Designing a Winning Annual Fund Plan

Recorded On: 05/01/2018

OVERVIEW

Successful annual giving campaigns don't just happen. They require advanced planning and thoughtful strategies. While there's no such thing as a bad time to plan, one of the best times for an annual giving program to plan is around the end of the current fiscal year. Doing so helps ensure that the program is focused and prepared when the next year begins and increases the likelihood of achieving its goals.

This recording is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

Tips for involving key stakeholders in the planning process
Suggestions for evaluating past performance and setting goals for the future
Methods for allocating time and budget across various channels and programs
Guidelines for structuring your planning documents
Examples from other institutions, and more!

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Meg Weber

Executive Director of Annual Giving, Colorado State University

Meg Weber is the Executive Director of Annual Giving at Colorado State University, where she oversees all appeal marketing and stewardship across the university. Her 20-year career in annual giving includes work at Washington State University, The University of Texas at Arlington, and The University of North Texas. She is a regular presenter with CASE and several of her programs have been recognized by CASE for excellence in fundraising.