760.496.9205 Contact Us

Annual Giving Program

This program enables frontline annual gift officers to increase the consistency and size of annual gifts.


Modeled after the DFF program, this 4-month engagement combines workshops and coaching calls to create a shared and effective approach to fundraising across the organization.


  • A Fundraising Culture. Establishes the foundation for a consistent, lifelong philanthropic relationship for the institution at all giving levels.
  • Empowerment: With raised awareness about donor insights and philanthropic process, skills and tools that frontline staff employ are.
    • A repeatable fundraising process
    • Powerful language and communication tools
    • Facilitation skills
    • Effective collaboration, both internally and with donors


  • Maximized renewals and increased gift amounts
  • Increased confidence in communicating the impact of annual giving
  • Enhanced qualification of potential major donors

Typical Workshop Sequence

  • The Donor Engagement Process
  • Qualifying and Trust-Building
  • Annual Giving Impact Statements – Participation & Increased Giving
  • Role Plays