Annual Giving Cohort

A Data-Driven Strategy For Your Organization's Fundraising Plans 

If you answered yes to any of the above questions, then join The Sollog Group for our next cohort starting in July 2023. Over four intensive strategy and training sessions, we will create an annual giving plan that is based on your real data so that you aren’t just throwing spaghetti at a wall but informing strategy with data. We will walk you through everything you need to know to segment your list, create effective messages, and track everything so that you walk away with a ready-to-go Annual Giving Plan that fits your organization, your donors, and the actual facts of what works for you. Your Mission. Fully Funded. 

When: Mondays from 1:30-3:30 p.m. on July 10th, 17th, 24th, & 31st. In addition to the four intensive training sessions, cohort participants will also receive three virtual check-ins to be used within 12 months of the last session.

Where: Live Zoom training with sessions recorded for participants to review, a Google drive folder for interaction between instructors and attendees throughout the training period, plus homework for each session

Cost: $675 (registration closes June 23rd)

Ideal participants have a fundraising CRM, an operating budget of less than $2.5 million, and a small development office. Participants understand a strong annual giving effort is the foundation of any development program, even if they have struggled for years to develop a robust program. Cohort participation involves four intensive 2-hour trainings (every week) with homework between sessions.

With ever-increasing fundraising goals, decreasing resources, and the need for donor-centered strategies, now, more than ever, nonprofits need to identify and focus on donors with the greatest likelihood of supporting their organization. If this sounds familiar, then this cohort is for you.

I attended The Sollog Group’s Annual Giving Cohort in 2019. The sessions were very informative and helped me to better understand ways in which I can use data to determine the direction to take with my annual fund development plan. Nick and Amy presented clear examples of best practices around solicitations and stewardship efforts, and while this cohort was centered around Annual Giving, they also demonstrated ways to use data to analyze and refine other aspects of my development plan, for example, how to identify those that are my best and most loyal donors.  They were ready and willing to extend their advice and share their extensive expertise around other subjects as needed. I would highly recommend this cost-effective cohort to any development professional -especially those in small or one-person development offices that need a little ‘refresh’ on their development plan!

– Elaine Hinckle, Director of Development at Sacred Heart Center

Session Details

1 - Understanding Data

2 - Segmentation

3 - Messaging & Vehicles

4 - Reporting & Tracking