Advancement Institute


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We provide 番茄社区's advancement professionals and academic leaders with a variety of custom trainings, professional development workshops, and collaborative experiences.

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We will empower you to better understand the world of fundraising in higher education, offering expertise from 番茄社区 Advancement and Alumni Engagement and other entities.

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We can strengthen our culture of philanthropy across the 番茄社区 community and further drive our university toward a bold future together.

Advancing Together

The 番茄社区 Advancement Institute offers education and training geared toward enhancing your skills as an Advancement and Alumni Engagement professional involved in all aspects of philanthropy and engagement.


Academic leaders and university partners are invited to participate in select professional development events throughout the year.

Signature Trainings

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CliftonStrengths Workshops

Learn about your strengths as well as the strengths of your colleagues to help enhance communication, engagement, and overall job satisfaction.


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One Team, One Future – AAE Integration Sessions

Participate in interactive sessions designed to strengthen collaboration across Advancement & Alumni Engagement. Topics will highlight institutional priorities, constituent insights, and opportunities for cross-team partnership, building a shared foundation for our future as one advancement organization.


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Development Roundtable Topic Series

Join sessions covering a variety of topics such as managing donor portfolios, partnering with faculty members, discussing gift agreements with donors, and incorporating digital donor engagement.




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Coffee & Courageous Conversations

Participate in engaging discussions that help build a sense of belonging for all employees while enhancing engagement, satisfaction and productivity.

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Advancement Services Open House

Weekly open house hosted by members of Advancement Services. This session serves as an opportunity for AAE members to ask specific questions about NXT, portfolios, gift recording, and more. Specialized trainings will be offered periodically; topics will be shared in advance.


Join us for our upcoming
Signature Trainings

Faculty Resources

Join the Elective Learning Faculty Fundraising Program: A hyper-focused training program for higher education faculty interested in raising funds for their own research.

Upcoming Webinars

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AI Across Advancement

Artificial intelligence is rapidly reshaping the tools and strategies available to advancement professionals. This session explores how institutions are thoughtfully integrating AI into fundraising, research, communications, and operational workflows. Panelists from Skidmore College, Bay Path University and Dartmouth will share practical examples—from organizing internal AI learning communities to evaluating AI for direct fundraising and leveraging AI for marketing, research, and project management. Participants will gain insight into how advancement teams can encourage innovation while maintaining strategic alignment, ethical considerations, and measurable outcomes.
Modality: Virtual

Thursday, April 16, 2026
11:00 AM - 12:00 PM

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Leveraging DAF’s for Planned Giving Success

Speaker: Lisa Barr
Leveraging DAFs for Planned Giving Success will equip major gift officers, planned giving officers, and other development professionals with knowledge about donor-advised funds (DAFs) so that they can speak with confidence about this gift vehicle. Attendees will learn the benefits of working with DAF donors to increase philanthropic commitments to their charities; how a DAF can accept complex assets; how to use DAFs to bring multiple generations into the philanthropic conversation; how DAFs can be used for estate planning purposes, and more.
Modality: Virtual

Tuesday, April 21, 2026
1:30 PM - 2:30 PM

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The Surprising Impact of Life Income Gifts

Life income gifts are often seen as a trade off, donors commit significant assets, so their annual giving must decline, right? A new first of its kind study from BWF and TIAA Kaspick challenges that assumption, revealing more than 20 years of data showing that life income gifts can increase outright giving while deepening donor relationships. Join this webinar to learn how these gifts strengthen overall fundraising, create mutually beneficial outcomes, and transform stewardship into long term partnership insights that can directly elevate your strategy and energize your work.
Modality: Virtual

Thursday, April 23, 2026
11:30 AM - 12:30 PM



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CASE® National Alumni Survey

Alumni donor counts at U.S. higher education institutions have been declining for more than two decades, reflecting a significant shift in alumni attitudes. To better understand these changes, the National Alumni Survey was created and has gathered over 150,000 responses from alumni at more than 60 institutions in the past three years. The resulting data offers valuable insights that can guide decision making and strengthen engagement strategies. This session will explore key trends, outline actions institutions can take now to influence donor behavior, and provide next steps to inform future strategy.
Modality: Virtual

Friday, April 24, 2026
11:00 AM - 12:00 PM

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Gift Fees in Practice: A Candid Conversation on What Really Works

Gift fees remain one of the most debated and inconsistently applied practices in advancement. In this webinar, advancement leaders Lana Fontenot and Zak Boone share an open, practical look at how to approach gift fees, including whether you should implement them, how to determine the right rate, and communicating its purpose to donors. Attendees will also get a behind the scenes view of how gift fee revenue supports core needs and how policies stay aligned with endowment and investment practices. Join this conversation to gain real world insights that will help you shape a sustainable, well understood gift fee strategy for your institution.
Modality: Virtual

