Online Workshop: Developing an Annual Fund Plan

June 11, 2020 from 11am-5:45pm EDT

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 June 11th for an interactive online workshop that will provide you and your colleagues with a framework for establishing an annual fund plan and empower you with ideas and strategies for reaching your goals in the year ahead.

Participants will have an opportunity to:

  • Learn from experts about the best ways to hone your strategy and maximize resources
  • Participate in focused, small-group strategy sessions
  • Network with peers to share 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


11:00am - Workshop Sign-In Begins (15min)


11:15am - Welcome: Developing an Annual Fund Plan (15min)

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.


11:30am - Setting Goals (45min General Session & 30min Breakout Discussion)

Establishing the right goals is a critical first step in creating your annual fund plan. Goals not only keep teams focused and moving in the right direction, but they can also help to manage expectations—especially in an uncertain environment. More often than not, the process of setting goals can be extremely valuable in and of itself.


1:00pm - Creating Appeal Calendars (45min General Session & 30min Breakout Discussion)

Carefully planning appeals and other communications in advance will ensure that your efforts are efficient and effective. Designing an integrated schedule that includes direct mail, email, phone, social media, and personal visits will lead to better results for your program, while helping to ensure a positive and consistent experience for donors.


2:45pm - Allocating Resources (45min General Session & 30min Breakout Discussion)

It’s always important to be a good steward of your institution’s resources, but limits to time and budget can make it hard to determine where it’s best to invest. Understanding your strengths and weaknesses and aligning your efforts with institutional priorities will go a long way in generating a positive return for your program.


4:15pm - Documenting and Presenting Your Plan (45min)

The best annual fund plans aren’t complicated—they’re simple and easy to understand. At the same time, they are living documents that evolve throughout the year as circumstances change. Documenting your plan will not only equip you with a roadmap for success, it will provide you with a tool for gathering feedback and buy-in from others.


5:00pm - Wrap-Up / Q&A / Optional Networking (45min)

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

 

Faculty


Jenny Daigle Benoit | The Pennsylvania State University

Jenny Daigle Benoit is the Executive Director of Annual Giving at The Pennsylvania State University, where she oversees annual giving for all colleges, campuses, and units across the institution. Previously, she served as the Senior Director of Annual Giving at Tulane University, where she worked for over 15 years in positions of increasing responsibility. She's an active member of the Annual Giving Directors' Consortium and a Certified Fund Raising Executive (CFRE). Jenny holds a Bachelor's degree from Tulane University and is currently pursuing her Master of Education in Higher Education at Penn State.

 

Craig Waltman | Haverford College

Craig Waltman is the 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. 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 AGN Resources

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. Connect with Dan on LinkedIn

 


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