Planned giving donors are passionate about furthering their institution’s vision by leaving a significant material legacy. However, planned gifts are notoriously hard to predict as these unique donors do not have to reveal their intentions before bequeathing the gift. Planned gifts are often set up like surprises for the institution, yet they are far too significant to be left to chance. To use their resources efficiently, planned giving officers must look beyond traditional approaches (such as mass mailing) when trying to pinpoint the right kind of prospects. Join us for this webcast to learn how to make better predictions about your prospects and market to the right people. Our expert faculty will cover: How to identify donors who are mostly likely to contribute to your institution with planned gifts How to mine your database for the right prospects What are some productive questions you can ask to kickstart the planned gift conversation What clues to look out for to find your perfect prospects Case studies that help you put what you’ve just learnt into practice In this training, you’ll work through case studies with specific donor profiles and gift types to help you hone your prospecting skill set.
Finding and engaging international alumni poses a range of unique challenges advancement shops are aware of but often struggle to tackle; mitigating physical distance, gathering and maintaining contact information, and exercising cultural awareness are just few of the many obstacles they confront. Even in the face of these difficulties, alumni engagement professionals must capitalize on the potential of this historically unengaged and underserved group; from giving to promoting your university abroad, this demographic has a lot to offer to your institution. Join us for this webcast where our expert faculty will share ways to gather and maintain data and engage international alumni in a way that is intentional and cost-efficient.
Agenda In this online training, our experienced faculty will discuss: How to build the business case for a thinking style or personality assessment Selling the value of assessments to your leadership team Core principles of adopting personality profiles internally Integrating assessment results into the shop’s operations Utilize outcomes to enhance professional development plans within your team Best practices for leveraging the inventories with donors Adopting a tool to help you have more productive conversations with donors
Most advancement shops struggle with data governance, especially when it comes to data that is: duplicated across multiple fields or shadow databases erroneously put into one field versus another inputted in open text fields instead of predefined dropdowns These data challenges often affect the integrity of critical alumni and donor information that the entire operation depends on. You can significantly improve the quality of your data and solve problems across your shop by establishing a committee that is representative of all departments within advancement. Join us for this webcast to hear our expert walk through the steps of establishing an effective data governance committee. You will leave this training with a collection of practical resources, such as a sample committee charter, an example of written data quality standards, tips for auditing your database, and a sample agenda for a committee meeting.
When hosting potential corporate partners on-campus, it’s easy for the visit to become a tour or show and tell. If not done well, all parties involved may be drained and left without the desired outcome. If skillfully executed, the visit is the perfect opportunity to hone in on the intersection between the corporation’s and your institution’s strategic roadmap and goals. Join us for this webcast to hear from our expert faculty and learn how to strategically prepare meaningful and actionable corporate campus visits that will ultimately result in trusted, mutually beneficial relationships with your corporate partners.
This webcast will detail a 30-60-90-day onboarding plan that will help your new major gift officers (MGOs) hit the ground running from day one. While this plan is targeted towards millennial hires with little prior fundraising experience (but many transferable skills), anyone could benefit from this onboarding framework. Better onboarding starts with considering regular goals and tasks for both the new hire AND the manager. Join us online to get a roadmap for this kind of onboarding that will increase production, lessen turnover, and advance donor relationships.
Interdisciplinary research projects tend to be more competitive for external funding and hold potential for high-impact results, but fostering these research projects can be rather challenging, especially in a resource-constrained environment. One way to advance interdisciplinary research is to use seed funding mechanisms, smaller scale appropriations intended to make research projects more competitive before attempting to win external funding. Figuring out the best seed funding approach based on your budget is key. There are a number of ways you can use any budget amount to foster interdisciplinary collaborations among faculty. Join us for this 60-minute webcast to hear how two speakers, from two distinct institutions, have used various levels of seed funds in creative and tiered ways to fuel interdisciplinary research efforts.
The right faculty member can make a big impact with alumni and donors by passionately explaining projects and research. Yet, while faculty are ideal partners for advancement staff, many are skeptical about fundraising or the time commitment required. Join us for a webcast that will showcase a variety of communication strategies that you can employ to help faculty feel more engaged in the philanthropic process without overwhelming them.
Learn how you can develop and strengthen key leadership skills that will bolster your success as an academic dean. In this webcast, we’ll discuss how you can hone four essential practices, and you’ll leave with tips on how to navigate common leadership challenges for deans.
Agenda We’ll explore various strategies that foster inclusion of your undocumented and DACA-recipient students, including the following: Communication strategies that can be used at the campus or career-center level to attract undocumented/DACA-recipient students into your career services office. Programming and policy strategies that can be implemented within your career services office to ensure you are adequately servicing these students. One-on-one coaching strategies to improve communication and foster inclusion with these students once they are participating in your career services.
