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Summer Institute in Educational Fundraising 2023
Summer Institute in Educational Fundraising 2023
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62 Results Found
10:00 AM - 11:00 AM CT
Are We Going to Make It? Using Analytics to Assess Your Prospect Base and Campaign Success
Analyzing your prospect data is a critical component of campaign management before, during and after the campaign. Review analytics projects you can do to get ready, stay on track, and learn lessons to apply to your next campaign. Discuss setting campaign goals, gift table development, prospect pool maturity analysis, campaign revenue projection, identifying problem areas during the campaign, and reviewing your campaign when it’s over.
Speakers: Jami H. Johnson, Director, Prospect Management and Information Engagement, University of Chicago
10:00 AM - 11:00 AM CT
Cyber Security & Data Governance
Addressing Cybersecurity and Data Governance in Education Fundraising
Speakers: Shalonda Martin, Sr. Director of Advancement Services, Pomona College
10:00 AM - 11:00 AM CT
Alumni and Development Collaboration on Cultivation and Stewardship
Speakers: William Pierce, Associate Vice President of Alumni Engagement, Office of Alumni Engagement, The University of Toledo Foundation
10:00 AM - 11:00 AM CT
The Starting Line - Program Level Strategic Planning
So, you have a great idea but aren’t sure how to get the green light. Have been asked to take on developing a new program to engage alumni and donors, but don’t know where to start? In this session, we will cover the ins and outs of strategic planning not just at the organization-wide level, but also at the program or department level. We will cover the why, approaches for ensuring ROI, managing outcomes, aligning resources, and lead an interactive exercise to support the development of meaningful roadmaps.
Speakers: Erika Jordan, Vice President, Alumni Engagement, Boston University
11:30 AM - 12:30 PM CT
Stewardship and Donor Relations
What is our purpose in doing good stewardship and building meaningful relationships with our donors? How do we retain donors and inspire them to keep giving? Our best future donors are our current philanthropic partners already invested in our mission and our future. Explore the why and how of stewardship that results in substantive relationships with donors who are inspired, generous, joyous and invested in our institutions.
Speakers: Heidi Hansen McCrory, Vice President for Development, Furman University, Jim Piatt, Senior Vice President, University Advancement and External Affairs, Elon University
2:00 PM - 3:00 PM CT
Recruiting, Managing and Keeping Volunteers Engaged
One of the joys of fundraising for any organization is the relationships developed with our volunteers – those people who care so deeply about your institution that they are willing to commit their time, energy, ideas, connections, and financial support to your school. We will discuss the value of involving volunteers with your institution, volunteer recruitment strategies, how to engage and partner with volunteers, and how to maintain the post-volunteer relationship.
Speakers: Lishelle Blakemore, Associate Vice Chancellor, Development, University Development and Alumni Relations, University of California, Berkeley
2:00 PM - 3:00 PM CT
Getting Face to Face with Prospective Donors: Making the Ask
It is more than a meeting: it is ensuring success in every stage of a significant solicitation. We often think of a solicitation as a singular event, the moment when we "ask for the order." In this session, we will look at personal solicitation in a broader context, by discussing the five stages of the solicitation process, beginning with the call to request an appointment and concluding with post-solicitation follow-up. Our goal will be to understand how a thoughtful and rigorous approach to each stage can help ensure the best possible outcome in your solicitation of a high-potential prospect.
Speakers: Jim Piatt, Senior Vice President, University Advancement and External Affairs, Elon University
2:00 PM - 3:00 PM CT
Gift Planning 101 – What is Your Short Term and Long-Term Game?
Planned giving is often thought of as complicated and overwhelming. It is also a topic that tends to engender discomfort among donors, volunteers and staff because it can involve discussions of complexity and, in some cases, mortality. At the same time, it is one of the most important areas of our work as we partner with donors to help them make the most efficient and effective gifts possible. Join us for an introductory session on planned giving to learn more about the various types of outright and deferred gift opportunities that can benefit not only your institution, but also your donors.
Speakers: Chris Clarke, Associate Vice President, Duke University
2:00 PM - 3:00 PM CT
Developing Major Gift Strategies
Working with an individual to make a major philanthropic investment in your organization is a very personal and unique experience, with no two donors and no two gift plans being exactly alike. Your success or failure in closing a major gift depends on how well you know the donor, how well you listen and your understanding of what he or she wants to accomplish with his or her philanthropy. Practice developing major gift strategies, how to use faculty, trustees, colleagues and volunteers, and develop a sense of moves sequence that will maximize results. Walk away with a strategy for one of your donors that you can begin implementing as soon as you get back to campus. In fact, maybe the next step toward that gift begins as soon as this session ends.
Speakers: Armin Afsahi, Vice President for Alumni Relations and Development, University of Chicago
2:00 PM - 3:00 PM CT
ChatGPT and Educational Fundraising
Join us for an engaging presentation that explores the transformative power of artificial intelligence (AI) in the realm of higher education academic fundraising. Uncover the potential of AI to revolutionize how institutions connect with alumni, build relationships, and secure vital financial resources for academic programs and scholarships. Come learn how AI can empower your institution to achieve new levels of fundraising success while fostering lifelong relationships with donors.
Speakers: Skylar Beaver, Assistant Director of Advancement, The Lawrenceville School, Lacie LaRue, Assistant Vice President Advancement Strategies and Technology Innovation, University of Oregon