Annual Giving in a Small Shop

Recorded On: 04/24/2018


Although some organizations are large and well-resourced, the vast majority of annual giving programs at educational institutions function as relatively small shops. They rely on limited budgets and only a few staff to generate much needed donors and dollars year-in and year-out. These restrictions make it so important for small programs to be efficient, resourceful, strategic, and collaborative. At the same time, working in a small shop does have advantages. Understanding these opportunities is key to running an effective program and enjoying a fruitful career.

Register now for your entire team to learn how to run a successful annual giving program in a small shop.  

This recording is eligible for 1.25 points of CFRE credit.


  • Perspectives on the characteristics, priorities, limitations, and opportunities of small shops
  • Guidelines for maximizing staff resources and working collaboratively with colleagues, volunteers, and vendors
  • Tips for allocating budgets efficiently in order to maximize ROI
  • Methods for evaluating results and putting them into context
  • Examples from other institutions, and more!

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Michael Richmond

Executive Director, Annual Giving, University of the Pacific

Michael Richmond is the Executive Director, Annual Giving at University of the Pacific, where he focuses on enhancing program structure for increased results through multi-channel messaging. With over two decades in educational fundraising, he has also held longstanding development positions at University of Maryland, University College and University of Nevada - Las Vegas. Michael holds a B.A in Communication Studies and Social Psychology from University of Nevada - Las Vegas.


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