Category Archives: Annual Fund

Reflection Guide: What can you learn (and improve upon) from your 2018 Year-End Fundraising results?

 

By Mary Hackett, Associate Vice President and Wendy Hatch, CFRE, Vice President

You’ve made it through the busiest time of year for gift-giving! The ever-challenging journey of Year-End Fundraising might have thrown you a curveball or two, taken you down a path that wasn’t anticipated, or went exactly as planned with minimal hiccups.

Now comes the time for reflection.

Like any experience, it’s important to assess it before the memory becomes fuzzy. Below are some questions to get the juices flowing. So, gather your team and sit down to have a candid, eyes-wide-open conversation.

Let’s start with the anecdotal side.

Answer these questions: Continue reading

How to Prepare for a Major Campaign: Insights from expert fundraisers

 

By Mary Kaufman-Cranney, CFRE, Vice President

I recently facilitated a panel of development professionals at the statewide Arizona AFP Conference in Flagstaff to discuss the ins and outs of preparing for and launching a major campaign. The session reinforced best practices along with the creativity and flexibility needed to adapt to the bumps in the road that come with any campaign.

Between the panelists and myself, we brought about a dozen or two campaign experiences, a half billion dollars raised and more than a few stories of how campaigns truly bring out magical moments – from motivated donors and serendipity occurrences, to inspired board engagement and giving.

What is a major campaign?

As we got going, the panelists were nodding their heads as I got us all on board with the definition of a major campaign.

Definition of a Major Campaign:

A carefully organized, intensive fundraising effort in a specific amount of time designed to secure extraordinary gifts for specific purpose(s) that propel the organization to a whole new level of achieving its mission & reaching its vision Continue reading

Multiply Your Impact: Enlist Key Donors to Create a Meaningful Stewardship Plan

 

By Wendy Hatch, CFRE, Vice President and JoAnn Yoshimoto, CFRE, Senior Consultant

Don’t we all agree that the most precious things in life are worthy of our best attention, effort and care? In the fundraising world, the most precious “things” are our donors and their philanthropic dollars.

Who among us has the luxury of a daily schedule that is just waiting to be filled with new ideas and activities? Nobody that we know! So let’s take 15 minutes – only one percent of our day – to ponder ways to work smarter and multiply the impact of our efforts, and benefit the most precious “things” – our donors!

How do you make sure that your donor stewardship is intentional, timely and effective? You need to plan for it! Wonderful ideas for individual stewardship activities, timelines and plans abound on the internet, so we aren’t going to reiterate them here. The idea we are offering is a strategy for multiplying the impact of your stewardship planning process by also using it as an engagement opportunity for key donors, staff and board members. Continue reading

WINTER IS COMING:

Prepare your donor database for year-end fundraising with performance analysis, data clean up, and…dragonglass

By Mary Hackett, Associate Vice President and Cassandra Di Prizio, Consultant

Ok folks, Halloween is officially over and WINTER IS COMING (Game of Thrones references provided for our fellow fans – you’re welcome). Hopefully the change of seasons from fall to winter and the accompanying year-end appeal planning and execution feels less like you’re facing the Night King and an army of Wights and more like you’re planning a feast for your loyal bannermen or awaiting the Lannister loot train (minus the pesky Targaryen dragon attack).

For many organizations the year-end push yields a significant portion of annual giving. By November you’ve likely already planned your appeal, written your letters and booked your mail house, but have you planned for measuring your success and course-correcting any shortcomings? If not, we’ve pulled together a few tips to guide you on your quest for the Iron Throne, errr….I mean, for a successful year-end appeal!

Continue reading