Summer Institute in Educational Fundraising 2024
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
Why You Need to Attend
Hear what past attendees say about the Summer Institute in Educational Fundraising
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
Walker Institute Chair
Heidi Hansen McCrory
Heidi Hansen McCrory is vice president for development at Furman University and is responsible for annual and endowment support, major gifts and capital campaigns, alumni and parent relations, and donor relations and stewardship. She joined Furman in 2018 after serving four years as vice president for college relations at Kenyon College in Ohio. She has held previous advancement leadership positions at Sweet Briar College, Randolph-Macon Woman’s College, the University of North Carolina at Greensboro and New England College.
McCrory is a committed volunteer for a number of organizations including the Girl Scouts of the USA where she has served as a council board chair, board member, national delegate, cookie mom, fundraiser and speaker. In 2007, she received the Athena Award from the Lynchburg Chamber of Commerce which recognizes professional women who demonstrate excellence, creativity and initiative in their business profession, who improve the quality of life for others in the community and who actively assist women in realizing their full leadership potential.
She earned a bachelor's degree in communication from Southern Methodist University and a master's degree in English from the University of North Carolina at Greensboro.
