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The Data-Driven Annual Fund

The Data-Driven Annual Fund is a workbook that focuses on data understanding and use; strategies for segmentation, solicitation and stewardship of donors and prospects; and measuring and analyzing fundraising ROI and other key metrics. Topics covered in part one of this three part workbook include conducting a data audit, data hygiene and augmentation, and developing an annual fund plan. Readers will learn the importance of maintaining, managing and supplementing their data, as well as how to use data and analytics to better understand their constituents and to drive the creation of strategies to build their annual fundraising plan. In addition, this workbook links to worksheets, templates, checklists and tools to help fundraising practitioners put knowledge into action immediately.

Part 1: The Building Blocks focuses on building a strong base for the annual fund and setting the protocols that will drive the entire process. Specific topics include conducting a data audit, data hygiene and segmentation, and developing an annual fund plan. 

Download Part 1 by filling out the form to the right.