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Making Anniversaries Work For You

November 7 @ 9:00 am - 12:00 pm

Anniversaries arrive with alarming regularity along with many suggestions – some helpful, others not so much – about what they mean and how to celebrate them. While people do not give specifically to anniversaries, these milestones can be strategically maximized to boost fundraising results, deepen relationships with existing donors, rekindle old relationships and raise mission awareness in the community.

This session offers practical advice on making the most of your anniversary – without killing your staff!

Learning objectives:

  • What anniversaries mean and how to make the most of them
  • Planning and strategizing for an anniversary
  • Managing expectations of executive and volunteer leadership

Course Outline:

  1. Understanding anniversaries
  2. Developing a plan and strategy
  3. Managing expectations

Program Level: Entry to midlevel fundraising
Prerequisites: No advance preparation required
Instructional Method: Adult in-person classroom
Social Worker CEU Credits: 3 hours

Cost: $65 Member; $115 Non-member

Please note: Registration closes two days prior to the class date. All registrations are subject for approval.



Ashley D. Harris: Consultant, Dini Spheris

Ashley has worked extensively with volunteer and executive leadership to plan and manage successful capital campaigns from $5 million to $90 million for Circle Ten Council, Boy Scouts of America, San Antonio Children’s Hospital Foundation, Resource Center and Notre Dame School of Dallas. With an easy to meet you kind of personality, a roll up her sleeves approach to work and strategic approach to consulting, Ashley excels at moving nonprofits to financial and institutional success.

Leila Bergquist: Consulting Project Manager, Dini Spheris

Prior to joining Dini Spheris, Leila spent several years at the Texas State History Museum Foundation serving as their events and outreach coordinator and later a role as interim director. While at the Texas State History Museum Foundation, Leila gained experience in a broad range of functions — from orchestrating fundraising events to day-to-day operations, and even working directly with the Foundation’s volunteer leadership to raise more than $2 million. A highly motivated self-starter, Leila brings a relentless attention to detail and enthusiasm to her Dini Spheris clients every day.


November 7
9:00 am - 12:00 pm
Event Category:


CNM Dallas (Suite 1025)
6688 N. Central Expressway, Suite 1025
Dallas, TX 75206 United States
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