Gain a better understanding of what data and reports you need to ensure that your donor relations efforts are targeted and successful. You will learn about the essential reports that every donor relations professional should have access to and understand fluently. You will also gain insight into how to leverage those reports to enhance your overall donor relations operation. Learn from Donor Relations Guru, Lynne Wester “I found that Essential Reports for Donor Relations provided a new perspective on information I use every day. Lynne’s presentation will inform ways I think strategically about my work in donor relations.” Chris Bicknell Marden, Associate Director/Stewardship Manager, Colby College “This webinar was full of easy ways to look at your donors and understand your areas that need improvement… This is an especially exceptional webinar for anyone just starting out in the donor relations world. I now have great ideas and the tools I need to hit the ground running.” Sarah Eimer, Director of Donor Relations, Emporia State University Foundation
Experienced academic and administrative employees are the pillars for many institutions in higher education. However, with many faculty and staff members working well into their 60’s and 70’s, administrators face the challenge of supporting an aging workforce while having the appropriate policies and procedures in place. Learn how to better balance the interests of your employees with the needs of your institution. This webcast will cover: Laws governing discrimination and how to remain in compliance Appropriate steps for dealing with diminishing capabilities Performance reviews, policies, and procedures
This online training will give you strategies for engaging faculty and staff to help international students build the skills that are essential for their academic success. You will gain ideas for providing targeted co-curricular academic literacy support to help students perform better in the classroom. You will learn how to: Identify barriers to students developing their academic literacy Build courses and services to support student development Engage faculty, staff, and the students themselves in the process Assess the impact of initiatives and learning
More accurately report your institution’s fundraising efforts under FASB accounting standards. Agenda Understanding the intricacies of: IRS regulations CASE gift reporting and the legacy of old-style fund accounting Financial accounting Changes to gifts from a previous period Gift posting process (gift feed) Addressing difficult topics Restricted gift income Deferred gifts (CRATs, CGAs, and CRUTS) In-Kind gifts: Services vs. tangible property Insurance policies Pledges, payments, and outright gifts Attendee examples Partnering with your finance office for improved reporting Building a better relationship with your finance office counterparts Working within your finance office’s reconciliation process
This online training will give you guidance for supporting students who pose a threat to themselves while remaining compliant with the Americans with Disabilities Act. This is a great opportunity to learn how to update your policies and procedures to align with changing interpretations of Title II and Title III of the ADA. You will get action steps for dealing with a student who poses a threat to self and learn the fundamentals of addressing individual self-harm cases, including suicidal ideation, substance abuse, and eating disorders.
Many student affairs leaders have executed small fundraising efforts; very few have a strategic plan to gain support that can sustain or grow critical initiatives. Join us online to explore a proven model for developing a systematized fundraising operation for your student affairs division. You will leave with considerations for: Identifying fundraising priorities Structuring your fundraising operation Setting achievable goals for your department Building cross-campus relationships to meet goals
Are you ready to file your VSE report? Prior to the webcast please watch these two pre-webcast recordings that cover the fundamentals of CASE and VSE reporting, including: Separating reporting standards from donor recognition practices Contrasting the VSE and the campaign survey CASE standards vs. IRS rules: similarities and differences If you or your colleagues are new to CASE and VSE reporting, it is highly recommended that you review this material prior to the webcast: Pre-webcast recording #1 Pre-webcast recording #2 Agenda Overview of webcast recording The Voluntary Support of Education Survey (VSE) Breaking down the VSE survey, section by section The data miner Case study examples of tricky reporting situations The CASE Survey of Comprehensive Campaign Activity Breaking down the CASE survey, section by section The survey vs. local reporting Case study examples of tricky reporting situations
Student donors are three times more likely to give after graduation. Agenda Institutional Context and Programs Background Student Foundation Organizational structure Lifecycle of a gift Development of gifts Investment Allocations Campus impact Student Alumni Association Organizational structure Philanthropy Alumni connection programming Spirit, tradition, and pride events How Programs Intersect, Looking Ahead and Takeaways for Your Institution
Whether you are about to enter your first negotiation or are renegotiating a collective bargaining agreement (CBA) for your adjunct faculty, you need to have a defined plan as you enter talks. This webcast will share how to begin the bargaining process, best practices during your negotiations, and next steps as you enter negotiations on your own campus. Join us online to ensure that you are prepared to enter your CBA negotiations with a plan. We will cover important aspects of negotiation, including: Pay structure/wages General benefits Job security
Affinity-based programming can increase alumni engagement, attendance at reunions and events, and giving. During this webcast, our expert instructor will show you a model for segmenting your alumni populations based on alumni interests that can work in tandem with your existing programming and solicitations. Join us online to learn how you can identify and form alumni affinities and interests to offer more targeted programming, deliver more relevant messaging, and conduct more effective fundraising. You will learn how Marquette University implemented an affinity-based fundraising model to execute: Successful affinity reunions Targeted career events Non-traditional donor programming
This webcast will show you how you can use a Net Promoter® question on your alumni surveys to determine which investments bring your alumni closer to and more connected with your university. By adding one question to your existing alumni surveys, you can: Move beyond measuring engagement by attendance Resource programming that meets the needs of both your alumni and university Focus efforts on the segments of your alumni population that are “promoters” Make a distinction between satisfied and intensely loyal alumni Identify the elements of your programs that really matter Our expert instructor, Jennifer Lynham Cunningham, will demonstrate how she was able to incorporate a Net Promoter® question on her institution’s post-event and alumni attitudinal surveys. Jennifer will also share how to collect and analyze this data with easy-to-use and inexpensive tools.
