Annual Giving & Planned Giving Coordination

Recorded On: 12/02/2021

OVERVIEW

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.

This webinar is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

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!

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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.