Stewardship Workshop

November 17, 2022 11:30am-3:30pm ET

Overview


Stewardship is engaging donors in the life of the institution, showing them that their gifts are appreciated, and communicating the impact of their support. It’s especially important for annual giving programs that generate the majority of any organization's donors in any given year. Understanding and applying the timeless principles and current best practices of donor stewardship will ensure that your fundraising efforts run smoothly and that you achieve your short- and long-term goals.

Join us on Thursday, November 17th, for an interactive online workshop that will provide you and your colleagues with a framework for developing a donor stewardship strategy to support your annual giving efforts.

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!

This event is ideal for advancement professionals at educational institutions who wish to learn more about stewarding annual fund donors.

  • Save $100 when you register by Friday, November 4th
  • AGN Members save an additional 40%
  • Receive further discounts when registering multiple attendees from one institution
  • Note: Only one person/login per institutional registration.

Program

(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.

12:30am - Individual Assignment/Break

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

1:00pm - Show & Tell

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

2:00pm - Individual Assignment/Break

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

2:30pm - Assessing Opportunities

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

3:15pm - Bringing It All Together

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

3:30pm - Workshop Ends

 

Faculty


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.


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