Advancement Institute


 Advancement Institute Logo

Employee working on computer

We provide UT San Antonio's advancement professionals and academic leaders with a variety of custom trainings, professional development workshops, and collaborative experiences.

Three heads collaborating

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

UTSA momument icon

We can strengthen our culture of philanthropy across the UT San Antonio community and further drive our university toward a bold future together.

Advancing Together

The UT San Antonio 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

speaker giving speach infront of donor relations
CliftonStrengths Workshops

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


speaker giving speach infront of donor relations
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.


speaker giving speach infront of donor relations
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.




Cup of coffee
Coffee & Courageous Conversations

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

Employee on laptop
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

Case Logo
CASE Presents: Storytelling that celebrates your institution's identity

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, April 8, 2026
6:00 AM - 7:00 AM

Annual Giving Network Logo
Annual Giving Status Report

The Annual Giving Status Report highlights the latest trends and current best practices in the field of annual giving. Based on data collected from hundreds of colleges, universities and independent schools, this report identifies the primary drivers of annual giving success and offers insights that can be used to set goals, develop strategies, and benchmark results. It’s an invaluable resource for anyone that wants to understand the state of the industry and prepare their annual giving program for future success.
Modality: Virtual

Thursday, April 9, 2026
11:00 AM - 12:00 PM

Case Logo
Monthly Membership Webinar (April 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, April 15, 2026
12:00 PM - 1:00 PM



Crescendo Interactive Logo
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

BFW Logo
The Surprising Impact of Life Income Gifts

Life income gifts are often seen as a tradeoff, 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

Case Logo
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

On Demand Trainings

Card image cap
Council for Advancement and Support of Education (CASE) Resources

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

Evertrue Logo
Evertrue: 10 Ways AI will change Advancement

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

Advancement Resources Logo
Advancement Resources

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

Other Resources

UT Advacement Academy Logo
UT System Advancement Academy

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

Students at North Paseo Building Studing
UT San Antonio 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.

Woman and man on laptop in meeting
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.