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Strong, integrated annual fund programs are the key
to all other advancement efforts. In addition to raising
critical revenue, a coordinated annual giving program
allows an organization to develop a base of accurate
information about its constituents, offers an opportunity
for regular communication about their interests and
concerns, and provides a vehicle to inform constituents
of the organization's latest accomplishments. Organizing
and implementing an annual campaign is an ongoing challenge,
especially for new staff. The
NJSG can step in, assess a department,
draft a plan and help initiate a successful annual fund
drive that will strengthen the financial success of
the organization now and well into the future.
During the assessment, our firm will:
1) Assess growth history of dollars raised and participation
over the past five years.
2) Create cost-effective fundraising budgets.
3) Evaluate current programs and identify areas of potential.
4) Identify contributed income goals.
5) Prepare a comprehensive ongoing development plan.
A comprehensive Annual Campaign Assessment will include
a review of the following:
- Volunteer committee structure, membership and level
of involvement
- Current committee members and giving history
- Ability to articulate a compelling case for support
- Mission and vision statements
- Staff organizational chart
- Analysis of the past five years' fundraising results
- Current components of the annual plan: planned giving,
major gifts, phone-a-thon, direct mail, special events,
corporate/foundation, individual support
- Special events: dates, audience, net income, numbers
attending, and cultivation plan
- Volunteer leadership annual giving
- Copies of annual campaign appeal letters and brochures
for the previous three years
- Copies of response cards and development collateral
materials
- Copies of standard gift acknowledgment letters
- Donor cultivation plan
- Assessment of technology and the ability to handle
the flow of gifts, acknowledgments, invitations, stewardship,
etc.
- Special constituency gift programs
- Gift club levels
- Matching gifts
- Donor stewardship plans
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