Workshop: Annual Fund Planning

Overview


Welcome to AGN’s Annual Fund Planning workshop! This virtual event will take place online using Zoom and will begin on Thursday, May 19th at 11AM 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.


When it comes time to develop a “plan” for your annual giving program, it’s important to approach the process in a thorough and thoughtful way. This is especially true in the months leading up to the beginning of a new fiscal year. Establishing the right goals, defining segments and messages, developing a schedule, and collaborating with colleagues are all important aspects of planning that will help you optimize your strategy and keep your program focused and productive in the year ahead.

Participants will have an opportunity to:

  • Get advice and feedback from experts and peers to guide their planning process
  • Participate in interactive exercises and focused small-group discussions
  • Network with peers to share ideas and experiences
  • Obtain workshop handouts and other materials
  • 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 846 7274 4225. If you have any issues with the audio through your computer, we strongly advise you to dial in using the phone number.


Welcome/Overview of the Day
(Password: AFPLAN2022)
11:00-11:15 AM Eastern Time


Setting Goals
(Password: AFPLAN2022)
11:15-11:30AM Eastern Time

Learn how to establish the right goals and use them to keep your program focused and productive throughout the year.


Small Group Discussions
(Password: AFPLAN2022)
11:30AM-12:15PM Eastern Time

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.


Segmenting Your Audience
(Password: AFPLAN2022)
12:15-12:30PM Eastern Time

Discover what makes your audiences unique, and how breaking them down into groups can help to personalize your outreach and communication.


Small Group Discussions
(Password: AFPLAN2022)
12:30-1:00PM Eastern Time

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.


Break

1:00-2:00PM Eastern Time


Welcome Back/Developing Your Calendar
(Password: AFPLAN2022)
2:00-2:30PM  Eastern Time

Explore how to design an integrated schedule of appeals and activities that will help you achieve your goals.


Small Group Discussions
(Password: AFPLAN2022)
2:30-3:15PM Eastern Time

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.


Collaborating With Colleagues
(Password: AFPLAN2022)
3:15-3:30PM Eastern Time

Examine ways to work with others to implement your plan and achieve sustainable success.


Small Group Discussions
(Password: AFPLAN2022)
3:30-4:00PM Eastern Time

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.


Bringing It Together/Wrap-up
(Password: AFPLAN2022)
4:00-4:15PM Eastern Time

Conclude the day with a summary of lessons learned and opportunities to continue learning.

 

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

Faculty


Craig Waltman | Consultant & Senior Faculty

Craig is a leader in the field of annual giving and an expert on strategic planning, direct appeals, and next generation philanthropy. With over 20 years of experience, he has led programs at Haverford College, Swarthmore College, and Pathway School, and is an active member of  STAFF (Sharing the Annual Fund Fundamentals) and the Chester Valley Little League Board. He holds a B.A. in Psychology from Elizabethtown College where he also serves as an active alumni volunteer. Outside of work, he enjoys walking his dog, watching baseball and basketball, and spending time with his family. His philosophy is to control everything you can, and roll with the rest.

 

Gina Fiorillo | Consultant & Senior Faculty

Gina is a leader in the field of annual giving and an expert on direct appeals, stewardship, and digital campaigns. With over twenty years of experience, she has led programs at 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. Outside of work, Gina enjoys cooking, pottery, and photography. Her philosophy is that good strategies flow from good data.

 

Adam Bradley | Consultant & Senior Faculty

Adam is a leader in the field of annual giving and an expert on phonathons, giving days, and fundraising analytics. With over twenty years of experience, he has led programs at The University of Michigan and Qualigence International. He holds a B.B.A. in Marketing from the University of Michigan and a certificate in strategic leadership from the Ross School of Business. Outside of work Adam enjoys watching movies, reading, and spending time with his family and pets. His philosophy is that everything has a purpose.

 

Mary Risner | Consultant & Senior Faculty

Mary is a leader in the field of educational advancement and an expert on parent engagement, reunion giving, and organizational management. With over 20 years of experience, she has led programs at Westover School, Brown University, University of Pennsylvania, and Franklin & Marshall College. She holds a B.S. in Business Economics from Bloomsburg University and an M.S. in Organizational Dynamics from the University of Pennsylvania. Outside of work, Mary enjoys hiking, listening to live music, rummaging through antique stores, and taking the “slow road” on trips. Her philosophy is that you should always leave things a little better than how you found them.

 

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]