Developing an Annual Fund Plan

Recorded On: 06/07/2016


An annual fund is always going. No sooner does one fiscal year end than another one begins, which is why it is important to end each year on a good note while, at the same time, developing a plan for the next year before it even begins. Managing the transition from one year to the next is essential when it comes to raising more money and securing more donors for your annual fund.

Register now for your entire team to learn how to have a productive end to your current fiscal year and start the next year on the right foot.

This recording is eligible for 1.25 points of CFRE credit.   


  • Guidelines for developing an annual fund plan, setting goals, and tracking progress throughout the year
  • Tactics for ensuring a smooth transition from one year to the next
  • Recommendations for maximizing year-end budget and achieving great results this year
  • Examples from other institutions
  • And more!

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Molly Robbins

Executive Director of the Saint Joseph's Fund, St. Joseph's University

Molly Robbins is Executive Director of the Saint Joseph's Fund at St. Joseph's University in Philadelphia, where she oversees the design and execution of a comprehensive annual giving strategy. She has over a decade of experience managing volunteer programs, direct marketing, social media, and events and she launched the Philadelphia Annual Giving Workshop Series through a CASE Venture Capital Grant. She holds a Masters in Organizational Leadership and Development from Saint Joseph's University and a Bachelors in Political Science from the University of Pittsburgh. 


On Demand Training
Recorded 06/07/2016
Recorded 06/07/2016