Launching a Giving Day: Planning and Executing Bundle

Learn how a day of giving can encourage giving to your institution in a more compelling and urgent way. You will learn how to develop a day of giving from concept and launch to follow up. Session one will cover pre-planning, collaborating across campus, and executing a day of giving. Session two will cover gift processing a large influx of gifts and stewarding new and repeat donors to ensure retention. “This webcast offered practical and useful advice on implementing a day of giving. The presentation was clear, informative, and something that could be scaled to a number of institutions – large or small.” – Dayna Carpenter, Director of Annual Giving, UMBC

Private Business Use Compliance in
Higher Education

IRS regulations have made private business use (PBU) a concern across both public and 501(c)(3) campuses. In particular, the adoption of Schedule K reporting requirements to IRS Form 990 has emphasized the need for 501(c)(3) institutions to revisit IRS post- issuance tax compliance standards. For this reason, you need to quickly combine campus cooperation, proper documentation, and accurate calculation to ensure your institution is compliant. Join us for a two-part online training series that will cover PBU requirements for public and 501(c)(3) institutions. Session 1, will cover appropriate steps in working with campus partners to communicate and gather PBU information. Session 2, will work more exclusively with gathered data to explore PBU calculation and remediation. Included in both sessions will be various communication steps, PBU survey samples, calculation principles and red flags, and best practices in remedial action.

Volunteer Management in Advancement

Are you actively managing and engaging your advancement volunteers?   Overview Volunteers are a critical extension of your development efforts—they boost resources, engage a greater number of stakeholders, and provide support for events. However, correctly selecting, thoroughly training, and properly engaging volunteers remains a constant challenge in advancement shops. How do you create a mutually beneficial relationship that maximizes the effectiveness of volunteers and ensures they have a meaningful experience? Join us online for a two-part webcast series designed to improve your shop’s volunteer management program. Session one will provide techniques to assist in starting or revamping your volunteer program with essential techniques in recruiting, selecting, training, and managing your volunteers. Session two will help you fully capitalize on these engaged members of your community and reach your fundraising goals.  

Institutional Collaboration: Shared Enrollment

Is your institution considering inter-institutional enrollment for specialized programs?   Overview Low enrollment programs that are core to institutional mission and values continue to face decreases in funding. Rather than cutting these programs, forward thinking leaders are collaborating with peer institutions in shared academic curricula. These partnerships allow institutions to maintain specialized courses and expand capacity and degree pathways by incorporating peer institution course offerings. Join our experts for a two-part online training series as they discuss the strategies and tools needed to effectively collaborate in a shared academic venture. This online training will provide practical approaches to: Collaborating to expand degree pathways Optimizing inter-institutional enrollment management Mitigating the cost of collaborative efforts  

Integrating Career and Advising Services

Get more students engaged in the career services you have to offer.   Overview This comprehensive two-part training will help you to plan for and implement an integration of career and advising services on your campus. Session one focuses on administrative strategy for integration. Session two focuses on the practical operational strategies needed to integrate your services. Join us for one or both sessions. In session one you will: Learn how to make a stronger case for integration Examine four integration models with different structures, strengths, and challenges Get an action planning worksheet to guide your implementation In session two you will: Examine key decisions and challenges during integration Learn what is needed to cross-train academic and career advisors Get tips for designing a four-year plan for guiding student experience  

Connecting Market Research to Strategy in Higher Ed

Better translate market research into strategy in higher ed marketing.   Overview Learn how you can more effectively turn market research into meaningful marketing strategy at your institution. This webcast series is designed specifically for central marketing and communications units in higher education to help them make more data-driven decisions when connecting market research with strategy. Session One: Using Market Research to Inform Strategy Learn how you can use market research to inform strategic initiatives within your central marketing and communications unit. We will walk through how you can conduct and guide market research efforts for both small and large-scale marketing projects, from basic surveying of a specific audience to branding campaigns and program demand. You will leave with a better understanding of what techniques you should use based on your project type and goals, and how to interpret the results of the data you collect. Session Two: Using Social & Digital Data to Inform Marketing Intelligence Learn how data from your digital and social media platforms can inform your marketing strategy. You will hear specifics on how to dig deeper than surface-level Likes, Follows, Click-Throughs, and Retweets to gather insights that can inform your marketing strategies in a targeted […]

Online Course Accessibility Training for Faculty

Are you designing online course content that is accessible to all students?   The online environment has the potential to offer an extremely accessible platform for all students to learn. However, students with disabilities often have difficulty using these online learning tools because websites and course content are not created with them in mind. When course content is inaccessible, it creates unnecessary barriers for students with disabilities. Are your online courses accessible for your entire student population? Join us for this online training series as we share ways to support the needs of all students online and comply with accessibility regulations. We will discuss: Consequences of inaccessibility Technology availability How to create course websites that are accessible to all users, regardless of ability  

Donor Relations for Planned Giving: Improving Events and Impact Reporting

Learn new strategies and techniques to better engage and steward all segments of your planned giving donors. These two forty-five minute sessions will cover both events and impact reporting. Part 1: Stewardship Events and Donor Engagement Events are critical to your planned giving donor relations strategy. During this session, you will walk through new ideas for the more traditional planned giving events as well as non-traditional touchpoints that target younger planned giving donors. Part 2: Strategic Communications and Impact Reporting Impact reports and strategic communications are important methods for stewarding your planned giving donors. During this session, you will learn the specific messaging for legacy societies, scholarship reporting, and realized bequests that your planned giving donors and their families need to see. We will also explore other creative communication methods that your shop can use to steward your donors.

Title IX Training Bundle: Presidents and Study Abroad

Get Title IX training for your study abroad administrators and president.   Overview Expand your institution’s Title IX knowledge with these two trainings for special populations within your organization. This two-part series delves into the role of the University President in Title IX investigations as well as how Title IX affects study abroad trips. This resource is perfect for Title IX professionals responsible for training others on their campus. Title IX and Study Abroad Gain critical insight into how Title IX affects study abroad trips. This webcast will provide you with actionable items and training for you to implement on campus as you plan for upcoming study abroad programs. When you are getting ready to launch new or existing study abroad programs, use this information to make sure your staff and students are protected under Title IX. Title IX for Presidents Learn your role in Title IX compliance and investigations as a leader on campus to avoid costly OCR investigations, lawsuits, and even resignation. This program was designed with special attention paid to where and how presidents, provosts, and other leaders on campus need to be involved in Title IX. You will have the opportunity to ask questions anonymously to […]

Finance and Enrollment Partnerships: Achieving Your Net Tuition Revenue Goals

Maximize net tuition revenue by working with your finance and enrollment management counterparts.   Overview Throughout higher education, institutions are feeling the effects of stagnant or declining enrollments. As more and more institutions spend money to try to differentiate themselves in an increasingly competitive market, few look internally to ask the more sustainable questions: How do we negotiate competing enrollment goals of net revenue, quality, access, and class size? Are we setting attainable enrollment goals that adhere to both mission and budget realities? Are we packaging institutional aid in ways that optimize institutional goals and constraints? Based on our enrollment results, how should we respond in the short and long term? Join us for an online training series that brings together key representatives from finance and enrollment management to address these key questions.