Workshop: Developing Your Annual Fund Plan

August 12, 2025 11:30am-4:00pm ET

Overview

Running a successful annual giving program begins with a good plan. Whether you’re just getting started or you’re in the process of refining your plan, the transition from one fiscal year to the next is an ideal time to finalize your strategy. Establishing the right goals, creating the right calendar, and allocating your limited resources in the right way will not only help you focus, but it will empower others to support your efforts. When developed correctly and communicated clearly, good plans provide a road map for success and pave the way for smooth execution, better results, and higher ROI.

Join us on Tuesday, August 12th, for an interactive online workshop that will provide a framework for developing a successful plan for your annual fund.

Participants will have an opportunity to:

  • Learn a simple practical process to guide their planning efforts
  • Get guidance from industry experts as well as input from peers
  • Set goals that are both ambitious and realistic.
  • Establish a calendar of appeals, activities and communications.
  • Think about the most effective ways to allocate limited resources
  • Obtain tools, templates, and other materials
  • And more!

This event is ideal for advancement professionals at educational institutions who want help developing and/or refining their annual fund plan for the year.

  • Save $250 when you register by Friday, July 11th
  • AGN Members save an additional 30%
  • Receive further discounts when registering multiple attendees from one institution

Program

(all times are Eastern Time)

11:20am - Sign-In Begins

11:30am - Workshop Begins

Welcome - Meet the faculty and get an overview of the day

Process - Learn a simple practical process to guide your planning efforts

Goals - Find out how to set goals that are both ambitious and realistic

-Break 1

Calendar - Outline a calendar of appeals, activities and communications.

-Break 2

Resources - Think about the most effective ways to allocate your limited resources

Wrap up - Bring it all together and prepare for next steps

4:00pm - Workshop Ends

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

Faculty

Dan Allenby  (Host) |  President & 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.

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.

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