Creating an Annual Giving Strategic Plan

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Annual Giving Fundamentals

Creating a plan for your annual fund is an essential step to ensure its success. This training explores the fundamentals of a good strategic plan, including foundational elements to focus on, necessary steps to build the plan, what to watch for during the year, and how to make mid-course corrections.

  • Training length: 40 minutes


"My team found the annual giving trainings very informative and well-produced. These trainings would be particularly of use to small organizations looking to enhance their annual fund program or as a professional development option for annual fund managers who are looking to grow in their roles. 6 trainings for $1,000 seems like a really smart and affordable investment!" - Elizabeth Damore, Director of Development, Pacific Northwest Ballet

"Campbell & Company is my go-to for outside campaign counsel and support. Now they’ve curated all their content expertise into a great annual fund training program. Since campaign success is built on a strong annual fund, this training is a must for any development office." - Christine Bork, Chief Development Officer, American Academy of Pediatrics

The series challenges gift officers to set up a framework for building an Annual Giving Program to achieve specific goals. Overall, it stresses the importance of sharing narratives, communicating in a timely manner, customizing efforts, and giving donors opportunities to have extended privileges.” - Elaine Curry, Annual Giving Manager, The Children's Inn at NIH


Shaun brings 22 years of development experience to Campbell & Company’s Annual Giving team. He also serves as the Vice Chancellor for Development and Alumni Relations for UC Davis.

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