Young Alumni: Establishing Lifelong Relationships

Young Alumni: Establishing Lifelong Relationships

January 22 - 24, 2018

Atlanta, GA


Learn how to better engage your young alumni population.

Learn how you can develop intentional young alumni programming that seamlessly integrates your on-campus and after-graduation efforts. This event is a must if your institution wants to establish strong, lifelong relationships with its newest alumni. Join a faculty with a track record of engaging and inspiring young alumni for three days of practical content focused on:

  • Cultivating a culture of philanthropy on campus
  • Transitioning students to alumni
  • Effective events
  • Engagement through social media
  • Career development
  • Volunteer management
  • Giving programs

You will leave this conference with a complete gap analysis assessing the current state of your young alumni programming, a toolkit of new ideas, and an action plan to move forward.

Post-Conference Workshop: Strengthening the Student to Alumni Transition with a Robust Student Volunteer Structure

Learn about UPenn and TCU’s “super” volunteer programs that train students starting as early as their first year on campus and call on them throughout their young alumni years.

Who Should Attend

Advancement professionals, especially those in alumni relations and annual giving, who work with young alumni, will gain a comprehensive plan for better engaging young alumni. Teams from giving and alumni relations are encouraged to attend. When you register two from your institution, a third can attend for 50% off!


Monday, January 22, 2018

Conference registration and continental breakfast (included in registration fee)

8:30 - 9:00 a.m.

Conference introductions and opening remarks

9:00 - 9:15 a.m.

The Student Philanthropy Model

9:15 - 10:30 a.m.

A successful young alumni program depends upon cultivating a spirit of philanthropy while students are still on campus. This session will walk you through our student philanthropy model and its three core components: awareness, gratitude, and giving.

Morning break

10:30 - 10:45 a.m.

Generational Values Activity

10:45- 11:30 a.m.

To understand how to communicate with students and alumni, you must understand how their values differ across time. In this session, you will participate in an activity that will demonstrate the living generations’ values and will conclude with how messaging should adapt based on their unique values.

Student Philanthropy Programming

11:30 a.m. - 1:00 p.m.

Now that you understand the student philanthropy model, this session will walk through the student lifecycle, identifying where you can cultivate awareness, gratitude, and giving. You’ll then examine best practices for transitioning your students to alumni through effective volunteer, event, and philanthropic opportunities.

Lunch (included in registration fee)

1:00 - 2:00 p.m.

Gap Analysis

2:00 - 2:30 p.m.

What are you already doing to cultivate awareness, gratitude, and giving? In this working session, you’ll take a careful look at your current programming and gather in small groups to identify where you promote these three components. This activity will allow you to see which areas need bolstering. You’ll use this analysis to direct your conference experience and to ensure that your focus is directed toward the right areas for your institution.

Understanding Transition: Ensuring Engaged Students Become Engaged Young Alumni

2:30 - 3:30 p.m.

You’ve worked hard at engaging your students, providing opportunities for them to increase their involvement, and educating them about the importance of giving back. However, if you haven’t considered the magnitude of the student-to-alumni transition, you will likely lose your already-loyal representatives. In this session, you will gain a better understanding of the current generation and learn how to best communicate with them during this period of transition.

Afternoon break

3:30 - 3:45 p.m.

Understanding the Wants of Young Alumni

3:45 - 5:15 p.m.

To better understand what young alumni want from their alma mater, you must ask the right questions. Here, you will be introduced to best practices for conducting research with your recent alumni, including focus groups, surveying, and assessing your current programming in order to best design future offerings.

Networking reception (included in registration fee)

5:15 - 6:15 p.m.

Tuesday, January 23, 2018

Continental breakfast (included in registration fee)

8:30 - 9:00 a.m.

Managing Young Alumni Volunteers and Councils

9:00 - 10:15 a.m.

Young alumni often find themselves overwhelmed and overcommitted after graduation. However, capitalizing on their desire to remain connected to their alma mater after recently graduating is vital. Here, we’ll focus on how to effectively manage and recruit young alumni volunteers, define clear expectations, develop dependable leaders, and adjust when things just aren’t going as planned. We will also spend time talking about young alumni council structures to help you better engage young alumni, elicit input, develop leadership, and set the tone for giving.

Morning break

10:15 - 10:30 a.m.

Developing Giving Programs for Young Alumni

10:30 a.m. - 12:30 p.m.

Do you offer giving opportunities that are attractive to young alumni? This time will be spent helping you understand the different giving programs that can be implemented at your institution to better promote young alumni giving. The session will also include a discussion around whether your effort should gravitate toward restricted or unrestricted giving options.

Lunch (included in registration fee)

12:30 - 1:30 p.m.

Creating Events Targeted at Recent Alumni

1:30 - 2:30 p.m.

How do you move beyond happy hours and sporting events to engage young alumni? In this session, you’ll examine how to design creative events that will attract young alumni. You’ll consider different programming options aimed at graduates in the first five years compared to those in the first decade. You’ll also explore examples of successful events for these different life stages. The session will conclude by looking at the relationship of these events to the institution and exploring ways to measure their effectiveness.

Afternoon break

2:30 - 2:45 p.m.

Strategic Social Media for Young Alumni

2:45 - 4:15 p.m.

While engaging alumni through social media has become a norm, there are still many challenges involving strategic communication, coordinating content, partnering with colleagues, and ensuring your content resonates with your audience. During this session, our faculty will address these challenges and help you identify platforms for your young alumni strategy by focusing on how you’d like to communicate to meet your goals.

