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.
Improve your online giving conversion rates with targeted changes to your website pages and forms. Agenda Making the Case for a Donor-Centered Giving Page Online giving activity statistics Online giving trends Case study example Elements of a Well-Designed Giving Website Assessing your site: basic metrics Donor-centric Security Pairing options with simplicity Dos and don’ts Stewardship: After the Give Mobile Giving Sites: How To Make it Work Responsive design Additional considerations for mobile Essential Resources for Understanding Donor Behavior
Gain strategies to engage and direct at-risk students on a path to success. Agenda Are students “at-risk” or waiting to be engaged? Defining proactive advising Skills for proactive advising Coaching strategies Engaging students in the process Best practices in proactive advising Content Delivery of information in student meetings Timing Critical outreach points Building a communications plan Assessing student needs Tips and resources
Ensure that adding programs is a sound decision both academically and financially. Agenda Best practice examples of how to “make the case†10 criteria for demonstrating program rationale Examining resource implications and institutional impact Building a pro forma budget Building a comprehensive review and approval process
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
Learn how to leverage social media as a strategic asset in advancement. Agenda Key Findings From 2016 Survey Importance of coordinated effort, investing Staffing Paid options Frequency of posting Leadership on social platforms Understanding Posts by Tone & Topic Lessons learned and best practices on tone of posts Examples of success in different tones Celebratory, fun, informative, inspirational, nostalgic, persuasive, reminder, somber, and descriptive Differentiating content by topic Events, campus, athletics, alumni, and rankings Examples of success utilizing discussing different topics Metrics and Takeaways
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
Strategically grow faculty participation in the student recruitment process. Agenda Establishing a Framework for Faculty Participation Setting the stage Assessing your current recruitment strategy Establishing expectations Getting Faculty Involved Playing to faculty strengths Incentivizing faculty participation Ideas & examples for involving faculty in recruitment Growing & Expanding the Collaboration: What do the Faculty Need from Admissions? Education about the recruitment process Coaching & resources Meaningful follow-up Recognition & appreciation Checklist for Next Steps
Are luncheons and direct mail pieces enough to steward planned giving donors? Agenda Strategic stewardship events and communication Traditional donors Non-retiree donors Revocable bequests donors 50th reunion alumni On- and off-campus engagement Impact reporting/communications Current donors Donors’ families Prospects
Learn how to best engage alumni and students with short-term career development experiences. Agenda Basic Structure for a Successful Program Objectives for alumni engagement Objectives for student career development Partnerships The role of alumni relations The role of career services Other key stakeholders Recruiting Your Alumni Volunteers Building interest Setting expectations Developing a diverse alumni mentor pool Sparking and Keeping Student Interest Identifying need and defining value Setting expectations Ongoing Management of Your Program Platform selection and maintenance Measuring return on investment Maintaining student and alumni pipelines Scaling a program for different institutional settings Lessons Learned and Looking Ahead
Traditional fundraising tactics often underperform when approaching law school alumni. Gain tailored tools and techniques for engaging this unique alumni group and compelling them to give. Throughout this training you will learn how to: Meaningfully engage law school alumni Respond to challenges of debt and time constraints Adapt your infrastructure for fundraising success Create law school-specific alumni events
Learn how to develop a comprehensive direct mail strategy for your athletic program. If your institution is looking to grow its athletic fundraising efforts, a coordinated direct mail strategy is a cost-effective first step toward building a donor pipeline and growing fundraising capacity. You will gain insights on scheduling sends, creating compelling messaging, and coordinating your efforts across coaches, student athletes, and centralized advancement staff. Examples of Direct Mail Pieces Included in your registration is a comprehensive resource packet with sample mailing schedules and successful direct mail and email campaigns.
Examine a model for pre-award grant support that can drastically improve efficiency. You will learn how the University of Arizona has seen success by embedding grant and contract managers within specific departments. Working alongside department business officers, these grant managers have provided oversight and consistency to the process while greatly cutting costs. Join us to learn how you can adapt this model to your unique institutional context.
Streamline donor communications by partnering advancement and central marketing. Agenda Institutional Fundraising Context and Background Re-Branding Campaigns Implications on Development Timing around fundraising campaigns Communications re-design Cultivating shop-wide buy-in Ensuring consistent implementation Successful Development and Communications Partnerships Promoting collaboration Bridging across campus Development Successes Storytelling Unified theme Considerations for Your Next Brand Overhaul
No matter where you are in your career, chances are you could stand to transition your prospects through the donor cycle more effectively. Agenda Monday, June 6, 2016 1:00 – 2:30 p.m. EDT Evaluating the effectiveness of your donor pipeline Using data to guide strategy Keys to developing appropriate donor strategies Reviewing the solicitation cycle Stewardship and upgrading: Progressing the conversation After the ask Approaching upgrading naturally Appropriate solicitation events Making the upgraded ask Identifying when to transition the prospect out of a major gift portfolio and into the leadership giving portfolio Concluding thoughts, key takeaways, and questions Accountability tools that support your efforts
Collect concrete, segmented outcomes data throughout the student lifecycle. Agenda Value Defined How do prospective students and parents define value? Beyond the numbers: Putting “value†into context Internal vs. external sources of information Data-Gathering Partnering with IR, career services, and alumni relations Data-gathering throughout the student experience Best practices for collecting data from graduating seniors and alumni Moving Forward Key strategic questions in value communication Venues for message delivery Examples from different institutional contexts
