Agenda Developing a Strategy for Small Donor Cultivation Events Using small cultivation events Different types of events Themes Different models to fit your institution’s needs Identifying your donor segments Resourcing Your Events Roles of staff in cultivation events Event execution Event Metrics
Engaging faculty in alumni relations’ goals and efforts can often be challenging. Lehigh University is innovating in this space by recognizing that faculty participation in alumni programming aligns closely with volunteer work. Lehigh is cultivating close partnerships with faculty through a volunteer management framework, focusing on recruitment, retention, and recognition. Due to the success of their new approach, they have seen a boost in faculty-advancement collaborations. Join us for this online training and hear about the ins and outs of this innovative approach. You’ll leave this webcast with ideas, inspiration, and resources to begin writing a plan to strategically involve your faculty in alumni engagement programming.
Donor recognition programs are a useful way to steward donors and can help segment your donor relations efforts. Leveraged properly, they can also be a useful way to understand motivations, include more donors, retain those donors, and inspire future giving. Although many institutions’ societies are aware of the impact they could be leveraging, many remain stagnant, are too focused around benefits, and do not serve donors or the school. Join us online to learn how to revive these programs to ensure you are maximizing the return on your efforts.
Creating a culture of service excellence is critical to enhance enrollment, improve student retention, and better engage alumni. Is your institution responding to the connection between the quality of customer service and the success of the larger institutional mission? This webcast features a case study of how Laurentian University successfully shifted the culture surrounding customer service at their institution. Since 2015, the school has better served current students through the creation of a one-stop center, empowered staff through the development of a module-based service excellence certification program, and streamlined processes to elevate service across the university. Our expert instructor will share how a culture of service excellence was fostered at Laurentian through the lens of three service delivery pillars: People, Environment, and Process. You will leave this training with ideas and tips to lead the change on your campus, even if you do not have a large budget to do so.
Learn how to better partner with faculty to maximize your CFR efforts. With the increasing competition in public research funding, CFR professionals must partner with faculty to maximize private funding. Discover how one CFR team increased dollars raised for faculty by tenfold by pulling the following success levers: Creating awareness of available funding opportunities and educating faculty on what it takes to acquire those funds. Gaining a deeper understanding of faculty financial needs and putting a plan in place to achieve their goals. Positioning your team as a resource for private funding knowledge and best practices. Using a project management approach that fosters mutual accountability between faculty and CFR staff to ensure everyone is on target to achieve their goals. Join us for this webcast where our speaker will explain how to partner with, engage, and train your faculty in order to maximize private funding.
Agenda Our faculty will teach you how to: Establish effective policies Implement procedures and timelines Train your partners on campus Together, these tactics will help you orchestrate a more cohesive and meaningful donor experience.
Many institutions recognize the need for formalized case management positions to better actively support students with mental health concerns. Some institutions support this need by having the Dean of Students or members of Behavioral Intervention Teams wear multiple hats. However, full-time case managers are able to provide focused and consistent support by following up with students, frequently communicating with them, and advocating for their needs. This webcast will help you answer the following questions: How is a formalized Case Manager position structured and defined? What are the responsibilities of this position, and who will this person report to? How can you take your current model and successfully integrate a formalized Case Manager position?
Designed for institutions who already have an established, full-time Case Manager, this webcast will present the considerations you need in order to refine and improve the focus and services of your current case management model. Our facilitator will help you answer the following questions: What’s the scope of our current case manager’s role, and how do we assess whether we need to refine or expand the scope or size of our current model? What are best practices and strategies for enhancing the role’s reach and impact? How can we increase the visibility of these resources for both students and faculty/staff on campus? Join us for this online training and learn how to apply new strategic direction to the role of Case Manager to better meet the needs of your students.
New Title IX regulations are being proposed by the U.S. Secretary of Education. Under these sweeping new regulations, students accused of sexual misconduct may obtain greater protections and colleges investigating such complaints may face reduced liability. Institutions conducting their own gender-based and/or sexual misconduct investigations may be required to implement several changes. Expected changes coming to Title IX will likely affect: Join us for this webcast to carefully examine the new regulations and gain clarity on how your current practices and policies may be required to change to accommodate the new federal Title IX regulations.
Agenda After briefly defining sexual harassment and outlining common examples of harassment in fundraising, Audra Brickner will outline the key pieces your team needs to discuss around sexual harassment prevention and response, including: How managers can use a standard process for handling harassment after it occurs How teams can create a culture in which harassment from donors is discussed / reported We’ll respond to scenarios throughout and close with some tips on how fundraisers can respond to harassment in the moment. Trigger warning: In this webcast, we will discuss examples of sexual harassment.
