Which planned gift vehicle is best for your top prospects? Agenda Planned giving vehicle benefits Tax implications Wealth allocation Essential planned gift vehicles with case study examples Revocable Gifts Bequests: wills/living trusts Retirement plan beneficiary POD assets/beneficiary deeds Life insurance beneficiary Irrevocable Gifts Life-income plans Life Estate Lead Trust Resource: Planned Giving Matrix Identifying the right donors Questions to ask (Resource: Strategic Questions) Key information needed Putting it into action: Donor profiles + gifts
Integrating annual giving throughout your campaign gives you the best chance to make the most of your donors’ potential and promote sustained annual giving following the campaign. Join us online to learn how to seamlessly incorporate your annual giving program throughout your current or upcoming campaign. Through examples of institutional best practices you will learn: Key strategies for growth and development in each campaign phase Cultivation and solicitation tactics for donors across giving levels Best practices for sustaining your success after your campaign closes
Stewarding annual donors is notoriously difficult, but is also vital to retaining these donors. The key to stewarding these donors lies in using existing resources and opportunities to maximize your time, budget, and stewardship efforts. Watch this recorded online training to hear how the University of Tampa increased giving by 11% in their first year with intentional stewardship touches, without increasing their budget.
This online training will give you strategies for engaging faculty and staff to help international students build the skills that are essential for their academic success. You will gain ideas for providing targeted co-curricular academic literacy support to help students perform better in the classroom. You will learn how to: Identify barriers to students developing their academic literacy Build courses and services to support student development Engage faculty, staff, and the students themselves in the process Assess the impact of initiatives and learning
Federal agencies are increasing staff and planning to conduct more audits on federal research money for grants and contracts in 2016. This webcast will show you how to apply data analytics to proactively manage and monitor your research compliance efforts. You will leave with a better means for reviewing costs that may be red flags in the event that your institution is audited.
Better manage social media challenges from snowstorms to cyber bullying. Agenda Preparing for the Inevitable on Social Media Social media incident process flows Progression of issues, timing of response Student training Responding – Social Media vs. Other Mediums Ongoing monitoring Responding in and out of channels Handling Challenging Issues and Managing Reputation Responding to campus incidents including: protests, weather, violence, faculty situations, and deaths General platform management Emerging platforms, Yik Yak
Get the information you need to conduct efficient and effective internal investigations for complaints against faculty and staff. Whether you are new to internal investigations or new to higher education, join us online to walk through the process of what you must accomplish during an internal investigation. You will learn the necessities of internal investigations from an attorney and from a practitioner in higher education, including: What needs to be investigated, and who needs to be involved Critical components of every investigation Proper report-writing and documentation Communication strategies for internal and external parties Register for a recording of this webcast, and keep it in your training library to supplement your existing training of current and future investigators. Note: This program will not cover civil rights investigations related to Title IX.
Make sure that you and your faculty are appropriately complying with Title IX. Agenda Brief Overview of Title IX and the Faculty Role 5 Things Every Department Chair Needs to Know About Title IX Institutional policies and procedures Reporting obligations of faculty and department staff The role of your department in helping students navigate the reporting and investigation process Resources available for assisting students and others How to support Title IX compliance efforts inside and outside the classroom Final Q&A
Experienced academic and administrative employees are the pillars for many institutions in higher education. However, with many faculty and staff members working well into their 60’s and 70’s, administrators face the challenge of supporting an aging workforce while having the appropriate policies and procedures in place. Learn how to better balance the interests of your employees with the needs of your institution. This webcast will cover: Laws governing discrimination and how to remain in compliance Appropriate steps for dealing with diminishing capabilities Performance reviews, policies, and procedures
