Lupita Garza, CFRE (Associate Dean)
Tim Logan, FAHP, ACFRE, CFRE (Track Dean)
Alisa Smallwood, FAHP, CFRE
Josué E. Hernández, MBA, MA, CFRE (Guest Faculty)
Summary
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.
View the 2026 blueprint below to see how the track is structured, including the topics covered each day.
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.
Curriculum
Creating and Implementing a Successful Annual Giving Program
- Privacy and compliance (U.S. and Canada)
- The psychology of giving
- Elements of a comprehensive program
- Annual giving critical success factors
- Planning, managing, and evaluating annual giving
Annual Giving Strategies and Tools
- Direct marketing
- Monthly giving
- Corporate giving
- Grateful patient programs
- Digital marketing
- Support groups and community organizations
- Family giving
- Special events
- Commemorative giving
- Mid-level donor programs
- Personal solicitation
Annual Giving Skills
- Working with volunteers
- Leadership
- Donor stewardship and engagement
- Strategies for coordinating annual, major, and planned gift solicitation