Building, Leading, and Retaining a High-Performance Frontline Fundraising Team

A new generation of frontline fundraisers who have different values and needs, combined with a rapidly changing social environment and labor market, are making the task of selecting, developing, and retaining fundraising teams more difficult than ever. Yet we know that our ability to sustainably raise fundraising revenue year after year depends on having skilled and high-performing fundraising talent. By fostering committed teams as well as supporting the growth and development of individual employees, you can improve overall fundraising performance and create the type of impact that our institutions, donors and employees all aspire to. Join us for this one-day virtual conference that will focus on how you can increase fundraising capacity by focusing on how to build, lead, and retain a high-performing frontline fundraising team. Through a blend of individual and group activities, our expert faculty will share key strategies on how to develop a healthy team culture and establish career paths for your early pipeline fundraisers. Best practices in performance management consulting and how to partner with academic leaders in their fundraising efforts will also be explored and discussed during this live event. For additional training on how you can improve your fundraising capacity by building an effective […]

Retain Frontline Fundraisers by Fostering Inclusive Practices

When prospect and donor values around diversity, equity, and inclusion do not align with your institutional values, tension can develop in the relationship, leading to difficult conversations that can have a negative impact on frontline fundraising goals. Knowing how to effectively communicate and interact with your prospects and donors can lead to deeper relationships with mutually beneficial goals. Join us in this workshop to understand how your frontline fundraising team can navigate conversations that foster inclusion by: Assessing and analyzing your team’s current knowledge and competence when engaging in diversity-related conversations. Adequately preparing your frontline fundraisers for the conversations they’re having with donors, and about their own personal alignment with the values of your institution. Implementing approaches to prospect and donor conversations that can lead to deeper and more sustainable long-term relationships. Build upon these practices for a more effective fundraising team by registering for Building, Leading, and Retaining a High-Performance Frontline Fundraising Team on Tuesday, June 28 from 11:00 a.m. – 5:00 p.m. ET.

Forging On and Off Campus Partnerships to Support Students’ Emergency Needs

Students of color, first-generation students, and low-income students are typically the most at risk of falling through the cracks in college. In addition to academic barriers, these students often lack financial resources to make it through emergencies or breaks in the academic year. As institutions look to increase retention and completion rates for students from minoritized groups, it is important to focus on what student support partnerships look like both on and off campus. Thinking creatively about who to partner with can extend an institution’s resources to many more students. Join us for a one hour facilitated discussion on creating connections both on and off campus to help support students through emergencies and times of need. Here, our expert Kristin Daiber will share an example of a creative student support partnership on her campus. Additionally, you will have the opportunity to network with other professionals providing support for students in times of need and to also share useful resources with one another.

Enhance Donor Experience by Conducting an Acknowledgement Audit

Institutions offer myriad giving opportunities that donors might choose to support. From the unrestricted gift to the gift supporting a scholarship or program, many institutions offer dozens or even hundreds of ways donors can allocate their gifts. Unfortunately, with decentralized institutions, a multitude of giving options can lead to inconsistencies in the ways that units, programs, divisions, and schools acknowledge their gifts. For instance, some units or programs may have the resources to acknowledge their donors’ generosity promptly, while others may struggle to acknowledge them even within the recommended two-week time period. In still other instances, a gift may languish in a forgotten fund and be overlooked for months—or even forever! These kinds of delays or inconsistencies with gift acknowledgements can diminish the experiences of your donors and negatively impact your retention rate, causing you to lose contact with even your most loyal and generous donors. Join us in this online training to help you prepare to conduct a gift acknowledgement audit at your institution by learning the steps that the University of Chicago took toward ensuring that their donors receive the thanks they deserve.

Building Confidence as a New Leader: Discussion on May 10

The internal barriers new leaders face when starting a new role or project can hold them back from being successful. Negative self-talk, the inability to accept praise, and feedback that is based on your identity rather than your actions can all hinder your ability to make decisions and lead others. Join us for a one-hour discussion where we’ll strategize ways to work through your fears and difficulties with leadership.

Building Confidence as a New Leader: Discussion on April 25

The internal barriers new leaders face when starting a new role or project can hold them back from being successful. Negative self-talk, the inability to accept praise, and feedback that is based on your identity rather than your actions can all hinder your ability to make decisions and lead others. Join us for a one-hour discussion where we’ll strategize ways to work through your fears and difficulties with leadership.

