Annual giving program

The annual giving program provides the foundation for the success of major gifts, capital campaigns, endowments, or planned giving programs. It is the strongest communicator to constituents among programs. We have helped many clients establish their first systematic approach to an annual giving program—and we have helped others take their program to the next level.

We first analyze your program, looking at annual fund strategic objectives, program planning and implementation, staff training, and benchmark research, then develop and implement annual giving strategies.

  • Annual giving strategic audit: We review historical performance, current programs, and strategic opportunities in order to formulate the best recommendations for your organization around goal setting, program strategies and implementation, staffing, budget, strategic planning, and connections with other parts of your organization. The review includes evaluation of existing annual giving solicitation programs: direct mail, telemarketing, online, reunion giving, faculty and staff giving, membership drives, and matching gift strategies.