Event Category: Virtual Training

ENCORE + Live Q&A: Equipping Gift Officers to Facilitate Conversations Among Multi-Generational Families

The exercise of facilitating philanthropic conversations around values with the families you engage with is essential for the long-term philanthropic viability of your institution. However, gift officers are often not trained for this unique approach to fundraising that focuses on the family. Instead, they may often feel a natural hesitation to insert themselves into these intimate conversations—especially when there are unknowns involved, so as a result they end up forgoing relationship-building among multiple generations of the same family.    Equipping a gift officer with the knowledge of why this approach is important—and not extraneous work—can lead to more creative and meaningful gifts, trusted relationships, and a wider variety of natural opportunities for follow-up.  Join us in this second training within a three-part Family Giving Series to learn how to navigate the different perspectives and unique goals among a multi-generational family by helping them align their values to benefit your institution and increase philanthropic engagement. 

ENCORE: The Role of Philanthropic Conversations in Families

Transferring values, not just dollars, is the essence of philanthropic conversations in families. These conversations rarely occur with families who have the actual capacity to give, however. Whether your alumnus identifies as middle-class or is part of a family with a long-storied history with your institution, cultivating conversation among their closest familial ties is often the missing link when developing strong and sincere relationships with multiple generations. Join us in this first of a three-session series on family giving. In this training, you will gain insights into the role of philanthropic conversations within families and why it is important to bring institutional values into the familial relationships you’re stewarding.

Encore: Keys to a Successful Relationship Between Deans and Development Officers

Philanthropy is critical to helping institutions meet their academic missions, and at its core, it is all about building and maintaining relationships. Although fundraising is just one of the myriad responsibilities overseen by an academic dean, the development officer is a key partner in assisting the dean in achieving those fundraising goals. To find success in academic fundraising, the relationship between an academic dean and a development officer must be one built on mutual respect, trust, and clear communication. Successful fundraising teams develop complementary skills that, when combined, are more effective than the skills of one individual. Through this three-hour virtual training, you will be able to better prioritize fundraising goals as a dean and development officer team. You will learn how to build trust and set expectations with mutual fundraising goals in mind, establish a process to effectively move donors through your pipeline, and practice essential skills such as making an ask.

Get Comfortable Being Uncomfortable: Engaging in Dialogue About Freedom, Favoritism, and Fairness

During this two-hour virtual workshop, Dr. Sandra Miles, Head of Practice for Team Development at Academic Impressions, will lead us as we explore the ways feelings of defensiveness and discomfort can be very common when engaging in conversations around favoritism and unfairness. Even those who have done extensive reading on topics related to conflict management can find themselves fumbling if they haven’t yet reflected on how their personal feelings may impact the ways they show up in the world—and in these difficult conversations. To get more comfortable engaging in these dialogues, we must first lean into the discomfort of individual reflection and actions that prepare us to enter into them in an open and effective way.  Join us for a two-hour virtual training where we will explore four key concepts and how they come into play during conversations around topics that are deeply personal:  You will be given a workbook of activities, tools, and resources to help you move beyond simply understanding these key concepts. Throughout the workshop, you will begin the hard work of interpreting how favoritism can show up in every aspect of the work we do, and how an orientation around fairness improves relationships, morale, and trust. 

Get Comfortable Being Uncomfortable: Engaging in Dialogue About Freedom, Favoritism, and Fairness

During this two-hour virtual workshop, Dr. Sandra Miles, Head of Practice for Team Development at Academic Impressions, will lead us as we explore the ways feelings of defensiveness and discomfort can be very common when engaging in conversations around favoritism and unfairness. Even those who have done extensive reading on topics related to conflict management can find themselves fumbling if they haven’t yet reflected on how their personal feelings may impact the ways they show up in the world—and in these difficult conversations. To get more comfortable engaging in these dialogues, we must first lean into the discomfort of individual reflection and actions that prepare us to enter into them in an open and effective way.  Join us for a two-hour virtual training where we will explore four key concepts and how they come into play during conversations around topics that are deeply personal:  You will be given a workbook of activities, tools, and resources to help you move beyond simply understanding these key concepts. Throughout the workshop, you will begin the hard work of interpreting how favoritism can show up in every aspect of the work we do, and how an orientation around fairness improves relationships, morale, and trust. 

