are you demonstrating financial health and using your resources appropriately?  Show donors how you’re stewarding your resources to make them gravitate towards your institution again and again. You will then get suggestions for how to make incremental improvements to attract more donors with […]

Developing Rigor in Your Fundraising Team

Most advancement leaders rise into their positions from successful fundraising careers with little or no experience managing teams. You’re a leader because you were a great fundraiser. And you were a great fundraiser because you applied rigor and discipline in your schedule and intuited the information and practices needed for success. But how much have you worked to coach others on the rigor and intuition you developed within yourself? Join us online to learn how to start building in your team the skills that made you such a successful individual contributor: Choosing effectiveness over efficiency Managing your time and calendar Gathering and disseminating crucial information Shadowing and roleplaying

Campaigns: Staffing, Training, and Supporting Frontline Fundraisers

In order to meet your campaign goals, it is essential to ensure you have the proper staffing levels, particularly for frontline fundraisers. In this program, our expert facilitator will provide practical tips for staffing, training, and supporting your frontline fundraisers as you ramp up for a comprehensive campaign. Throughout this webcast, you will learn to: Strategically align your team’s talent with the vision of your campaign Use benchmarking with peer and aspirant institutions to provide insights for staffing needs and patterns Gain insights around the tactics and strategies necessary to hire and on-board new fundraising staff to ensure campaign success.

A Strategic Approach to Strengthening and Updating Your Institutional Brand

A Strategic Approach to Strengthening and Updating Your Institutional Brand Lead your campus through the process of building, refreshing, or updating your institutional brand. Welcome to your course page for your virtual conference! We’ll be adding links to meeting rooms, schedules, social media, and course materials as they become available. Make sure to check back as it gets closer to your conference! Day 1: Understanding your Brand Needs Day 2: Moving the Process Forward Day 3: Planning to Launch and Continuously Improve Your Brand Troubleshooting Tips & FAQs Downloading and Testing Adobe Connect Expand   Downloading and Testing Adobe Connect Test your setup in advance: https://ai.adobeconnect.com/common/help/en/support/meeting_test.htm Please click the Run Diagnostic Test option on this website to see if you need to update or download anything like Flash or the Adobe Connect app. If you have any issues, another option is to switch the internet browser you are using. Once you have completed necessary steps, you can test again. You’ll know it is working if the Adobe window in your browser launches the Adobe Connect app to log you in.   Accessing the Meeting Room The meeting link for each day of the conference can be found on the course […]

Upgrading Your Self-Care During the COVID Crisis

Are you finding that your self-care is becoming just another thing on your to-do list? Maybe it’s not a priority at all. Between taking care of your career, family, friends and household—all while working in new ways from home—you may feel as if there’s never enough time in the day to take care of yourself. Join us online and learn how to integrate self-care into your life in a meaningful way that does not feel like a chore. You’ll learn six proven pillars of upgraded self-care to practice now during the COVID crisis, when it matters the most, and when your life returns to normal. This approach will have you focus on the things you’re already doing but will teach you how to do them better. You’ll learn how to: Set boundaries with your family members while you work from home Fall asleep faster Move your body in a way that feels exciting and purposeful Release the shame or guilt you might feel for not performing at 100%

Institute for Experienced Chiefs of Staff

Institute for Experienced Chiefs of Staff Set yourself up for success in the chief of staff role. Welcome to your course page for your virtual conference! We’ll be adding links to meeting rooms, schedules, social media, and course materials as they become available. Make sure to check back as it gets closer to your conference! Day 1 Day 2 Troubleshooting Tips & FAQs Downloading and Testing Adobe Connect Expand   Downloading and Testing Adobe Connect Test your setup in advance: https://ai.adobeconnect.com/common/help/en/support/meeting_test.htm Please click the Run Diagnostic Test option on this website to see if you need to update or download anything like Flash or the Adobe Connect app. If you have any issues, another option is to switch the internet browser you are using. Once you have completed necessary steps, you can test again. You’ll know it is working if the Adobe window in your browser launches the Adobe Connect app to log you in.   Accessing the Meeting Room The meeting link for each day of the conference can be found on the course page above. Follow the meeting link, and then: Click the radio button that reads, “Enter as a Guest” In the box that says “Name,” enter […]

Fundamentals for Chiefs of Staff

Fundamentals for Chiefs of Staff Set yourself up for success in the chief of staff role. Welcome to your course page for your virtual conference! We’ll be adding links to meeting rooms, schedules, social media, and course materials as they become available. Make sure to check back as it gets closer to your conference! Day 1 Day 2 Troubleshooting Tips & FAQs Downloading and Testing Adobe Connect Expand   Downloading and Testing Adobe Connect Test your setup in advance: https://ai.adobeconnect.com/common/help/en/support/meeting_test.htm Please click the Run Diagnostic Test option on this website to see if you need to update or download anything like Flash or the Adobe Connect app. If you have any issues, another option is to switch the internet browser you are using. Once you have completed necessary steps, you can test again. You’ll know it is working if the Adobe window in your browser launches the Adobe Connect app to log you in.   Accessing the Meeting Room The meeting link for each day of the conference can be found on the course page above. Follow the meeting link, and then: Click the radio button that reads, “Enter as a Guest” In the box that says “Name,” enter your […]

Strategies for Effective and Actionable Academic Program Reviews

With ever increasing pressure to stay relevant, institutions need to be more intentional in how they approach academic program review. It’s essential to be efficient and structured in order to close the gap between process and actionable results. Academic program review can often seem like a laborious and sometimes perfunctory process that doesn’t always yield meaningful outcomes. A lack of consistent data, metrics, and staff engagement can often cloud results and render the process ineffectual. However, by infusing transparency and engaging faculty to build consensus and buy-in for future changes, you can remove fear and anxiety around the process. Small to mid-sized universities and colleges: Join us for this online course to learn how Hamline University developed their eight core criteria for evaluating academic programs and how it impacted their program review process. Our instructors from Hamline University will take you through how they have: Formed their vision and purpose to achieve a meaningful and efficient review process Established eight key metrics to evaluate academic programs Compiled clean and usable data without investment in new software With ever increasing pressure to stay relevant, institutions need to be more intentional in how they approach academic program review. It’s essential to be […]