Auditing Your Annual Giving Operations

(Retired)

Auditing Your Annual Giving Operations

(Retired)

Table of Contents


Overview

How are you prioritizing investments in your annual giving operation?

Agenda

  • Evaluating your core annual giving operations
    • Donor retention
    • Donor reactivation
    • New donor acquisition
    • Donor upgrades
    • Building the pipeline
  • Assessing the effectiveness of your annual giving vehicles
    • Direct mail
    • Phonathon
    • E-solicitations
    • Crowdfunding/Day of giving
    • Personal solicitations
  • Making smart investments in your annual giving operations
    • Determining the capacity of your team
    • Scaling considerations
  • Case Study: Using your audit to guide planning and goal setting

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.