Planning for a New Fiscal Year

Recorded On: 06/11/2019

OVERVIEW

For the annual fund, no sooner does one fiscal year end than another one begins. Due to this cyclical nature, it’s important to focus on ending each year on a good note while at the same time developing a plan for the next year—before it even begins. Managing a seamless transition is essential for raising more money and securing more donors for your program.

This webinar is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

Guidelines for coordinating the planning process and building your roadmap
Methods for setting goals based on aspirations and past performance
Tips for developing a calendar for appeals, events, and other communications
Advice for allocating budget and staff resources
Examples from other institutions, and more!

Prefer to pay by check? Complete this form and we'll send you an invoice.

Gina Fiorillo

With over 20 years of experience in annual giving and educational fundraising, Gina has led programs at New York University, the Rutgers University Foundation, Kean University, and Douglass College. She holds a B.A. in English from Douglass College and an M.P.A. from the School of Public Affairs & Administration at Rutgers University.