Collect concrete, segmented outcomes data throughout the student lifecycle. Agenda Value Defined How do prospective students and parents define value? Beyond the numbers: Putting ”œvalue” into context Internal vs. external sources of information Data-Gathering Partnering with IR, career services, and alumni relations Data-gathering throughout the student experience Best practices for collecting data from graduating seniors and alumni Moving Forward Key strategic questions in value communication Venues for message delivery Examples from different institutional contexts
Do you have a strong planned giving pipeline? Agenda Success at Texas A&M Components of the will kit Wills guide booklet Methods of giving Heritage membership brochure Others: Glossary, brochures, etc How do we market the will kit Direct mail Email E-newsletter Effectively targeting groups Processing requests Internal considerations External considerations How to demonstrate ROI at your school Visits Gifts Scaling considerations: How to implement at any budget level
Are luncheons and direct mail pieces enough to steward planned giving donors? Agenda Strategic stewardship events and communication Traditional donors Non-retiree donors Revocable bequests donors 50th reunion alumni On- and off-campus engagement Impact reporting/communications Current donors Donors”™ families Prospects
No matter where you are in your career, chances are you could stand to transition your prospects through the donor cycle more effectively. Agenda Monday, June 6, 2016 1:00 – 2:30 p.m. EDT Evaluating the effectiveness of your donor pipeline Using data to guide strategy Keys to developing appropriate donor strategies Reviewing the solicitation cycle Stewardship and upgrading: Progressing the conversation After the ask Approaching upgrading naturally Appropriate solicitation events Making the upgraded ask Identifying when to transition the prospect out of a major gift portfolio and into the leadership giving portfolio Concluding thoughts, key takeaways, and questions Accountability tools that support your efforts
Streamline donor communications by partnering advancement and central marketing. Agenda Institutional Fundraising Context and Background Re-Branding Campaigns Implications on Development Timing around fundraising campaigns Communications re-design Cultivating shop-wide buy-in Ensuring consistent implementation Successful Development and Communications Partnerships Promoting collaboration Bridging across campus Development Successes Storytelling Unified theme Considerations for Your Next Brand Overhaul
Examine a model for pre-award grant support that can drastically improve efficiency. You will learn how the University of Arizona has seen success by embedding grant and contract managers within specific departments. Working alongside department business officers, these grant managers have provided oversight and consistency to the process while greatly cutting costs. Join us to learn how you can adapt this model to your unique institutional context.
Strategically grow faculty participation in the student recruitment process. Agenda Establishing a Framework for Faculty Participation Setting the stage Assessing your current recruitment strategy Establishing expectations Getting Faculty Involved Playing to faculty strengths Incentivizing faculty participation Ideas & examples for involving faculty in recruitment Growing & Expanding the Collaboration: What do the Faculty Need from Admissions? Education about the recruitment process Coaching & resources Meaningful follow-up Recognition & appreciation Checklist for Next Steps
Learn how to effectively communicate and resolve conflicts within your department. Agenda Effective conflict communication Active listening Summarizing Problem solving Session management Facilitation Building rapport Collaborative vs. control Continuing the conversation Empathizing Increasing faculty morale Collegiality Openness Trust Fairness Evaluating conflict Resolving conflict
This event will teach you how to create an efficient web-based one-stop shop for enrollment services using technology to increase speed and efficiency. You will learn how Thomas Edison State College was able to build an award-winning online one-stop center from scratch using phone, email, and an online database while simultaneously ensuring that students didn’t feel disconnected from the institution.
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
