
Mar
19
March Collaboration Day
Wednesday, March 19 |
8:00 am - 5:00 pm
EST
Join us for Collab Day at Old Ivy! On the third Wednesday of each month, University Advancement hosts Collab Day. This is an opportunity for our team to gather, learn, and work together. If you are a remote team member traveling to Charlottesville, please reserve your room using this form.
Mar
19
APT: Excel: Go-To Formulas and Short Cuts for Advancement Work
Wednesday, March 19 |
9:00 am - 10:00 am
EST | Old Ivy Hall (OIH)
Unlock the potential of Excel to supercharge your fundraising efforts! Designed for Advancement administrative professionals, this course will equip you with essential Excel skills to make your data work for you. By the end of this session, you'll be equipped with practical Excel techniques to streamline your data management, enhance your reporting, and ultimately boost your fundraising results. Transform your approach to data and unlock the full potential of Excel to drive your fundraising efforts to new heights!
Note: This session is a repeat from Fall 2024.
Location: Rooms 131/133, 2420 Old Ivy Road
Mar
19
APT: CRM Basecamp Hands-on!
Wednesday, March 19 |
10:15 am - 11:45 am
EST | Old Ivy Hall (OIH)
Get ahead with this Advancement CRM training! Dive into the platform and build your confidence before our official launch later this year. In this interactive, hands-on session, you’ll get an early look at some key features, including Basic Navigation to help you feel right at home; List Views, which function somewhat like dynamic filters in EverTrue or Advance Lookups; and Corporate, Foundation, and Donor Advised Fund Records. This session combines valuable insights into the system with practical exploration, ensuring you're prepared for a smooth transition and equipped to hit the ground running once we go live. Don’t miss out on this opportunity to get a head start and feel confident navigating the new CRM!
*Registration for this session closes on Friday, March 14 so we have time to set up your access.
Mar
19
EverTrue & Tableau Office Hours
Wednesday, March 19 |
1:00 pm - 2:00 pm
EST | Virtual on Zoom
Drop in office hours for help with ET and Tableau with Senior Associate Director, Shelby Bowen.
Zoom Link
Mar
19
New Best Practices for Stewardship the UVA Way
Wednesday, March 19 |
1:30 pm - 2:30 pm
EST | 2420 Old Ivy Road, Rooms 131/133
Join the Stewardship Community of Practice for a session on how the new CRM will equip the Advancement Community with better tools and practices for tracking our donor stewardship efforts.
We’ll share how system enhancements will streamline endowment and impact reporting processes, create more meaningful and accessible records of stewardship touchpoints, and increase transparency—while also improving tracking in areas that haven’t been captured before.
Mar
19
Advance Lab: Navigation and Creating Lists
Wednesday, March 19 |
2:30 pm - 3:30 pm
EST | Conference Room 119, 2420 Old Ivy Road
Come join us for a 30 minute hands-on session of Advance. In this session we’ll be reviewing how to navigate Advance Web and practice creating and saving lists. Great for new hires. The last 30 minutes will be for drop-in hours.
Mar
19
Share Your Gifts! Presented by the Stewardship Community of Practice
Wednesday, March 19 |
2:45 pm - 3:45 pm
EST | 2420 Old Ivy Road, Rooms 131/133
Join us for a stewardship gift exhibit.
Stewardship teams are tasked with continuing the relationship-building process with donors who have supported their mission. Gift giving is one of the many ways we make a connection and honor generosity. As we approach the campaign close, many stewardship teams are refreshing their gift inventory in preparation for an uptick in event give a ways as well as donor appreciation, custom, and branded gifts. Let’s collaborate and share our unique ideas. Please bring 1 or 2 proven winners or bring 1 or 2 new ideas you are excited to share. All examples will be exhibited in a show and tell type format.
Apr
16
April Collaboration Day
Wednesday, April 16 |
8:00 am - 5:00 pm
EST
Join us for Collab Day at Old Ivy! On the third Wednesday of each month, University Advancement hosts Collab Day. This is an opportunity for our team to gather, learn, and work together. If you are a remote team member traveling to Charlottesville, please reserve your room using this form.
Apr
16
Advancement Community Networking Breakfast
Wednesday, April 16 |
8:00 am - 9:00 am
EST | Lobby, Darden Abbott Center Auditorium, 100 Darden Blvd, Charlottesville
Join us for a light breakfast and networking with colleagues before our quarterly meeting of the UVA Advancement Community!
Apr
16
Advancement Community Meeting
Wednesday, April 16 |
9:00 am - 10:00 am
EST | Darden Abbott Center Auditorium, 100 Darden Blvd, Charlottesville
Join us for the quarterly meeting of the UVA Advancement Community. VP Mark Luellen will provide updates on our campaign, we'll hear from a special guest speaker and welcome new staff.
Apr
16
UA Leadership Forum - Leading Through Change: Navigating Transitions with Confidence
Wednesday, April 16 |
10:30 am - 12:00 pm
EST | Classroom 50, Darden
Change is inevitable, but effective leadership during times of transition can make all the difference. This session, facilitated by partners from HR’s Organizational Development unit, will empower you with the skills needed to guide your teams through the changes ahead, such as the new CRM implementation and the conclusion of our campaign. You’ll discover strategies for maintaining team morale, communicating with clarity, and fostering adaptability to ensure a smooth transition. With a focus on leading with empathy and setting clear expectations, this session will equip you to help your team navigate these challenges with confidence and turn them into opportunities for growth and success.
