Annual Giving Cohort

A Data-Driven Strategy for Fundraising


If you answered yes to any of those questions, then join The Sollog Group and a cohort of your peers for either our Spring or Summer session. Over four intensive 2-hour strategy and training sessions, together we will create an annual giving plan that is based on your real data. We will walk you through what you need to know in order to segment your list, create effective messages, and track activity. At the conclusion of our time together you'll have a ready-to-go Annual Giving Plan tailored to your organization and your donors, based on an understanding of what actually works for you. Your Mission. Fully Funded. 

Spring Cohort

When: Monday, May 15th - Thursday, May 18th from 11:30-1:30 p.m. In addition to the four intensive training sessions, participants receive three virtual check-in sessions. These must be used within 12 months of the last session.

Where: Live training will be conducted via Zoom. Sessions will be recorded for participants to review or for those who must miss a session. A Google drive folder will be created for interaction between instructors and attendees throughout the training period, including the homework for each session.

Cost: $675 (registration closes April 30th)

Summer Cohort

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 training will be conducted via Zoom. Sessions will be recorded for participants to review or for those who must miss a session. A Google drive folder will be created for interaction between instructors and attendees throughout the training period, including the homework for each session.

Cost: $675 (registration closes June 23rd)

Trying to decide if this is for you? We've found participation in this cohort is best suited to those with a fundraising CRM, an operating budget of less than $2.5 million, and a small development office. Cohort participants understand a robust annual giving effort is the foundation of any development program, even if they have struggled for years to develop it. Please note the investment of time and effort needed to maximize the benefit for you and your organization.


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, we hope you'll join us!

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

FAQ's