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Academic Institutions

Philanthropic Practices for Deans and Other Academic Leaders

Subset of Professional Fundraising for Deans and Academic Leaders

In this four-hour workshop, deans, faculty, and other academic and organizational leaders explore concepts, tools, and skills essential to their critical roles in the donor development process. Participants discover concepts for building a compelling Vision Story, the Process for Locating Philanthropic Passion™, Strategic Elements of Successful Solicitation, and the Six Steps of a Successful Ask.

Subset of Professional Fundraising for Deans and Academic Leaders


Participants review core concepts from Insight Into Philanthropy.

Building Your Vision Story
Utilizing the Vision Story model, participants apply concepts and techniques to effectively communicate their funding priorities as philanthropic opportunities that are compelling to donors.

The Discovery Meeting
Participants explore the process for conducting effective face-to-face meetings with donors, including appropriate transitions for each step of the process, ensuring a successful meeting flow.

Locating Philanthropic Passion
Participants explore and practice a clearly defined process for uncovering the deep-seated, philanthropic values of donors. Additionally, participants discover techniques for achieving long-term success.

Securing Financial Commitment
Participants discover concepts that turn “asks” into gains and strengthen donors’ emotional commitment and financial support. Participants practice making the “ask” while considering a current or potential donor.

Creating Meaningful Return on Philanthropic Investment
Participants learn how they can create a return on philanthropic investment (ROPI) that ensures donors feel appreciated and valued, and sets the stage for future contributions.