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RNL National Alumni Survey and ‘Future of advancement work’ Industry Conversations: A review of market research results and key findings
In collaboration with a diverse mix of institutions, RNL invited alumni to share more about their volunteer activity, what inspires them to give, satisfaction with and sense of current connection to their alma mater, communication preferences, and what is likely to motivate future engagement.

What emerged as most notable? Howard Heevner and Sarah Kleeberger will share insights drawn from the direct feedback of more than 20,000 alumni who participated in the national research project, including a closer look at gender, race, and generational differences.

The national survey marked the start of a project focused on the future of advancement work. In collaboration with RNL, Howard has facilitated small focus groups and 1:1 conversations to listen and learn more from industry practitioners and leaders about how we can create transformational
Thank you to our webinar sponsor!

 Howard Heevner, M.Ed. 
Executive Director of Annual Programs, University of California, Berkeley
 Sarah Kleeberger
 Senior Consultant, RNL
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)

CASE Competencies


Global and Cultural Competence
Working effectively with and for people from different geographies and cultural perspectives (Cultural intelligence, understanding bias, creating a safe work environment for all)


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)
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Credit Offered:
No Credit Offered
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