Workshop: Recurring Gifts
*Note: Only one person/login per registration.
Overview
The more often a donor makes a gift, the more likely they are to continue giving in the future. That's why recurring or monthly donors—also known as "sustainers"—can be a critical part of an annual giving effort. Recurring gift programs not only offer an easy way for donors to provide ongoing support, but they can be an effective way to acquire new (and young!) donors, boost retention rates, and increase giving from current supporters to higher levels.
Join us on Thursday, August 1st, for an interactive online workshop that will provide you and your colleagues with a framework for increasing support through recurring gifts.
Participants will have an opportunity to:
- Discover the latest trends and best practices in recurring gifts
- 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!
This event is ideal for advancement professionals at educational institutions who wish to learn more about recurring gifts.
- Save $250 when you register by Friday, June 14th
- AGN Members save an additional 40%
- Receive further discounts when registering multiple attendees from one institution
Note: Only one person/login per institutional registration.
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 860 4538 0892. 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: RECUR24)
11:30 AM - 12:45 PM Eastern Time
Meet the faculty, get an overview of the program, and learn key concepts of recurring gifts.
Assignment/Break
12:45 PM - 1:00 PM Eastern Time
Take time to complete a short assignment, rest, get a snack, check email, etc.
Breakout Session 1: Issues and Opportunities
(Password: RECUR24)
1:00 PM - 2:15 PM Eastern Time
Meet peers from other institutions, identify challenges and potential growth areas, and discuss actionable strategies for successful recurring gifts.
Assignment/Break
2:15 PM - 2:30 PM Eastern Time
Take time to complete a short assignment, rest, get a snack, check email, etc.
Breakout Session 2: Show & Tell
(Password: RECUR24)
2:30 PM - 3:45 PM Eastern Time
Share an example of a recurring gifts and get feedback from your group on how to improve it.
General Session: Bringing It All Together
(Password: RECUR24)
3:45 PM - 4:00 PM Eastern Time
Hear key takeaways, lessons learned, and words of advice from the workshop’s expert faculty.
For more information, please contact us at 888.407.5064 or [email protected]
Faculty
Greg Knedler
With more than 25 years of experience in annual giving and educational fundraising, Greg has led programs at Troy University, the Air Force Academy Foundation, Georgia State University, and Auburn University. His other experience includes consultant work with K-12 private and charter schools. He holds a B.S in Marketing and an M.Ed. in Marketing Education, both from Auburn University.
Megan Rajski
With over 12 years of experience in education and annual giving, Megan has led annual giving and donor participation programs at Fairfield University and the University of Chicago. Her other experience includes work in admissions and direct marketing. She holds a B.F.A. in Communications from Valparaiso University and an M.B.A. from University of Phoenix.
Event Materials
Please click on the links below to access the workshop materials and additional training tools.
General Materials
- Sample Submission Form
- Samples
- Diagnostic: Recurring Gifts
- Diagnostic: Recurring Gifts (PDF version)
- Participant List
- Recurring Gifts Workshop Slides
For more information, please contact us at 888.407.5064 or [email protected]