Annual Giving Directors Forum

May 18, 2023 11:30am-3:30pm ET


Annual giving leaders today are facing new challenges and a continuously changing landscape. Remote work, staff turnover, artificial intelligence, economic recession, and many other issues sit front and center as program leaders tackle the ongoing tasks of running their programs, engaging donors, and generating annual support for their institutions. But you don’t need to go it alone! Meeting with annual giving leaders at peer institutions, sharing your challenges, and exchanging ideas can be the best way to identify potential solutions and steer your program in the right direction.

Join us on Thursday, May 18th, for a half-day interactive online directors forum which will provide leaders with a platform for identifying and addressing the most pressing issues facing annual giving programs today.

Participants will have an opportunity to:

  • Meet annual giving program leaders (and rising leaders!) from similar institutions
  • Discuss the latest issues and biggest challenges facing annual giving programs
  • Find out how other organizations approach their work and solve problems
  • Review and discuss real situations and examples 
  • 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 current and rising annual giving program leaders at educational institutions who wish to connect with other leaders at institutions of similar size and scope.

  • Save $250 when you register by Friday, April 7th
  • Standard Members save an additional 40% (FREE for Plus and Premier Members)
  • Receive further discounts when registering multiple attendees from one institution
  • Note: Only one person/login per institutional registration.


(all times are EDT)

11:20am - Sign-In Begins

11:30am - Welcome/Overview of the Day

11:45am - Introductions, Institutions, & Issues

Meet peers from other institutions and learn about their program structures, goals, and challenges.

12:15am - Individual Assignment/Break

Work independently on an assigned task and take time for a break.

12:30pm - Assessing Opportunities

Use a self assessment tool to identify potential growth areas and develop actionable strategies to improve your program.

1:30pm - Individual Assignment/Break

Work independently on an assigned task and take time for a break.

2:00pm - Show & Tell

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

3:25pm - Bringing It All Together

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

3:30pm - Workshop Ends

*Note: Only one person/login per institutional registration.


Gina Fiorillo

Gina has over 20 years of experience in annual giving and educational fundraising. She currently serves as Senior Director, Annual Giving & Stakeholder Engagement at Rutgers University Foundation, and has previously led programs at 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.


Mary Risner

Mary has more than 20 years of experience in annual giving and educational fundraising. She currently serves as Chief Development Officer at Westover School, Middlebury CT, and has previously led programs at Brown University, University of Pennsylvania, and Franklin & Marshall College. She holds a Graduate Certificate in Leading and Managing through Change, as well as a B.S. in Business Economics from Bloomsburg University and an M.S. in Organizational Dynamics from the University of Pennsylvania.


Melinda Phillips

With over 15 years of experience in annual giving and educational fundraising, Melinda has led programs at Vanderbilt University and 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.



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.

For more information about this workshop, please contact us at 888.407.5064 or [email protected].