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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
Campaigns 101 and Basics of Campaign Management
All successful campaigns have four essential pillars: 1) Case; 2) Leadership; 3) Prospects; 4) A Plan. The absence of any one of these ingredients spells failure. Join us as we walk through a comprehensive campaign plan and review the essentials for success.
Speakers: Chris Clarke, Associate Vice President, Duke University
10:00 AM - 11:00 AM CT
Diversifying Your Database
Speakers: Shalonda Martin, Sr. Director of Advancement Services, Pomona College
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
Getting Face to Face with Prospective Donors: The Art of Asking Strategic Questions
Strategic and generative conversations are at the heart of our work. Questioning and listening are powerful life skills. First, they will help you create productive donor relationships. What organizations do you support with your philanthropy? Where are we on your list of philanthropies? How do you make your philanthropic decisions? What has been your most meaningful gift? Quality questions elicit amazing information that will guide you in the solicitation process and help you build relationships on campus with your supervisor, peers and faculty members. Learn how to develop questions instead of talking points that will inform your gift strategy, advance relationships, and result in a joyful, generous "Yes" to your request for increased engagement with your institution, a significant gift to one of your priorities or for whatever you were hoping that volunteer or colleague would do to help you achieve your goals.
Speakers: Karl Miller Lugo, Vice President for Advancement and Alumni Engagement, University of Texas at San Antonio
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
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
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