Prospecting Using Social Media

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

8 Steps for Growing and Sustaining Online Programs

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.

Communication and Conflict Management for Department Chairs

Learn how to effectively communicate and resolve conflicts within your department. Agenda Effective conflict communication Active listening Summarizing Problem solving Session management Facilitation Building rapport Collaborative vs. control Continuing the conversation Empathizing Increasing faculty morale Collegiality Openness Trust Fairness Evaluating conflict Resolving conflict

Measuring and Evaluating Your Planned
Giving Program

Learn how you can use data to effectively measure and improve your planned giving program. You will learn how to: Determine the right metrics for your shop Collect and track key pieces of planned giving data Communicate your program’s value internally and externally Our expert instructor has experience at both small and large institutions and will share insights that you can apply to your own institutional context.

Strengthening Your Institutional Value Proposition

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

Improving Your Campus Visit Experience

Learn what campus visit tactics are working in higher education. Agenda Overview of Miami University’s Campus Visit Physical space and location Information session Collaboration with cross-campus partners “Talk Break:†Participant idea share Digging Deeper: Customization and Technology Using technology for customization Video and other digital elements Smartphone apps “Talk Breakâ€: Participant idea share Moving Forward Ongoing assessment and evaluation Remaining responsive to student and parent needs Future ideas and initiatives “Talk Breakâ€: Participant idea share

Fundraising Essentials: Perfecting Moves Management

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

Partnering Advancement and Communications to Enhance Your Institution’s Brand

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

Improving Efficiency for Grant Support Systems

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.

Gamification: Practical Strategies for Your Course

Learn how to strategically implement game-based design principles that can help you better engage students in a more interactive approach to education. Using gamification in your courses does not have to be difficult nor does it have to be comprehensive. We will discuss a range of different approaches that you can implement immediately to help make assignments more competitive, grading scales more interactive, and content more compelling.

Managing and Supporting Adjunct Faculty

Learn proven approaches for supporting adjunct faculty. From orientation to retention, you will gain practical ideas for improving your institution’s relationship with its adjunct faculty members. You will learn practical ideas for: Onboarding and professional development Classroom evaluations and performance reviews Retaining your best adjunct faculty “After attending this webcast, I feel like we have many ideas and resources we can use for supporting part-time faculty and helping them to feel a sense of belonging.” – Melinda Miller, Department Chair and Professor, Sam Houston State University “This session provided ideas that can be adopted at a manager level while working toward institutional goals.” – Gail Mireau, Program Manager of Continuing Education, Red River College

9 Formative Assessment Techniques for
Online Courses

Gain nine formative online assessment strategies to improve student learning outcomes. This example-packed training provides a guide for each assessment technique, allowing you to practically apply these techniques in your online courses to improve student feedback and more effectively address student challenges.

Marketing Estate Planning Tools to Uncover Planned Giving Prospects

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

Incentivizing Residential Learning

Ditch your housing lottery in favor of a strategic housing priority model. Agenda Identifying the Catalyst for Change Vision for Residential Learning Setting learning goals and outcomes Authorship Interculturalism Community living Tailoring Residential Curriculum for Engagement Educational plan/blueprint Designed learning experiences Partnering with Campus Stakeholders Developing a proposal process PATH points example Considerations Impact on staff Training Implementation and communication plan Change Management Success Stories/Lessons Learned

Creating Customized Impact Reports

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

Launching a Branding Initiative

Get practical techniques that will allow you to successfully launch a branding initiative. Agenda Institutional Context and Background In wake of tragedy Timing during fundraising campaign Creation and Evolution of Brand Cross-campus collaboration Understanding what resonates Cultivating Buy-In Allowing all to feel it out Creation of specific additional taglines Successful Launch and Ongoing Implementation Implications for all communications Planning for the next few years, next steps Campus-Wide Successes Stats on admissions, fundraising, health system Anecdotal and cultural successes

Developing Gift Acceptance Policies

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.

Incorporating Faculty in Student Recruitment

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

Developing a Student-Alumni Career Connections Program

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

Stewarding Your Planned Giving Donors

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