Workshops

FY26 Obici Annual Fund Series

The Annual Fund Series serves to establish a base of individual donors that can involve, inform, and create connections with others to your organization. It secures a steady flow of income for programs and services, and provides a launching point for further fundraising efforts beyond this baseline. Research shows that organizations with strong annual fund plans are more likely to reach their fundraising goals than those without. But what contributes to a successful annual fund strategy?

Join Laurie Jarrett Rogers, in partnership with CNE and the Obici Healthcare Foundation, to learn how to create and implement a strong annual fund plan, tailored to the specific needs of your organization.

Participants must attend all five sessions. This series requires a commitment of 30+ hours, including training and homework. Homework will include writing and strategy work during and between sessions, with the opportunity to receive up to two hours of individualized coaching and feedback from the trainer.

This program is ideal for organizations that have:

1. The capacity for multiple staff or board members to engage and commit to the 30+ hour time requirement
2. Is already engaged in donor fundraising
3. A readiness to refine or launch a strategic annual fund

SCHEDULE :

The following days from 9:00 AM – 11:30 AM:

• Session 1, 3/10/26: The Annual Fund as a Building Block – in person in Suffolk
• Session 2, 3/17/26: Analyzing Last Year's Efforts – virtually
• Session 3, 3/24/26: Planning for Next Year – in person in Suffolk
• Session 4, 3/31/26: Designing Your Stewardship Plan- Thanking Your Donors – virtually

The following days from 8:30 AM – 12:00 PM:

• Session 5, 4/14/26: Presenting Your Plan – in person in Suffolk

This program encourages participation from multiple staff and board members per organization. Please note that only one representative should register on behalf of your organization. After registration, the primary registrant will be contacted by email to provide the names of additional staff or board members who will participate.

Participants will walk away with a solidified plan to implement, grounded in analysis of past efforts and designed to support future success.

The per person fee for the program is $300, but thanks to the generous support of the Obici Healthcare Foundation, program fees are subsidized and there is no cost to participate.

Topic	Philanthropy
When	March 10, 2026 9:00 am - April 14, 2026 11:30 am
Where	Suffolk
Trainer	Laurie Rogers
Member Fee	$0.00
Non-Member Fee	$0.00