Time: November 8, 2023 Time: 11 am – 12:30 pm central Webinar
Your annual fund is the essential building block for your development program, forming the base of those first donors, leadership annual donors, and unrestricted donors. Once they have identified themselves through your annual fund, you can add them to your donor pipeline, which for some will mean future potential major gifts. For the greatest success in achieving these annual fund gifts, you need to have a thoughtful and thorough annual plan. This should include a timeline, appeal strategies, events, communication, stewardship and evaluation plans.
Join us for this new webinar on the Annual Plan for Your Annual Fund, presented by Senior Consultant, Tyson Pinion, Ph.D., who will share his years of experience with us in leading an annual fund planning process. This interactive, 90-miunute webinar will explore the components of an annual plan, allowing for customization based on your program and institution type. We invite all staff members and institution types to join in on this webinar that is part learning lesson and part peer review.
Topics we will cover include:
- Calendar and Schedule
- Goal Setting and Case for Support Creation
- Constituent Segmentation
- Solicitation and Appeal Strategies
- Stewardship
- Evaluation
The fee is $295 per institution, which allows your entire team the opportunity to participate in this professional development at the same time. If you are a current client of Gonser Gerber Advancement Consulting, that fee is just $145. You will also receive a copy of the presentation and a recording of the webinar with your registration.
Who Should Attend
This program is designed for those advancement team members that support donors through their various stages in the donor cycle, but specifically those involved in planning and executing the annual fund. This could include vice presidents, directors, gift officers, planned giving and annual fund staff. It could also include staff members from advancement, such as a campaign director, major gift officer, director of development, and other staff. We invite members from education, non-profit and religious organizations to join us.
About Your Faculty
Senior Consultant Tyson Pinion, Ph. D., has worked in higher education for 20 years having served in advancement, academic leadership, and enrollment management. Recent appointments include University of Findlay, Bowling Green State University, Purdue University, and Tiffin University. He has worked closely with a variety of departments and programs in higher education including extensive experience leading and managing all the direct reporting areas of advancement: annual giving, major gifts, planned giving, alumni relations, database management, and Board of Trustee and volunteer management. He has shaped policy in areas as diverse as admissions, scholarship management, financial aid, stewardship, marketing and branding, board governance, student affairs, and athletics.