Drew Thompson
602 Webster Street
Traverse City, MI 49686

(231) 360-1776
ajt@elusen.com

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


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