Leadership Annual Giving: Key Components of a Successful Program

Leadership Annual Giving: Key Components of a Successful Program

August 5 - 6, 2019 | Baltimore, MD



Strengthen your donor pipeline and build your mid-level giving program.

Learn how to successfully build and grow your leadership annual giving program to strengthen your institution’s donor pipeline. Even with a successful leadership annual giving program, you may need to reassess your giving levels, goals, and donor strategy. Through a combination of presentations and working sessions you will develop a plan to:

  • Bolster your frontline effort
  • Build sustainable mid-level giving
  • Set and communicate with various giving levels
  • Steward and cultivate leadership donors to become major donors


Learn Practical Strategies

This conference provides an active learning and working environment to improve your leadership annual giving program. You will participate in discussion and working sessions designed to give you practical ideas that you can implement immediately.

“We attended the conference and post-con with a newly formed team of fundraisers, each with less than 2 years of experience. We had scheduled a full slate of visits immediately after the conference where everyone felt better prepared, more confident, and had very productive conversations and outcomes. They were able to immediately apply the concepts and strategies presented at the conference; this was a fantastic investment in their training and development!”

- Ruth Rosenberg, Director of Leadership Annual Giving, University of Delaware


Who Will Benefit from this Workshop

This course is ideal for both new and seasoned advancement professionals who are building or revamping a leadership annual giving program. You will leave this event with the skills to bolster your leadership annual giving program.


Bring your team and save!

Save over 15% when you register three or more colleagues.


Facilitated by Brian Daugherty, Senior Vice President & Chief Philanthropy Officer, San Diego Humane Society.

You will benefit most from this conference if you are building or revamping your leadership annual giving program.



2 full days of presentations and working sessions specifically designed to help you build your mid-level giving program.

Our events are small and intimate. You will connect and learn with a small group of your peers and our speaker will be on hand to offer advice and guidance.



The conference will be held at the Hyatt Regency Baltimore.

We have a block of rooms set aside for attendees.



August 5 - 6, 2019



You’ll leave this event with a strategy for a more robust donor pipeline.

“Hands-down the BEST and most beautiful Leadership Annual Giving conference I have ever attended. Engaging presentations from industry experts with excellent materials and great opportunities to network and share ideas!”

Gina Hiser, Leadership Annual Giving Officer, Kent State University

“I am new to leadership annual giving and this conference gave me the knowledge and strategies to give be more confident in my position and growing the leadership annual giving program.”

Elizabeth Woofter, Annual Giving Program Manager, University of Cincinnati

“Academic Impressions consistently provides a great experience in terms of sessions, locations, accommodations and learning/networking opportunities. I look forward to attending another conference during my institution's next fiscal year!”

Rachel Cleary, Associate Director, Annual Fund, Cal Alumni Association, UC Berkeley

“The Academic Impressions conference on Leadership Annual Giving was the best use of my PD dollars in years. The content was relevant and the presenters were actual fundraisers—not consultants—so they were relatable, knowledgeable, and provided real solutions to obstacles. The material was practical—not conceptual—and so there was great value.”

Ann Wardwell, Director of Advancement, Fay School

“Overall, this conference enhanced my knowledge on annual giving and the information necessary to execute a leadership annual giving program. I appreciated the tips for setting goals and redefining metrics for our development team. I look forward to taking what I've learned back to UM and strengthening relationships between annual giving and major gifts.”

Sarah Stachak, Assistant Director of Annual Giving and Leadership Gifts, University of Michigan


Your registration for the event includes full access to all conference sessions and materials, breakfast, lunch, and the networking reception on Monday, breakfast and lunch on Tuesday, as well as refreshments and snacks throughout the conference.

Day 1 | August 5, 2019

8:00 a.m. to 6:15 p.m.


Conference Opening and Introductions



Aligning Leadership Annual Giving with Your Goals and Mission

This session will help you understand how leadership giving can—and should—work in tandem with your current goals.



Assessing and Resetting Your Leadership Levels

During this hour, we will explore different leadership annual giving recognition clubs and society models. You will also learn about the methodology of giving structures and how to determine alternate models of recognition. Unsure if your current levels are appropriate? We will show how and when to make educated gift-level adjustments.



Working Session: Assessing and Resetting Your Leadership Levels

After understanding how to thoughtfully set your giving levels, you’ll have time to take a look at your current giving data to assess whether or not you should consider altering your current recognition levels.



Building Your Leadership Pipeline

This session will help you identify the individuals you should be soliciting as leadership annual donors and learn how to manage each donor effectively to match their interests to their highest potential.



Frontline Fundraising: Goals and Metrics, Tactics and Processes

We’ll tackle how to set goals and metrics, and begin talking about the necessary legwork to cultivate donors for this type of solicitation.



Frontline Fundraising: From Cold Calls, Managing the Visit, and Making the Ask

We’ll focus on the fundraising skills necessary to get visits, ensure visits are productive, and create a culture that promotes buy-in from these future major donors. There will be role play opportunities to put the content into practice.



Networking Reception


Day 2 | August 6, 2019

8:30 a.m. to 4:15 p.m.


Communicating the Purpose and Impact of Your Leadership Annual Giving Program

This session will offer a better understanding of the messages and vehicles you should use in addressing your different audiences. Particular attention will be paid to young alumni, social media, and making a compelling case for support.



Stewarding Leadership Giving Donors

We will explore how creative stewardship strengthens donor relationships and improves positioning for increased involvement with your institution.



Integrating Leadership Giving Donors with Major Giving

This session will define your role in coordinating that transition with your major giving team, while also keeping annual commitments at the forefront of donors’ minds.



Building Buy-In for Your Effort

Here you will learn how to quantify and present your program to upper-level management in a way that convinces them to implement change and to allocate the necessary resources for success.



Tying It All Together and Developing a Plan of Action

We’ll take this time to prioritize your efforts and outline your work moving forward. Following a brief discussion of the goals for such a plan, you will begin to design a long term plan for maximizing your program’s effectiveness.



Final Q&A, Closing Remarks, and Conference Evaluation

August 5 - 6, 2019
Baltimore, MD

Conference Hotel Information:

Hyatt Regency Baltimore
300 Light Street
Baltimore, MD 21202

Room Rate: $185
Room Block Dates: nights of August 4 and 5, 2019.
Rate Available Until: July 15, 2019.

Call 410.528.1234 to make your room reservations and indicate you are with Academic Impressions to receive the group rate. Please make your reservations early - rooms and rates are subject to hotel availability.



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. His experience includes extensive work on telemarketing campaigns, direct mail, board management, volunteer solicitations, e-philanthropy, and personal solicitations. Brian has used his extensive experience in statistical data analysis and strategic planning to be an integral team member of capital campaigns ranging in scope from $16 million to $1 billion. A contributor to Currents magazine, he has been a frequent presenter for the Council for Advancement and Support of Education (CASE) and the Annual Giving Professionals Network (AGPN).

Can't Attend? Buy the Conference Binder

Purchase the conference binder, which includes all presentation slides, worksheets, action plans, and additional resources.

Note: Conference attendees do not need to purchase materials separately.

Questions About the Event?


Whitney Egstad
Program Manager, Academic Impressions

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