Redefining the Annual Giving Playbook

The rules of annual giving are changing.

Donors expect more, budgets are tighter, and the old playbook doesn’t deliver like it used to. It’s time to rethink how we approach strategy, data, AI, and digital.

In this session, we’ll walk through the biggest shifts we’re seeing in 2025 and show what a modern playbook should look like heading into year-end and beyond.

We’ll explore how AI can save time and sharpen engagement, why shifting from campaign-centric to audience-first messaging leads to stronger results, and which digital tactics are proving most effective today. You’ll leave with practical ideas you can put to work right away.

What you’ll learn:

• How to turn behavioral data into strategies that drive giving.
• Why consistent, audience-first messaging outperforms campaign silos.
• Which digital tactics deserve your focus (and which don’t).

Recording below.