Marketing Your Planned Giving Program

Most planned giving shops have a marketing plan, but how effective is it? Whether you’re collaborating with a communications team or on your own, an integrated marketing and communications plan allows you to work smarter, not harder. An effective marketing plan will uncover unknown gifts, identify new prospects, and engage current donors—allowing you to demonstrate a tangible return on investment. Join us online to learn how one institution has developed a strategic marketing program that both informs their donors and serves as an effective stewardship tool. Our expert instructor will share practical takeaways for implementing these tactics, regardless of shop size and resources.

Global Considerations for a Modern Campaign

International alumni are often overlooked in campaign efforts. However, a campaign is a great opportunity to engage your institution’s increasingly diverse constituents. While many institutions may be intimidated by the prospect of a global campaign, your shop can successfully accomplish a global campaign by: Identifying your international alumni base Gathering and reviewing important alumni data Planning international events and donor visits Join us online to assess your institution’s readiness for taking your campaign global and intentionally plan for international alumni involvement in every stage of your campaign.

Leveraging Institutional Aid to Maximize Net Tuition Revenue

Are you packaging financial aid strategically so as to increase net tuition revenue? Agenda Principles of Institutional Aid Need-based aid Merit aid Athletic aid Aligning Financial and Admissions Goals Admissions perspective Financial aid perspective Shared perspective around net tuition revenue Financial Aid Strategizing: Cost Benefit Analysis and Predictive Modeling What pricing strategies balance institutional and financial goals? What might the impact of these strategies be on future applicant pools? Where does our data tell us we can build an applicant pool? At what cost to the institution? Examples of strategy development and predictive modeling Key Net Tuition Revenue Data Points and Steps for the Future

Auditing Your Annual Giving Operations

How are you prioritizing investments in your annual giving operation? Agenda Evaluating your core annual giving operations Donor retention Donor reactivation New donor acquisition Donor upgrades Building the pipeline Assessing the effectiveness of your annual giving vehicles Direct mail Phonathon E-solicitations Crowdfunding/Day of giving Personal solicitations Making smart investments in your annual giving operations Determining the capacity of your team Scaling considerations Case Study: Using your audit to guide planning and goal setting

Developing Successful Student Philanthropy Events

Learn from the University of North Carolina”™s award-winning student philanthropy programming. Agenda UNC”™s Institutional Context, Program Background and Heelraisers Council The Planning Process Other events and touches Calculating dates Marketing your programming Sample Events Stop Day / Tuition Freedom Day Give Thanks Day Tag Day Class Giving Program Execution Responsibilities and duties of student organizers and volunteers Partnering across campus Student stewardship Evaluation Social media engagement Tying back to goals Effect on class giving Lessons Learned Early mistakes Evolution between years

FERPA Policy and Procedure Audit

Your FERPA policies and procedures should be reviewed, updated, and communicated regularly to ensure compliance and to assist your campus in the event of a potential violation. Yet, managing this process and communicating updates effectively to the campus community can be overwhelming, especially when changes to the regulations occur. Join us online to help ensure your FERPA documentation and practices are sound. You will leave with ideas for seven focus areas for your audit, as well as the key questions to ask within each area. Near the end of the training, we will review sample documents in use on some campuses and offer tips on how to improve them.

Managing Online Course Workload

Facilitating successful online courses can be major time drains for instructors if not approached correctly. As the number of online courses that each faculty member is asked to facilitate increases, effectively managing and maintaining course quality becomes difficult. Utilizing best practices for the design, management, and facilitation of online courses will improve instructors’ capacity to deliver high quality programs in an efficient manner. Join our expert instructor for an online training to learn innovative approaches for efficiently managing your course workload in online instruction. We will discuss time efficient strategies for: Designing courses and assignments Providing personalized student feedback Facilitating productive discussion boards Integrating just-in-time course improvements

Measuring Academic Program Cost and Demand

The cost disease facing many institutions is made even more challenging in the arena of academic programs. The notion of “mission creep” continues to plague institutions already facing structural deficits, and many institutions are struggling to justify academic program realignment to faculty. What is needed is a metric-driven lens to view programs as promoting or detracting from academic mission and overall competitive position. Join us for a webcast that will provide your institution with the keys to developing academic program cost and demand metrics. These metrics can help your institution control cost and subsequently improve mission quality and reputation among peer institutions.

Improve Completion through Redesigning Developmental Courses

Improve degree completion rates by redesigning your developmental courses. Agenda Introduction Why Austin Peay redesigned their developmental courses Why institutions are redesigning developmental courses in general Utilizing data to set goals and measure the success of your redesign Redesigning developmental courses using the Linked Workshop model Outline of the basic framework of the SLA/Linked Workshop model using one course as an example Applying the framework to different subject areas Instructor requirements and response in the various subject areas Logistical considerations (recruiting students, training, paying, expectations, role, etc.) Why does it work? Analysis and research that supports this approach Q&A

Capital Campaigns: Integrating
Student Involvement

Capital campaigns can be a source of excitement for the campus community, but can also be a source of questions, particularly from student organizations and leaders. How do campaign priorities get selected? Are tuition dollars being used to fund the campaign? Where is the campaign money coming from? Join us online to learn how the University of Michigan has strategically integrated student involvement in their capital campaign with the use of an official student campaign committee. From identifying, recruiting, and selecting students for the committee, to training them and empowering them to assist with campaign work, our expert instructors share a comprehensive case study that will leave you equipped to better involve and educate students on your campus.