Developing an Annual Fund Plan

Recorded On: 06/11/2015

OVERVIEW

Developing a plan BEFORE the fiscal year begins is the first step toward achieving your annual fund goals. Start next year on a good note with a strategy that defines success and outlines the necessary steps to achieve it.

Register now to learn how to develop a winning plan for your annual fund.

WHAT YOU WILL DISCOVER

  • Guidelines for structuring your plan, setting goals, and scheduling appeals
  • Tactics for segmenting your prospect pools and organizing your marketing efforts
  • Methods for analyzing progress and making adjustments throughout the year
  • Examples of plans from various institutions
  • And more

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John Templeman

With over 18 years experience in annual giving, John Templeman has led programs at Cleveland State, Case Western Reserve University and Baldwin Wallace University. John serves on the board for the Independent College Advancement Associates. He holds a certificate in non-profit management from Case Western Reserve University and a Bachelor's degree in Marketing from Bowling Green State. 

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