Annual GivingWhat’s Working & Trends

Annual Giving

• It’s fundraising conducted annually that supports your operating budget

• Broader than the structured Annual Fund Program

• Raised largely thru personal asks, e-solicitations, phonathons, direct mail and events

• Annual giving is about donor acquisition, repeating (stewardship) and upgrading giving

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PLANNED GIFTS

CAMPAIGNS

MAJOR AND SPECIAL GIFTS

ANNUAL GIFTS

Development Pyramid

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40 years of charitable giving in the U.S.A.

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Key Findings (2010)• Total estimated giving rose 3.8% (2.1% AFI) to $291

billion

• All sectors either held steady or achieved minimum gains over ’09. Corporate giving led with a 10.6% increase. Individuals up 2.7%

• Volunteers dropped by 1% to 63 million

• Early 2011 data shows giving is up again.4

Board Giving

A

7%

B

18%

C

7%

5

Top 25 Giving

A

54%

B

29%

C

36%

6

Board & Top 25 Giving

A

61%

B

47%

C

43%

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Where Do You Have Concerns &

See Opportunities?

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Looking AheadWhat’s Working & Trends

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10

What’s Working• Donor Acquisition Strategy

• Financial Transparency & Clarity

• Testing & Developing Messages

• Personal Solicitation

• Annual Giving Advance Planning

• Flexible, Analyze and Adjust

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Trends• “Army of One”

• Data Analysis (Handout)

• Strategic Planning Measurements/Benchmarks

• Social Media (Handout)

• Annual Fund Director “Asking” More

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“Winning it Up Front”

See Handout

Bye…..!