Creating and Implementing the Annual Development Plan (Core Course)

The key to a successful fund raising effort is the annual development plan, which uses a variety of fund raising techniques spread over an entire year to provide the funds needed to carry out the organization’s mission. This course details each fund raising technique then teaches the student how to blend them into an annual development plan.

This Core course is held over four days. Next session will be held on:

Date: Fall 2018 Semester offering: Oct. 12-13 & Nov. 16-17, 2018 (Friday/Saturday classes)
Winter 2019 Semester offering: Mar. 7-8 & Apr. 4-5, 2019 (Thursday/Friday classes)
All classes meet from 8:30 a.m. to 4:30 p.m.

Applied Project: Annual development plan for agency’s next fiscal year

Fee Information: The fee for this class is $520. If you are interested in taking this course for graduate credit, click here to get more information on UMKC registration requirements and graduate fees.

Facilitator: Tom Vansaghi, Ph.D., Senior Fellow of the Midwest Center for Nonprofit Leadership and Diane Marty, MALS, CFRE, founder and principal, Faire Consulting LLC and Senior Fellow of the Midwest Center for Nonprofit Leadership

Textbook Information: the required textbooks for this course are The Go-Giver: A Little Story about a Powerful Business Idea by Bog Burg. Publisher: Penguin Publishing Group, 2015 & Nonprofit Sustainability: Making Strategic Decisions for Financial Viability by Jeanne Bell, Jan Masaoka and Steve Zimmerman Publisher: Jossey-Bass, 2010.

Location: University of Missouri - Kansas City (UMKC), Bloch Heritage Hall, 5110 Cherry Street, Room 4, Kansas City, Missouri.

Note: For people new to fund raising it is recommended they take the Organizing for Successful Fundraising course prior to the Creating and Implementing the Annual Development Plan course. If you have questions please contact us at (816) 235-5720 /


Registration Form


Partial Scholarship Opportunities Available

Full refunds will be given when cancellations are made at least five working days before the first class session. A $50 cancellation fee will be deducted from refunds when notification occurs fewer than five working days before class begins. No refunds will be made after the first session has begun.

Henry W. Bloch School of Management
5110 Cherry Street
Kansas City, MO 64110

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