Get Comfortable Being Uncomfortable: Engaging in Dialogue About Freedom, Favoritism, and Fairness

During this two-hour virtual workshop, Dr. Sandra Miles, Head of Practice for Team Development at Academic Impressions, will lead us as we explore the ways feelings of defensiveness and discomfort can be very common when engaging in conversations around favoritism and unfairness. Even those who have done extensive reading on topics related to conflict management can find themselves fumbling if they haven’t yet reflected on how their personal feelings may impact the ways they show up in the world—and in these difficult conversations. To get more comfortable engaging in these dialogues, we must first lean into the discomfort of individual reflection and actions that prepare us to enter into them in an open and effective way.  Join us for a two-hour virtual training where we will explore four key concepts and how they come into play during conversations around topics that are deeply personal:  You will be given a workbook of activities, tools, and resources to help you move beyond simply understanding these key concepts. Throughout the workshop, you will begin the hard work of interpreting how favoritism can show up in every aspect of the work we do, and how an orientation around fairness improves relationships, morale, and trust. 

Encore: Recruiting, Training, and Engaging Alumni Volunteers in a Digital Environment

Alumni volunteers are immensely valuable to institutions in both their service and giving power— they tend to give 10 times more than non-volunteers. However, since the pandemic, the script has flipped on how we recruit and engage alumni volunteers through digital channels. In-person volunteer opportunities continue to foster alumni engagement, but with digital opportunities growing increasingly common as well, we must continue to learn best practices from one another to remain successful. In this virtual training, our expert panelists will guide you as you share your own lessons when digitally engaging your alumni volunteers. Together, we will identify emerging best practices regarding volunteer recruitment, training, and engagement that lead to the retention of your most dedicated alumni. You will leave this training with the best current practices to engage your volunteers — during this pandemic, and beyond. In this updated edition, a Q&A with the speakers, Clarybel Peguero and Parks Smith, has been added to the recording. How It Works: If you missed the event when it took place in March of 2023 or you have been meaning to engage with the on-demand training, this is your chance to watch it together with higher ed colleagues from across the country. […]

Encore and Live Q&A: Create Meaningful Volunteer Opportunities for your Major Donors

Leadership volunteers can help to advance your institutional goals not only through their major gifts, but through their ambassadorship as advocates of the mission you convey, and by opening access to opportunities as well as leveraging expertise and input that only they can provide. However, if you don’t have a defined objective on what these volunteers can help you to accomplish as part of your fundraising strategy, you won’t have the momentum required to achieve the fundraising outcomes your organization desires. Layering a leadership volunteer’s time and effort into a capital campaign or major initiative is accomplished by developing an engagement plan that aligns their core passion with your fundraising goals. Once you have them on board, creating a meaningful experience worthy of their time can then lead to lifelong engagement and sustained success. Join us at this live event and learn how to approach and manage leadership volunteer recruitment and sustainable engagement for major donors while cultivating these relationships as a central part of your fundraising strategies.

Encore: Securing the Gift: Making the Ask with Confidence

Gift officers can sometimes feel uncomfortable making the ask for a variety of reasons, and the anxiety they can produce may be felt and mirrored by donors, leading to a “no.” However, not making the ask can lead to missed opportunities and a loss of momentum with key prospects. A successful ask comes down to the relationship you’ve built with the donor, being clear about your role and intent, and a strong solicitation strategy that leads up to this moment. This approach requires knowing your prospect well: understanding their giving history, what motivates them to give, and the relationships they’ve built with the different stakeholders at your institution. Join this session to gain insights on how to strategically approach a prospect you have in mind to make the ask. When done right, this moment in a donor relationship should come organically with the assurance that the answer will be a yes—and if it is not, that the relationship will remain on solid ground, and you will get another opportunity to make an ask in the future. How It Works: If you missed the event when it took place in June of 2023 or you have been meaning to engage with […]

Encore and Live Q&A: Developing a Principal Gifts Program that Supports Transformational Priorities

Principal gifts, defined differently at different institutions, can bring high-level success to your institutional priorities—especially those advocated by your president and academic leaders. By building out a disciplined principal gifts program, regardless of its current maturity, you can bring clarity to how your team and institutional stakeholders advance transformational ideas in partnership with your top donors. Challenges to this endeavor, however, can prevent teams from building out the program they want. Whether it’s lack of confidence speaking to and managing prospect relationships, managing donor fatigue, or having budget shortfalls with capital projects without donors in your pipeline to finish the job, developing an effective principal gifts program can help you prepare viable prospects who are poised and ready to give when the moment is right. Join us for this conversation on developing a disciplined principal gifts program, and preparing your institution for sustained success both now and into the future.

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