The Annual Fund: Securing Ongoing Donations

Content Contributor: John B. Savage, EMBA, Founder & President, The Savage Group LLC

Facilitator: Joan Berntson, CCNL, Vice President for Advancement, Oak Hills Christian College

Category: Resource Development

Last Day to Register: June 12, 2017

Module Start Date: June 19, 2017

Learning Objectives

  • Understand the key purpose and components of an Annual Fund
  • Know the role the Annual Fund plays in a diversified development program
  • Analyze the current state of the Annual Fund within your own organization/ministry
  • Develop capability to design, build or improve an Annual Fund program
  • Recognize the best sequence for rolling out the various components of an Annual Fund program – whether a solo shop or a growing development team

Module Overview

Your nonprofit organization needs regular givers. The Annual Fund is the key that unlocks the door to ongoing donations, and consistent support from givers who believe in your kingdom cause. The Annual Fund comprises an array of development initiatives to secure regular giving to your organization. This module will provide emerging development professionals with a good understanding of the role of the Annual Fund in engaging and solidifying donor relationships as part of a diversified development program, and to equip them to take their program to the next level.

Requirements for Receiving Credit

Credit for the module will be determinded on the following criteria:

  1. Successful completion and submission of five Reflection assignments demonstrating that the participant has read required resources and reviewed the presentation content.
  2. Engage in all the topic forum discussions for all five sessions.

Required Textbooks

  1. Nouwen, Henri, A Spirituality of Fundraising, 2010, The Henri Nouwen Legacy Trust
  2. Frank, John R., The Ministry of Development, 2010, Design Group International.

Suggested Reading

  1. John R. Frank and R. Scott Rodin, Development 101: Building a Comprehensive Development Program on Biblical Values, Kindle Edition available or paperback.

Facilitator Bio

Joan Berntson, CCNL, Vice President for Advancement, Oak Hills Christian College

Joan Berntson, CCNL, Vice President for Advancement, Oak Hills Christian College

Joan Berntson is Vice President for Advancement at Oak Hills Christian College in Bemidji, MN where she has worked since 2010. She has an Associates in Bible, an undergraduate degree in Chemistry, and a Master of Science in Biochemistry and Molecular Biology. Her work history includes many years as an entrepreneur, a broad range of fundraising, including: annual fund, capital campaign, planned giving and endowment work. She keeps her entrepreneurial spirit alive by owning several rental properties, trying new ideas for fundraising, and operating a small farm with her husband. She has four grown children.