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2019 Advancement Symposium Materials

Presentations and Materials


Development For Deans and Academic Leaders Pre-Conference

Development for Deans and Academic Leaders Pre-conference (for print)

Dean's Panel: Defining, Prioritizing, and Strategizing for Fundraising Success - Presented by Marts & Lundy

Development for Academic and Administrative Leaders - Presented by Marts & Lundy

Development for Deans - Presented by Tiaa Kaspick

The Latest in Academic-advancement Partnerships: Developing New Capabilities to Engage the Donor Investor - Presented by the Education Advisory Board (Eab)


General Pre-conference

How Effective Gift Planning Can Meet Donor Objectives - Presented by Tiaa Kaspick

Newcomers Pre-conference Workshop

University-sponsored Donor Advised Funds - Presented by Tiaa Charitable



Advancement Communications & Marketing (Comm)

Carolina Stories: Finding the Balance Between Genuine Storytelling and Fundraising Strategy

Engaging Key Target Audiences in a Website Redesign: Hints for Success

Hashtags and Herding Cats: Social Media Lessons From Nc State’s First Day of Giving

Lessons Learned From University Rebrands: What We Wish We Had Known

Preparing for Advancement’s Digital Future: Engaging the Time-pressed, Distracted, and Individualized Constituent - Presented by Eab

So, You Want to Run a Campaign… Where Do You Begin and How Can You Avoid the Scramble?

The Value of a Story Well Told: Crafting the ECU Campaign Narrative


Advancement for Everyone (All)

Campaign Readiness: is Your Institution Set Up for Success? - Presented by Community Counselling Services (Ccs) Fundraising

Knowing Your Leadership Sytle - Presented by Academic Impressions

Preparing the Next Generation of Advancement Leaders


Advancement Services (as)

Beyond Reporting to Data Discovery and Predictive Analytics: Benefits and Best Practices - Presented by Advizor Solutions

Prospect Research and Prospect Management: There is No Silver Bullet! - Presented by Donorsearch

Refresh Your Capacity Building - Presented by Capital Development (Capdev)

The Voluntary Support of Education Survey: How to Count Gifts and Key New Findings From 2018

Working Together to Improve Prospect Identification: a Uncw Analytics Story


Alumni Engagement (Ae)

Alumni Engagement for a More Diverse Constituency

Steps to Empowering Campus Collaborations to Strengthen Your Alumni Association and University

The Best Practices in Alumni Engagement: How Alumni Participation in All Ways Can Be Influenced - Presented by Washburn and Mcgoldrick


Annual Giving (Ag)

Building a Career in Philanthropy From Annual Giving

Building a Digital Philanthropy Team

Cross Collaboration in Alumni Engagement and Annual Giving

Engaging New Generations: Nine Keys to Reaching Millennials - Presented by Givecampus

Hit Your Dates, Raise More: a Casual Yet Tactical Approach to Project Management for Philanthropic Marketing

Reallocating Phone Budget for Modern Fundraising

What Do You Want to Know..managing Portfolios, Expectations, Donors, and More, the Life of an Annual Giving Officer


Corporate & Foundation Relations (Cfr)

Beyond the University Recruiting Budget: Uncovering the Real Corporate Dollars

Breaking the Ice: Strategy Approaches to Build New Relationships With Donors and Corporate Partners

Philanthropy and the Talent Pipeline: Partnering With the Office of Career Services

They're Finally Coming to Campus….now What?! Planning a Successful Corporate or Foundation Campus Visit

We Are Family (Foundations)!


Donor Relations, Compliance, and Stewardship (Drcs) - Some Topic Will Be Co-presented With Other Tracks (I.e. As, Cfr, Mggp)

Annual Endowment Reporting to Major & Principal Gift Donors

Centralized Gift Processing at Uc Davis: Our Journey to Greatness (Co-presenting With as)

How to Write a "Winning' Case Submission (Co-presenting With as)

Extraordinary Stewardship

Grey's Anatomy of Gift Agreement

Mission-driven Stewardship for Corporations, Foundations and Organizations (Co-presenting With Cfr)

Playing the Long Game: Balancing Donor, Faculty and Institutional Considerations (Co-presenting With Mggp)

#thunderdome: the Art and Science of Naming Opportunities


Events (Evt)

Celebrating a Successful Campaign - Duke University’s Campaign Closing Event

Successful Alumni Engagement Events Panel

Thanks, I Had a Great Time….what’s Next? Analysis and Action for Roi in Fundraising Events


Major Gifts & Gift Planning (Mggp)

Be the Queen of Your Chess Board - Navigating Donors Through Annual, Major and Planned Gift Solicitations

Key Metrics in Major Giving Fundraising - Presented by Advizor Solutions

Raising Your Organization’s Largest Gifts—and Understanding That Gender Matters - Presented by Aspen Leadership Group

Securing the Transformational Gift

The Psychology of Philanthropy


Materials From Past Years

2018 Symposium Materials

2017 Symposium Materials

2016 Symposium Materials




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