Planning Annual Fund Activities

Recorded On: 07/19/2022

OVERVIEW

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.

This webinar is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

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

President & 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.