How to Create an Effective Fundraising Plan for 2023

With billions of dollars flowing from foundations, charities, and individual donors, philanthropy is making great gains in tackling many of today’s most pressing issues. Still, there remains great potential to incentivize transparency and encourage giving by improving the processes used for tracking both funds and impact data. Blockchain, a type of digital ledger that allows foundations, nonprofits, and donors to track and analyze transactions and related activities, has shown promise as a viable solution.

End of year is a time for family, friends, and food. With donors getting into the holiday spirit, it’s also the most important time of year for fundraisers. With over 30% of annual charitable giving coming in in the month of December and 10% of that giving coming in in the last 3 days of the year, end of year fundraising campaigns are critical to meet your annual fundraising goals.

More and more grantmakers we're talking to are rounding out their years by creating annual reports. Whether it's to summarize, level-set, or tell their stories! But how do you get started? What should you include? And why? A thoughtfully-crafted annual report can do more than communicate financial data and program statistics. It can bring awareness to your work, garner support for your mission, and build trust with your stakeholders. Our own Alexis Fish interviews Tere Segarra of Pacific Life and Susan Merfeld of Pebble Beach Company Foundation to discuss the hows, the whys and the whats of their annual reports. Join us as they share their best practices and suggestions.

This workshop will help you unlock and leverage the power of your program data. You’ll learn the steps to consolidate, analyze, and visualize your program information to create data-driven messaging that will fuel more program funding from grants, partners, and major gifts donors. Best of all, this framework requires no budget and no technical resources from your team – just an open mind and a willingness to get curious about the data that’s under the hood of your non-profit.