Skip navigation
Resource Center

Resources for Managers in Higher Ed Advancement

Professional development and management tools for your team

Advancement relies on their managers’ ability to incentivize and develop their teams to meet today’s campaign goals. Managers must onboard new talent, incentive and track fundraising progress, identify growth opportunities, and develop staff to reach their full potential. Use these resources from Advancement Advisory Services to help your staff become successful, data-driven managers.

Onboarding

Tailored Onboarding Toolkit

Eight tools to help you design a tailored onboarding program to help new hires gain the skills necessary for success and increase long-term MGO retention rates.

Metrics and check-ins

Gift Officer Metrics Tracker

College and university advancement leaders need a way to track short-term and long-term goals. This check-in template will help gift officers and managers track short-term contacts, moves, and leading indicators to assess progress toward annual goals.

Time Allocation Predictive Model

The Time Allocation Predictive Model is an interactive tool to help deans understand and quantify how much gift officer distractions are impacting fundraising.

Professional development

The Professional Development Playbook

This toolkit will help advancement shops improve major gift officer retention by offering ongoing fundraiser training so they can develop new skills.

Division-wide management resources

Maximizing Fundraiser Efficiency in Higher Ed

Use this study to scale cultivation strategy development to meet donor expectations within current staff capabilities and time allocation.

Competing for Talent

This study examines how institutions can recruit high-performing major gift officers in an environment of increasing demand for top recruiters.

Inside the mind of a Curious Chameleon

The Advancement Forum sought to find the characteristics of an ideal major gift officer (MGO). We discovered that an MGO should be a Curious Chameleon—an individual with behavioral and linguistic flexibility, intellectual and social curiosity, the skill to distill information, and the ability to approach the solicitation process in a strategic manner.

Competency-Based Hiring Toolkit for University Advancement Leaders

Use the competency-based hiring to identify qualified transferable-skills candidates and attract them to your open positions.

Close the Diversity Gap in Higher Ed Advancement By Recruiting Transferable-Skills Candidates

Current efforts aren’t enough to significantly increase diversity of job candidates and new hires because there is a lack of diversity within the advancement industry. Transferable-skills candidates bring skills and competencies from related fields and provide an opportunity to increase advancement team diversity.

This resource requires EAB partnership access to view.

Access the resource center

Learn how you can get access to this resource as well as hands-on support from our experts through Advancement Advisory Services.

Learn More

Already a Partner?

Partner Log In