Plan Your Advancement Year with Ease
Your School’s Roadmap to a Successful Fundraising & Marketing Year
Our Sample Annual Advancement Calendar is designed to help private schools stay organized, focused, and strategic throughout the year. From appeal letter timelines to major fundraising events, this template gives you a clear picture of what to plan, when to plan it, and how to keep your efforts running smoothly.
What’s Inside the Calendar
 This downloadable Excel file includes a full 12-month overview that helps your team:
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Plan Ahead: See your entire advancement year at a glance — from campaign launches to donor outreach.
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Stay Consistent: Keep fundraising events, appeals, and communication efforts on track.
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Coordinate Your Team: Assign responsibilities and ensure everyone’s aligned on key milestones.
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Maximize Results: Use this framework to stay proactive and avoid last-minute stress.
Whether you’re a one-person advancement department or a full team, this tool will save you hours of planning time and give you the clarity you need to hit your goals confidently.
How to Use It
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Download your copy of the Sample Annual Advancement Calendar.
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Review the sample timelines included for inspiration.
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Customize it with your school’s unique events, campaigns, and fundraising priorities.
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Share it with your team and start your year off organized and goal-focused.
Hi! I'm Christy.
Are you ready to take your school’s advancement and fundraising strategy to the next level?
With over 20 years of experience in the education industry, including 9 years dedicated to school fundraising, advancement planning, and capital campaigns, I’ve helped schools streamline their efforts, build stronger donor relationships, and achieve their fundraising goals with confidence.
If you’re looking to strengthen your annual advancement plan or need guidance on launching a capital campaign, I’d love to help!
Schedule a 30-minute Q&A call with me, and let’s create a clear roadmap for your school’s success.
