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    2019 Advancement Symposium Materials

    Presentations and Materials


    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


    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


    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)

    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

    502 Bad Gateway


    Annual Giving (Ag)

    Building a Career in Philanthropy From Annual Giving

    Building a Digital Philanthropy Team

    504 Gateway Time-out

    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)!


    Annual Endowment Reporting to Major & Principal Gift Donors

    Centralized Gift Processing at Uc Davis: Our Journey to Greatness (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)


    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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