Presentations and Materials

Download all materials (350MB)

 

PRE-CONFERENCE SESSION 1

University-Sponsored Donor Advised Funds – Friend or Foe? (presented by TIAA)

 

PRE-CONFERENCE SESSION 2

How Gift Planning Reaches Key Donors and Strengthens University Advancement (presented by TIAA)

 

COMMUNICATION & MARKETING (COMM)

Content Strategy for Everyday Use

Redefining a University Brand: A Case Study from University of North Carolina at Greensboro

Social Media: Engaging Your Audience and Delivering ROI on Social Platforms

Strengthening Crisis Communications Amid Real-World, Real-Time Challenges

Transform Your Communications through Integrated Marketing Communications

 

ALUMNI ENGAGEMENT & DONOR RELATION (AEDR)

Expanding Alumni Engagement through your Alumni Board

Are the New Rules Really New? Where to Focus and How to Succeed in Alumni Engagement

For All Alumni: Using Email and Social Media in the Campaign for Carolina

More Than Just a Friend: When Volunteer Engagement Develops Lifelong Donors

Sharing the Secret Sauce!  How Successful Stewardship Leads to Principal Gifts

 

ADVANCEMENT SERVICES (AS)

Creating a Culture of Analytics … Out of the Data That You Already Have

Gift and Pledge Basics - Everything You Need to Know (Almost)

Moves Management – Using What You Have to Get the Results You Want

Wealth Screening Validation – Minimum Effort for Maximum Benefit

 

ANNUAL GIVING (AG)

Building a Culture of Philanthropy

Digital Advertising & Retargeting as Annual Giving Tools

Keep Your Giving Day Fresh

Where Are We Now?  The Trajectory of 21st Century Digital Giving and Engagement

 

MAJOR GIFTS & GIFT PLANNING (MGGP)

Collaborative Lanes

Major Gift Officers: Maximizing Performance by Preparing for Planned Gift Conversations

$2M, $20M, $200M, or $2B – Right-Sizing Your Campaign Goal

Tax To-Dos for Non-Cash Gifts and 2018 Tax Reform Update

Donor-advised funds. Heard of them? Think All the Hype is Just That, Hype? Or worse, They Negatively Impact Fundraising?

 

ADVANCEMENT FOR EVERYONE (ALL)

Hit the Mark! Measurement and ROI for Advancement Professionals

Leadership Lessons from Advancements Level-5 Leaders

Mission, Vision, and Values in University Advancement: A Roadmap for Your Departmental Success

The Undeniable Influence of Women in Philanthropy: A Discussion of how to Ensure their Impact in and on your Program

Time to Take Action with Your Diversity Plan

 

CORPORATE & FOUNDATION RELATIONS (CFR)

Philanthropy 101: An Overview of Working with Foundations

Starting from the Bottom: Building a Solid CFR Program

 

PLENARY SESSIONS

Hackers, Innovators and Investors: Preparing for the Next Generation of Principal Gifts

On Fire

Talent Management Through an Equity Lens

 

 

Materials from Past Years

2017 Symposium Materials

2016 Symposium Materials

 

Accessibility options

Interface
Adjust the interface to make it easier to use for different conditions.
This renders the document in high contrast mode.
This renders the document as white on black
This can help those with trouble processing rapid screen movements.
This loads a font easier to read for people with dyslexia.