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Top 10 Tips for a Successful Annual Campaign
 

The core of fundraising for nonprofit organizations is the annual campaign. This is the annual fundraising effort that integrates revenue streams from individuals, corporations, foundations, the government, faith-based agencies, special events, earned-income, and other sources of funding.

Since this campaign is what allows the organization to raise program and administrative funds, it is the primary role of the organization’s leaders to design and execute it. So, what are the most important elements to a successful annual campaign?

  1. A solid plan. This plan provides the road-map for success and should be based on an analysis of what worked last year and what the future opportunities are. The plan must include potential funding opportunities, as well as a realistic timeline that can be executed by the board and staff. Get your copy of our white paper, "Elements of a Successful Fundraising Plan," here.
  2. Strong board leadership. A common mistake some organizations make is to assume the annual campaign is driven by the staff. The building of long-term funding relationships with key donors and institutions should be managed by the staff, but the board of directors should actually lead the campaign process. Make sure your board has a strong development committee to drive this process. Evaluate results once a month.
  3. A financial goal that carefully “pushes” the organization. It is important for the organization to be realistic when increasing the annual fund goal.
  4. Organized volunteer and lay teams. Fundraising is a lonely business, especially if you only have the staff and a few board members involved. Try to expand your development committee by recruiting donors and members from the community.
  5. A targeted list of prospects and donors. Make sure board members or volunteers who are doing the asking have accurate prospect and donor information (including giving histories). It is worthwhile to spend time cleaning up the names, addresses and other relevant information in your database.
  6. Excited volunteers. Remember – people don’t get involved in nonprofit organizations to raise money; they get involved so they can have a hand in changing the world and making a difference in their communities. Make sure you energize and excite your volunteers by having a kick-off party, providing them with good “talking points” and marketing materials, and treating them well.
  7. Well-trained board and volunteers. Don’t assume they feel comfortable asking for money. Give your board members and volunteers some training; conduct role playing exercises; and take them with you on asks so they can see how it’s done.
  8. Involve your administrative and support staff. Make sure the volunteers/board members have what they need when they need it to succeed. Bring in the support staff early so they know who they can rely on for answers to their questions.
  9. Evaluate the campaign. Every three or four months bring the key staff and leadership together to evaluate how the campaign is going. Don’t be afraid to make corrections and changes in your plan.
  10. Celebrate! When you meet your goals or receive a large gift, celebrate with your team.