You need to update processes for veteran students; what are you missing? Agenda Breaking Down Section 702 Interpreting the Choice Act Application of state laws Formalizing Procedures for Compliance Managing possible exceptions Updating data coding for student veterans Identifying verbiage to define the changes in your policies, procedures, processes, published information, and websites Next Steps Involving the appropriate on-campus parties Setting a timeframe/schedule Informing leadership, training, and planning Final Q&A
Commencement is a largely untapped opportunity to steward students, officially welcome them to the alumni community, and culminate their student philanthropy efforts. It can also be difficult to gain a presence with an event that is steeped in institutional history and tradition. In this webcast, our expert instructor will guide you through: Incorporating commencement activities into your overall student philanthropy program Collaborating across campus to gain buy-in and bring your plans to life Increasing awareness and visibility of alumni relations during commencement You will leave with ideas to better engage your future alumni during your next commencement.
This online training will help you execute programming that both prepares your students for life after graduation and builds connections with your alumni or advancement office. We will highlight Indiana University’s innovative “Life After IU” transition programming that successfully prepares students for professional life while building affinity for the institution. During this training we will discuss: What transition programming has worked and why Online and in-person transition programming How to scale a similar model to your institution
This online training will prepare you to design a learning commons that helps you achieve your programmatic goals. You will leave with: Programmatic considerations for implementing learning commons on campus The ability to connect programming goals to learning commons design choices Many examples of finished learning commons spaces to aid your own design Our expert presenters bring the experiences of multiple projects to the table. Their firsthand knowledge will help answer your learning commons questions and move your project forward.
Many institutions have adopted prior learning assessment (PLA) as a way to retain and graduate more students. Through PLA, students gain college-level credit for knowledge and skills learned from nontraditional sources such as work and life experiences. The challenge for institutions is assessing students’ mastery of a subject and determining how to award credit on a consistent basis. Join us to learn how your institutions can offer credit for prior learning assessment. During this online training we’ll address the following: Sources of prior learning assessment Faculty perception, awareness, and resistance PLA credit review and approval process Balancing PLA credit toward elective vs. major requirements
Frontline fundraisers typically have strong relationships with donors. However, many are not sufficiently trained on stewardship techniques, and they focus primarily on solicitation. By utilizing proven stewardship techniques, your frontline fundraisers can improve donor engagement, retention, and giving. Join us online to learn how to integrate sound donor relations practices throughout the entire solicitation cycle. Our expert instructor will share practical tips and case study examples for frontline fundraisers interested in taking a more donor-centered approach to fundraising. Additional Resources In addition to the webcast you will leave with a gap analysis template to help you assess what donor relations practices you are currently executing and what areas you can improve in the future.
Outsourcing campus services can be an appealing option for institutions looking to improve campus services while reducing costs. However, many institutions struggle to structure and negotiate these contracts in a way that serves both short- and long-term service goals. Successful outsourcing contracts balance institutional expectations with service provider interests, especially when: Articulating project scope and subsequent pricing models Outlining service expectations Managing and incentivizing service providers Join us for a webcast that will discuss how to structure your future outsourcing contracts to achieve both short- and long-term service goals.
Agenda Learn the fundamentals of strategic enterprise risk management (ERM). This online training is a great opportunity for your entire team to learn how ERM can help your institution holistically assess and manage risk. We will cover: Successes, failures, and lessons learned about ERM How ERM can benefit you with accreditors, regulators, bond agencies, and more Why your institution should consider pursuing ERM
Discuss relevant scenarios and practical tips to better understand how FERPA applies to the everyday work of faculty. Agenda An Overview of the FERPA Framework What Is, and Is Not, an “Education Record”? Exams and papers Grades Transcripts Recommendation letters Advising records Teaching assistant personnel records Personal notes When, and to Whom, May “Education Records” Be Disclosed? Directory information The “school official” exception Parents (and spouses) Health and safety emergencies Consent What Rights Do Students Have to See, and Demand Changes to, Their Own Education Records? FERPA Implications of Educational Technology Practical Tips
