Coordinating Annual & Planned Giving Efforts

Recorded On: 03/06/2018

OVERVIEW

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.

This recording is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

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

With more than 10 years of experience in annual giving and educational fundraising, Elizabeth has led programs at Johns Hopkins University, the University of Florida, and the College of William & Mary. Elizabeth holds a B.A. in Government & Philosophy and an M.Ed. in Higher Education Administration from William & Mary.