112: Annual Giving & Planned Giving Collaboration

Recorded On: 12/02/2021


Many advancement programs find their annual and planned giving teams operating in silos. When both units work together, it can result in increased efficiency, stronger messaging, and improved results across the entire organization. Collaboration can also result in a better, more cohesive experience for your donors—one that leaves them informed, engaged, and willing to provide multiple kinds of support.

Register now to learn how to improve the integration and coordination of your annual and planned giving efforts.

This webinar is eligible for 1.25 points of CFRE credit.


  • Perspectives on the unique structures and priorities of each unit
  • Tips for identifying prospects and segmenting audiences
  • Methods for developing integrated calendars and timing solicitations
  • Guidelines for crafting effective messages and communications
  • Examples from other institutions, and more!

Prefer to pay by check? Complete this form and we'll send you an invoice.

Sierra Rosen

With over 20 years of experience in educational fundraising, Sierra has led programs at Brown University, Harvard Business School, Northeastern University, and Wellesley College. Her other experience includes work as a Trial Attorney for the Committee for Public Counsel Services. Sierra has an undergraduate degree from Gordon College, an M.S. in Taxation from Northeastern's D'Amore-McKim School of Business, and a J.D. from Northeastern School of Law.


Annual Giving & Planned Giving Collaboration
Select the "View On-Demand Recording" button to begin.  |  75 minutes
Select the "View On-Demand Recording" button to begin.  |  75 minutes