Annual Giving Programs

---

Bentz Whaley Flessner fundraising consultants take the time to understand the complexity of your annual giving programs. Our consultants work with you to conduct a careful and thorough analysis of your annual giving program by looking at your annual fund strategic objectives, program planning and implementation, staff training, and benchmark research, to develop and implement annual giving strategies to increase results.

Annual Giving Strategic Audit
Bentz Whaley Flessner’s annual giving audit provides an intensive and collaborative examination of your program’s historical performance, current programs, and strategic opportunities. We review, evaluate, and make recommendations on:

• Annual Giving goal setting and planning
• Annual Giving program strategies and implementation
• Annual Giving staffing
• Annual Giving budget
• Linkages to other fundraising and external relations programs

Annual Giving Strategic Planning
In an annual giving strategic planning engagement, we focus on new strategies to improve your annual giving dollars and donors. We begin with an objective, in-depth evaluation of your annual giving solicitation programs: direct mail, telemarketing, online, reunion giving, faculty and staff giving, membership drives, and matching gift strategies. We work with you to create a multi-year, annual giving strategic plan with a budget, goals, solicitation programs, and related communications strategies, along with reports to track and evaluate annual giving results.

Other Services
Annual Giving Staff Training
Annual Giving Benchmark Research
Annual Giving Best Practices