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How to Craft an Annual Fundraising Plan in Uncertain Times

How to Craft an Annual Fundraising Plan in Uncertain Times

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A savvy development plan is the bedrock of the best fundraising. It helps organizations hit or surpass goals, track results and change course if needed, and focus limited resources on activities that will bear the most fruit.

But how can you plan for a full year now amid so much uncertainty?

Join the Chronicle and our expert guests for a 75-minute webinar that will explain how to set priorities, create a roadmap to achieve your goals, measure success, and allow for flexibility.

Megan Contakes, fundraising consultant and former development director, will outline key questions to consider when creating a fundraising strategy for 2021. She’ll explain how to balance short-term needs with long-term goals, determine which fundraising investments make sense now, and prepare your trustees and executives to make decisions quickly as circumstances shift.

Elliott Gaskins, development executive at Share Our Strength, will explain how to reassess your fundraising priorities and tactics in the current climate, so you can increase your nonprofit’s impact — and boost revenue. He’ll share tips for how to foster adaptability, budget for staff care, and use metrics other than revenue to gauge success.

Pamela Say, vice president for fundraising at D’Youville College, will share helpful lessons learned from crafting fundraising plans at several higher-education institutions. She’ll outline important steps to take to ensure a plan delivers and explain why — and how — to create a compelling case statement for each campaign including annual giving. Say also will offer advice on how to make the case for long-term campaigns and overhead expenses at this moment.

Plus, you’ll get sample elements of development plans to help you create a smart fundraising strategy for 2021.  

What will you learn?

  • Key steps to take and questions to answer when crafting a fundraising plan
  • How to set priorities but leave room to adapt as circumstances change
  • Smart ways to track your efforts and measure success despite economic headwinds

    SPEAKERS:

    MEGAN CONTAKES
    Principal
    Integrated Direct Marketing

    ELLIOTT GASKINS
    Managing Director of Development
    Share Our Strength

    PAMELA SAY
    Vice President for Institutional Advancement
    D'Youville College

    Originally Aired: January 14, 2021

    This webinar is worth 1.25 CFRE credits.

    With Support From:

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