On-Demand Archive: Transitioning Annual Donors to Major Donors

Recorded on March 13, 2018 (75 minutes)


Regular annual fund donors are some of the best major gift prospects. But their annual support shouldn't end when they decide to make a major commitment. When the time is right to solicit someone for their first major gift, it's important to plan and collaborate across the entire organization. Doing so will ensure that your institution has a healthy pipeline of major donors and a reliable source of annual support for years to come.

Register online for your entire team to learn how to successfully transition annual donors to major donors.

This recording is eligible for 1.25 points of CFRE credit.  


  • Guidelines for understanding the distinct - and common - mechanics and goals of annual and major giving efforts
  • Methods for communicating internally about prospect cultivation and solicitation plans
  • Tips for talking with donors about their first major gift and making the case for their continued annual support
  • Strategies for stewarding donors for annual and major gifts simultaneously
  • Examples from other institutions, and more!
AGN Plus Members also get FREE webinar registration. Click here to learn more.


Annual Giving Network (AGN) is the world's leading resource for annual giving programs. With a community of over 40,000 professionals, we bring the industry's top experts and current best practices to educational and nonprofit institutions through training webinars, workshops, research, publications, consulting and recruiting services. For more information, visit AnnualGiving.com.

Prefer to pay by check? Email us at webinars@annualgiving.com and we'll email an invoice to you.

About the Presenter

Laura Tepper is the Director of Development at the University of Pennsylvania Law School, where she oversees all annual, major, and planned giving efforts. Her 15-year career includes work in both annual giving and major gifts, and her expertise includes leadership gift strategy, volunteer management, reunion giving, direct appeals, and phonathons. She holds a B.A. in American Studies from Mount Holyoke College and a J.D. from Brooklyn Law School.