ANNUAL FUND AND MAJOR GIFT SERVICES

SUSTAINABLE FUNDING:

Let us help you determine fundraising activities for your nonprofit

The Annual Fund is an annual calendar of fundraising activities that generate gifts from individuals.

The Annual Fund provides critical cashflow and reliable recurring revenue.

Done well, this fundraising tool increases both awareness and individual donations while diversifying your overall revenue portfolio and decreasing financial risk. 

It is the pulse of your organization at Write On Fundraising, we understand just how important this is.

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HOW WRITE ON FUNDRAISING CAN HELP YOU

Your Annual Fund is one of the most significant sources of revenue and equally one of the most challenging fundraising projects to manage.

At Write On Fundraising, we believe that a successful Annual Fund campaign should build awareness, advance knowledge, sustain relevance, inspire giving, and create advocates.

We call this model BASIC, and it’s the foundation of all successful Annual Fundraising.

Our mission is simple; to help you achieve yours.

  • We provide a comprehensive Fundraising Readiness Assessment designed to identify any potential barriers to effective fundraising and inform Annual Fund recommendations with the highest possible return on investment.
  • We build out Annual Fund calendars and provide toolboxes that include budgets, timelines, expertise, trade secrets, and other resources needed to successfully activate new fundraising initiatives.
  • We can either launch the Annual Fund (acting as a defacto director of development) or transition the program in-house for your team to inaugurate.
  • We will help cultivate needed donor relationships, support board development, and provide training to staff on any topics related to Annual Fund activation.

A healthy Annual Fund propels individual giving, moves donors strategically toward greater levels of investment over time, and lays the groundwork for major future campaigns.

It also fills gaps in annual cashflow and provides the long-term, sustainable revenue your mission deserves.

why us?

We know that our unique approach to Annual Fund planning gets results. 

Regardless of how long your nonprofit has been established or how successful your fundraising efforts have already been, our customized and creative approach can help add value and give you a sustainable pipeline for your future funding success.

When you partner with Write On Fundraising, you will benefit from working with a company that provides successful annual planning strategies, and has a proven track record of success. 

We are incredibly proud of our team and the services we provide to the nonprofit sector.

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WHAT YOU CAN EXPECT FROM OUR ANNUAL FUND PLANNING SERVICES

At Write On Fundraising, we believe in personalized service, and everything we do is founded on developing a deep understanding of your organization and your donors.

Fundraising Readiness Assessment

To start, we provide a comprehensive Fundraising Readiness Assessment designed to identify any potential barriers to effective fundraising and inform Annual Fund recommendations with the highest possible return on investment.

We build out Annual Fund calendars and provide toolboxes that include budgets, timelines, expertise, trade secrets, and other resources needed to successfully activate new fundraising initiatives.

We can either launch the Annual Fund (acting as a defacto director of development) or transition the program in-house for your team to inaugurate.

We will help cultivate needed donor relationships, support board development, and provide training to staff on any topics related to Annual Fund activation.

Our onsite discovery service will obtain critical information about the long-term sustainability of programs and specific challenges the nonprofit could face.

We conduct an orbital survey that collects data from community leaders, board members, lead volunteers, employees, funders, and more. This gives us a clear picture of the perception of your organization.

Finally, we conduct a financial health check that reviews between 3-5 years worth of data.

We use this information to understand donor retention rates, return on investments for your previous fundraising efforts, and a range of other indicators that give us a clear understanding of your organization’s financial health.

We then present to you a detailed Fundraising Readiness Report that outlines any potential barriers to effective fundraising and strategies to break down those barriers, or, if your organization is found to be fundraising-ready, next steps on building the Annual Fund.

This report is used as the basis for any annual planning activity recommendations, forming the foundation of any proposed activities that will maximize your future funding success.

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What type of activities are involved in fundraising for an Annual Fund?

While most people associate special events with individual donor gifts, there are actually more than 50 different strategies used by Write On Fundraising to secure these donations.

We typically present a handful of strategies to the board for consideration after completing a Fundraising Readiness Assessment, and most organizations implement just two or three new fundraising activities.

In this way, every Annual Fund built by Write On Fundraising is completely custom.

Past recommendations have included:

  • Major Gifts Programs
  • Membership Programs
  • Peer-to-Peer Fundraising Events
  • Giving Societies
  • Crowdfunding
  • Direct Mail
  • New Signature Events
  • Donor Stewardship Programs
  • And much more!

Annual Fund Planning Services FAQ

In this section, we answer some of the most frequently asked questions about the Annual Fund planning services we provide.

If you have a question that isn’t addressed here, then please contact us directly, and a member of our team will be happy to help.

What are the benefits of professional Annual Fund planning?

  • Save money by identifying and addressing any potential barriers to effective fundraising before you invest time and resources into implementing a new program.
  • Allocate your time more effectively by activating only those fundraising methods with the greatest possible return on investment.
  • Fill gaps in cashflow with predictable, recurring gifts from individuals.
  • Provide better stewardship to donors by communicating more meaningful opportunities to support and advance your mission.
  • Increase overall donor retention rates and decrease the cost of acquiring new donors and supporters.

Why is the Annual Fund so important?

The main benefit of an Annual Fund campaign is to establish regular giving from your donors and supporters.

It gives you a structure for the years ahead and helps you plan resources and activities that will support your organization and its fundraising efforts.

Essentially, your Annual Fund will help you sustain your operational costs and expenses while solidifying donor relations.

Do Annual Fund campaigns work?

The Annual Fund plan provides the details of each fundraising activity you will undertake to meet your yearly revenue goals.

Nonprofits with annual funds are proven to be more effective and successful in their fundraising efforts than those who do not.

Regardless of the size of your organization, an Annual Fund campaign is a key component to sustainability.

Not only are they proven to help with hitting a fundraising goal, but they also improve engagement with donors, which helps with donor retention rates and more.

Essentially, the Annual Fund is your fundraising roadmap and activity planner, and it should be used to guide and review your monthly, quarterly, and annual fundraising efforts.

SUSTAINABLE GRANT FUNDING IS POSSIBLE

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