A Cohort-Based Series for Academic Leaders: Faculty Affairs Roundtable

A Cohort-Based Series for Academic Leaders: Faculty Affairs Roundtable Session 1: June 24, 2022 | 2:00 – 3:00 p.m. ET Session 2: July 1, 2022 | 2:00 – 3:00 p.m. ET Session 3: July 8, 2022 | 2:00 – 3:00 p.m. ET Session 4: July 15, 2022 | 2:00 – 3:00 p.m. ET Session 5: July 22, 2022 | 2:00 – 3:00 p.m. ET Session 6: July 29, 2022 | 2:00 – 3:00 p.m. ET Session 7: August 5, 2022 | 2:00 – 3:00 p.m. ET Login Starting On: June 24, 2022 at 2:00 p.m. ET JOIN ZOOM MEETING Full Event Information VIEW EVENT PAGE Including: Agenda Overview Speaker Bios Prepare for the Roundtable This workshop is intentionally designed to allow for maximum learning, connections, and engagement. We advise the following in order to participate fully:

Interim President Roundtable

Interim President Roundtable July 22 – Oct 28, 2022 Important Links Welcome! To facilitate community and trust-building among the cohort from the get-go, the roundtable will kick off with a half-day in-person strategy session in Denver, Colorado on Friday, July 22. Seven weekly, hour-long virtual sessions will follow, running from early August to late October. Session 1 (In-person): Friday, July 22, 2022 | 12:00 – 5:00 p.m. MT (local time in Denver, CO) 12:00 – 1:00 p.m. MT: Lunch 1:00 – 4:00 p.m. MT: Roundtable session 4:00 – 5:00 p.m. MT: Networking hour Session 2 (Virtual): Friday August 5 | 12:00 – 1:00 p.m. ET Session 3 (Virtual): Friday August 12 | 12:00 – 1:00 p.m. ET Session 4 (Virtual): Friday September 2 12:00 – 1:00 p.m. ET Session 5 (Virtual): Friday September 16 | 12:00 – 1:00 p.m. ET Session 6 (Virtual): Friday September 30 | 12:00 – 1:00 p.m. ET Session 7 (Virtual): Friday October 14 | 12:00 – 1:00 p.m. ET Session 8 (Virtual): Friday October 28 | 12:00 – 1:00 p.m. ET Ensure Your Technology is Ready This workshop is intentionally designed to allow for maximum learning, connections, and engagement. We advise the following in order to […]

Chief Strategy Officer Roundtable

Chief Strategy Officer Roundtable: A Cohort-Based Series for VPs of Strategy/Strategic Initiatives June 21 – August 12, 2022 Important Links Nearby Hotel Suggestions Hyatt Place Denver Tech Center – 3-star hotel 8300 E Crescent Pkwy, Greenwood Village, CO 80111 303-804-0700 Distance from office: 0.5 miles if driving, 0.3 miles if walking Hyatt Regency Denver Tech Center – 4-star hotel 7800 E Tufts Ave, Denver, CO 80237 303-779-1234 Distance from office: 1.1 miles Denver Marriott Tech Center – 4-star hotel 4900 S Syracuse St, Denver, CO 80237 303-779-1100 Distance from office: 0.9-1.2 miles, depending on route Welcome! To facilitate community and trust-building among the cohort from the get-go, the roundtable will kick off with a half-day in-person strategy session in Denver, Colorado on Tuesday, June 21. Seven weekly, hour-long virtual sessions will follow, running from early July to mid-August. Session 1 (In-person): Tuesday June 21 | 12:00 – 5:00 p.m. MT (local time in Denver, CO) 12:00 – 1:00 p.m. MT: Lunch 1:00 – 4:00 p.m. MT: Strategy session 4:00 – 5:00 p.m. MT: Networking hour Session 2 (Virtual): Friday July 1 | 12:00 – 1:00 p.m. ET Session 3 (Virtual): Friday July 8 | 12:00 – 1:00 p.m. ET Session 4 (Virtual): Friday […]

Chief Diversity Officer Roundtable: A Cohort-Based Series for Diversity Leaders (September – December)

Chief Diversity Officer Roundtable: A Cohort-Based Series for Diversity Leaders Meet a cohort of other Chief Diversity Officers to build your network, unpack common issues you face, share practices that are working, and build your leadership capacity. Login On Starting: September 9, 2022 at 1:00 p.m. ET JOIN ZOOM MEETING Full Event Information VIEW EVENT PAGE Including: Agenda Overview Speaker Bios Prepare for the Workshop This workshop is intentionally designed to allow for maximum learning, connections, and engagement. We advise the following in order to participate fully:

