Reflect, Review & Reimagine – Creating an Annual Fundraising Plan

Description:

Planning your fundraising year shouldn’t feel like chasing one campaign after another. Yet for many nonprofits, that’s the reality. Planning feels reactive instead of strategic. The result? Burnout, inconsistent results, and untapped donor potential. To truly grow your annual fundraising program, you need more than good intentions; you need a roadmap rooted in data, clarity, and focus.

During this webinar, Shama Shams will help you step back from the day-to-day and take a strategic look at your fundraising performance. You’ll uncover what’s working, what needs to change, and how to build a balanced, sustainable plan for the year ahead.

You’ll learn how to:

• assess your current fundraising performance using key metrics like donor retention, acquisition channels, ROI, and average gift size;
• identify strengths, gaps, and opportunities across individual giving, major gifts, events, corporate partnerships, membership, and grants; and,
• prioritize donor segments and engagement strategies through a tiered stewardship model that aligns your time and resources with donor potential.

By the end of the session, you’ll walk away with a clear picture of how to design an actionable plan that supports both sustainability and long-term mission impact. Whether you’re building your first annual plan or refreshing an existing one, this session will help you reimagine your approach with confidence and purpose.

Who should attend:

This webinar is designed for nonprofit professionals involved in fundraising, campaign planning, or donor stewardship. It’s ideal for those who need structure, strategy, and practical tools to strengthen fundraising and new or “accidental” fundraisers who have taken on fundraising responsibilities without formal training or a strategic plan.

After the webinar, you’ll receive:

• slides and handouts; and,
• a link to the webinar recording.