Planning Annual Fund Activities

Recorded On: 07/19/2022


Planning an integrated calendar of appeals, communications, and other activities is an essential aspect of a good annual giving strategy. Multi-channel plans are often complex, layered, and filled with detail, but they serve as important guides and roadmaps for your program. When built and shared correctly, they help mobilize stakeholders, optimize resources, and ensure that your efforts are executed in a timely and efficient manner.

Register now to learn how to develop a plan to optimize your annual giving efforts.

This webinar is eligible for 1.25 points of CFRE credit.


  • Guidelines for setting goals
  • Tips for mapping out the year
  • Tactics for integrating your efforts
  • Methods for documenting and sharing plans 
  • Examples from other institutions, and more!

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Dan Allenby

Principal & Founder, AGN

Dan 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. His book – Ideas for Annual Giving – offers designs for helping organizations increase their levels of sustainable philanthropic support. Dan served as the assistant vice president for annual giving at Boston University during its $1 billion capital campaign and previously led fundraising and marketing programs at Tufts University, Georgetown University, and the National Geographic Society. He served on the faculty for CASE’s Summer Institute in Educational Fundraising and chaired its Senior Annual Giving Professionals Conference and Annual Giving Workshop for five collective terms. Dan holds a B.A. in History from James Madison University and an M.B.A. from Boston College.


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