This session is part of the UA Leadership Forum and is open to managers in University Advancement.
Apr
16
APT: Project Management
Wednesday, April 16 |
10:00 am - 11:00 am
EST | Old Ivy Hall (OIH)
Please note: Time will be updated as we get closer to the event.
Apr
16
APT: CRM Reports Overview
Wednesday, April 16 |
10:00 am - 11:00 am
EST | Old Ivy Hall (OIH)
Please note: Time will be updated as we get closer to the event.
Apr
16
Deep Dive: Alumni Engagement and Development in China
Wednesday, April 16 |
2:30 pm - 3:30 pm
EST | TBD, 2420 Old Ivy Road, Charlottesville, VA
China is our largest source of international students and our largest international alumni community. Join us to hear an update from David Yang who has served as a graduate intern for the Global Affairs advancement team for the past two years. David will discuss the status of alumni engagement in China, highlight recent philanthropic trends to consider when designing donor strategies, and outline opportunities for continued growth. You will also hear an update on UVA’s plans to expand the reach of our China office across the region.
This session is sponsored by the International Fundraising & Engagement Community of Practice.
May
20
UA Leadership Forum - Demystifying Performance Improvement with Employee Relations
Tuesday, May 20 |
1:00 pm - 2:00 pm
EST | Virtual on Zoom
In this session, led by HR’s Employee Relations team, we will demystify the Performance Improvement Plan (PIP) process and explore how it fits within UVA’s progressive discipline protocol. Often seen as a tool for addressing performance concerns, progressive discipline can also be a valuable resource for promoting employee growth and success. This engaging, interactive workshop will include activities, group discussions, and analysis of sample case studies to help you apply existing policies and procedures proactively. You’ll learn how to manage performance improvement conversations with confidence, provide actionable feedback, and leverage HR support when navigating these processes. By the end of the session, you’ll be equipped to use progressive discipline and PIPs as tools for fostering growth and addressing challenges in a supportive and effective way.
This session is part of the UA Leadership Forum and is open to managers in University Advancement.
May
21
May Collaboration Day
Wednesday, May 21 |
8:00 am - 5:00 pm
EST
Join us for Collab Day at Old Ivy! On the third Wednesday of each month, University Advancement hosts Collab Day. This is an opportunity for our team to gather, learn, and work together. If you are a remote team member traveling to Charlottesville, please reserve your room using this form.
May
21
APT: Fiscal Year End & Gift Processing: Key Reminders and What’s New
Wednesday, May 21 |
10:00 am - 11:00 am
EST | Old Ivy Building (OIB)
Please note: Time will be updated as we get closer to the event.
May
21
APT: Preparing for CRM: Update for Administrative Professionals
Wednesday, May 21 |
10:00 am - 11:00 am
EST | Old Ivy Building (OIB)
Please note: Time will be updated as we get closer to the event.
Jun
17
UA Leadership Forum - Mastering the Performance Management Process
Tuesday, June 17 |
2:00 pm - 3:00 pm
EST | Virtual on Zoom
Performance management is a cornerstone of employee engagement and organizational success. In this session, we’ll demystify UVA's performance management process by breaking it down into clear, actionable steps and timelines. We’ll explore best practices for fostering productive performance conversations, setting SMART goals, and aligning team and individual objectives with broader organizational priorities.
Participants will also gain practical advice on drafting compelling self-evaluations that highlight contributions and growth. Additionally, we'll provide tips for effectively capturing and presenting team accomplishments to showcase collective impact. Whether you’re a seasoned manager or new to leadership, this session will equip you with the tools and confidence to navigate performance management with purpose and clarity.
This session is part of the UA Leadership Forum and is open to managers in University Advancement.
Jun
18
June Collaboration Day
Wednesday, June 18 |
8:00 am - 5:00 pm
EST
Join us for Collab Day at Old Ivy! On the third Wednesday of each month, University Advancement hosts Collab Day. This is an opportunity for our team to gather, learn, and work together. If you are a remote team member traveling to Charlottesville, please reserve your room using this form.
Jun
18
APT: UA Travel/Finance/Procurement
Wednesday, June 18 |
10:00 am - 11:00 am
EST | Virtual
Please note: Time and virtual meeting details will be updated as we get closer to the event.
Jul
15
UA Leadership Forum - Hiring for Success: Navigating the Recruitment and Onboarding Journey in University Advancement
Tuesday, July 15 |
1:00 pm - 2:00 pm
EST | Virtual on Zoom
The success of University Advancement begins with hiring the right people and ensuring they feel supported from day one. Join the Staff Success team for an in-depth look at the hiring process, designed to equip managers with the knowledge and tools they need to build strong, high-performing teams.
This session will guide you through every stage, from identifying a hiring need and collaborating with Staff Success and HR, to creating engaging job descriptions, conducting effective interviews, and making thoughtful hiring decisions. We’ll also highlight strategies for onboarding new hires in a way that fosters engagement, connection, and long-term success.
Whether you’re hiring for the first time or looking to refine your approach, this session will provide actionable insights and best practices to elevate your recruitment and onboarding process.
This session is part of the UA Leadership Forum and is open to managers in University Advancement.