Workshop: Developing an Annual Fund Plan

May 5 & 6, 2021 from 1-5:00pm ET (Online)

Overview


Whether you’ve already drafted your annual fund plan for next year or are just getting started, it’s important to approach the planning process in a thorough and thoughtful way. This is especially true during challenging and uncertain times when existing plans may need to be revisited and adjusted. Establishing the right goals, developing a schedule for appeals and communications, allocating resources, and collaborating with colleagues to gain buy-in will help ensure that your program is focused for the year ahead, and positioned well to achieve its goals.

Join us on May 5th and 6th for a two-day interactive workshop that will provide you and your colleagues with a framework for establishing an annual fund plan to reach your goals in the year ahead.

Participants will have an opportunity to:

  • Learn from experts about the best ways to develop a strategy and maximize resources
  • Participate in interactive exercises and focused small-group discussions
  • Network with peers to share examples, ideas, and experiences
  • Obtain workshop handouts and other materials
  • Earn CFRE credit
  • And more!

This event is ideal for annual giving, communications, and other advancement staff, as well as colleagues from outside of advancement who are stakeholders in the annual fund planning process each year.

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

 

Program

(all times are EDT)


Day 1

12:50pm - Workshop Sign-In Begins

1:00pm - Welcome/Overview of the Day

1:15pm - Setting Goals

Learn how to establish the right goals and use them to keep your program focused and productive throughout the year.

2:00pm - Small Group Breakouts

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

2:45pm - Break (30 minutes)

3:15pm - Understanding & Segmenting Your Prospect Population

Discover what makes your audiences unique, and how to break them down into groups and personalize your outreach and communication.

4:00pm - Small Group Breakouts

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

4:45pm - Test Your Knowledge/Wrap-up

 

Day 2

12:50pm - Workshop Sign-In Begins

1:00pm - Welcome Back

1:15pm - Developing an Integrated Schedule

Explore how to design a calendar of appeals and activities—including email, print mail, phone, text, social media, volunteer and gift officer outreach, and events—that will guide you to success..

2:00pm - Small Group Breakouts

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

2:45pm - Break (30 minutes)

3:15pm - Implementing Your Plan

Examine ways to put your plan into action that will ensure your annual fund will succeed.

4:00pm - Small Group Breakouts

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

4:45pm - Test Your Knowledge/Wrap-up

Faculty


Adam Bradley | The University of Michigan

Adam Bradley is the Director of Annual Giving at The University of Michigan, where he steers the vision and strategy of annual giving and pipeline efforts for the institution's schools, colleges, and non-degree granting units, including centralized annual giving efforts, digital fundraising, telefund, and student philanthropy. His previous roles include Lead Director of Annual Giving for Michigan's Ross School of Business, and Associate Director of Marketing, through which he ran the university's call center. He also served as a research manager and consultant at Qualigence International for nearly a decade. Adam holds a B.B.A. in Marketing from the Ross School of Business.

 

Gina Fiorillo | Rutgers University Foundation

Gina Fiorillo is the Senior Director of Annual Giving at the Rutgers University Foundation, where she manages multichannel fundraising efforts including direct mail, phonathon, and email. Her 20-year career includes work at Kean University and Douglass College as well as several non-profits including Slow Food USA and the George Street Playhouse. Gina holds a B.A. in English from Douglass College and an M.P.A from the School of Public Affairs & Administration, Rutgers University.

 

Craig Waltman | Haverford College

Craig Waltman is Director of Annual Giving at Haverford College, where he oversees all aspects of the College’s annual giving program. Prior to joining Haverford in 2010, he served as a fundraising strategy and communications consultant for nationally-known universities, public broadcasting stations, and others. He also held positions in annual giving at Swarthmore College and in advancement at The Pathway School. Craig is an active volunteer with STAFF, Elizabethtown College, and serves on the Board of his local YMCA. He has frequently served as a volunteer and presenter with CASE. Craig holds a B.A. in Psychology from Elizabethtown College.

 

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.

For more information about this workshop, please contact us at 888.407.5064 or info@agnresources.com.