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.
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
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
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
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.
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.
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
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
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
