Fundamentals of Annual Giving

Recorded On: 09/08/2022


Annual giving is the foundation of educational fundraising. While approaches and techniques may vary from one institution to the next, the fundamental principles that guide effective annual giving strategies are timeless and universal. Understanding and applying these principles to your institution’s unique program will help establish a sustainable source of philanthropic support and a reliable pipeline of future major gifts.

Register now to learn the fundamentals of annual giving and prepare your program for success now and for years to come.

This webinar is eligible for 1.25 points of CFRE credit.


  • Perspectives for understanding the important role of annual giving
  • Guidelines for thinking about constituents, prospects, and donors
  • Tactics for optimizing timelines, tools, and marketing channels
  • Methods for evaluating the effectiveness of your efforts 
  • Examples from other institutions, and more!

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Dan Allenby

Principal & Founder | Annual Giving Network

Dan Allenby is an author, speaker, and consultant who has worked with educational institutions for over 25 years to improve their fundraising results. An internationally-recognized expert on annual giving, he is the recipient of CASE’s prestigious “Crystal Apple” award for teaching excellence. He is principal and founder of Annual Giving Network and previously led annual giving and membership programs at Boston University, Tufts University, Georgetown University, and the National Geographic Society.


Webinar Presentation
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes