Relationships are key to fundraising, but how can you know everyone in your database?  A wealth screen is a tool that provides far more than just capacity information.  At it's core a wealth screen allows those responsible for development to deepen their relationships with donors.

No letter or email should begin, "Dear Friend of Our Organization". If we know someone well enough to ask them for a gift, we know them well enough to call them by name. We can also improve their sense of connection by specifically referencing their previous support, passion issues, or other critical factors. But how do you personalize 1,000 letters? In this session, aimed at those who have not done this before, we will teach participants how to do a mail merge, start to finish.

In fundraising, one size never fits all. Coordinating your fundraising strategies for both direct mail and digital provide the best of both options – and it’s literally how people live in the world. By creating multiple touch points, you improve your stickiness with people who care – or might care – about your organization. Combining strategies also means you’ll raise more money. Isn’t that your goal? In this Roundtable session, learn why integrating these strategies is so impactful and how to do it effectively. You’ll even pick up some tips that you can use in your own fundraising appeals.

Small details can make a huge difference. At this Roundtable, we'll talk about small adjustments to your fundraising efforts that can have a big impact. You'll leave with tips for technology tools and practical systems that help you work smarter while sustaining personalized donor connection. Join the conversation with your own favorite tip or technology tool that you've applied in your own fundraising strategy.

When you have an event, acquire new donors should be a tangible outcome. Setting goals ahead of time and having a plan are critical in making this a useful part of your annual plan.

One size doesn’t fit all when it comes to donor engagement. Some donors are long-time partners; some are new. We all have donors with vast knowledge and experience about the organization’s work and supporters who only recently joined on. Donors are young, old, and in every season of life. Yet, often we treat them all the same – as though the reason they support us is also one-note. In this roundtable, we’ll talk about improving donor engagement through segmentation. We’ll include some of the most common segmenting strategies as well as how to determine your own segmentation for one-time projects or unique circumstances. This session is the second in a four-week series on Annual Funds.

Tech can bring efficiency and impact to your organizations development efforts...and it's not always as expensive as you think. Evan Moilan, CFRE will open the conversation sharing his 5 favorite tech hacks. Participants are invited to bring your favorite tech hack to share with the group.