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Summer Institute in Advancement Services 2023
Summer Institute in Advancement Services 2023
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52 Results Found
10:00 AM - 11:00 AM CT
Remember This!
Imposter Syndrome: Don’t let it hinder your success! Are you a new or emerging leader? Or have you climbed the proverbial ladder and still feel like a fraud? Then this session is for you. Using a live (and confidential) interactive platform, in this session, you will learn that you are not alone! Let’s discuss Imposter System and how to overcome negative self-talk to increase your level of influence and positively impact your career.
Speakers: Gustavo Segui, Director of Marketing & Advancement, International School of Curitiba
10:00 AM - 11:00 AM CT
You're a New Leader, Now What
Is Your Institution Prepared to Respond Effectively? A crisis is any event or situation that can negatively impact your institution’s reputation. Whether you’re dealing with an infectious disease on campus, a polarizing speaker, or a social media post that went viral for the wrong reasons, knowing how to respond effectively is vital. From managing day-to-day issues to responding to a public relations nightmare, using real-life examples, this session will share ways to anticipate, mitigate and manage your school’s reputation through strategic communication tactics that are timely and effective.
Speakers: Toya Webb, Chief Marketing, Communications and Government Relations Officer, Elgin Community College
10:00 AM - 11:00 AM CT
Gift Agreements & Compliance
What's a Gift Agreement? Why are they important? What should or shouldn't be in a Gift Agreement? We'll cover the critical importance of a properly written Gift Agreement and how it benefits both your institution and the donor. We'll also cover the various regulations and laws that impact Gift Agreements. Give you guidance on how to write appropriate Gift Agreements that meet your donor's requests while also staying compliant.
Speakers: Katie Harrell, Sr. Director Strategic Performance Management, University of Illinois at Urbana-Champaign
10:00 AM - 11:00 AM CT
Diversifying Your Database
Speakers: Shalonda Martin, Sr. Director of Advancement Services, Pomona College
11:30 AM - 12:30 PM CT
Career Pathways for the Advancement Services Professional
Speakers: Sarah Lawlor, Director of Development for Operations and Programs, College of Engineering Foundation, North Carolina State University
2:00 PM - 3:00 PM CT
Portfolio and Moves Management
Transition is common in the advancement office as staff come and go, and we move in and out of campaign periods. It's critical to make sure your best prospects don't get "lost" in your database. A well-designed prospect management system helps to ensure continuous donor engagement and stewardship by tracking relationship history and future plans for your top donors and prospects. We'll look at moves and prospect management (and the difference between the two), and how to create a prospect management system that supports individual staff efforts as well as prospect pool and campaign analytics.
Speakers: Jami H. Johnson, Director, Prospect Management and Information Engagement, University of Chicago
2:00 PM - 3:00 PM CT
Fundamentals of Gift Processing
Are you just getting started in gift processing, or do you want to brush up on skills acquired over a number of years in the profession? Do you have specific questions about the odd gift? We'll start with gift processing basics including IRS and CASE guidelines. We'll also cover complex gift processing situations like partial use gifts, stock, gifts-in-kind, gifts with quid pro quo, pledge recording, and more.
Speakers: Sarah Lawlor, Director of Development for Operations and Programs, College of Engineering Foundation, North Carolina State University
3:30 PM - 4:30 PM CT
System Selection, Implementation and Project Management
Good project management, simply put, aims to get the right people working on the right tasks at the right time to ensure successful outcomes. Many of your existing advancement services staff members likely have that mix of attention to detail and interest in process and outcomes that make them good project managers. Gain an understanding of how to deploy those skills to best benefit your department and your organization.
Speakers: Carrie White, Vice President of Technology, Information & Philanthropic Strategy, University of Cincinnati Foundation
3:30 PM - 4:30 PM CT
Introduction to Analytics
Collecting and storing information is a key function of advancement services. By taking the next step to make sense of the ocean of information and turn it into actionable information, we can provide more benefit to our organizations. Learn the fundamentals for putting in place analytics to drive your organization forward.
Speakers: Katie Harrell, Sr. Director Strategic Performance Management, University of Illinois at Urbana-Champaign