Lunch and Learn

We are pleased to offer a virtual NEAGC Lunch and Learn Series. Please join us for top-notch presentations featuring notable annual giving professionals.

Your whole team can join in for the full series at the affordable price ​of ​$​99. Simply select one member from your team to register, and that individual can circulate the webinar links once they are emailed out.

Registrants of the 2020 Northeast Annual Giving Conference can access all the Lunch and Learn content for free. A unique registration link has been emailed to these individuals.

Following the webinars, the recordings will be shared with registrants.

Questions? Contact us at

Schedule of Events

We will get through this, right? RIGHT!? | Fri, Nov 20, noon EST 

Join us for a candid conversation about how our professional and personal lives were upended, yet enriched, by COVID. Part retrospective, part venting session – we’ll celebrate our successes, acknowledge our challenges, and, more importantly, inspire each other for what lies ahead in this ‘new’ way of working and living. With a combined 50+ years in higher education, and each from different institutions and different Advancement disciplines, Kerry, Dawn and Christy will lead what is sure to be a memorable discussion.

Presenters: Kerry Gotham, Director of Alumni Engagement, SUNY Brockport; Dawn Baumgarten, Senior Director of Annual Giving, University at Buffalo; Christy Doyle, Director of University Events, University at Albany

Giving and Culture: A Conversation About Multicultural Advancement | Fri, Dec 11, noon EST 

Presenters: Rachel Vassel, Assistant Vice President for Multicultural Advancement, Syracuse University; Marvin Rocha, Director of Multicultural Outreach, University of Pennsylvania 

How to Create a Data Driven Annual Fund | Fri, Jan 15, noon EST

The great Angie Myers once told me (or has told me 1,000 times) “Know your data.” It’s as simple as that. I will share the questions you need to ask yourself and those you work with to get on the right track to making your annual fund truly data driven. Please bring your own annual reporting and metrics to discuss. I will share what reporting looks like at organizations I’ve worked at and how to track the metrics that matter.

Presenter: Jason Pomeroy, Director of Leadership Annual Development for Smile Train

Engaging Your Youngest Philanthropic Leaders Through Events | Fri, Feb 12, noon EST

Last fall, The Penn Fund’s Young Alumni and Student Philanthropy team executed three Young Alumni Philanthropic Leadership events. The goal of these events is to steward and/or cultivate leadership donors. Thus far, our YAPL events have elevated the level of engagement of our youngest philanthropic leaders. Come ready to learn how Penn identified what meaningful events look like to their alumni and the ways in which events can be used to effectively boost engagement and giving.

Presenter: Lauren Buckheit, Assistant Director, Young Alumni Philanthropy, University of Pennsylvania

Leadership Annual Giving 101 for the Gift Officer | Fri, Mar 12, noon EST

Prospecting, discovery, the ask – oh my! Come learn the basics about leadership annual giving from a gift officer perspective. We’ll walk through the process from the initial prospecting to the ask and what comes next. We will also talk about managing a portfolio. There will be time for some Q&A, so be sure to bring your questions!

Presenter: Katie Homer, Manager of Major Gifts, Albright-Knox Art Gallery