Day 2 Questions and Answers

4:15 - 4:30 p.m.

Wednesday, January 24, 2018

Continental breakfast (included in registration fee)

8:30 - 9:00 a.m.

Career Development Services

9:00 - 9:45 a.m.

Career services tops the list of services alumni want from their alma mater. We will use this session to explore several ways to meet this need, including: creating effective on-campus partnerships, highlighting successful programs and services, and investigating new models and structures for career development. You will leave this session with ideas and tactics on how to meet the career needs of your recent alumni without major resource investment.

Morning break

9:45 - 10:00 a.m.

Gaining Buy-In across Campus for Young Alumni Initiatives

10:00 - 11:00 a.m.

Young alumni are the next generation of leaders and will be a source of support for your institution in years to come, so putting resources toward cultivating them will pay dividends. How do you make this case for long-term return during a time when many shops are focused on short-term gains? This session will help you make the case for a comprehensive young alumni program, build a reasonable budget while you are gaining buy-in, and recruit cross-campus allies to your cause.

Putting It All Together

11:00 - 11:30 a.m.

In this session, you will revisit the core components needed to build a lifelong relationship with your recent alumni. Then, using your findings from the gap analysis session, you will create an initial plan for additional programming you want to implement, or changes you’d like to make, at your institution.

Open forum with faculty, identifying key takeaways, closing Q&A, and evaluation

11:30 a.m. - 12:00 p.m.

Lunch for post-conference attendees (included in workshop fee)

12:00 - 1:00 p.m.

Post-Conference Workshop: Strengthening the Student to Alumni Transition with A Robust Student Volunteer Structure

1:00 - 4:00 p.m.

Join us to learn about UPenn and TCU’s “super” volunteer programs that train students starting as early as their first year on campus and call on them throughout their young alumni years. Through these highly trained alumni ambassador programs, students are given significant leadership and solicitation training and used for planning events, admissions panels, social media ambassadors, etc. Our faculty will explain how to integrate such a program into your efforts, and leverage existing campus leadership and governance programs—expanding on your transition efforts and strengthening your volunteer program.


Hyatt Regency Atlanta

Conference Hotel Information:
Hyatt Regency Atlanta
265 Peachtree Street, NE
Atlanta, GA 30303

Room Rate: $185, plus applicable tax.

Room Block Dates: January 21, 22, and 23, 2018

Available Until: January 5, 2018. Rooms and rates are subject to hotel availability.

Transportation: The hotel is approximately 10 miles from Hartsfield-Jackson Atlanta International Airport and 3 miles from Amtrak.



Elise M. Betz

Executive Director, Alumni Relations
University of Pennsylvania

Elise began her tenure at Penn with the annual fund and currently manages a majority of the institution’s alumni relations efforts, including communications, alumni education, the multicultural alliance, and alumni travel. She also founded and manages “Penn Traditions: Building Our Community,” Penn’s own comprehensive student advancement program, the first of its kind in the country. Elise’s work in this area helped increase senior gift participation from 18% in 2001 to over 72% in 2011 and earned her a Penn Models of Excellence Award. She presents at advancement conferences across the country and has consulted with numerous institutions interested in starting student advancement programs around the world.


Harmonie Farrow

Director, Loyalty Giving Programs
Texas Christian University

Harmonie joined the Office of Loyalty Giving at TCU in 2010 as the director of student and young alumni programs. In her current role, she oversees phonathon, student and young alumni philanthropy and digital philanthropy efforts. While at TCU, Harmonie developed and implemented the University’s first online day of giving, TCU Gives Day, and the Count Me In! student philanthropy program, a 2014 CASE gold award winner for both Annual Giving Programs and Best Practices in Fundraising. Harmonie presents nationally and internationally at conferences about student and young alumni engagement, especially as it pertains to philanthropic giving, volunteer management, gaining institutional buy-in and maximizing budgets. Prior to joining TCU, Harmonie served as a donor relations officer at Cornell University.


Dave Steadman

Executive Director, Annual Giving & Alumni Relations
St. Albans School

Dave joined the Alumni & Development Office at St. Albans School in Washington, DC, in 2010. As Executive Director, he sets the strategy and manages the operations for the School’s Annual Giving (AG) and Alumni Relations programs. Working with a team of talented development professionals and volunteers, Dave’s work focuses on two primary objectives: sustainably growing the School’s $2.3+ million AG effort, and supporting new and existing programs to encourage active alumni involvement in the life of the School.

He has previously worked in the Communications & Development Office at Hamilton College (his alma mater), managing the regional event and senior gift programs before going on to serve as the College’s first Director of Young Alumni Giving. The young alumni position provided an opportunity to experiment with a variety of strategies to increase the engagement and generosity of recent graduates, the results of which increased the philanthropic support of recent graduates by nearly 20% over 3 years.

Main Conference Only

$1,495 through Jan 5$1,595.00

Learn how to prepare students for a lifelong connection with your institution.

Post-Conference Workshop Only

$395 through Jan 5$495.00

Strengthening the Student to Alumni Transition with A Robust Student Volunteer Structure

Can't Attend? Buy the
Conference Binder

Purchase the conference binder, which includes all presentation slides, worksheets, action plans, and additional resources.

Note: Conference attendees do not need to purchase materials separately.

Questions About the Event?

Gwen Doyle Herbert
Program Manager, Academic Impressions

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