Managing Your Portfolio for Greater Fundraising Success

Are you effectively prioritizing the donors in your portfolio? Agenda Portfolio Maintenance Establishing your routine Adding assessments and metric strategies to your routine Prioritizing prospects and donors Moving a donor up Pushing a prospect back Knowing when to drop someone from your portfolio

Annual Giving: Integrating Email with Your Overall Strategy

Learn how you can boost the impact of your annual giving emails. Agenda Fully Leveraging Digital in Higher Ed Looking to nonprofit and corporate examples Seeing Email as a New Channel and Making it a Priority Shifting communications to digital mediums Removing the stigma of sending frequent emails Proactively planning emails to complement other vehicles Integrating Efforts Short-term email campaigns Planning campaigns throughout the year Pairing with other efforts: follow-up via social media, calling, etc. Results and Next Steps Understanding the ROI in the shift in thinking Truly responsive marketing What’s on the horizon

First Steps in Residential Goal Alignment Webcast Recording

Ensuring alignment between institutional goals, residence life programming, and student learning outcomes is critical. A practical method for doing so is the process of goal mapping. In this webcast, you will learn a quick and practical approach for mapping departmental goals to institutional goals as part of a larger assessment plan. Throughout this training, we will focus on: Identifying and understanding divisional and departmental goals Mapping key programs, services, and activities Identifying and remediating potential learning gaps Included with every registration is a template rubric to work from as you map your own department.

Connecting with Advisees from Diverse Cultural Backgrounds Webcast Recording

Learn how you can better connect with students who come from different backgrounds than your own. Throughout this training we will look at practical guidelines for bridging cultural barriers. After establishing those guidelines we will discuss how you can use them to connect with students who represent diverse: Religions Ethnic Backgrounds Gender Identities

The $10,000-a-Year Bachelor’s Degree That Works Webcast Recording

Get an in-depth look at how National Louis University built an innovative, scalable, and financially sustainable bachelor’s degree program that is helping close the achievement gap for low-income and first-generation students. Our instructor will give you an insider perspective of the “nuts and bolts” of running this comprehensive program, as well as how the program allows the institution to successfully balance mission and market goals. You will learn: How an in-house innovation space made inception of the program possible The financial model and operational efficiencies that make the program sustainable The ins and outs of the program’s academic curriculum and corresponding support services You will leave with considerations for how the various aspects of this program can be applied and scaled at your own institution.

Preparing for a University-Wide Activity-Based Costing Model

Learn practical ways to prepare your institution for an activity-based costing (ABC) model. During this training, we will walk you through how this model works, ways to assess your readiness to make this shift, and key considerations for the implementation process. You will leave better prepared to answer questions such as: How is ABC being deployed for financial and academic decisions? What’s the best way to determine cost/revenue drivers? How can I prepare for the full ABC implementation cycle? What are the system requirements for a successful ABC implementation?

Refining Your Impact Reporting Process

Implement an impact reporting process that targets a wide range of donors. Agenda Improving Your Impact Reports What to include Targeting segments of the donor pyramid Tiering dissemination Strategizing for Your Impact Reporting Process Creating a plan Timelines Scaling based on resources Tracking/ROI metrics What to track after impact report dissemination

Writing Workshop for Advancement Professionals

Learn how to write more effective and consistent communications to your donors. Agenda Dos and Don’ts of Advancement Communications Common pitfalls Understanding your voice and communication style The Four Pillars of Donor Communications Information Persuasion Gratitude Impact Ensuring Consistency across Your Shop Cross-team collaboration to maintain more uniform donor communications Best practices for ongoing implementation Workshopping Examples

Engaging Alumni Through Athletics Webcast Recording

Athletics are an organic opportunity to deepen and strengthen alumni engagement. During this online training, you will learn how an intentional collaboration across athletics and alumni relations offices can: Better engage alumni with your institution Open your donor pipeline to a wider alumni base Save on resources for both your athletics and alumni relations departments Increase giving to your institution Attend this online training to learn how you can better align your alumni relations and athletics fundraising teams to engage alumni and ultimately increase giving. This training focuses on understanding strategic alumni engagement opportunities, but will not go into event planning specifics.