Creating a Roadmap for Annual Giving Success
9:00 AM - 10:00 AM CT
Speaker(s): Leah Freitas, Annual Giving Officer, Punahou School, Sarah Clough, Vice President, Philanthropy Insights and Analytics, Marts&Lundy
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All Levels
Elective Session
Join us for an engaging session that will provide you with a comprehensive understanding of annual giving strategic planning and its benefits. Discover how to gather data to identify meaningful strategies, regardless of your school’s size. Learn best practices for strategic planning and how to narrow down priorities based on your school’s unique needs and aspirations. Gain valuable insights into creating a framework for a strategic plan, socializing the plan with leadership, colleagues, and campus partners, refining your strategies based on feedback, and regularly revisiting the plan to ensure continued success.