Annual Fund Toolkit

Finding Major Donors: A Strategic Approach to Prospect Identification and Qualification [WEBINAR $80] Join us for an intensive webinar designed for development professionals who want to master the art of identifying, qualifying, and engaging high-potential donors. This comprehensive session will equip you with practical strategies and proven methodologies to: - Define and identify "good" prospects using the three key criteria: Inclination, Capacity, and Affinity - Develop effective qualification strategies for both traditional and virtual environments - Master the art of prospect outreach with tested call scripts and email templates - Navigate common donor objections with confidence and professionalism - Implement data-driven approaches to prospect pipeline management Perfect for: Development Officers Major Gift Officers Advancement Professionals Nonprofit Leadership Development Directors You'll leave this session with actionable tools including: - Ready-to-use call scripts and email templates - Pre-visit qualification checklists - Strategic approaches to portfolio management - Key performance metrics for tracking success - Best practices for virtual donor engagement Don't miss this opportunity to transform your major donor prospecting approach and maximize your development efforts. Space is limited to ensure an interactive learning experience. Register now to secure your spot and take the first step toward building a more robust major donor pipeline. #DPPGroups #FundraisingExcellence #DonorParticipation #PhilanthropyEvent #Networking

Curious about giving circles and collective giving - the fastest growing model of individual giving? Join Susan Benford (Philanos), Joy Webb (Community Investment Network) and Michelle Cottrell (Women’s Impact Fund) to learn more about how giving circles connect new philanthropists with local, community-based nonprofits. https://buff.ly/4e7yHh8 Key topics include: Understand the size and growth trajectory of collective giving Explore the demographics of giving circles and how they can help reach under-stewarded donors Learn about trends in giving circle granting and support beyond financial contributions Discover how giving circles connect individual donors with local issues and organizations, combating the current decline in donor participation #DPPGroups #FundraisingExcellence #DonorParticipation #PhilanthropyEvent #Networking

Leaders, this one's for you! 👥 Part 1 of AubreyBergauer's essential two-part series on company culture is now live. ✅ Identify toxic traits in your workplace ✅ Understand their impact on your team ✅ Prepare for the upcoming blueprint on building a healthier culture Start your journey to a better workplace: https://buff.ly/4gk8CwY #LeadershipStrategy #CultureChange #WorkplaceWellness

Join us for DPP Masterclass: Growing your Donor Base in Philadelphia on Oct 17 This will be an opportunity to: - Meet fundraising colleagues in your area, - Share experiences and learn insights on growing donor participation in your nonprofit - Get access to the fundraising resources available year-round in the Donor Participation Project Space is limited. Register now to save your spot! Graciously hosted by Melinda Steffy, Co-Executive Director at CultureWorks, and Ariel Shelton], Co-Executive Director at CultureWorks. https://buff.ly/4gtyZQS #DPPGroups #FundraisingExcellence #DonorParticipation #PhilanthropyEvent #Networking

Ready to detox your company culture? 🌿 In her latest podcast episode, Aubrey Bergauer explores the top 9 traits of toxic workplaces, based on "Culture Renovation" by Kevin Oakes, CEO of i4cp. Discover how to identify and address cultural issues in your organization. Tune in here: https://buff.ly/4gk8CwY #WorkplaceCulture #EmployeeEngagement #OrganizationalDevelopment

Curious about giving circles and collective giving - the fastest growing model of individual giving? Join Susan Benford (Philanos), Joy Webb (Community Investment Network) and Michelle Cottrell (Women’s Impact Fund) to learn more about how giving circles connect new philanthropists with local, community-based nonprofits. https://buff.ly/4e7yHh8 Key topics include: Understand the size and growth trajectory of collective giving Explore the demographics of giving circles and how they can help reach under-stewarded donors Learn about trends in giving circle granting and support beyond financial contributions Discover how giving circles connect individual donors with local issues and organizations, combating the current decline in donor participation #DPPGroups #FundraisingExcellence #DonorParticipation #PhilanthropyEvent #Networking

Sean Devendorf (https://buff.ly/4bf1YVi), Senior Director of Annual Giving at Tufts University, Bob Miller (https://buff.ly/3UG9u5W), Founder of R.Miller Consulting, and Dave Woodley (https://buff.ly/3UCg0eb), Director of Information Services at the University of Alaska Foundation, are exploring various aspects of fundraising technology with the FUNtech group, including its effectiveness, cost, return on investment, and other related topics. Telefund: exploring how the incorporation of new software can optimize your phone strategy and what elements are critical for success. Whether you're on the hunt for a new vendor, or simply want to share your experiences on what's working and what's not, or delve into the intricacies of PCI compliance, this is the place to be. Don't miss this chance to learn, share, and explore! #DPPGroups #FundraisingExcellence #DonorParticipation #PhilanthropyEvent #Networking

Is your workplace toxic? Bureaucratic. Disrespectful. Chaotic. Complacent. If these words describe your organization's culture, you're not alone. In the latest episode of Aubrey Bergauer's podcast, she dives into the 9 traits causing toxicity in company culture. Highly recommended. Don't miss this eye-opening discussion! Listen now: https://buff.ly/4gk8CwY #CompanyCulture #WorkplaceToxicity #LeadershipDevelopment

Join us for DPP Masterclass: Growing your Donor Base in Philadelphia on Oct 17 This will be an opportunity to: - Meet fundraising colleagues in your area, - Share experiences and learn insights on growing donor participation in your nonprofit - Get access to the fundraising resources available year-round in the Donor Participation Project Space is limited. Register now to save your spot! Graciously hosted by Melinda Steffy, Co-Executive Director at CultureWorks, and Ariel Shelton], Co-Executive Director at CultureWorks. https://buff.ly/4gtyZQS #DPPGroups #FundraisingExcellence #DonorParticipation #Networking

From economist to fundraiser? Here's the winding path that made it happen: 1. Left my economist job (cue existential crisis) 2. Learned fundraising from the ground up (hello, cold calls) 3. Founded Annual Fund Toolkit (because spreadsheets are life) 4. Got a surprise mention in Aubrey Bergauer's game-changing book “Run it Like a Business” (🙏) 5. Connected with tons of amazing arts organizations 6. Applied data-driven strategies 7. Surpassed this campaign’s goal last night 🎭💰 The lesson? Sometimes, the scenic route leads to the best destinations. But here's the real kicker: This success isn't just about dollars in. It's about creating a sustainable model for funding impactful organizations that respects both the art and the science of fundraising. Aubrey Bergauer's innovative approach to arts management opened doors I didn't even know existed. Her book not only included my work (still pinching myself) but also indirectly led to this incredible partnership. The beauty of this approach? It's replicable. We're building a community of arts supporters who understand the value of excellence. What unexpected connections or mentions have changed the trajectory of your career? Drop your story in the comments - I bet there's a lesson for all of us there!