Annual Giving What’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 1

PLANNED GIFTS CAMPAIGNS MAJOR AND SPECIAL GIFTS ANNUAL GIFTS Development Pyramid 2

40 years of charitable giving in the U.S.A. 3

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% 7

Where Do You Have Concerns & See Opportunities? 8

Looking Ahead What’s Working & Trends 9

10 What’s Working Donor Acquisition Strategy Financial Transparency & Clarity Testing & Developing Messages Personal Solicitation Annual Giving Advance Planning Flexible, Analyze and Adjust

11 Trends “Army of One” Data Analysis (Handout) Strategic Planning Measurements/Benchmarks Social Media (Handout) Annual Fund Director “Asking” More

12 “Winning it Up Front” See Handout Bye…..!