Developing an Annual Fund Plan

Recorded On: 06/11/2015


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 for your entire team to learn how to develop a winning plan for your annual fund.


  • 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

Director of Annual Giving, Case Western Reserve University

John Templeman is the Director of Annual Giving at Case Western Reserve University where works with schools and colleges to plan and execute direct mail, phone and online marketing strategies. His 16-year career in annual giving includes work at Cleveland State 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. 


On Demand Training
Recorded 06/11/2015
Recorded 06/11/2015