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Brian Lacy
and Associates Annual Giving Program Counsel
Includes:
Strategic Audit An annual giving review provides an intensive, collaborative examination of your program's historic performance, organization, segment, and media strategies, planning, staffing and budget. Strategic Plan We begin with objective, indepth evaluation of your program. The results lead to new strategies to improve your personal solicitation programs, direct mail, telemarketing, in-house appeals, reunion giving, membership drives, Internet applications, and matching-gift strategies. Staff Training We provide customized one-on-one annual giving training for staff. Group training is available to strengthen staff or volunteers in gift solicitation, volunteer management, and donor stewardship. Best Practices Considering Benchmark Research We collect the most effective annual giving ideas and examples from a network of national and international organizations. We train you in implementing those programs that make the most sense for your organization. To help you set goals and priorities, we research and compare your annual fundraising results with those of your peer institutions. Benefits: - Help annual giving form
effective partnerships with your other advancement
programs and build a multi-disciplinary
annual giving team. -
Direct the development of
a stronger phonathon which can be central to new donor acquisition. - Design segmentation, tracking, and reporting strategies that seek to meet specific program goals. -
Teach
e-solicitation strategies for cultivating, soliciting, and stewarding
donors -
Outline calendar and fiscal year-end strategies -
Train staff in soliciting leadership annual gifts -
Offer direct mail strategies and counsel on mail writing and package
design -
Show when and if to use class agents, volunteers and special events
within the
annual giving -
Construct an annual giving plan -
Craft a better case for support if
you are not telling
a compelling story -
Statistically analyze donor
giving behavior -
Suggest alumni relations
and membership programs which boost annual giving - Guide prospect population surveys when necessary Close
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