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Front-Loading Your School's Annual Fund: Strategies for Long-Term Success

Online Seminar | April 9, 2021
Front-Loading Your School's Annual Fund: Strategies for Long-Term Success
  • Faculty
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Register Now
Are you tired of the same old annual fund program at your school? Exhausted by constant asks and a down-to-the-wire push to meet goals in June? Are you seeing a boom this year, or maybe a bust? Schools have experienced a wide range of fundraising ups and downs throughout the pandemic, but CASE research shows that those who generated 50-75% of their annual fund pledges in the first semester generally met or exceeded their annual fund goals during 2019-20.

If you have concerns about your annual fund program, join us for “Front-Loading the Annual Fund: Strategies for Long-Term Success.”

Learn from Ki Perry, Director of Development, Tampa Preparatory School, and Jeff Berndt, Director of Institutional Advancement, Thacher School, about how to take your annual fund from a hamster wheel of constant activity to a strategic, front-loaded approach that will garner the majority of your gifts during the first half of the school year. Few of us enjoy making annual fund calls on June 29.

Join us to learn proven strategies for a more dynamic and focused annual fund program that yields better long-term results and deeper engagement. 

 

Participants Will

•    Learn the building blocks of a successful, front-loaded program 

•    Learn keys to volunteer management and engagement 

•    Understand why urgency in annual giving matters 

•    Understand how to scale best practices to advancement teams of all sizes

 

Who Should Attend

•    Annual Fund managers and directors 

•    Directors of Advancement/Development

•    Heads of School 

•    Trustees and/or key parent volunteers 

 

Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
Join Case

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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    CASE Academy

    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • US and Canada

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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