How to Build a Strong Calendar-Year-End Fundraising Strategy Within Your Annual Plan

Join Women in Development for a panel discussion on calendar-year-end giving and how to incorporate your strategy into your annual fundraising plan. Afterwards, workshop solutions for your own calendar-year-end challenges in breakout groups with the panelists. There will also be time to network and socialize with colleagues over snacks and drinks!

Anticipated takeaways:

• Learn how other nonprofit organizations of differing sizes and missions approach calendar-year-end strategy.
• Gain ideas and strategies for how to maximize donor acquisition and retention.
• Get tips on how you can pivot your ask when your donors are unable to make their typical calendar-year-end gift (volunteer opportunities, planned giving, stewardship).
• Brainstorm solutions in breakout groups to calendar-year-end challenges specific to your organization.
  
  
  Moderator: Carly Renshaw, Assistant Vice President, CCS Fundraising
  
  Panelists  
  Alisha Elliott, Director of Advancement, The Commonwealth School
  Kim Mougenel, Senior Director of Annual Giving, Dana-Farber Cancer Institute & the Jimmy Fund
  Anne Van Vleck, Chief Development Officer, Housing Assistance Corporation               
  

Audience/Target Market: Nonprofit leaders interested in maximizing their calendar-year-end engagement and continuing their strategy throughout the year.

Tuesday, Sept. 19, 2023

5-7PM (snacks and drinks provided)

The NonProfit Center, 89 South St, Boston

Registration: $25 for WID members (through Thursday 9/14/23)
$40 for non-members (and members who register late, after Thursday, 9/14/23)

No refunds within 7 days of the program.

REGISTER

Carly Renshaw
Since joining CCS Fundraising in 2021, Carly has partnered with clients on feasibility studies, campaign management, and annual giving assessments. She has specific expertise in annual giving and is a member of the firm’s Annual Giving Working Group. Prior to joining CCS, Carly was the Associate Director of Development at the Commonwealth School, where she managed a portfolio of leadership donors, oversaw parent and alumni/ae volunteer committees, and led strategy for the school’s annual fund and alumni relations. She also previously held prospect management and donor stewardship positions at the Boston Symphony Orchestra. Carly graduated from The Cambridge School of Weston and received her B.A. in Psychology and Dance from Muhlenberg College. She is a proud member of WID’s Program Committee.

Alisha Elliott
Alisha Elliott is the Director of Advancement at her alma mater, The Commonwealth School, a small independent high school in Boston’s Back Bay. Under Alisha’s leadership, Commonwealth recently completed its largest campaign to date, raising $13.4 million for capital, financial aid, and faculty growth. The campaign leveraged matching challenges, organizational priorities, and current events to ultimately reach and surpass its goal. Commonwealth’s annual fund raises four times the local and national averages for independent school fundraising relative to enrollment. A champion of the possibilities and power of small shops, Alisha leads with a growth mindset. In her eighteen-year career in advancement, Alisha has raised funds in the education sector at Facing History and Ourselves, the social service sector at Horizons for Homeless Children, and for advocacy and social justice at the Anti-Defamation League. After her graduation from Commonwealth, Alisha earned her B.A. in Psychology and Spanish from Brandeis University.

Kim Mougenel
Kim is an accomplished fundraiser who was inspired to join the field after witnessing her parents’ civic and community service contributions. An early internship with the American Red Cross sparked a passion for empowering people to make an impact in others’ lives. From there, she found her footing in the nonprofit space, discovering the power of philanthropy to influence real-world change.

 A 2001 graduate of the University of New Hampshire, Kim currently works as Senior Director of Annual Giving at Dana-Farber Cancer Institute in Boston, where she manages a team of 18 frontline officers and support staff who raise significant annual support. Kim guides gift officers to connect what matters most to the donors with Dana-Farber’s lifesaving mission. Prior to joining Dana-Farber, Kim was a Consulting Vice President for Grenzebach, Glier and Associates. Kim previously served as the Director of Annual Giving and Alumni Relations at the Penn State Milton S. Hershey Medical Center, where she oversaw annual giving, direct mail, third-party fundraising, cause marketing, and alumni relations activities.

Anne Van Vleck
Anne joined as Chief Development Officer in July 2017 at Housing Assistance Corporation, the regional housing agency for Cape Cod, Martha’s Vineyard, and Nantucket.  During her six-year tenure to date, Anne more than doubled the fundraising revenue from $1.1M to over $2.8M, increasing by over 25% each year.  This included increasing the number of donors, the number of gifts received, and the average gift amount.

Prior to her time at Housing Assistance, Anne spent ten years in non-profit fundraising and donor cultivation.  For over six years, Anne led as the Executive Director at CCYP (Cape Cod Young Professionals) and promoted a culture focused on addressing the Cape’s workforce issues through mentoring, civic engagement programs, and creating opportunities for housing that are affordable and available to young professionals on Cape Cod.

Anne graduated from Loomis Chaffee and Dickinson College, currently serves as a Corporator with The Cooperative Bank of Cape Cod, and has served on the boards of the Cape Cod Chamber and the Cape Cod Needy Fund. She lives in Orleans and has resided on the Cape since 1998 where she raised her three grown sons.