303: 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

Executive Director of Planned Giving, Brown University

Sierra Rosen is the Executive Director of Planned Giving at Brown University, where she oversees the planned giving team for the institution. With over a decade of experience in planned giving, she previously ran programs at Harvard Business School, Northeastern University, and Wellesley College. In addition, she served as a Trial Attorney through the Committee for Public Counsel Services in Essex County, Massachusetts. Sierra has an MS in Taxation from Northeastern's D'Amore-McKim School of Business, a JD from Northeastern School of Law, and an undergraduate degree from Gordon College.


303: Annual Giving & Planned Giving Collaboration
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