Clear-up confusion in reporting alumni participation numbers to avoid reputational issues. View this pre-webcast recording that defines the basic verbiage associated with alumni participation reporting. More specifically, this recording will outline the definitions of Alumni “of recordâ€, Alumni solicited, and Alumni donors. If you are new to higher education advancement or unfamiliar with these terms, we highly recommended that you watch this online training module prior to the webcast. Agenda Alumni participation in the rankings Why is it included? Methodology of U.S. News Issues with using participation as a proxy for satisfaction The U.S. News Rankings and the Voluntary Support of Education Survey (VSE) Categories and Definitions Details Alumni vs. degreed alumni Undergraduate vs. graduate alumni Number “of record†Number solicited vs. number solicitable Number “of record†vs. number solicited Number of donors “Lost†alumni The graduating class Alumni who give indirectly Best practices with U.S. News Unresolved issues and inconsistencies The challenge Your goal Knowing the rules and your institution’s numbers Understanding the impact of business process decisions Internal reporting issues
No matter where you are in your career, chances are you could stand to improve your solicitation skills. Watch this pre-webcast recording that covers the cultivation process of a major gift. Agenda Storytelling versus story listening Knowing your strategy Preparing for the meeting The ask itself Setting up the meeting Ensuring the right setting/environment Overcoming objections Conducting the proper follow-up Repositioning after feedback or rejection Keeping up with and closing outstanding asks Stewardship and gift agreement essentials Sample documents Role-Plays The picky entrepreneur The disliked dean The silent donor This program is a part of our Fundraising Essentials Series.
Get communications ideas for revitalizing campaign momentum and getting your donors excited about the future of your institution. Agenda Campaigns: Enhanced Donor Communications Campaign ASU 2020 discussion points The importance of private support Why donors are important to the institutional future How all gifts make a difference Communicating the importance of an endowment Objectives-Based Communications The six objectives for Campaign ASU 2020 The three objectives for Wake Will: The Campaign for Wake Forest Demonstrating the Importance of Private Support Highlighting the most dynamic and urgent priorities Identifying focal points Leveraging social media Demonstrating Campaign Impact Creating a powerful narrative with pivotal moments Improving Cross Campus Alliances Working with Consultants
Better utilize your space metrics to guide planning and decision making on campus. Agenda Optimizing and leveraging your current database Using specific data and reports to effect change on campus Classroom utilization-room type Classroom use and technology condition Scheduling practices Campus master planning Leveraging change using essential tools Making space decisions regardless of your software Defined business processes Use peer to peer accountability to leverage change Promote a culture of space stewardship vs. space ownership
Learn proven strategies for building effective partnerships and aligning the work done between alumni relations and fundraising teams. When these two teams work in concert with each other, it can dramatically increase both engagement and giving. Lynne Wester and Jenny Jones will give you practical advice for: Beginning the conversation about partnership Developing shared goals between your two teams Integrating and improving communications from both offices Deciding which initiatives benefit the most from partnership
The rising costs of higher education and questions about institutional value have changed the expectations of what admissions and financial aid counseling prospective students and families should receive. This often leaves leaders in admissions asking questions such as: What financial aid information should admissions officers be responsible for? Where and when should the “handoff” between admissions and financial aid occur? How can I better collaborate with my financial aid office to create a more cohesive partnership? To what extent should admissions officers be involved in aid counseling, scholarship awarding, and verification? Join us to learn about two practical and proven partnership models between admissions and financial aid. We will take an in-depth look at each model and discuss next steps for implementation on your campus.
Learn how to overcome flexible learning space challenges of cost, space limitations, and project sustainability with an integrated planning process. During this training, you will hear the latest research and see how integrating freely available tools can support your flexible space design decisions by examining: Key components of an active learning space initiative Data collection, tools, and resources to support your process Ways to address funding, capacity, and cost barriers for sustainable projects
Recognizing students who are in crisis or who are exhibiting mental health concerns is one thing; being comfortable assisting these students with the skills you possess in this area is another. We will explore these skills as well as those needed to properly work with current social justice issues presented in higher ed today. Join Dr. Ann Marie Klotz, Dean of Campus Life at New York Institute of Technology, to learn and practice counseling skills that will help you address a broad spectrum of mental health concerns. Case study scenarios and resources for practice will be shared!
Take steps toward sustainable data governance. Agenda Establishing a Data Governance Foothold at Your Institution Identifying and preparing departmental “data stewards†for an institution-wide data conversation Moving from data stewardship to data governance Strategic direction vs. tactical needs Taking the first steps Sustaining Data Governance Efforts Establishing data definitions Addressing and changing the data culture Managing multiple ERP and auxiliary systems Demonstrated successes and “quick wins†– institutional examples
Get practical ideas and advice on the “art” associated with the science of moves management. Gain the knowledge you need to smoothly move prospects through the donor cycle and upgrade them to the next giving level. Throughout this training, you will learn: The right questions to ask and when to ask them Identifying prospects who need to be upgraded or downgraded How to effectively manage donor meetings to ensure outcomes are met Tactics for moving donors through each stage of the solicitation cycle Considerations for using data to guide strategy
