Coordinating Annual & Planned Giving Efforts

Recorded On: 03/06/2018


Annual Fund donors and planned giving donors are not necessarily distinct, yet 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 for your entire team to learn how to improve the integration and coordination of your annual and planned giving efforts. 

This recording is eligible for 1.25 points of CFRE credit. 


  • Perspectives on the unique structures and priorities of each unit, and advice for developing common goals
  • 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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Elizabeth Keppel

Director of Strategic Priorities, Annual Giving, The Johns Hopkins University

Elizabeth Keppel is the Director of Strategic Priorities, Annual Giving at The Johns Hopkins University, where she leads the university's undergraduate alumni participation strategy. With a career that has spanned direct marketing, frontline fundraising, volunteer and board management, and special campaigns, she recently completed five years at the University of Florida, most recently serving as the Director of Annual Giving & Strategic Initiatives. She has also worked in annual giving at William & Mary. Elizabeth holds a B.A. in Government & Philosophy and an M.Ed. in Higher Education Administration from William & Mary.


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