Gearing up for the end-of-year campaigns? Let's talk about your list.
 
As the fall season kicks into high gear, most nonprofits are also gearing up for the best time to reach out to donors for those holiday and year-end campaigns. On average, most nonprofits receive at least 40% of their annual donations during this time and for some, that percentage is nearly 70%.
 
Getting properly prepared to maximize year-end fundraising efforts and reach donors is the first step and that starts with good data. According to direct marketing experts, there are three critical...Read more

When conducting research on your prospects it’s important to work efficiently to identify who best to cultivate. If you’re using WealthEngine you more than likely use our Propensity to Give (P2G) score and Estimated Giving Capacity (EGC) to help segment and prioritize your donors and prospects. That’s fantastic! And we absolutely encourage you to use these. 

But there are many other scores and data within the prospect profile that can further enhance your knowledge of the individual. If you aren’t making use of these additional scores, you may be missing out on valuable information...Read more

Just as it is with a capital campaign, it’s important to track and measure your annual fund progress, allowing you to pivot and adjust as needed. Evaluate the success (or not such a success) using reports that focus on previously agreed upon metrics. 

Remember, good metrics are:

  • Relevant – they fit with the organizational and campaign goals and objectives
  • Measurable – they are quantifiable and data can be collected
  • ...Read more

A critical component to an annual fund is your case for support. Are you presenting a clear, intriguing case for support that is likely to result in donations? If not, you’re leaving money on the table, money that could be used to support your mission.

How confident are you in your ask amounts? Don’t guess. Use data to determine what the appropriate ask is.

We developed The Data-Driven Annual Fund to help organization with data understanding and use; strategies for...Read more

Annual funds are as different and varied as the organizations that run them. From the large-scale direct marketing solicitation of tens of thousands of prospects to the targeted email blast to a few hundred regular donors, annual giving remains the backbone of a comprehensive fundraising strategy and, in many cases, forms the solid base of the fundraising donor pyramid.

Because of the many differences and variations we developed The Data-Driven Annual Fund, a workbook that focuses on...Read more

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