Annual Giving Institute for New Professionals

Online | August 1, 2024 12:00 pm ET - August 2, 2024 4:00 pm ET

Registrant Access Only

This training will not be available asynchronously.

Annual Giving Institute for New Professionals

Online | August 1, 2024 12:00 pm ET - August 2, 2024 4:00 pm ET

Transform your Annual Giving Strategy: Embrace the New Era of Donor Engagement.


In the ever-evolving landscape of annual giving, the recent shift away from the APR metric has opened unprecedented opportunities for your organization. If you’re new to annual giving or looking to revitalize your approach, this session is your gateway to becoming the transformative force your organization needs. 

When it comes to your data, annual giving programs are a powerhouse.  Discover how to leverage them to not only enhance donor engagement but also to forge meaningful partnerships across campus and refine your engagement and stewardship strategies.  

Join us for this two-day virtual conference to unlock the full potential of your annual giving program and set a new standard for success. This session promises to equip you with the insights and tools to: 

  • Navigate the Post-APR Landscape: Understand the implications of the change and how to turn it to your advantage. 
  • Drive Engagement: Learn how to utilize your data to boost donor interactions and strengthen commitment. 
  • Forge Strategic Partnerships: Identify and collaborate with key stakeholders to amplify your impact. 
  • Refine Practices: Get the latest on tailoring your engagement and stewardship methods for maximum effect. 

Don’t miss the chance to transform your approach and make a lasting impact. 

Who should attend?

This virtual conference is tailor-made for those of you who are seeking to build a strong foundation for your efforts, you’ve found your match.

You are the perfect attendee if you are:

  • Within the first three years of your annual giving role, navigating the complexities and challenges with fresh eyes.
  • Seeking foundational training that goes beyond the basics, offering strategies and insights to enhance your effectiveness.
  • Aiming to make a significant impact on your organization through innovative annual giving practices.

Join us to transform your approach to annual giving, equipped with the new knowledge and skills to drive success.


Day One: Thursday, August 1, 2024 (12:00 – 4:00 p.m. ET) 


Welcome and Introductions
12:00 – 12:05 p.m.



The Landscape of Annual Giving  
12:05 – 12:45 p.m.
Knowing how giving trends and donor behavior have shifted in recent years, we will provide you with the context to understand what annual giving currently looks like—and what to consider when thinking about how to set yourself up for success in this new academic year.



Data-Driven Strategies
12:45 – 2:15 p.m.
Data is at the center of strong annual giving programs. Knowing what metrics are important to your organization, how to review giving and donor data, and understanding how to acquire, pull, and analyze your organization’s data and then share your data’s story with others are imperative to your program and professional success. This session will teach you how to critically review, request, and analyze data so that you can build out your reporting strategy and strengthen your business acumen.



2:15 – 2:30 p.m. 



Relationships with Campus Partners  
2:30 – 3:55 p.m.
Your role as an annual giving officer requires you to identify and build high-quality and trustworthy relationships with critical campus partners such as those on the academic side, as well as other campus partners like those in student affairs, athletics, etc.  In this session, you will learn why campus partnerships matter in the context of your shop’s philanthropic goals and how to approach and strategize critical conversations that generate ideas to inform future fundraising initiatives.



Day One Wrap-Up
3:55 – 4:00 p.m.  



Day Two: Friday, August 2, 2024 (12:00 – 4:00 p.m. ET) 


Welcome & Quick Overview
12:00 – 12:05 p.m. 



Optimizing Technology to Reach Your Annual Giving Goals  
12:05 – 1:30 p.m.  
We’ll provide you with an overview of digital communication strategies, such as artificial intelligence and other new technologies, to help you optimize your annual giving goals.  These tools will help you to automate, streamline, and simplify your digital communication approach with your donors so that you can use your newfound time to prioritize your other competing priorities.



30-Minute Break 
1:30 – 2:00 p.m. 



Engagement and Stewardship Essential Practices
2:00 – 3:00 p.m.  
“Every gift counts” is the slogan of many annual giving programs, but practicing what we preach and celebrating every gift can be a challenge. Knowing how to meaningfully steward and engage your annual donors is essential to retention strategies that will ensure that your program can build and strengthen a community of supporters. This session will teach you how to prioritize stewardship in your annual giving programs, collaborate with your stewardship colleagues, and how to identify your most promising future donors to deepen engagement.



Tips for Success and Pitfalls to Avoid  
3:00 – 3:55 p.m.
In this final session, our expert panel will give tips on how to set up for success as well as on pitfalls to avoid when approaching your work as an annual giving officer.



Conference Wrap-Up
3:55 – 4:00 p.m.


“As a new person in the field and higher education, I didn’t feel lost or overwhelmed. The presentations were spot-on, and just what I needed to get started.” 
“Academic Impressions has access to top development professionals who bring a breadth of knowledge and experience to their webinars and virtual conferences. Their energy is infectious and gets you excited to implement their recommendations in your own program.” 
“This conference was motivational and gave practical tools to elevate our annual giving program.”