Recorded On: 11/02/2023


When it comes to running successful annual giving programs, planning is one of the most important things you can do. Establishing the right goals, scheduling appeals and activities at the right time, and allocating resources in the right way will not only help you focus, but they will empower others to support your efforts. When developed correctly and communicated clearly, good plans pave the way for smooth execution, better results, and higher ROI.

Register now to learn how to develop an effective annual fund plan.

This webinar is eligible for 1 point of CFRE credit.


  • Tips for getting started
  • Guidelines for setting goals
  • Tactics for mapping out the year
  • Methods for allocating resources
  • 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.


On Demand Training
Recorded 11/02/2023  |  60 minutes
Recorded 11/02/2023  |  60 minutes