Institute for Annual Giving

Institute for Annual Giving

January 20 - 21, 2022 | Eastern Time

Keep your annual giving strategy competitive by incorporating best practices in donor data management, solicitation, and stewardship.


Stagnant or underperforming annual giving programs have been the norm in many advancement shops. Since the pandemic, your annual giving team may have grappled with the logistics and adjustments to tactics and strategy in the move to remote teams. However, even though many shops have evolved into a hybrid workforce, the need to stay ahead of the curve by applying new and relevant ideas in annual giving fundraising remains key to success.

Join us for this two-day virtual conference that will showcase the most successful tactics in annual giving and help you develop a comprehensive plan to improve your shop’s efforts. Through a unique blend of individual and group activities, our expert faculty will share key strategies that underpin the strongest annual giving programs in higher education and provide innovative solutions to your most difficult challenges within solicitation, channel integration, and segmentation.

You will have the opportunity to exchange best practices and browse the best solicitations submitted by your fellow attendees in order to gain a solid overview of what your peer institutions are doing.


Who Should Attend

If you’re an annual giving manager or director, or a team member who wants to learn how to target your giving populations more efficiently, this conference is for you.

This training assumes a general knowledge of annual giving; however, if you’re new to annual giving, or want to better understand how the fundraising climate has changed recently, you and your team will benefit from attending.


Follow Through With Success Coaching

Have you ever gone to a training only to find that you came back with great ideas but don’t have the time, support, or skills needed to make the changes?

Academic Impressions has produced thousands of trainings and we have learned that utilizing a coach after attending a conference helps provide accountability and bridges the training with the on-the-ground work of getting the job done.

As a result, we are now offering success coaching on select conferences.

  • Purchase this training + 3 one hour follow up success coaching calls
  • Work with an assigned coach who has extensive experience in higher ed.
  • Get individualized support to help you follow through on what you’ve learned.
  • Workshop your plans, run your ideas by someone and get additional help/practice.

To get success coaching, simply purchase the Conference and add Success Coaching during registration.

Learn More About Success Coaching

The Academic Impressions Online Learning Experience

Intentionally Designed
Online Learning

Our virtual trainings go far beyond just replicating PowerPoint presentations online: these experiences are intentionally designed to give you the kind of robust and dynamic learning experience you’ve come to expect from Academic Impressions. These trainings provide you with an active learning environment and an online space where you can explore ideas, get inspired by what your peers are doing, and understand the range of possibilities around a certain topic. You will leave these sessions with practical solutions that you can take back to your team or task force.

What you will get:

  • A dynamic, interactive, and high-touch virtual learning experience designed to engage and set you up for growth
  • Seamless online face-time, networking, group work, and Q&A opportunities from the comfort of your own workspace
  • Practical takeaways and hands-on knowledge
  • Guidance from vetted subject matter experts

See What Our Attendees are Saying

“The virtual design of this conference coupled with the amazing work of our program manager promoted a high level of engagement and sense of community among attendees. The speakers were knowledgeable and enthusiastic to share their experiences. It was a refreshing shift from long days of traditional meetings on Zoom!”

“This is the first time I’ve ever attended a virtual conference, and to be honest, I had low expectations. Well, I was wrong. I am very impressed with the platform used and the quality of the content shared. Oftentimes, these conferences only talk about ideas and what could work, but at this event, actual pathways and practical next steps were shared. Academic Impressions did a great job featuring quality speakers who were willing to share what they know.”

“Although the workshop was online, it felt as if the presenters were right there with us. All presenters were knowledgeable and really related the content to real work experiences. They were so willing to answer questions and offer assistance—I learned so much that I can apply.”

“Many conferences leave you with learning but not always sure how to turn that into action for your organization. There were actionable tips shared throughout the two days and tools provided to help move the learning into action. I am always impressed with Academic Impressions conferences and this virtual one did not disappoint.”

"At first, I was skeptical that a virtual conference was capable of being both engaging and informational - but Academic Impressions has mastered it! The 3-day online event was structured in a creative way that all participants had multiple opportunities to interact with each other and the presenters. No one's questions went unheard or unanswered. Thank you for this great experience, it has changed my view of virtual conferences and I look forward to attending more in the future."

- Desiree Ford, Digital Communications Manager, Binghamton University

“The virtual conference has been amazing. The presenters have all been great and the information they’ve provided is going to help us better use our social media. Even though this conference had to be virtualized due to COVID-19, the online format has been set up in a way that we can all collaborate and share ideas. I’m very eager to take what I’ve learned back to campus and start implementing new ideas.”

- Chris Forde, Coordinator of Marketing & Public Information, Lincoln Trail College


Day One - January 20, 2022

11:00 a.m. - 5:00 p.m. | Eastern TIme


Welcome and Introductions
11:00 – 11:30 a.m. ET



The Landscape of Annual Giving
11:30 a.m. – 12:30 p.m. ET
Knowing how giving trends and donor behavior have shifted this past year will provide you with the context to understand what annual giving currently looks like and what assumptions you can build into your strategic plan.



Short Break
12:30 – 12:45 p.m. ET



Data-Driven Strategy
12:45 – 1:45 p.m. ET
To have a strong annual giving program, you must be able to strategically analyze your data in order to continue to increase funds raised in the current giving climate. After learning basic data analysis techniques for essential reporting, segmenting, and tactical decision making, you will discuss the key metrics and benchmarking figures for your program, as well as for various solicitation tools.



