Launching a Giving Day: Planning and Executing Bundle

Last updated July 12, 2017

Course Length

2h 53m

Last Updated

July 12, 2017

Launching a Giving Day: Planning and Executing Bundle

Last updated July 12, 2017

Overview

Learn how a day of giving can encourage giving to your institution in a more compelling and urgent way. You will learn how to develop a day of giving from concept and launch to follow up. Session one will cover pre-planning, collaborating across campus, and executing a day of giving. Session two will cover gift processing a large influx of gifts and stewarding new and repeat donors to ensure retention.

“This webcast offered practical and useful advice on implementing a day of giving. The presentation was clear, informative, and something that could be scaled to a number of institutions – large or small.”

– Dayna Carpenter, Director of Annual Giving, UMBC

Who should attend?

Advancement and alumni relations professionals, particularly those working on annual giving, will learn how to develop a day-of-giving event to drive unrestricted giving and re-energize donors.

Agenda

Session 1 : Planning and Executing

Learning Outcome: After participating in this online training, you will be able to design a day of giving at your institution.

  • Institutional Indicators and Keys to Success
    • Overview and background at Bucknell; psychology of a day of giving
    • How to choose the type of structure that adapts to your institution
    • Institutional infrastructure needs
  • Pre-Planning and Timeline
    • Developing goals, strategy, and outcomes for your needs
    • Securing and managing challenge/matching gifts
    • Developing buy- in
    • Volunteer training and management
  • Day-of Execution
    • E- blasts
    • Social media
    • Phone program
    • Giving officer outreach
    • Real-time gift recording, reporting, and recapping
  • Successes
    • Statistics from each of their annual giving days
    • Maintaining readiness and momentum
  • Concerns
    • Change in giving behaviors
    • Shift in appeal
    • Challenge fatigue
  • Future Strategies
    • Changing communication, surprise element
    • Payment options – PayPal, Apple Pay, etc.
    • Adding dollar incentives on top of participation incentives
  • Resources
    • Detailed giving day planning timeline
    • Volunteer management samples

Session 2 : Gift Processing and Stewardship

Learning Outcome: After participating in this online training, you will be able to better plan for your giving day gift processing and steward donors.

  • Partnering Across Campus
    • Collaborating with communications
    • Proactive preparation with gift processing
    • Partnering annual giving and advancement services
    • Payment platforms
  • Deciding on Gift Allocations
    • Cross-campus allies
    • Day-of support
  • Donor Relations and Stewardship
    • Stewardship of a wide variety of gifts
    • Donor relations for these unique donors
    • Examples to ensure donor retention
    • Volunteer management
  • Other Post-Event Follow-Up
    • Public stewarding and communications
    • Customizing communications for these donors
  • Resources
    • Comprehensive list of higher ed giving days, with websites and statistics

Additional Resources

Each session registration comes with a packet of resources that will help you plan and execute a giving day on your campus.