Reimagining Frontline Fundraising: Lessons in Strategy and Change Management

About

Discover how the University of Memphis transformed their fundraising efforts by embracing a cadence-based outreach strategy and clarifying team roles. By streamlining processes and enhancing collaboration, they improved donor engagement and increased gift conversion opportunities. In this session, you’ll learn how they unified their team under a cohesive strategy and adopted data-driven approaches to optimize their efforts. Whether you’re looking to improve donor interactions or strengthen team coordination, this webinar will provide actionable insights and strategies you can start using right away to enhance your institution’s fundraising success.

Thank you to our sponsor!

Speakers

	Kimberly Grantham Associate VP for Development, University of Memphis
	Katherine Hughen Prospect Development Analyst, University of Memphis
	Tara Jones Senior Vice President for Advancement, University of Memphis
	Mike Nagel Senior Account Executive, EverTrue

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)
	Leadership 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)

Summary


Availability:	No future session


Credit Offered:	No Credit Offered

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