Developing a Cause-Based Campaign Initiative that Aligns with Your Community Needs

Identify your next cause-based campaign consistent with your institutional strengths and community needs. Overview The past two years of annual giving have given rise to more short-term, cause-based campaigns, in which newly formulated 60- to 90-day campaigns have become more of the norm than the exception. With this change, advancement shops have been able to generate a more focused pipeline for different areas of their institutions, acquire new donors, and increase awareness of causes to existing donors. This pivotal focus to identify societal needs continues to evolve, but with limited campaign resources, it is inevitable that not every cause will be developed into a short-term campaign. Join us online to learn how to identify and develop a cause-based initiative that is specific to the institutional strengths and community needs for your next short-term campaign. During this training, you will learn how to: Identify guiding principles to help you define and choose which cause-based initiative to pursue. Decide which cause-based campaigns to begin, continue, or sunset. Know the roles and responsibilities of team members and campus partners.   Who Should Attend This training is designed for annual giving teams that develop cause-based campaigns as part of their annual giving strategy. More […]

Transitioning Leadership Annual Donors into Major Donors

Learn effective donor strategies, portfolio management, and stewardship techniques for successfully moving donors through your pipeline. Overview   To shift the mindset of a leadership annual donor into that of a major donor requires you to go beyond just knowing their capacity; you must also understand what the donor wants to see their gift accomplish, and how to align that specific desire with your institutional needs. This requires knowing how effective each component of your leadership giving program is and how to best manage and develop your leadership annual donors. Join us in this interactive virtual training to learn portfolio management and stewardship techniques to successfully transition leadership donors into major gift prospects. In this program, you will: Assess your leadership giving portfolio by evaluating the effectiveness of your donor strategies Identify high impact stewardship to build an authentic relationship with your leadership donors Practice productive donor conversations and key talking points, so you’re prepared for your next upgrade ask   Who Should Attend   If you’re a leadership or major gift officer who wants to increase major gift prospects, this training is for you. Arrive prepared with questions specific to your stewardship strategy and your leadership donor portfolio. You will have […]

Developing Campaign Volunteers to Optimize Your Faculty and Staff Giving

Increase volunteer engagement to optimize faculty and staff campaign contributions. Overview Faculty and staff giving campaigns are an integral part of every annual giving strategy. However, the key to their success is the participation of dedicated volunteers. Without those volunteers, your faculty and staff giving campaign cannot reach its full potential. As a result, by changing how you approach potential volunteers among your faculty and staff, you will be better positioned to maintain a healthy philanthropic culture on campus while also generating an increase in donors and financial donations among your colleagues. Join us online to learn and discuss how your shop can improve your faculty and staff giving campaign by: Creating alumni affinity groups among faculty and staff Identifying and developing campaign ambassadors Securing leadership buy-in to gamify fundraising efforts on your Day of Giving   Who Should Attend This program is for annual giving professionals and teams who want to increase their dollars raised as well as the total number of donors in their faculty and staff giving campaign. More specifically, if you have a volunteer deficit among your staff and faculty for your annual campaign, this training will help you improve how you identify and develop volunteers […]

Taking a Proactive Approach to Leading Change

Pullquote Overview As a health and wellness professional, you are currently planning for how to keep students healthy and safe in the fall in light of COVID-19. The front-end details are dizzying. You’re considering how to fund, staff, and implement testing. You’re examining technology and privacy considerations around contact tracing. In addition, you’re thinking through how to quarantine students showing COVID-19 symptoms. Have you taken the time to pause and discuss these ideas with peers as you move into the implementation phase of your plan? Join us online for an in-depth, two-hour brainstorming and discussion session with your peers to share strategies and provide space to benchmark and ask questions. With engagement and connection as primary goals, you’ll participate actively in large and small group discussions framed around the following aspects of student health and safety for the fall: Viral testing Contact tracing Guidelines and protocols for when students get sick   Who Should Attend Health and wellness professionals working in higher education who would like to benchmark their thinking, as well as share and gain ideas for operationalizing testing and contact tracing at their institutions in the fall, should participate in this discussion. Institutional leaders or members of task […]

Building Confidence as a New Leader: Overcoming Internal Barriers

Pullquote Overview As a health and wellness professional, you are currently planning for how to keep students healthy and safe in the fall in light of COVID-19. The front-end details are dizzying. You’re considering how to fund, staff, and implement testing. You’re examining technology and privacy considerations around contact tracing. In addition, you’re thinking through how to quarantine students showing COVID-19 symptoms. Have you taken the time to pause and discuss these ideas with peers as you move into the implementation phase of your plan? Join us online for an in-depth, two-hour brainstorming and discussion session with your peers to share strategies and provide space to benchmark and ask questions. With engagement and connection as primary goals, you’ll participate actively in large and small group discussions framed around the following aspects of student health and safety for the fall: Viral testing Contact tracing Guidelines and protocols for when students get sick   Who Should Attend Health and wellness professionals working in higher education who would like to benchmark their thinking, as well as share and gain ideas for operationalizing testing and contact tracing at their institutions in the fall, should participate in this discussion. Institutional leaders or members of task […]

Communicating Effectively about Instances of Bias or Discrimination

Improve the quality of your campus communication on bias or discrimination issues by clarifying the Chief Diversity Officer and Chief Marketing and Communications Officer’s roles. Overview In recent years, there has been an uptick in egregious biased or discriminatory incidents that have caught the attention of news and media outlets. When such instances occur, institutions must issue a timely communication quickly, and Chief Diversity and Marketing and Communication Officers are often the ones in charge of formulating the response. However, in the pressure of the moment, it can be difficult to keep communication aligned, maintain focus, and develop a clear plan of action. But each of these aspects is critically important to ensuring that you can collaborate seamlessly, and that you can execute notices in a responsible and timely fashion. Join us for this live online event to discuss how you, as the Chief Diversity Officer or Marketing and Communication Officer, can co-lead in times of crisis in order to issue timely communication regarding biased or discriminatory incidents as targeted at historically minoritized groups during prominent or local events. In this training, you will explore the decision-making influence you should have and will also learn how each of your areas […]

Conflict Management: A Practical Workshop for Leaders

Pullquote Overview As a health and wellness professional, you are currently planning for how to keep students healthy and safe in the fall in light of COVID-19. The front-end details are dizzying. You’re considering how to fund, staff, and implement testing. You’re examining technology and privacy considerations around contact tracing. In addition, you’re thinking through how to quarantine students showing COVID-19 symptoms. Have you taken the time to pause and discuss these ideas with peers as you move into the implementation phase of your plan? Join us online for an in-depth, two-hour brainstorming and discussion session with your peers to share strategies and provide space to benchmark and ask questions. With engagement and connection as primary goals, you’ll participate actively in large and small group discussions framed around the following aspects of student health and safety for the fall: Viral testing Contact tracing Guidelines and protocols for when students get sick   Who Should Attend Health and wellness professionals working in higher education who would like to benchmark their thinking, as well as share and gain ideas for operationalizing testing and contact tracing at their institutions in the fall, should participate in this discussion. Institutional leaders or members of task […]