Wednesday, May 6, 2026
1:00 PM - 2:00 PM

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The Advancement Improv Lab: Practicing Presence

Advancement work is unscripted. Donor conversations shift. Colleagues challenge assumptions. Priorities evolve mid-meeting. In this interactive virtual session, participants will experience foundational improvisation principles that strengthen presence, adaptability, and collaboration in advancement settings. Through guided exercises and breakout discussions, we’ll explore how to listen more deeply, respond more effectively, and move conversations forward.
No acting required. Just willingness to practice.
Modality: Virtual

Thursday, May 7, 2026
11:00 AM - 12:00 PM



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Start Before Graduation: Building Alumni Loyalty Through Student Connections

Building strong connections between alumni and students is one of the most valuable long term investments an institution can make. Early engagement helps students feel supported and creates lasting bonds, while alumni gain meaningful opportunities to give back and stay connected to campus life. These relationships fuel long term loyalty and strengthen the overall alumni network. This session will explore why alumni student engagement matters and share practical, scalable strategies like amplifying student voices, partnering across campus, and designing impactful programs that don’t strain budgets. Join us to learn how to cultivate a campus culture where these connections thrive and drive lasting institutional success.
Modality: Virtual

Wednesday, May 13, 2026
1:30 PM - 2:30 PM

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Monthly Membership Webinar (May 2026)

Join CASE® for a session exploring how creative storytelling and purposeful design can strengthen connection and reputation across university communities. The teams at Royal College of Art and University of Sheffield will share how imaginative campaigns using approaches like film and digital media can inspire pride, build belonging and engage diverse audiences.
Modality: Virtual

Wednesday, May 20, 2026
12:00 PM - 1:00 PM

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Donor Experience: The Key to Your Pipeline

Donor experience is one of the most powerful drivers of long term donor retention and sustainable support. When organizations approach it intentionally, it shapes how donors feel, connect, and see themselves within your community. A strong donor experience begins before the first gift and continues through every meaningful interaction, ultimately influencing whether donors stay, engage more deeply, and grow in their giving. This webinar will show how a thoughtful base level program can become a true pipeline for mid level and major gifts. Join BWF’s Angela Altamore and James Barnard to learn practical strategies for building a donor experience that strengthens relationships and fuels long term growth.
Modality: Virtual

Thursday, May 21, 2026
12:00 PM - 1:00 PM



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Rethinking Engagement: Data-Informed Strategies for a Changing Advancement Landscape

As advancement evolves, so does our understanding of alumni and constituent engagement. With six years of CASE data, institutions are redefining how they measure engagement and connect it to strategic goals.
Modality: Virtual

Wednesday, May 27, 2026
11:00 AM - 12:00 PM

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Championship Moments: Turning Athletic Milestones into Alumni Engagement Opportunities

Athletic milestones like championship runs and nationally recognized seasons create powerful moments of pride that can energize an entire university community. This session explores how advancement and alumni engagement teams can strategically harness that momentum to deepen alumni connections and strengthen institutional affinity. Panelists from universities that recently competed for or won national championships will share how they collaborated across athletics, alumni relations, and advancement to activate supporters and extend the impact beyond the game. You’ll hear insights from Erica Arroyo of the University of Miami and Tiffany Foxworth of the University of South Carolina, with the conversation guided by NC State’s Latasia Priest. Join this dynamic discussion to gain practical strategies your institution can apply when its own big athletic moments arrive.
Modality: Virtual

Thursday, May 28, 2026
11:00 AM - 12:00 PM

On Demand Trainings

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Council for Advancement and Support of Education (CASE) Resources

Access on-demand webinars, subject guides, samples, articles, and more.

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Evertrue: 10 Ways AI will change Advancement

Learn about the impact that AI will have on your work in advancement.

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Advancement Resources

Explore webinars, blogs, samples, and so much more to help enhance your work in advancement.

Other Resources

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UT System Advancement Academy

Participate in professional development programs offered to all advancement professionals, from entry-level newcomers to senior executives.

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番茄社区 People Excellence Professional Development

Explore a variety of training on topics such as leadership, personal and professional development, computer skills, administrative skills, safety, and more. Sessions are offered in-person, virtually, and on-demand.

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LinkedIn Learning

Access a variety of courses, explore best practices, and gain new knowledge.

Do you have suggestions for additional training topics?

Email our Senior Director of Advancement Talent Management, Genevieve Tobias, for more information.