Learn proven strategies for building effective partnerships and aligning the work done between alumni relations and fundraising teams. When these two teams work in concert with each other, it can dramatically increase both engagement and giving. Lynne Wester and Jenny Jones will give you practical advice for: Beginning the conversation about partnership Developing shared goals between your two teams Integrating and improving communications from both offices Deciding which initiatives benefit the most from partnership
Better utilize your space metrics to guide planning and decision making on campus. Agenda Optimizing and leveraging your current database Using specific data and reports to effect change on campus Classroom utilization-room type Classroom use and technology condition Scheduling practices Campus master planning Leveraging change using essential tools Making space decisions regardless of your software Defined business processes Use peer to peer accountability to leverage change Promote a culture of space stewardship vs. space ownership
Get communications ideas for revitalizing campaign momentum and getting your donors excited about the future of your institution. Agenda Campaigns: Enhanced Donor Communications Campaign ASU 2020 discussion points The importance of private support Why donors are important to the institutional future How all gifts make a difference Communicating the importance of an endowment Objectives-Based Communications The six objectives for Campaign ASU 2020 The three objectives for Wake Will: The Campaign for Wake Forest Demonstrating the Importance of Private Support Highlighting the most dynamic and urgent priorities Identifying focal points Leveraging social media Demonstrating Campaign Impact Creating a powerful narrative with pivotal moments Improving Cross Campus Alliances Working with Consultants
Are you prepared to protect your institution and non-student minors who come to your campus? Agenda Why Are We Talking about Minors on Campus? Current landscape and trends Increased awareness leads to increased scrutiny Inherent risks hosting non-student minors Taking inventory: Identifying programs that bring minors to your campus Finding Solutions to the Challenges of Hosting Minors Locations Public spaces Residence halls Operations and standards Hiring Training Safety Tracking youth programs and events Applying appropriate policies to gray areas Final Q&A
Raising funds for your endowment can be one of the most confounding fundraising tasks, but doing so is also an important part of a long-term, sustainable fundraising strategy. Learn how to more effectively raise endowed gifts for your institution. Our expert instructor will share insights on: Developing language and gaining buy-in for endowment fundraising internally Understanding how to talk about and solicit endowed funds with donors Identifying endowment prospects Closing gifts for your endowment
Learn how to address behavior and performance problems of your faculty more effectively. Agenda Successful example of managing a difficult faculty and habitual bully Common ”œdifficult faculty” types and their behavioral challenges Identifying problems early Working with your Human Resources department, dean, and provost Setting expectations and holding faculty accountable How to protect your department”™s faculty, staff, and operations from the impact of the difficult faculty member
Are you moving toward smaller donor events? Agenda The Changing Landscape of Donor Cultivation What is a small donor cultivation event? Utilization of cultivation events Different types of cultivation events (Jeffersonian, etc.) Developing a strategy for small donor cultivation events Themes Different models to fit your institution”™s needs Identifying your donor segments Resourcing your events Roles of staff in cultivation events What this looks like in practice Event Metrics The use of event metrics in planning Event metrics for different teams in your shop Getting Started
Learn how to strategically approach prospect and donor visits. Agenda Preparing for a productive meeting Getting the right Information needed Choosing the best location/setting Successful meeting strategies Setting meeting agenda and outcomes Reading the donor Conversation timing Managing transitions Overcoming roadblocks Cues if working with another fundraiser, dean, etc. Tactfully ending a meeting early Post-meeting Writing effective contact reports Following through on next steps This program is a part of our Fundraising Essentials Series.
No matter where you are in your career, chances are you could stand to improve your solicitation skills. Watch this pre-webcast recording that covers the cultivation process of a major gift. Agenda Storytelling versus story listening Knowing your strategy Preparing for the meeting The ask itself Setting up the meeting Ensuring the right setting/environment Overcoming objections Conducting the proper follow-up Repositioning after feedback or rejection Keeping up with and closing outstanding asks Stewardship and gift agreement essentials Sample documents Role-Plays The picky entrepreneur The disliked dean The silent donor This program is a part of our Fundraising Essentials Series.
Get practical ideas and advice on the “art” associated with the science of moves management. Gain the knowledge you need to smoothly move prospects through the donor cycle and upgrade them to the next giving level. Throughout this training, you will learn: The right questions to ask and when to ask them Identifying prospects who need to be upgraded or downgraded How to effectively manage donor meetings to ensure outcomes are met Tactics for moving donors through each stage of the solicitation cycle Considerations for using data to guide strategy