Long Break
1:45 – 2:15 p.m. ET



Annual Giving as a Communications Strategy
2:15 – 3:15 p.m. ET
In this session, we will discuss how to leverage annual giving as an intentional communications tool, demonstrate how to reinforce key messages, and explore how you can leverage your voice to position your shop for future resources and support.



Short Break
3:15 – 3:30 p.m. ET



Digital Solicitations: Effective Fundraising in a New Era
3:30 – 4:45 p.m. ET
Leveraging digital media for solicitations is a primary component of any annual-giving strategy that, when utilized productively, will move the needle toward greater engagement and fundraising from your constituents. During this session, you will also be able to browse your peers’ solicitations to gather ideas for your own shop.



Faculty Q&A
4:45 – 5:00 p.m. ET


Day Two - January 21, 2022

11:00 a.m. - 5:00 p.m. | Eastern TIme


Reflections and Networking
11:00 – 11:30 a.m. ET
We'll start day two with a networking session, giving you the opportunity to reflect with your peers on the key takeaways from day one.



11:30 a.m. – 12:00 p.m. ET
Crowdfunding continues to grow as a meaningful part of an annual giving strategy. Since the pandemic, however, this fundraising tool has become ubiquitous as institutions shift to more short-term campaigns in response to the variety of societal developments affecting the personal lives of students. In this session, you will learn the best practices for how to integrate crowdfunding into your overall fundraising strategy.



Short Break
12:00 – 12:15 p.m. ET



Giving Days
12:15 – 1:15 p.m. ET
What strategies have you employed in the pandemic to create maximum impact on giving days? Learn how to harness the urgency required for pivoting your approach by applying innovative and nimble techniques and following best practices that unite and engage your donors in fast-paced philanthropy.



Long Break
1:15 – 1:45 p.m. ET



The Future of Phonathon
1:45 – 2:30 p.m. ET
While some shops have seen an increase in their contact rates due to more alumni working from home and being readily available for calls, others continue to see a decrease. In either case, the new reality of managing remote call centers while still striving to produce successful fundraising outcomes is an added layer on top of the traditional challenges call centers face. In this session, you will learn what adjustments you can make to your scripts depending on the segment, how to better plan calls in tandem with your solicitation schedules, and what institutional partnerships with your call center can look like.



Key Metrics to Track Progress and Report to Leadership
2:30 – 3:15 p.m. ET
Leveraging your metrics to make decisions and course correct is fundamental to knowing how successful you are in progressing your goals. Utilizing your metrics when reporting results to leadership will help you secure buy-in for your annual giving strategic initiatives.



Short Break
3:15 – 3:30 p.m. ET



Annual Giving Stewardship
3:30 – 4:30 p.m. ET
Stewarding annual fund donors is notoriously difficult but vital for the retention of this population. We will show you how to use existing resources and opportunities to maximize your time, budget, and stewardship efforts.



Action Planning
4:30 – 4:45 p.m. ET
You will come away from this program with actionable steps you can take to develop or adjust your annual-giving strategic plan.



Final Q&A
4:45 – 5:00 p.m. ET


Portrait of Brian Daugherty

Brian Daugherty

Senior Vice President & Chief Philanthropy Officer, San Diego Humane Society

With more than twenty years of experience in development with a focus on annual giving and major gifts, Brian has worked for a variety of organizations in the nonprofit arena, including the Baltimore Symphony Orchestra, the Maryland Zoo in Baltimore, the University of Baltimore, the University of California, San Diego San Diego State University and the University of San Diego.

Read Speaker's Full Bio.

Portrait of Dan Frezza

Dan Frezza

Associate Vice President for Strategic Operations & Annual Giving at William & Mary

In his current role, Dan Frezza oversees the strategic leadership and execution of a comprehensive annual giving approach that includes fundraising priorities for 13 school and units.

Read Speaker's Full Bio.

portrait of Mel Rowan

Melissa Rowan

Assistant Vice President – Strategic Initiatives, Iowa State University

Melissa staffs the ISU Foundation’s board of directors, oversees operational implementation of the Foundation’s strategic plan and serves as the public information officer. Melissa has nearly twenty years in annual giving, with fifteen of those years in director, senior director, and executive director roles.

Read Speaker's Full Bio.



$1,595 $0

This training is FREE with membership.

OPTIONAL: Add Success Coaching on the next page for an additional $700. Learn More

  • 3 one hour follow up success coaching calls
  • Work with an assigned coach who has extensive experience in higher ed
  • Get individualized support to help you follow through on what you've learned
  • Workshop your plans, run your ideas by someone and get additional help/practice


$1,595 $1,495

through January 13, 2022

Get access to THIS virtual conference.

OPTIONAL: Add Success Coaching on the next page for an additional $700. Learn More

  • 3 one hour follow up success coaching calls
  • Work with an assigned coach who has extensive experience in higher ed
  • Get individualized support to help you follow through on what you've learned
  • Workshop your plans, run your ideas by someone and get additional help/practice

Become a Member

Get this + 100s more FREE with membership!

Can't attend the conference? Buy the binder.

Questions About the Event?

Portrait of Nick Pettet

Nick Pettet
Learning & Development Manager
Academic Impressions

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