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2022 Summer Institutes

Summer Institute in Educational Fundraising 2023

University of Wisconsin, Madison, WI | July 24 - 27, 2023
Summer Institute in Educational Fundraising 2023
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Institute Sold Out
The 2023 Institute for Educational Fundraising is now SOLD OUT. For a list of upcoming CASE Conferences please visit www.case.org/conferences-training.

Be a part of the tradition and kick off your career in advancement. CASE's flagship training program is for early-career professionals in educational fundraising. This unique and intensive learning experience provides you with the foundation you need to further your career and impact your institution.

Join us this summer to hit the books, review the basics, and start on your path to success.

Join the conversation #casesiefr

Hear what past attendees say about the Summer Institute in Educational Fundraising

“I wasn't sure what to expect out of SIEFR, having been in the profession for a few years already, but I was immediately blown away by the kindness and knowledge displayed by my colleagues and the thought leaders. I learned more about myself over that week than I had in the past year, and I feel empowered to become the change in my organization.”

“SIEFR was the perfect blend of presentations, role playing, advisee meetings, and networking that also still allowed you to cater the conference toward your specific role within development. I can't recommend attending the conference enough.”

“Having worked my entire career in corporate settings, this conference gave me a great complete overview of the fundraising process.”

“Prior to this conference, I wasn’t sure if fundraising was the right profession for me. This program reignited my passion for advancement as well as gave me the skills and network necessary to succeed. I cannot recommend it highly enough.”

“CASE SIEFR was a fantastic experience, and my supervisors relied on it to serve as the primary training for my new role in development.”

“Attending SIEFR was a transformational experience. I have never felt so hopeful and positive about higher education development and my future as a fundraising professional. I learned so much from the faculty and my peers, and realized I am capable of doing this good and important work. I highly encourage anybody pursuing a career in higher education advancement to attend.”

Learning Objectives: 

  • Evaluate criteria that distinguish fundraising for major gifts, annual giving and donor relations
  • Assemble a toolkit to support a more person-centered, relationship-based fundraising.
  • Discuss how active listening and strategic thinking can positively impact fundraising initiatives.
  • Enhance your interpersonal skills to build strong professional relationships
  • Recognize how specific cultures influence engagement

 

 

Institute Experience Highlights

  • All-Institute general sessions that explore key concepts from diversity, equity, inclusion and belonging to emotional intelligence, strategic thinking, leadership, and integrity.
  • Interdisciplinary elective sessions that provide industry-sector expertise in educational fundraising, advancement services, alumni relations and communications and marketing.
  • Small Group, Faculty-Led Advisory Meetings designed to target essential content covered each day.
  • Peer to Peer Networking Opportunities

 

 

Content Highlights in Educational Fundraising: 

  • Annual Giving Strategies
  • The Cold Call & Your 1st Visit
  • Making the Ask
  • Generational Differences & Giving Trends
  • An Introduction to Donor Prospect Management & Research
  • The Art of Asking Strategic Questions
  • Campaign Management Fundamentals
  • Developing Major Gift Strategies
  • Gift Planning 101
  • Recruiting, Managing and Keeping Volunteers Engaged
  • The Art of Listening
  • Authentic Leadership: Defining Yourself as a Leader
  • Trends and Opportunities in Educational Fundraising
Heidi Hansen McCrory
Walker Institute Chair

Heidi Hansen McCrory

Crystal Apple Winner
Vice President for Development, Furman University
Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
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