Health & Human Services, Enrichment, and Business and Management Enrichment Health and Human Services Business & Management

The Annual Fund

An annual fund is much more than a direct mail solicitation. Learn about the role that the annual fund plays within an organization, and how important it is when preparing to "launch" a major gifts or capital campaign. Understanding the components of an annual fund - and how each organization may view its fund - is an important piece of every fundraiser's work. In this course, we will explore:

  • the role of an annual fund within an organization's overall giving program
  • how an annual fund feeds a major gifts program
  • direct mail and donor acquisition
  • relationship management
  • donor stewardship at the annual fund level
  • maximizing your annual fund budget

You will leave with solicitation samples, a deeper understanding of annual fund best practices, and ideas on how to leverage an annual fund during turbulent economic times.

Richard Cantz is currently the Director of Public Policy and Advocacy at Goodwill Industries of Northern New England where he is responsible for leading various advocacy related activities that help to increase independence for people with disabilities or other challenges. Previously, Rich was the Director of the Goodwill Fund where he was responsible for corporate, individual and family giving in Maine, New Hampshire and northern Vermont. Rich also held the position of Vice President of Resource Development at the United Way of Greater Portland. Earlier in his career, Rich worked as a Case Manager and Youth Worker for homeless youth and youth in foster care at the Opportunity Alliance in Portland, Maine.

Friday, March 7, 9 a.m.-4 p.m.

Registration has ended. Please browse courses for future offerings of this course.

$165 (6 contact hours/ 0.6 CEUs)
Abromson Center, 88 Bedford Street, USM Portland campus


This course is a required course for the Certificate Program in Fundraising.