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Looking for Detailed Annual Fund Planning Calendar

  • 1.  Looking for Detailed Annual Fund Planning Calendar

    Posted 14 days ago
    Hello Everyone:

    Perhaps this is an odd request, but as I am currently revamping our Annual Fund Calendar, I'm hoping to review what others might have on hand as well.

    Specifically, I'm looking to assemble a project management calendar for annual giving.  While such schedules would be different for everyone, I'm hoping to glean specific actions and due dates when a target date is scheduled: if a mailing is to go out on December 1st, for example, when are mailing designs reviewed and finalized? When are mailing reports pulled and reviewed? When are final drafts of solicitation letters due, when are designs due to be sent to the printer, when are addresses submitted to the mail house? And so on.

    And what project management software do you use, or would you recommend?

    Many, many thanks to all.


    Donald P. Martin, Jr.
    Assistant Director of Philanthropy
    Riverbend Community Mental Health

  • 2.  RE: Looking for Detailed Annual Fund Planning Calendar

    Posted 13 days ago

    highly recommend Trello for managing this tasks associated with an annual fund giving calendar. They have templates for editorial calendars which easily adopt to our purposes.

    Cameron Alzubi
    Director, Gift Administration
    Illinois Institute of Technology