Workshop: Developing a Digital Fundraising Strategy

November 18 & 19, 2020

Overview


As educational institutions continue to adjust in a changing and uncertain world, many advancement teams are doubling down on digital fundraising. Building on timeless fundamentals while incorporating progressive techniques and emerging technologies, fundraising programs are finding effective ways to engage and solicit donors online, strengthening their base of philanthropic support.

Join us on November 18th and 19th for a two-day interactive workshop that will provide you and your colleagues with a framework for engaging and soliciting donors in an increasingly digital world.

Participants will have an opportunity to:

  • Learn about the latest trends and most effective techniques in digital fundraising
  • Participate in interactive exercises and focused small-group discussions
  • Network with peers to share ideas and experiences
  • Obtain workshop handouts and other materials
  • Earn CFRE credit
  • And more!

This event is ideal for advancement professionals at educational institutions who wish to learn more about the latest trends and practices in digital fundraising.

  • AGN Members save an additional 20%
  • Receive further discounts when registering multiple attendees from one institution

Program

(all times are EDT)


Day 1

12:45pm - Workshop Sign-In Begins

1:00pm - Welcome/Overview of the Day

1:15pm - Sizing Up the Digital Landscape

Start off with a run-through of key metrics, tools, techniques, and trends in digital fundraising.

2:00pm - Small Group Breakouts

Engage in small group discussions with colleagues to talk through issues, exchange ideas, and participate in problem-solving exercises.

2:45pm - Break (30 minutes)

3:15pm - Pushing Out Your Messages

Discover how to create effective social content, leverage texting, and make the most of targeted paid advertisements.

4:00pm - Small Group Breakouts

Engage in small group discussions with colleagues to talk through issues, exchange ideas, and participate in problem-solving exercises.

4:45pm - Wrap-up/Homework Assignment


Day 2

12:45pm - Workshop Sign-In Begins

1:00pm - Welcome/Overview of the Day

1:15pm - Generating Leads Through Digital Channels

Learn how to mine digital data to uncover prospects for gift officers and other marketing efforts.

2:00pm - Small Group Breakouts

Engage in small group discussions with colleagues to talk through issues, exchange ideas, and participate in problem-solving exercises.

2:45pm - Break (30 minutes)

3:15pm - Bringing It All Together

Explore how to develop a cohesive and effective fundraising strategy by integrating messages, schedules, and resources across multiple channels.

4:00pm - Small Group Breakouts

Engage in small group discussions with colleagues to talk through issues, exchange ideas, and participate in problem-solving exercises.

4:45pm - Final Thoughts/Wrap-up

Faculty


Jeremy Allen | UNC Kenan-Flagler Business School

Jeremy Allen is Executive Director of Alumni Engagement and Individual Giving at UNC Kenan-Flagler Business School, where he leads a team focused on alumni and parent engagement, individual giving, and advancement communications. Previously he served as Senior Director of Annual Support and Advancement Communications at Kenan-Flagler, and prior to that he held leadership roles in advancement at Elon University and the University of Northern Colorado. Early in his career, Jeremy served as a high school history teacher in Greensboro, NC. He is a speaker and mentor with CASE, a board member at Cary Academy, and a campaign volunteer at Elon University. Jeremy holds a B.A. from Elon University and an M.A. from the University of North Carolina at Greensboro.

 

Emily Kernan | University of Pennsylvania

Emily Kernan is the Executive Director of The Penn Fund at the University of Pennsylvania, where she oversees all annual giving efforts targeted toward undergraduate alumni. Previously, she led the annual fund team at Rice University and held several positions in development at Lafayette College. Her instructional experience includes presenting for CASE and the Association of Fundraising Professionals (AFP), as well as teaching about annual giving at Rice's Center for Philanthropy and Nonprofit Leadership. A member of the Annual Giving Directors Consortium, Emily holds a BA in English from Binghamton University, while currently working toward an MS in Non-Profit Leadership at Penn's School of Policy and Practice.

 

 Christy Moss | University of Illinois at Urbana-Champaign

Christy Moss is the Executive Director of Strategic Engagement at University of Illinois at Urbana-Champaign, where she leads efforts in annual giving, stewardship and donor relations, communications & marketing, data analytics, and event strategy. Over the course of her 15-year career, she has held many different roles in advancement and 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.

 

Dan Allenby | Principal & Founder at Annual Giving Network

Dan is an author, speaker, and consultant who has worked with academic institutions for over two decades to train their advancement staff and volunteers. A recipient of the prestigious CASE “Crystal Apple” award for teaching excellence, Dan is an internationally-recognized expert on annual giving and alumni engagement. He chaired CASE’s Institute for Senior Annual Giving Professionals and its Annual Giving Workshop for five collective terms and served on the faculty for CASE’s Summer Institute in Educational Fundraising. His book—Ideas for Annual Giving—offers the latest designs for helping institutions increase annual giving and boost alumni participation. Previously, he served as the Assistant Vice President for Annual Giving at Boston University, and also led annual giving and member marketing efforts at Tufts University, Georgetown University, and the National Geographic Society. Dan received an MBA from Boston College and a BA from James Madison University, and a certificate in the Management of Communication Organizations from Tufts University.

For more information about this workshop, please contact us at 888.407.5064 or [email protected].