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Quick Studies for Community Colleges
This webinar series includes 30-minute or less quick studies on important topics for community college advancement professionals.

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Tips for Retaining Employees that Don't Involve Salary
Lana Fontenot, Vice Chancellor for Institutional Advancement and External Relations, South Louisiana Community College

Community colleges and small shops can’t always be as competitive when it comes to compensating employees, but you can help retain colleagues by creating a great-place-to-work culture. Get fun tips to engage your team and build a positive (and high-performing) culture, and learn great questions to ask your team members that will help increase retention. 

Career Levels 3&4: Practicing/Maturing Mid-Career & Senior/Experienced Mid-Career
CASE Competencies: Relationship Building & Leadership
Six Steps to Get that All-Important Second Gift
Susan Rescigno, CEO/President & Ron Rescigno, Vice President, Rescigno's Fundraising Professionals

In this webinar designed for community colleges and small shops, participants will learn: 

  • What you say and do after receiving the first gift will determine the donor’s relationship with you.
  • Stewardship tactics that build donor retention and long-term relationships. 
  • Why second gifts are the true #1 indicator of lifetime value.
  • Examples of strong communications that lead to more second gifts. 
Career Level 2: Emerging Early Career
CASE Competencies: Integrity and Professionalism & Industry/Sector Expertise

Tips for Successful Foundation Board Foundation Strategic Planning
Lisa Vasquez, Vice President of Advancement, & Lisa Dietline, President/CEO of the Institute for Transformational Philanthropy, Collin College

This session will provide steps and considerations for strategic planning for community college foundations, based on the development of the Collin College Foundation's new strategic plan. This will include resources needed, tips for board engagement, how to structure a board retreat, and strategies for success. A kit of downloadable templates and samples will be available for attendees.

Career Level 3: Practicing/Maturing Mid-Career
CASE Competencies: Strategic Thinking and Leadership
Building Trust-Based Relationships with Community College Donors
Dr. Anthony Heaven, Vice President and Higher Education Practice Group Leader and Meredith Schneider, Senior Consultant, Graham-Pelton

Finding practical ways to effectively and intentionally build trust is at the core of building a meaningful relationship. This webinar looks at the impact of high-trust and low-trust situations. We will also explore the keys to building trust-based relationships with donors and other professional/personal relationships. Ultimately, this will help create simple and practical tactics to create and manage trust-based relationships. 

Career Level 3: Practicing/Maturing Mid-Career
CASE Competencies: Relationship Building and Strategic Thinking
Measuring Affiliation Through RFM Analysis
Jessica Roberts, Assistant Vice President Data Analytics, CCS Fundraising; Jacob Greenstine, Director Data Analytics, CCS Fundraising; and Dr. Ashley Whaley, Senior Director College Advancement, Hagerstown Community College

Work smart, not hard. In this session, you will walk away with a formula to conduct a Recency, Frequency, Monetary (RFM) score in seconds.  We will go step-by-step on how to use a traditional RFM score to find prospects who have demonstrated a meaningful affinity. We will overlay these scores with an RFM+ approach. The RFM+ approach goes beyond the standard philanthropic indicators to measure additional types of engagement and affinity, such as event attendance and membership data. We will show you how to use wealth screening results to identify prospects with a strong capacity and are giving to like organizations. Lastly, we will share a community college CASE Study of our work.  

Career Level 3: Practicing/Maturing Mid-Career
CASE Competencies: Integrity and Professionalism and Relationship Building
Energizing Alumni Relations at Two-Year Institutions
Dr. Scott Peska, Assistant Vice President of Student Services and Alumni Relations, Waubonsee Community College  and 
Jen Davis, Annual Giving and Alumni Relations Manager, Joliet Junior College

This session will highlight various strategies and tactics that can help boost alumni engagement at two-year institutions. You will learn how to develop engaging communication practices (e.g. e-newsletters, birthday announcements, and interactive social media), and establish various alumni benefits (e.g. alumni cards, giveaways, gatherings, and community benefits) that are designed to increase alumni engagement.   

You will gain two or three ideas that you can implement on your campus, as well as an understanding of the challenges and benefits of creating an alumni engagement plan. 

Career Level 3: Practicing/Maturing Mid-Career
CASE Competencies: Industry/Sector Expertise and Strategic Thinking
  Additional sessions coming soon
About the CASE Competencies

Integrity and Professionalism
Excellence in conduct representing oneself and one’s institution and the profession (Builds and maintains trust, ethical conduct, personal accountability, storytelling, effective communicator, presenter and facilitator)

Business and Financial Acumen
Understands the business situation and financial factors and takes responsibility for the best course of action (Data based decision making, financial fluency, institutional business knowledge, industry business knowledge)

Industry/Sector Expertise
Focused upon knowledge and skills requisite to specific domains of practice within the profession (Fundraising, Constituent and Alumni Relations, Marketing and Communications, Public Affairs and Government Relations, Management, Advancement Services)

Relationship Building
Effectively utilizing interpersonal skills to build and maintain strong professional relationships between the organization and internal and external stakeholders (Effectively engage volunteers and stakeholders, consensus building, collaboration and teamwork, stewardship, negotiation, conflict resolution, proactive relationship development)

Emotional Intelligence
Recognizing emotions and understanding how they impact you and others to guide thinking and behavior (Active listening, self-awareness, empathy, social awareness, social skill)

Strategic Thinking
Employs methods and processes to view a situation, assess factors, and create effective implementation plans with measurable results (Align strategy with action, critical thinking, innovative problem solving, change management, adaptability to complexity, strategic planning, understanding data and context, strategic stakeholder engagement)

Leading with vision and credibility, to effectively manage self, others and resources to achieve organizational impact.  The ability to define what the future should look like, align people with that vision, and influence others through authenticity and inspiration to make the vision happen despite obstacles. (Entrepreneurial, models’ engagement in advancement, manages ambiguity, future focused, executive presence, perseverance, courageous communicator, continuous learning)


About the CASE Career Levels

Level 1 - Early Career (acquire knowledge about the common core of the advancement function for new professionals and mid-career professionals transitioning into advancement)

Level 2 - Emerging Early Career (develop technical, explicit knowledge in a chosen specialty and grow skills in the advancement competencies)

Level 3 - Practicing/maturing Mid-Career (work on achieving fluency in all aspects of advancement and grow leadership skills and gain a deeper understanding of ethics)

Level 4 - Senior/experienced Mid-Career (develop deep expertise in your discipline and your understanding of other disciplines)

Level 5 - Expert Seasoned Professional (develop an understanding of the role advancement plays in executing higher-level institutional strategy)

Level 6 - Leadership/Transforming Seasoned Professional (contribute with work that is more strategic than managerial and maintain a multidisciplinary understanding and portfolio)
Availability: On-Demand
Credit Offered:
No Credit Offered
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