Annual Giving in a Difficult Economic Climate

May 13, 2009

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Overview

Learn how the state of your annual fund compares to others and learn techniques for weathering the economic storm.

As the economic crisis moves from wall street to main street, job losses, increases in the national savings rate, and general uncertainty about the future are creating a challenging fundraising environment for annual funds. By the end of 2008, many strong annual funds in higher ed were down both in dollars and participation and even the most seasoned annual giving veterans were admitting that they hadn't seen anything like this before.

Learn how the state of your annual fund compares to others and learn techniques for weathering the economic storm. Our panel includes experts in annual giving who have seen hits to their annual fund, as well as those who have seen annual fund growth despite difficult economic times.

TARGET AUDIENCE

Professionals responsible for annual giving strategy and operations will benchmark the state of their annual fund with other professionals and identify tactics for weathering the difficult economic climate.

Agenda

Live Session Took Place On May 13, 2009

Introduction
- Panelist introduction and experience
- Overview of how the economy is impacting annual giving
Economic Impact on Annual Giving
- Survey review
- Identifying trends
  - What programs/constituent groups have been affected most?
- Identifying other challenges in the economic crisis: budget cuts and lack of resources
Tactics for Weathering Difficult Economic Times
- Traditional tactics for handling low annual fund results
- New Tactics to alleviate short term challenges and secure long term success
First Steps to Fighting the Troubled Economy
- What can be done in this fiscal year?
- What should be considered for FY0910?

Want more information about this event?

Contact Naomi Nishi, Director of Program Design and Customization if you'd like additional information about the program agenda.

Instructors

Francine Cronin

Senior Associate Vice President for Annual Giving

Emory University

With almost 20 years of experience in higher education fundraising, Francine has spent the last 5 years at Emory University. During that time, the annual fund has more than doubled from $3.6 million in fiscal year 2002-03 to $8.4 million in fiscal year 2006-07 and participation has grown from 25 percent to 37 percent. Before coming to Emory, Francine worked in annual giving at Rochester Institute of Technology, with an active role in RIT's $100 million five-year capital campaign. Francine also served as director of development & alumni relations at SUNY Institute of Technology at Utica/Rome for over 8 years before coming to Emory.

Janine Kraus

Assistant Vice Chancellor, Annual Giving Programs

Texas Christian University

Janine administers a comprehensive annual giving program, including direct mail appeals, TCU’s phone program, gift societies, and other strategic projects. She previously directed undergraduate philanthropy education programming, senior giving, and young alumni solicitation as the institution’s director of student and young alumni programs. Before arriving at TCU, Janine spent more than four years in alumni relations at the University of North Texas, where she gained experience in volunteer management, operations, events, and student involvement.

Devin Mathias

Vice President of Benchmarking, Philanthropic Analytics

Grenzebach Glier and Associates

Devin T. Mathias has recently joined Grenzebach Glier and Associates as vice president of benchmarking, philanthropic analytics. Prior to joining GG+A, Devin spent over nine years in the development field, most recently as director of annual giving at the University of Michigan. In his role at Michigan, he oversaw the central annual giving team, providing service to over 20 schools, colleges, campuses, and units. Before joining Michigan, Devin spent over five years with the University of Florida Foundation, most recently as director of The Florida Fund, UF's annual giving programs. Prior to coming to Florida, he worked with Penn State's annual giving program and Affinity Connection, a private alumni and constituents' relations firm. His first leadership role in philanthropy was as an undergraduate student with Penn State's Dance Marathon, the largest student-run philanthropy in the world. Devin recently completed his tenure as chair of the Annual Giving Directors' Consortium. He also founded the Southeastern Student Development Forum, the SEC Annual Fund Conference, and the SEC Challenge, modeled after the Big Ten Challenge. He contributed a chapter entitled "Recognition and Stewardship of Young Alumni: Transitioning from Educating Potential Donors to Securing Lifelong Donors" for the upcoming CASE book, Fundraising for Young Constituent Groups.

Registration

CD Recording of Live Webcast

$350.00

Annual Giving in a Difficult Economic Climate CD Recording

Attendee Information

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