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.
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
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.
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
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.
Learn the implications that direct assessment can have for your institution’s accreditation and financial aid. Agenda Understanding direct assessment Competency-based education (CBE) Title IV provision allowing for financial aid Role of assessment in CBE Accreditation for CBE programs Financial aid for CBE programs Applying for approval under the “direct assessment†provision
Help students build their academic grit by identifying resiliency challenges and offering them practical solutions. Whether you are pointing students toward campus resources or coaching students directly, you will leave this training better able to promote success and persistence. You will learn interventions that you can start using immediately both in person and online to help students: Build self-efficacy in the classroom Improve faculty interaction skills Overcome life barriers Integrate into campus life and culture “Sue was very articulate and the flow of the webcast was excellent. I felt engaged and even though I have more than 10 years in higher ed, I took away new ideas.” Anne Marie Hodges, Chamberlain College of Nursing “It was very helpful! I especially appreciated the interactive activity. It was handled very well. Going through the specific questions or suggestions you might give to a student helped me ground the general advice that the presenter gave.” Carolina De la Rosa, Student Engagement Specialist, SUNY Plattsburgh
Get the information you need to conduct efficient and effective internal investigations for complaints against faculty and staff. Whether you are new to internal investigations or new to higher education, join us online to walk through the process of what you must accomplish during an internal investigation. You will learn the necessities of internal investigations from an attorney and from a practitioner in higher education, including: What needs to be investigated, and who needs to be involved Critical components of every investigation Proper report-writing and documentation Communication strategies for internal and external parties Register for a recording of this webcast, and keep it in your training library to supplement your existing training of current and future investigators. Note: This program will not cover civil rights investigations related to Title IX.
Learn how one institution grew their parent giving by 50% to $2M in five years. Agenda Institutional Context Parent Program Structure Annual fund (unrestricted and designated to support opportunities) Parent programs and relationships across campus Parent development committee Welcome calls to incoming freshman/transfer families Communications Website community Welcome invitation to incoming families and for parent committee Parent guide Solicitations and appeals Committees Giving expectations (median, not minimum) Multiple opportunities for involvement (beyond tuition and annual fund donations) Goal of cultivation rather than only outward fundraising Results Parents of Alumni Development Lasting cultivation Results
Stewarding annual donors is notoriously difficult, but is also vital to retaining these donors. The key to stewarding these donors lies in using existing resources and opportunities to maximize your time, budget, and stewardship efforts. Watch this recorded online training to hear how the University of Tampa increased giving by 11% in their first year with intentional stewardship touches, without increasing their budget.
Integrating annual giving throughout your campaign gives you the best chance to make the most of your donors’ potential and promote sustained annual giving following the campaign. Join us online to learn how to seamlessly incorporate your annual giving program throughout your current or upcoming campaign. Through examples of institutional best practices you will learn: Key strategies for growth and development in each campaign phase Cultivation and solicitation tactics for donors across giving levels Best practices for sustaining your success after your campaign closes
Which planned gift vehicle is best for your top prospects? Agenda Planned giving vehicle benefits Tax implications Wealth allocation Essential planned gift vehicles with case study examples Revocable Gifts Bequests: wills/living trusts Retirement plan beneficiary POD assets/beneficiary deeds Life insurance beneficiary Irrevocable Gifts Life-income plans Life Estate Lead Trust Resource: Planned Giving Matrix Identifying the right donors Questions to ask (Resource: Strategic Questions) Key information needed Putting it into action: Donor profiles + gifts
When was the last time you updated your faculty handbook? Agenda A Brief Overview of Common Problems with Faculty Handbooks Outdated handbook models Contractual issues, costs, and morale implications Outline of Common Problems and Solutions Common problem #1: Inconsistent appointment letters and using handbooks as contracts Common problem #2: Failure to define essential terms Key terms to define Alignment with institutional policies Common problem #3: Inconsistent tenure standards, discipline/dismissal procedures, and appeal/grievance provisions Articulating key provisions Ensuring early intervention Consistency with shared governance Common problem #4: Unworkable/Obsolete/Illegal provisions including amendment limitations Streamlining the handbook Ensuring compliance with current laws Common Problem #5: Unnecessary or inappropriate material (including common provisions that should not be included in the handbook) Next Steps/Final Q&A Setting a schedule/timeframe Involving faculty
Develop ongoing training opportunities for new and experienced development officers. Agenda Identifying training needs across all levels of advancement staff Auditing your existing professional development program Solutions to enhance retention Developing an in-house professional development program Resourcing professional development efforts Creating ongoing training plans for all levels of advancement staff Balancing customized and out-of-the-box trainings Establishing coaching and mentoring models that work Getting started at your institution Setting training expectations Providing time for training and professional development
Learn how you can identify and use metrics to better manage your admissions team. Gain proven strategies for fostering employee engagement, establishing individual and team goals, and conducting effective performance assessments. You will come away with specific examples of metrics and evaluation instruments that you will be able to use to improve admissions team management on your campus. Our expert instructor, W. Kent Barnds, will be available throughout to address any context-specific questions you may have regarding management or measurement of your own admissions team’s performance.
Make sure that you and your faculty are appropriately complying with Title IX. Agenda Brief Overview of Title IX and the Faculty Role 5 Things Every Department Chair Needs to Know About Title IX Institutional policies and procedures Reporting obligations of faculty and department staff The role of your department in helping students navigate the reporting and investigation process Resources available for assisting students and others How to support Title IX compliance efforts inside and outside the classroom Final Q&A
Learn how to balance students’ First Amendment rights with your institutional interest in maintaining a productive educational environment. Through case studies from real-life examples, you will get expert tips on how to effectively and appropriately address student activism in classrooms, on campus grounds, on social media, off campus, and more. Understanding the legal standards governing students’ rights and acceptable restrictions goes a long way toward protecting your students’ freedom and institution’s reputation. With public demonstrations and symbolic expressions continuing to rise on campus, you cannot afford to miss this training.
