Does your team fully understand the procedural and legal considerations surrounding gift documentation? Agenda Understanding and capturing donative intent Legal considerations for drafting gift agreements Elements of a legally sound gift agreement What you can and cannot include Involving legal counsel in the gift documentation process Practical considerations for drafting gift agreements Meeting the donor’s intent both legally and logistically Aligning donor interests with organizational prioritizations Educating gift officers on gift documentation Case study review: Navigating complicated gift agreements Leveraging gift documentation as a donor relations tool
Learn 10 easy-to-implement tactics for making your website more international student friendly. Agenda Why the website? Importance of website in the international search process Review of data surrounding web content and prospective international student interest areas Improving Your Site Review of 10 tactics 5 “extra credit†tactics Institutional examples Activity: Scoring Your Website Attendees will evaluate their own sites based on these 10 tactics in real time Group discussion of results and Q&A
Learn about which digital platforms can help your work in advancement and alumni relations. Agenda Leveraging the Latest Digital Tools for: Event management Prospecting and qualifying donors Donor visits Travel management Optimizing Event and Visit Follow-Up Data Security Considerations
Make online copyright compliance a part of your institutional culture. Agenda Copyright: An Overview Intellectual property basics: Patents, trademarks, copyright Exclusive rights Protections Fair use University ownership policies Rights in the Context of Online Courses What the law says Campus policies Contracts Critical Updates for 2016 Final Q&A
Improve your email communications to attract prospective international students. Agenda Email tools & technologies Information systems and CRM use Low-cost email tools Email communication at the inquiry stage Timing, frequency, and message Institutional examples Email communication at the yield stage Key yield messages Timing and frequency of communication Institutional examples
Further engage your corporate partners with communications that go beyond required reporting. You will learn how to gather the appropriate data, develop succinct annual reports, and distribute this information to the right internal and external partners to support your corporate engagement efforts. Our expert instructors will begin this session by reviewing the pillars of a sound stewardship strategy and then share an in-depth case study and sample impact reports.
Acknowledge and engage donors of all levels in meaningful ways. Agenda Assessing your current donor recognition levels Principal donors Major gift donors Planned gift donors Leadership annual fund donors Sustainer giving Understanding what donors are looking for from an organization What are donors looking for? What are donors not looking for? Reestablishing your recognition levels: Moving to a five-level model First steps Considering IRS regulations Transitions/Change management
Learn how to maintain campaign momentum and donor interest by narrowing the scope of your campaign to focused fundraising projects with defined goals. Our expert instructor will share specific fundraising examples that will give you what you need to begin your own project-based fundraising initiative.
Understand how social can uncover new information to engage high-level donors. Agenda Leveraging social platforms for prospect research Pros and cons of various platforms Identifying what to look for Developing a process for screening prospects uncovered on LinkedIn Incorporating information in donor strategy Building a better partnership with frontline fundraisers Using social media to foster an introduction Developing custom content for prospects Case study examples Overcoming privacy concerns Considerations for prospect researchers Considerations for major gift officers
Strategically and systematically grow your online program offerings and increase enrollment. Agenda This webcast will walk you through the eight distinct approaches needed to successfully grow your online programs, including: Strategic Plan and Operations Resource Acquisition and Sharing Faculty Professional Development Program Selection and Blend Formative and Longitudinal Assessment Accreditation and State Authorization Scalable and Reliable Technology Marketing the Programs You will leave with a workbook to use with your own programs.
