Jointly developed by Robert Burdenski Annual Giving and Marts & Lundy's Decisions Group, the Annual Giving Capacity Analysis has been designed to evaluate future annual giving fundraising potential, based upon past performance, evolving annual giving fundraising methods, constituent wealth and affinity, and other external factors. What's your institution's annual giving fundraising potential, what are the methods that will get you there, and who are your best prospects to solicit?
A review of your annual giving program's historical performance, giving patterns, and methods; (we'll study not only $$, but also # solicitable
(addressable) prospects each year and the # of prospects they actually
solicited, plus annual budget broken down into phone, mail, other)
An external environmental scan; How can the economy, changing donor behavior, and other factors impact your annual giving fundraising potential?
A forecast of annual giving potential over
the next 5 years. If your Annual Fund continues to follow the same trends,
what could your institution expect to raise over the next X years?