101: Fundamentals of Annual Fund Management

Recorded On: 05/03/2016


Whether you're new to the field of annual giving or an experienced professional, it's important to grasp the fundamentals. Understanding and revisiting the time-tested principles and processes that drive annual giving success will ensure that your program lives up to its full potential while getting the most out of its staff and budgetary resources.

Register now for an overview of the basic tools, constituencies, and segments of annual giving programs.

This recording is eligible for 1.25 points of CFRE credit.  


  • Mechanics of direct mail, phonathon, and online giving programs
  • Techniques for segmenting audiences and producing appeals
  • Methods for planning and evaluating annual campaigns
  • Examples from other institutions
  • And more!

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Rebecca Trump

Executive Director of Annual Giving, George Washington University

Rebecca Trump is the Executive Director of Annual Giving at the George Washington University where she oversees annual fund strategy and operations across the university's various schools, colleges, and units. Her 16-year career in annual giving, direct appeal fundraising, and marketing includes work at the United Way, The National Council of Jewish Women, and New York City Opera. She's an active member of the Annual Giving Director's Consortium and holds a Bachelors in English and Music from Trinity College.


On Demand Training
Recorded 05/03/2016
Recorded 05/03/2016