Leadership Annual Giving: Key Components of a Successful Program

Leadership Annual Giving: Key Components of a Successful Program

August 6 - 7, 2018
New Orleans, LA


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 You Can Use

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.

Hear What Past Attendees Have Loved About This Event

We attended with a newly formed team of fundraisers, each with less than 2 years of experience. 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

These AI conferences provide a tremendous value for the cost. I not only learn new things every time I come, but I also always walk away with a plan.

Meagan Sheffield, Director of Annual Giving and Stewardship, MGH Institute of Health Professionals

After attending the leadership annual giving conference with AI, I felt empowered to build an innovative and engaging program for our valued University of Michigan.

Kyle Nowels, Assistant Director of Development for Student Life, University of Michigan

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

Elizabeth Woofter, Annual Giving Program Manager, University of Cincinnati

This conference is packed with relevant strategies and tools that can enhance my annual giving program. The content is rich and practical for my role and goals. 

Jennifer Mora Hernandez, Director of Annual Giving, University of California Berkeley


  • Facilitated by Brian Daugherty, a seasoned fundraising professional with higher ed and non-profit experience.
  • This conference is ideal for both new and seasoned advancement professionals who are building or revamping a leadership annual giving program.


  • Two 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 New Orleans.
  • We also have a block of rooms set aside for attendees.


  • August 6 & 7, 2018


This is a key audience to engage - join us to understand how to undertake a comprehensive review of your leadership giving program.


Included with your registration is access to the sessions below as well as breakfast, lunch, and refreshments on both days, and a networking reception at the close of Day 1.

Day 1 - August 6, 2018

Welcome and Introductions

We will use this opening session to get to know each other and understand what we are each hoping to improve upon during this workshop.

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

This is an opportunity for you 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.

 Day 2 - August 7, 2018

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.

Closing Session

Final Q&A, Closing Remarks, and Conference Evaluation

August 6 - 7, 2018

New Orleans, LA

Conference Hotel:

Hyatt Regency New Orleans
601 Loyola Avenue
New Orleans, LA 70113

Room Rate: $169, plus applicable tax.
Room Block Dates: Nights of August 5 & 6, 2018.
Rate available until: July 16, 2018.

Please book early - rooms are limited and subject to 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?

Gwen Doyle Herbert
Sr. Program Manager, Academic Impressions

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