Workshop: Developing a Digital Fundraising Strategy


Welcome to AGN’s Developing a Digital Fundraising workshop! This virtual event will take place online using Zoom and will begin on Thursday, October 21st at 11AM EST. You will be able to access each general session 5 minutes prior to its start time. To join the event, review the information and zoom links on the "Join Sessions" tab.

This small group workshop will address the fact that, as annual giving programs at educational institutions navigate a rapidly changing and technology-driven world, many are doubling down on digital fundraising. Building on age-old fundraising fundamentals while incorporating new techniques and emerging technologies, teams are finding effective ways to engage and solicit donors through digital channels. Doing so in an orchestrated way not only helps to enhance the donor experience today—it strengthens the base of philanthropic support for tomorrow. 

Participants will have an opportunity to:

  • Hear from experts about the latest trends and best practices in digital fundraising
  • Network with peers and learn how other institutions are approaching their work
  • Participate in small-group discussions to share ideas, issues, and examples
  • Obtain tools, templates, and other workshop materials
  • Earn CFRE credit
  • And more!

If you need technical or customer support at any time prior to or during the event, please contact our dedicated support representative at 888.407.5064 or


Join Sessions

To participate in a live session, please click below on the title of the session you wish to join. When a separate window opens in Zoom, please enter the password listed under the session title. Event audio is available via streaming (through your computer speakers) or you may listen over the phone by calling 929.205.6099 and entering Meeting ID 852 8912 8496. If you have any issues with the audio through your computer, we strongly advise you to dial in using the phone number. 

Welcome/Overview of the Day
(Password: DIGIT2021)
11:00-11:15 AM Eastern Time

Assembling Your Digital Toolkit
(Password: DIGIT2021)
11:15-11:45AM  Eastern Time

Explore the opportunities—and potential pitfalls—of your website, email, texts, social content, videos, and other digital tools.

Small Group Breakouts
(Password: DIGIT2021)
11:45-12:30PM Eastern Time

Engage in small-group discussions to talk through issues, share examples, exchange ideas, and participate in collaborative exercises.

12:30-1:00PM Eastern Time

Running Micro-Campaigns
(Password: DIGIT2021)
1:00-1:30pm  Eastern Time

Discover how to plan and execute time-bound initiatives, including giving days, crowdfunding, special challenges, micro-email efforts, and other online campaigns.

Small Group Breakouts
(Password: DIGIT2021)
1:30-2:15pm Eastern Time

Engage in small-group discussions to talk through issues, share examples, exchange ideas, and participate in collaborative exercises.


Allocating Your Digital Resources
(Password: DIGIT2021)
2:45-3:15pm Eastern Time

Learn how to maximize—and analyze—the return on your investment in technology, staff, volunteers, and vendors.

Small Group Breakouts
(Password: DIGIT2021)
3:15-4:00pm Eastern Time

Engage in small-group discussions to talk through issues, share examples, exchange ideas, and participate in collaborative exercises.

Test Your Knowledge/Wrap-up
(Password: DIGIT2021)
4:00-4:15PM Eastern Time

To conclude the workshop, we will review lessons learned and discuss next steps, including optional time for Q&A.

 For more information, please contact us at 888.407.5064 or


Heather Kopec |  University of Miami

Heather Kopec is the Assistant Vice President, Philanthropic Giving + Digital Engagement at the University of Miami, where she oversees ongoing strategic initiatives for annual giving and digital marketing. Prior to joining Miami, Heather led annual giving at Virginia Tech and the University of Wisconsin–-Madison, and she has worked at multiple universities as a student-calling program manager. She has also served on the Board of Trustees for her alma mater and the nonprofit Free Bikes 4 Kids. She holds an MBA from the Wisconsin School of Business and a bachelor’s degree from Knox College.


Christy Moss |  University of Illinois Urbana-Champaign

Christy Moss is the Vice President of Membership and Marketing at University of Illinois Urbana-Champaign Alumni Association. Over the course of her 15-year career in advancement, she has led efforts in annual giving, stewardship and donor relations, communications & marketing, data analytics, and event strategy, and has worked on three capital campaigns. A speaker with CASE, she has also published multiple times in the Journal of Education Advancement and Marketing. Christy holds a B.A. in Communication from Greenville University and an M.S. in Information Science from the University of Illinois.


Patton Vo | Arcadia University

Patton Vo is the Director of Reunion Giving at Arcadia University, where he manages the framework for all reunion classes and oversees strategic programs to increase alumni engagement and philanthropic support. Previously, he held advancement positions at Swarthmore College and Widener University. A Board Member and Co-Chair of the CASE District II Conference, he also leads fundraising initiatives in a volunteer role with Stonewall Sports - Philadelphia. Patton has a B.A. in Psychology from Widener University, where he serves on the Alumni Council.

Dan Allenby | Principal & Founder at Annual Giving Network

Dan is an author, speaker, and consultant who has worked with educational institutions for over 25 years to improve their fundraising results. An internationally-recognized expert on annual giving, he is the recipient of CASE’s prestigious “Crystal Apple” award for teaching excellence. His book – Ideas for Annual Giving – offers designs for helping organizations increase their levels of sustainable philanthropic support. Dan served as the assistant vice president for annual giving at Boston University during its $1 billion capital campaign, and previously led fundraising and marketing programs at Tufts University, Georgetown University, and the National Geographic Society. He served on the faculty for CASE’s Summer Institute in Educational Fundraising, and chaired its Senior Annual Giving Professionals Conference and Annual Giving Workshop for five collective terms. Dan holds a B.A. in History from James Madison University and an M.B.A. from Boston College.

Event Materials

Please click on the links below to access the workshop materials and additional training tools. 

General Materials

Webinars - Members view for FREE; Non-Member Workshop Participants Save 20%
  (Non-Members can use their registration fee toward the cost of a new membership)


Survey Results

For more information, please contact us at 888.407.5064 or