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Summer Institute in Educational Fundraising 2023
Summer Institute in Educational Fundraising 2023
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3:30 PM - 4:30 PM CT
Mistakes Annual Giving Programs Make
A strong and thriving annual giving program requires that you must first have a clear vision of the role annual giving plays in your institution’s overall development effort. Understanding this relationship allows you to develop plans for your program in a strategic and meaningful way that increases your chances of having a successful fundraising program and building traditions of giving among your alumni, parents, students and others. In this session we will explore what it means to have a clear vision and mission for your annual giving program, how to develop annual and long-term plans based on a variety of factors, set metrics and evaluation methods, and report and analyze your program regularly.
Speakers: Lishelle Blakemore, Associate Vice Chancellor, Development, University Development and Alumni Relations, University of California, Berkeley
8:30 AM - 9:30 AM CT
All-Institutes Plenary: Integrity and Ethics in Advancement
The CASE Statement of Ethics begins . . . “Institutional advancement professionals, by virtue of their responsibilities within the academic community, represent their colleges, universities and schools to the larger society. They have, therefore, a special duty to exemplify the best qualities of their institutions and to observe the highest standards of personal and professional conduct.” We’ll consider a framework for making ethical decisions, the difference between real ethical dilemmas and perceived ethical dilemmas, and we’ll put to the test some real-life examples.
Speakers: Heidi Hansen McCrory, Vice President for Development, Furman University, Trish Jackson, Chief Advancement Officer, Northfield Mount Hermon School
10:00 AM - 11:00 AM CT
Effectively Managing Yourself and Others
As your career advances you will face many opportunities and challenges…none so complex as learning how to effectively manage yourself in the various roles you play from day to day (or minute to minute!). This interactive conversation will focus on how to manage up, down, directly, through influence and through change management…all while sharpening your own working style and being part of a high functioning organization.
Speakers: Lacie LaRue, Assistant Vice President Advancement Strategies and Technology Innovation, University of Oregon
10:00 AM - 11:00 AM CT
The Art of Storytelling
For more than 10,000 years humankind has been moved by great stories. Stories have changed the course of history, been used to right wrongs, and to educate new generations. In fact, at the Summer Institute, we devote an entire General Session to hearing stories from our faculty, revealing key lessons learned while they were in the field. Each of our educational institutions is bursting with powerful, meaningful stories. As advancement professionals, we have the opportunity and the challenge to capture this vital information and bring it to life. Many believe that the best fundraisers are also exceptional storytellers. This elective session will build upon some of the lessons learned in the General Session while diving into the techniques and approaches that will help anyone learn to tell a great story, including time to role play what you’ve learned with your classmates!
Speakers: Skylar Beaver, Assistant Director of Advancement, The Lawrenceville School
10:00 AM - 11:00 AM CT
Getting Face to Face with Prospective Donors: The Art of Listening
As a leadership annual fund or major gift professional, you are a detective or anthropologist, uncovering clues to your donor's philanthropic interests, motivations and values. And, like a good detective or anthropologist, you have many different tools for gaining the information you need. In this session we will identify some of the critical skills needed to be a strategic listener and observer as well as an active
participant in relationship building.
Speakers: Trish Jackson, Chief Advancement Officer, Northfield Mount Hermon School
10:00 AM - 11:00 AM CT
Mastering our Craft: Pathways to Peak Performance
Why do some fundraising & advancement professionals thrive where others struggle? What can we learn from individuals who arrive at the highest levels of performance? How might recent studies of expert performers inform our approach to our work? We will explore these questions and review techniques that are essential to our craft. Join us and discover why advancement stars are made and not born.
Speakers: Armin Afsahi, Vice President for Alumni Relations and Development, University of Chicago
10:00 AM - 11:00 AM CT
Authentic Leadership: Defining Yourself as a Leader
Leadership has many dimensions and can be defined in a range of ways, but what does it mean to be a leader? Many books have been written about how to turn yourself into a leader: stand taller, be more confident, be decisive, be collaborative, talk more, talk less. But at some point, can’t you just be yourself and also be an effective leader? This session will be a dynamic conversation about how you develop your own personal brand of leadership, adapt it to your team and environment, and remain authentic to who you are and your life experiences.
Speakers: Chris Clarke, Associate Vice President, Duke University
10:00 AM - 11:00 AM CT
Crisis Communication and Reputation Management
Do people read emails anymore? Yes—they do. But not the way you think. This talk will show you exactly how to write subject lines, optimize your links, and lay out your email copy so your message gets across. In this session, you’ll learn: How to write good subject lines that increase open rates. Typical email reading patterns and how to use them to your advantage. How to appropriately use formatting and white space. Recommendations on sentence structure and reading level. How to use links and buttons to guarantee click-through. A quick way to test if your email will get read.
This session is useful for everyone, whether you send mass emails or just internal ones.
Speakers: Toya Webb, Chief Marketing, Communications and Government Relations Officer, Elgin Community College
10:00 AM - 11:00 AM CT
Write Better Emails
There’s no shortage of projects and priorities. How do you make sure you’re making the most of your limited resources and focusing on what matters most to your institution? In this presentation, Mike Barzacchini will share a planning process and tools for organizing your marketing, communication, and other advancement efforts to move your institution’s strategic priorities forward. The session will also include tools to help you share your story with internal stakeholders to gain buy-in and support.
Speakers: Dayana Kibilds, Strategy Director, Ologie