Optimizing Your Annual Fund Program – A Workshop for Annual Fund Directors, Managers and Coordinators

Date: July 13, 2017 · Time: Thursday, July 13, 7:30 am through Friday, July 14, 3:00 pm

Your annual fund is the foundation which supports the rest of your development program.  It should help expand the base of friends, prospects, and donors who will give the majority of current and future gifts to your institution.  And it should be the pipeline for your institution’s future major giving and planned giving donors.  It seems that each year, annual fund leaders are asked to raise more money, increase the number of donors, and do more to support the major and planned giving programs of their institutions.

No pressure, right?

Join the Gonser Gerber Institute for this two-day workshop designed for annual fund directors, managers and coordinators.  In an era of increasing expectations, our expert faculty will provide you with the opportunity to learn the skills and new thinking required to optimize your annual fund results. Our workshop will cover the following topics:

  • Role, Scope and Purpose of the Annual Fund
  • Planning the Annual Fund
  • The Case Statement – A Requirement for Success
  • Identifying and Cultivating Major Donors for the Annual Fund
  • Annual Fund Personal Solicitation
  • Direct Mail Planning and Performance
  • Effective Phonathons
  • Engaging Volunteers in Your Annual Fund
  • Communicating the Annual Fund (including Social Media)
  • Donor Recognition and Stewardship

This Gonser Gerber Institute workshop will allow you and your team the opportunity to work with experienced faculty, learn from your peers, and develop work plans that will help you do your job better. Join us for this program to learn new strategies and approaches, explore best practices, and enhance your program.

Registration and Hotel Information:

Gonser Gerber Institute workshops cost $995 per registration, $895 for each additional registration from the same institution. Current clients of Gonser Gerber receive a discounted fee of $795 per registrant. This fee includes breakfast and lunch both days of the workshop, and morning and afternoon snacks. The workshop will take place at the Hilton Garden Inn – Cleveland Downtown and Gateway Conference Center. A limited number of rooms have been secured at the rate of $149 a night. Reservations must be made by June 13, 2017. Check out our hotel fact sheet for more information and details.

Your Faculty

M. Jane Eaves, Gonser Gerber partner, provides comprehensive consulting services to colleges, universities, independent and Catholic schools, religious orders, major university alumni associations, health care institutions, and cultural organizations. An active speaker and lecturer with more than 30 years of development experience, Ms. Eaves has spoken on topics such as major gifts, emerging trends in annual giving, development planning, and planned giving. Her professional experience prior to joining Gonser Gerber includes the University of the South, Darlington School, and Sheridan School.

Kent Huyser, senior consultant at Gonser Gerber, has more than 12 years of experience in non-profit and advancement leadership. Prior to joining Gonser Gerber, he was Associate Vice Chancellor for Advancement at Metropolitan Community College, Kansas City (MCC) where he led a successful advancement program and launched the first comprehensive campaign for $20 million and reaching record fundraising levels. Prior positions also include Director of Development at the University of Missouri-Kansas City (UMKC) Foundation where he led fundraising efforts for the School of Medicine, leadership positions at William Jewell College (MO), including Regional Development Director and Executive Director of Alumni Relations and Annual Giving, and the Federal Reserve Bank of Kansas City.