Email Appeals

*Note: Only one person/login per registration.


Welcome to AGN’s Email Appeals workshop! This virtual event will take place online using Zoom and will begin on Thursday, September 28th at 11:30AM EST. You will be able to access each general session 5 minutes prior to its start time. To join the event, review the information and zoom links on the "Join Sessions" tab.

Email has become an essential tool for today’s annual giving programs. But as donor inboxes fill up, it’s become even more difficult to make email appeals stand out and get opened. Understanding key principles and current best practices in email marketing will help you make sure that your institution’s email campaigns resonate with donors and remain an important aspect of its overall fundraising strategy.

Participants will have an opportunity to:

  • Discover the latest trends and best practices in developing email appeals.
  • Meet and get to know colleagues from other institutions.
  • Find out how other organizations approach their work.
  • View and discuss real examples, issues, and ideas.
  • Examine your own efforts and identify opportunities for improvement.
  • Obtain tools, templates, and other materials
  • Earn CFRE credit
  • And more!

If you need technical or customer support at any time prior to or during the event, please contact our dedicated support representative at 888.407.5064 or [email protected].

Join Sessions

To participate in a live session, please click below on the title of the session you wish to join. When a separate window opens in Zoom, please enter the password listed under the session title. Event audio is available via streaming (through your computer speakers) or you may listen over the phone by calling 929.205.6099 and entering Meeting ID 819 6017 1918. If you have any issues with the audio through your computer, we strongly advise you to dial in using the phone number.

Welcome/General Session
(Password: EMAIL23)
11:30 AM - 12:45 PM Eastern Time

Meet the faculty, get an overview of the program, and learn key concepts of email fundraising.


12:45 PM - 1:00 PM Eastern Time

Take time to complete a short assignment, rest, get a snack, check email, etc.

Introductions & Assessing Opportunities
(Password: EMAIL23)
1:00 PM - 2:15 PM Eastern Time

Meet peers from other institutions and use a self assessment tool to identify potential growth areas and develop actionable strategies to improve your program.


2:15 PM - 2:30 PM Eastern Time

Take a little time to rest, get a snack, check email, etc.

Show & Tell
(Password: EMAIL23)
2:30 PM - 3:45 PM  Eastern Time

Share an example of an email appeal and get feedback from your group on how to improve it.

Bringing It Together
(Password: EMAIL23)
3:45 PM - 4:00 PM Eastern Time

Hear key takeaways, lessons learned, and final words of advice from the workshop’s expert faculty.

For more information, please contact us at 888.407.5064 or [email protected]


Amy Burke

With more than 30 years of experience in annual giving and educational fundraising, Amy has led programs at Wellesley College, Harvard Business School, and Bentley University. She holds a B.S. from the University of Massachusetts Amherst and an M.B.A. in Organizational Behavior from Bentley University.



Megan Poole

With over 10 years of experience in education and fundraising, Megan has led annual giving and direct marketing programs at the University of Virginia and the University of Florida. Her other experience includes work as a college writing instructor and a high school English teacher. She holds a B.A. in English from Wesleyan College and an M.A. in English from Syracuse University.


Dan Allenby Principal & Founder at Annual Giving Network

Dan is an author, speaker, and consultant who has worked with educational institutions for more than 25 years to improve their fundraising results. An internationally recognized expert on annual giving, he is a CASE Laureate and recipient of the 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 has led annual giving and membership programs at Boston University, Tufts University, Georgetown University, and the National Geographic Society. He also 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. He holds a B.A. in History from James Madison University and a M.B.A. from Boston College. Outside of work, Dan enjoys spending time with his family, writing songs, and getting away to the beaches of Cape Cod. His philosophy is that success comes from focusing on what’s right in front of you.

Event Materials

Please click on the links below to access the workshop materials and additional training tools. 

General Materials

For more information, please contact us at 888.407.5064 or [email protected]