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All Star Annual Giving
Welcome and Pre-Course Bonus Modules
Welcome and What to expect in this course (7:33)
About the instructor (7:13)
BONUS MODULE: How to Survive and Thrive in the Non-Profit World (19:10)
BONUS MODULE: Putting the FUN in Fundraising! (34:27)
Resources
Course Outline with Roll-Out Dates
Module 1: Intro to Philanthropy, Fundraising, and Case Building
History of Philanthropy in the U.S. (18:45)
Current State of Fundraising in the U.S. (8:41)
Annual Fund versus Annual Giving (7:22)
Developing Your Case for Giving (18:23)
Resources
Module 2: Goals and Projection Setting
5 Pillars of Annual Giving (8:55)
Goals versus Projections (5:28)
Demystifying Predictive Modeling (11:16)
How to Build Projections (26:39)
Bench-marking (14:57)
Resources
Module 3: Partnerships
Introduction to Partnerships (4:32)
Your Team (6:50)
Communications and Marketing (5:54)
Data and Gift Processing (3:39)
Program Staff and Faculty (5:39)
Vendor Management (9:22)
Your Board and Managing Up (8:24)
Resources
Module 4: Direct Mail
Why use mail? (7:15)
Testing and Ask Amounts (47:34)
Data Integrity, Gift Processing, and Tracking (17:26)
Writing Copy (13:37)
Creative Direct Mail Ideas (18:16)
Resources
Module 5: Phone
Why use phone? (11:50)
Equipment and Software (11:23)
Recruiting and Training Callers (31:21)
Scripting (34:09)
Rapport Building and Mock Calling (16:29)
Follow Up and Stewardship (10:20)
Data Analysis & Shift Management (14:37)
Resources
Module 6: Email and Social Media
Email Statistics and Basics (19:11)
Email Tips and Tricks (11:12)
Telling Meaningful Stories with Video (12:36)
Social Media Strategies (14:42)
Giving Days and Crowdfunding (14:50)
Module 7: Special Events
Start with Why? (12:04)
Fundraising Event Formulas that Work (23:17)
Evaluating Event Success (5:27)
BONUS: Budget Decor and More
Module 8: Lead Annual Gifts and Stewardship
Lead Annual Gifts: Get the Visit and Listen (32:26)
Giving Societies and Stewardship (9:02)
Module 9: Building Your Strategic and Tactical Plan
Constituents, Vehicles, and Budget (6:25)
Segmentation Plans (16:45)
Calendars (7:45)
Putting It All Together (13:08)
Resources
Bonus Modules
Fundraising in a Crisis (52:21)
Teach online with
How to Build Projections
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