Partnering with Faculty in Grateful Patient Fundraising: Elements of a Training Guide

Faculty and development professionals must share a commitment to philanthropy in order for a grateful patient fundraising (GPFR) program to be successful. Building trust, respect, and rapport is best accomplished through a strategic process that involves educating and training medical faculty partners. When your medical faculty understands the “why,” the “how,” and the “what” of your GPFR program, it is often much easier to engage grateful patients and successfully close gifts. This training will discuss the essential elements of a training guide that development professionals should consider in their initial meetings with faculty as they begin a partnership in GPFR. Join us in this useful online training to deepen your capability as a gift officer in academic medicine and learn ways to successfully achieve buy-in from your medical faculty partners.

Portfolio Prioritization: Maximizing Opportunities for Your Donor Pipeline

A portfolio is the engine that drives a gift officer’s work and sets them up for future success. However, for new or seasoned professionals alike, opportunities to look at your portfolio with a different viewpoint can be highly beneficial as you seek to understand your portfolio data and prioritize donor relationships. Additionally, in the wake of the COVID-19 pandemic, institutions are facing a reset moment with their portfolios as they are able to travel again to meet donors in person. Join us for this webcast to learn how to identify key data points in your portfolio which you can then use to cultivate relationships with your donors and chart a path for success in your own portfolio management.

Bridging the Process Gap for Major Gifts Between Advancement Services and Frontline Fundraising

When your institution receives a major gift, whether in the form of one single gift or through a multi-year pledge, it is important to manage that gift accurately. This includes placing the gift in its appropriate account on campus, ensuring that pledge reminders are sent out and payment secured in a timely manner, and that the donation is used according to donor intent. However, when frontline fundraisers introduce new gifts, the institutional destination and purpose of the gift can get lost in translation as it makes its way to advancement services for processing. Therefore, it is vital to ensure that the processes between advancement services and frontline fundraising are sound and that communication is consistent to prevent circumstances that can lead to loss in revenue, missed pledges, or money spent incorrectly. Join us for this online training to learn how the University of Utah created a new position specific to addressing these common problems within advancement. This session will help your shop to identify and scale your current process by adopting some of Utah’s best practices to better streamline communication across these two areas.

Course Overview Tab Template 2022

Course Details Released 4/28/2020 1 h 23 mins of video instruction Downloadable Resources For full event information, view event page Instructors Paulyne Becerra Dr. Michael Bumbry

The Fundamentals of Leadership: A Bootcamp for New or Aspiring Leaders in Higher Ed

The Fundamentals of Leadership: A Bootcamp for New or Aspiring Leaders in Higher Ed  June 21 – August 9, 2022 Individual Dates: June 21, 28, July 12, 19, 26, August 2, 9, 2022 Important Links Contact Moira Killoran to learn more. Welcome! Welcome to The Fundamentals of Leadership: A Bootcamp for New or Aspiring Leaders in Higher Ed. Our hope is that you walk away with the ability to apply the key tenets of successful and equitable leadership in your role. This course page is your “one-stop shop” for all course materials and instructions you will need to guide you through the bootcamp. A couple of important notes to get you started: All course materials can be found in the “Access Course Materials” tab to the left. Any course materials you will need to prepare for the live sessions, including copies of slides, assignments and assessments, will be made available at the beginning of the week. If you have any questions, please contact: Jess Landis, Learning & Development Manager, Academic Impressions Mark Your Calendars Session 1 | Program Kick-Off: Defining Your Leadership Strengths (Leading Self) Tuesday, June 21 | 1:00 – 4:00 p.m. Eastern Session 2 | Understanding Your Core […]

Let’s Talk About Race and Collective Responsibility

It is no surprise that in the United States, racial tensions—especially between Black and White Americans—are alive and well and continue to do harm. For example, those who are Black-presenting do not get to choose or operate from the historically privileged social identities such as class, age, or ableism that White-presenting people do. In this session, therefore, you will learn how race dynamics between these two groups play out in European countries versus the United States. You will also examine how you communicate subconsciously to avoid or shut down conversations, either as a defense mechanism or to prohibit critical dialogue about racial inequity. Finally, you will learn strategies that will help us, as a collective, to move forward while simultaneously embracing the new challenges that are sure to come our way.