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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 2: Solicitation and Stewardship discusses what to do once the plan is in place and how to maximize the solicitation process. It will cover multi-channel solicitation strategies and techniques, case-for-support and ask amounts. 

Download Part 2 by filling out the form to the right.

Download Part 1 here.