July 16 – 21, 2017
Madison, WI


No content found


Annual Giving
♦ Track Two ♦

 2017 Draft Blueprint


Content is expanded and updated in social media, metrics, grateful patient programs and tools for building the pipeline. This course is a comprehensive account of annual giving strategies, tools, skills and approaches for specific constituencies and other keys to success. Learn new skills, gather ideas and be inspired. Expert faculty and classmates share proven approaches you can use on the job to increase your fundraising revenue and to build a pipeline of donors for major, planned and campaign gifts. Walk away with tools you can use immediately at your organization to build or update your annual plan.



Who Should Attend

This track is for individuals who want to increase their expertise in annual giving, who have two or more years of fundraising experience or who have completed the Fundamentals of Resource Development track or a comparable introductory offering.

What Will Be Covered

  Creating and Implementing a Successful Annual Giving Program

  • The Psychology of Giving
  • Elements of a Comprehensive Program
  • Annual Giving Critical Success Factors
  • Planning, Managing, and Evaluating Annual Giving
  • Privacy and Compliance (U.S. and Canada)

  Annual Giving Strategies and Tools

  • Direct Response Solicitation 
  • Monthly Giving
  • Grateful Patient Programs
  • Use of Internet and Social Media
  • Support Groups and Community Organizations
  • Family Giving
  • Special Events
  • Commemorative Giving
  • Mid-level Donor Programs
  • Person-to-person Solicitation

  Annual Giving Skills

  • Working with Volunteers 
  • Leadership
  • Donor Stewardship and Engagement
  • Strategies for Coordinating Annual, Major, and Planned Gift Solicitation

No content found

No content found

No content found

No content found

No content found