-101: Fundamentals of Annual Giving

Recorded On: 09/08/2022

OVERVIEW

Annual giving is the foundation of educational fundraising. While approaches and techniques may vary from one institution to the next, the fundamental principles that guide effective annual giving strategies are timeless and universal. Understanding and applying these principles to your institution’s unique program will help establish a sustainable source of philanthropic support and a reliable pipeline of future major gifts.

Register now to learn the fundamentals of annual giving and prepare your program for success now and for years to come.

This webinar is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

  • Perspectives for understanding the important role of annual giving
  • Guidelines for thinking about constituents, prospects, and donors
  • Tactics for optimizing timelines, tools, and marketing channels
  • Methods for evaluating the effectiveness of your efforts 
  • Examples from other institutions, and more!

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Dan Allenby

Principal & Founder | Annual Giving Network

Dan is an author, speaker, and consultant who has worked with educational institutions for more than 25 years to improve their fundraising results. An internationally recognized expert on annual giving, he is a CASE Laureate and recipient of the 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 has led annual giving and membership programs at Boston University, Tufts University, Georgetown University, and the National Geographic Society. He also 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. He holds a B.A. in History from James Madison University and a M.B.A. from Boston College. Outside of work, Dan enjoys spending time with his family, writing songs, and getting away to the beaches of Cape Cod. His philosophy is that success comes from focusing on what’s right in front of you.

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Fundamentals of Annual Giving
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