Stewardship Workshop

*Note: Only one person/login per registration.


Welcome to AGN’s Stewardship workshop! This virtual event will take place online using Zoom and will begin on Thursday, August 31st 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.

Stewardship is letting donors know that their gifts are appreciated, communicating the impact of their support, and involving them in the life of the institution. It’s especially important for annual giving programs which typically generate the majority of an organization's donors each year. Having sound stewardship programs for your annual fund will not only ensure a positive experience for donors today but will increase the likelihood that they will remain engaged and supportive in the future. 

Participants will have an opportunity to:

  • Discover the latest trends and best practices in annual fund stewardship.
  • 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 850 1822 0980. If you have any issues with the audio through your computer, we strongly advise you to dial in using the phone number.

Welcome/Opening Session
(Password: STEWARD)
11:30-12:30 Eastern Time

Meet the faculty, get an overview of the program, and learn key concepts of donor stewardship.

Individual Assignment/Break

12:30-12:45 PM Eastern Time

Work independently on an assigned task and take some time to rest, get a snack, check email, etc.

Introductions & Assessing Opportunities
(Password: STEWARD)
12:45-2:00 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.

Individual Assignment/Break

2:00-2:30 PM Eastern Time

Work independently on an assigned task and take some time to rest, get a snack, check email, etc.

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

Share an example, a special initiative, or new idea, and get feedback from your group on how to make the most of it.

Bringing It Together
(Password: STEWARD)
3:45-4:00 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]


Melinda Phillips

Melinda has over 15 years of experience in annual giving and educational fundraising. She most recently served as Assistant Vice Chancellor of Annual Giving at Vanderbilt University and previously led programs at its Owen Graduate School of Management. Her other experience includes work with the Annual Giving Directors Consortium and the Rhodes College Alumni Board. She holds a B.A. from Rhodes College and an M.T.S. from Harvard Divinity School.


Terence Bodak

With more than 10 years of experience in annual giving and educational fundraising, Terence has led programs at Rutgers University Foundation and Monmouth University. He holds a B.A. in Political Science and an M.A. in European History, both from Monmouth 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]