Fundraising Essentials: Making the Ask

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.

Campaign Communications: Clearly Communicating Objectives and Impact

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

Making More Informed Space Decisions from Your Existing Reports and Data

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

Partnering Giving and Alumni Relations to Better Align Efforts

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

Strengthening Admissions and Financial Aid Partnerships (Webcast Recording)

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.

Integrated Planning Process and Tools for a Flexible Learning Space Initiative Webcast Recording

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

Four Essential Counseling Skills for Entry-Level Student Affairs Professionals

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!

Improving Data Governance in Higher Education

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

Fundraising Essentials: Perfecting Moves Management Webcast Recording

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

Fundraising Essentials: Successful Donor Visits

Learn how to strategically approach prospect and donor visits. Agenda Preparing for a productive meeting Getting the right Information needed Choosing the best location/setting Successful meeting strategies Setting meeting agenda and outcomes Reading the donor Conversation timing Managing transitions Overcoming roadblocks Cues if working with another fundraiser, dean, etc. Tactfully ending a meeting early Post-meeting Writing effective contact reports Following through on next steps This program is a part of our Fundraising Essentials Series.

Restructuring and Rethinking Student Affairs with FLSA

Reimagine and restructure your student affairs operations in light of the new FLSA regulations. Agenda Quick overview of 12/1/16 regulatory changes Two methods (and current examples) for moving positively into the future Restructuring the work Good work rewarded with more work When do we work? Rethinking the work Necessary work Connecting the dots Types of classifications Culture change Application and Review Where do we go from here?

Starting a Corporate Alumni Chapter Program

Learn how to increase giving, participation, and job placement with key corporate partners. Agenda Getting Started: Identifying Top Alumni Employers Mining various data sources Collaborating internally Engaging corporate champions Developing Corporate Alumni Engagement Goals Establishing a Corporate Presence Branding your corporate outreach Developing successful programming and engagement opportunities Networking breakfasts and lunches Developing a corporate solicitation strategy Individual solicitation Foundation involvement Increasing alumni hiring and internship placement Engaging alumni beyond corporate events Key Metrics for Measuring ROI on Corporate Alumni Chapters Alumni participation rate Total dollars raised from alumni Hiring and internship placement Identification of major gift donors Foundation access

Five Cultural Competence Skills to Improve Your International Student Mental Health Services Webcast Recording

One of the largest growing populations on college campuses today are international students. Student affairs practitioners, not just the mental health providers, need to acquire and practice cultural competency in their interactions and services with international students. This webcast will give you five practical skills to enhance your cultural competency, as well as your department’s, as you work with the mental health needs of international students on your campus.

Strengthening Yield Communications to Prevent Summer Melt Webcast Recording

Learn fresh ideas for how you can communicate with deposited students to prevent summer melt and increase yield at your institution. During the webcast, you will learn how to: Make your yield communications more successful Use print, digital, and social media channels as tools to prevent summer melt Educate and mobilize cross-campus partners to create a more seamless strategy Throughout this training, you will see numerous examples of effective yield communications. These examples, combined with a practically-focused presentation, will help you apply what you learn to your own institutional context.

Four Leadership Practices for Current or Aspiring Deans

Gain the skills you need to address and mitigate common challenges that deans face. Agenda The Academic Leader’s Role Four leadership best practices Common Challenges for Academic Leaders: Scenarios Understanding the issue What would you do as a dean? Speaker’s experience and result Assessing the leadership practices Resources

Alumni Surveys: Designing, Deploying, and Analyzing Responses

Effectively collect and actually use your alumni survey data. Agenda Overview of Alumni Survey Design Goals Current usage Survey platforms Event Surveys How to best distribute Analyzing data Follow-Up with respondents Using data in event performance evaluation Making decisions based on information learned Alumni Attitudinal Surveys Gathering and analyzing data Triggers for major gift prospects Using data to inform future strategies Programming and staffing decisions based on information learned On the Horizon Incorporating survey responses into big data engagement metrics Volunteer surveying Learning from the unengaged

Improving Student Engagement with Digital Advising Communications

Better use social media,  text messaging, and email to effectively connect with students. Agenda Appreciative Advising Creating a strategic digital advising and communications plan Launching communication campaigns Identifying target engagement Crafting the message Leveraging partnerships to repurpose content Media Selection Social media Text messaging Email Automating your everyday communication Assessing your communications campaign Overcoming communication challenges Student privacy considerations Conclusion & Q&A

Private Universities: Building Pathways with Community Colleges Webcast Recording

For many private institutions, community college transfer students represent a viable and untapped opportunity for increased enrollment and tuition revenue. This webcast has been designed to help private, four-year institutions capitalize on this growing student population. Our expert instructor will help you understand how to make a compelling case for building community college transfer pathways at your institution, as well as outline how you can create pathways that are both intentional and sustainable. You will leave this online training prepared to answer questions such as: How can I make the case for investing in transfer student recruitment and pathways? What are best practices for establishing partnerships with community colleges? What adjustments need to be made on campus to accommodate more transfer students? What institutions have done this successfully, and what do their pathway models look like?

Using Academic Program Cost Analysis to Improve the Efficiency of Your Department Webcast Recording

Academic leaders are being called upon to improve the productivity of their operations, but many lack appropriate data and strategic analysis to increase output and reduce costs. Join us to learn how one institution used data-driven evidence to: Determine differential cost per credit hour across a range of departments Examine average revenue, costs, and contribution margin per program Identify specific courses that present opportunities to improve net tuition revenue Workbooks Included with Registration During the webinar, you will see examples of spreadsheets to perform breakeven, contribution margin, and trend analysis to better understand the cost structure of your programs and departments. This analysis will help you calculate costs within your department to identify where inefficiencies exist and understand where to start remedying the situation. You will also receive spreadsheet examples of how to perform financial analysis of faculty retirement programs, and how to create a business model for new programs.

Communicating with Young Alumni about Giving

Communicate with recent graduates in ways that inspire engagement and giving. Agenda Communicating with Millennials Effective language Giving preferences Communication methods Creative and Successful Communications and Programs Targeted solicitations Challenges and crowdfunding Stewarding Young Alumni Donors Demonstrating impact Eliciting future giving