The Data-Driven Annual Fund Part 1: The Building Blocks

The Data-Driven Annual Fund Part 1: The Building Blocks

March 21, 2017 wealthadmin

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 data understanding and use; strategies for segmentation, solicitation and stewardship of donors and prospects; and measuring and analyzing fundraising ROI and other key metrics.

Part 1: The Building Blocks focuses on building a strong base for the annual fund and setting the protocols that will drive the entire process. Specific topics include conducting a data audit, data hygiene and segmentation, and developing an annual fund plan.

Download The Data-Driven Annual Fund Part 1: The Building Blocks for information and resources on building a strong base for your organization’s annual fund.

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