Learn how to successfully introduce planned giving options into your donor conversations. Agenda Identifying When a Blended Ask Is the Best Ask Tactics for bringing up a planned gift and making a dual ask Putting It into Action: Sample Donor Situations The loyal annual gift donor with potential The “worried about retirement†donor The “reluctant […]
Effective academic leadership requires a deeper awareness of ways both introverts and extraverts are motivated. This goes beyond common generalizations based on talkative or quiet natured professionals. Join us for this online training and learn the strengths introverts bring to the table and the adaptive skills so that as an introvert, you can lean into […]
Through university and college examples, you will learn the fundamental accounting principles behind the CFI (Composite Financial Index). You will also discover how to avoid common misrepresentations of the data so you can be more confident in using this tool to support stakeholder conversations about your institutional financial performance. You will learn: Key concepts behind […]
As a steward of data at your institution, you must interface with a variety of end-users, each of whom has unique goals, responsibilities, and needs. These variables impact how they will use and make decisions with the data visualizations you provide. The conversations you have early on with these stakeholders are critical in ensuring you […]
With the rise of complex sexual misconduct cases, the potential for imposing bias in our investigative process is high. This webcast will examine the intersection between bias and Title IX investigations to ensure an objective and fundamentally fair investigative process. Join us for this webcast and gain the confidence, knowledge, and skill set to ensure […]
Strengthen the strategy behind your impact reports. Agenda Building Infrastructure and Refining Process Tiering and Scaling Your Effort Metrics to Demonstrate ROI
Routine portfolio maintenance. Learn strategies and tips for portfolio management for greater fundraising success. Agenda Portfolio Maintenance Establishing Your Portfolio Routine Daily Weekly Monthly Leveraging Metrics in Portfolio Management
Learn how to comprehensively and objectively assess the success of your events and develop criteria for successful ones. Join Lynne Wester to learn an evaluation model and gain insights on how to collect data before, during, and after events to comprehensively evaluate success. Tools to Evaluate Your Advancement Events These resources are included in your […]
Have you ever found yourself in the midst of a conflict and you wish the other person would do more? Do you want them to be more of a “partner” than an “antagonist?” Conflict in the workplace can become toxic quickly. Rather than letting it fester, create an opportunity to emerge stronger as individuals and […]
With growing numbers of commuter and non-traditional students who do not spend their free time on campus, it’s especially challenging to connect students to the services designed to help them succeed. Cal State Fullerton is addressing this issue through its Student Success Team (SST) model, which embeds a group of faculty, academic advisors, student affairs, […]
