Institute for Annual Giving (Conference + Both Workshops)

  • 1-2 registrations: full price
  • 3-4 registrations: 15% off each conference registration
  • 5-7 registrations: 20% off each conference registration
  • 8 + registrations: 25% off each conference registration


Want a discount? Become a member, or if you are already a member

Out of stock

This product may be discounted for online members. Click here to learn more about our memberships.

Many annual giving shops struggle with stagnant or underperforming annual giving programs – we’ve put together a program to help you breathe new life into your efforts. We invite you to join us for a three-day 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 learning and activity, our expert faculty will share key strategies that underpin the strongest annual giving programs and provide innovative solutions to your most difficult challenges. We’ll cover the most effective solicitations, channel integration, and segmentation. This conference will encourage you to group with like institutions to make the most of your sessions, and you will have the opportunity to browse the best solicitations submitted by our faculty and your peers.

Pre-Conference Workshop: Annual Giving Primer

We welcome newcomers to the field to join us as we walk through the fundamentals of a successful annual giving program, including a thorough overview of the standard solicitation channels.

Post-Conference Workshop: Front-Line Fundraising for Leadership Annual Giving

Annual giving programs are seeing a greater reliance on relationship-based fundraising. This workshop will teach you the front-line skills necessary to ramp up your front-line effort, including:

  • Planning calls based on prospect data, anchor appointments, and budget pressures
  • Tips for securing an initial appointment, including moving through gatekeepers
  • How to use the cultivation process to naturally build to the ask
  • The pros and cons of using a proposal or white paper during your solicitation process
  • Creating a conducive environment for a successful ask
  • Role-playing difficult scenarios

Who Should Attend

This event is ideal for annual giving managers, directors, and their team members. This conference assumes a general level of annual giving knowledge. Newcomers to fundraising are encouraged to add the Annual Giving Primer workshop to their experience.


Brian Dougherty, Senior Vice President and Chief Philanthropy Officer, San Diego Humane Society

Molly Robbins, Director, Institutional Advancement, Gladwyne Montessori School

Melissa Rowan, Assistant Vice President, Strategic Initiatives, Iowa State University

Dan Frezza, Associate Vice President for Lifetime Philanthropic Engagement & Annual at William & Mary