All Sessions
Summer Institute in Educational Fundraising 2024
Summer Institute in Educational Fundraising 2024
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65 Results Found
3:30 PM - 4:30 PM CT
Major Gifts
No matter how your organization classifies major gifts, these large commitments are the fuel that often drives annual production of private support. This introductory session will explore definitions of major gifts, how they fit into a comprehensive development effort, and what motivates donors to make them. The presentation will provide a conceptual understanding of how the development cycle applies to major gifts and the steps involved in securing them. The session will close by placing these large donations in the context of societal, economic, and philanthropic trends across the nonprofit educational sector.
Speakers: Karl Miller-Lugo, Vice President for Advancement and Alumni Engagement, The University of Texas at San Antonio, Sue Cunningham, President and CEO, Council for Advancement and Support of Education
8:30 AM - 9:30 AM CT
All Institutes Plenary: Integrity and Ethics in Advancement
It will happen if it hasn’t already. You and/or members of your team must face a difficult decision. Not a black or white issue, but one of those grey areas with multiple points of view, involving board members, top donors, staff leaders, colleagues, faculty members, or someone you supervise or report to. What to do? In this case-study-based discussion, we give you a researched approach to working through real situations advancement professionals just like you have faced. You will walk away with new insights, tools, and strategies that will help you and your team, operate at the highest ethical standards.
Speakers: Karen Osborne, Senior Strategist, The Osborne Group, Sue Cunningham, President and CEO, Council for Advancement and Support of Education
10:00 AM - 11:00 AM CT
Maximizing Impact: The ROI of Alumni and Donor Events
Elevate your institution's alumni engagement and achieve meaningful returns by joining our session on "Maximizing Alumni Event ROI Through Effective Operational Support." Discover the critical role of operational excellence in driving successful alumni events and learn how advancement services can provide the streamlined support necessary to exceed expectations. We will explore best practices in planning, execution, and post-event analysis, offering practical strategies to maximize event ROI and enhance future success. Gain valuable insights and actionable tools to transform your alumni events into impactful, ROI-driven successes. Don't miss this opportunity to refine your approach to alumni engagement and operational excellence!
Speakers: William Pierce, Associate Vice President of Alumni Engagement, Office of Alumni Engagement, The University of Toledo Foundation, Dave Paek, Executive Director of Data Stewardship, Analytics, and Gift Administration, Northeastern University
10:00 AM - 11:00 AM CT
You Are What You Measure: Standard Reports, Metrics, and Key Performance Indicators
“Without data, you're just another person with an opinion." Explore the essentials of using data for effective measurement and reporting in fundraising. Understand the different types of reports your prospect development shop may need and how each type drives your strategy. Learn what to measure, why it matters, and identify key performance indicators (KPIs) for benchmarking.
Speakers: Jami Johnson, Senior Director, Prospect Management, Systems Training, and Decision Support, University of Chicago
10:00 AM - 11:00 AM CT
Creative Brainstorming
Known for creative and innovative marketing campaigns, Ashley Budd is one of the most influential voices in education marketing and fundraising. In her popular creative brainstorming class, Ashley shares how she crafts timely and relevant messages, visuals, stories, and digital content through division-wide brainstorming sessions. Learn her brainstorming framework for bringing teams together and solidifying buy-in for creative projects. Ashley will share how to leverage online tools, create an audience mindset, lean on team member strengths, and make it fun!
Speakers: Ashley Budd, Director of Marketing Operations, Cornell University
10:00 AM - 11:00 AM CT
Authentic Leadership
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: Lishelle Blakemore, Associate Vice Chancellor, Development, University Development and Alumni Relations, University of California, Berkeley
10:00 AM - 11:00 AM CT
Communicating with Alumni
Our alumni aren’t just names on a list, they’re constituents, stakeholders, potential life partners … a most valuable resource for our institutions. They want and deserve access (to a degree), a voice (always), and to be advocated for (who doesn’t!), so how we communicate with them—to open a relationship or to deepen one—is crucial. Let’s review strategies and deliverables for interacting with these important and often far-flung community members.
Speakers: David Gibson, Vice President, Communications & Marketing, Middlebury College, Erika Jordan, Vice President Alumni Engagement, Boston University
10:00 AM - 11:00 AM CT
Gift Agreements & Compliance
What's a Gift Agreement? Why are they necessary? We'll cover the critical importance of a properly written Gift Agreement, what it should and should not include and how it benefits both your institution and the donor. The session will include stories 'from the road' about how fundraisers navigate conversations with prospects, ensuring that we facilitate the philanthropic impact they want to make while staying compliant as an organization.
Speakers: Katie Harrell, Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign, Heidi Hansen McCrory, Vice President for Development, Furman University
10:00 AM - 11:00 AM CT
Face to Face: Difficult Donor Conversations
Most external facing advancement officers have experienced an uncomfortable, offensive, tricky, or harmful donor interaction. Perhaps you have. If not, chances are you will. Power dynamics is real, and it is easy to feel as if the donor, volunteer, or potential donor has ALL the power. In this hands-on workshop, we’ll equip you with tools and tactics to help you navigate difficult donor situations in the moment, follow-up actions, and ways to create strategies that will minimize troubling donor interactions in the future.
Speakers: Karen Osborne, Senior Strategist, The Osborne Group