Learn sound guidelines for managing assistance animals on campus. Agenda Why Are We Talking about Assistance Animals? Case law – Guinea pigs and miniature pinschers named Butch Assistance animals vs. service animals Fair Housing Act vs. Americans with Disabilities Act Assistance Animal Myths Debunked WHAT can you ask about the animal? WHO needs to be involved? WHERE are they permitted on campus? HOW should you communicate their presence to the campus community? Policy Checklist Begin with the target implementation date, and assemble the stakeholders Start the archaeological dig and construct the policy Consider assignment processes and construct your process flowchart Plan for likely issues, and gain approval for your policy Execute training and communications Final Q&A
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.
Learn how to better measure and track the effectiveness of your marketing and branding efforts over time. During this program, expert instructors from SimpsonScarborough and the University of Virginia will teach you which metrics you should link to specific marketing tactics across digital advertising, web, and social media channels, as well as how to better assess your institution’s brand strength. Throughout the training we will review specific examples of how this has been done at other institutions so that you can apply what you learn to your daily work.
Do you have a strong planned giving pipeline? Agenda Success at Texas A&M Components of the will kit Wills guide booklet Methods of giving Heritage membership brochure Others: Glossary, brochures, etc How do we market the will kit Direct mail Email E-newsletter Effectively targeting groups Processing requests Internal considerations External considerations How to demonstrate ROI at your school Visits Gifts Scaling considerations: How to implement at any budget level
Develop personalized impact reports for your donors. Agenda Impact reports: OSU’s results Sample impact report: Final product Donor feedback Institutional feedback Identifying the right donors Strategic plan Getting buy-in Information to gather Probing questions for staff Information synthesis Production Key partnerships Collaboration techniques Effective delivery tactics Setting realistic goals considering time, staff, and budget Timeline associated with each phase Realistic number of impact reports per year Frequency of impact report per donor Impact reports for annual giving donors Extendable impact reports Corporate partners Dean’s list Leadership annual donors
Learn the core tenets of a sound gift acceptance policy that will help to protect the integrity of your institution. You will gain insights into how you can best work with a gift acceptance committee and train frontline fundraisers on the intricacies of your guidelines as they relate to: Real property Matching gifts Split-interest gifts Gifts with associated benefits Morality clauses Included with your registration is a resource packet including 10 sample gift acceptance policies.
