123. Back to the Basics: Annual Giving - Jonathan McCoy, CFRE and Becky Endicott, CFRE

Here's the thing. We all have something to learn in this space, but sometimes we're too shy/embarrassed/bored to ask for a basic tutorial. We've been there🙋‍♀️🙋‍♂️ So Jon + Becky are launching a new Friday series called Back to Basics. We're going to be diving into the fundamentals of donor relations, operations, planned giving, events, campaigns, branding and several other general development topics. Why? Because we see a lot of young professionals joining our sector, as well as those who have left for-profit to chase the social good dream and just other Do Gooders looking to help their passion organizations. We want you trained quickly so you can do your thing on the front lines❤️ We'll talk strategy, structures, examples and our own success and failures. So tune in as we kick off our convo with Basic to Basics: Annual Giving.

Episode Overview

• Annual giving is much more than trying to get people to give every year (3:30)
• Look through the lens of transformation (4:00)
• The goals of annual giving: the science and the art (7:50)
• Flip the script with annual giving: buy into long term engagement (10:30)
• Annual giving pro tips (11:45)
• Do this, not that. (20:00)
• FREEBIE: 24 Actionable Annual Fund Strategies from DonorSearch (27:00)

For more information and episode details visit: www.weareforgood.com/episode/123

The We Are For Good Podcast is co-hosted by Jonathan McCoy, CFRE and Becky Endicott, CFRE and welcomes the most dynamic nonprofit leaders, advocates and philanthropists to share innovative ideas and lessons learned 3x a week!

Want to hear insider details and to get our best roundup of tips, freebies, resources and show notes from each episode? Join the Good Community - it's free! Visit www.weareforgood.com/hello

About Our Sponsor Virtuous
You know we believe Everyone Matters - and we’ve witnessed the greatest philanthropic movements happen when you SEE and activate donors at every level. Here’s the thing, Virtuous created a fundraising platform to help you do just that. It’s much more than a nonprofit CRM. Virtuous is committed to helping charities reimagine generosity through responsive fundraising. We love it because this approach builds trust and loyalty through personalized engagement.

Learn more about Virtuous at www.virtuous.org/

Thank you to our partners 🩵

Big gratitude to Givebutter, RKD Group, Whiteboard, and Sowen for their partnership in growing the Impact Uprising. If you’re searching for a new CRM, tech tool, brand partner, direct mail partner, or impact strategist— we’d love for you to start with our trusted recs. We’ve vetted them so you don’t have to. Head to weareforgood.com/recs to learn more.

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