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Annual Fund

The annual fund is the cornerstone of all Catholic high school fundraising. A healthy, successful fund can transform your advancement efforts - and your school. The annual fund isn't so much a mailing or phone-a-thon or flash appeal but many schools treat it that way - like a series of disconnected fundraising activities scattered throughout the school year. The annual fund is really a campaign - and you need to treat it that way if you want to increase your operating dollars and lay a foundation for long-term school health.

The Solution

The Advancement Partners Annual Fund Solution is a comprehensive plan and implementation strategy designed specifically for Catholic high schools. We develop a customized annual fund campaign that increases revenue in the short-term and serves as a blueprint for long-term school success. We work with you to execute an annual fund plan that increases both the amount of funds raised and the percentage of participation.

With you, we will:

• Create a compelling case for support
• Identify, involve, solicit and close major gift prospects
• Build your top-tier giving society
• Establish a Parent Partnership Program
• Generate more revenue for tuition assistance
• Raise more unrestricted funds for operations
• The Annual Fund Solution Process

Step 1: Assessment

Advancement Partners reviews your annual fund, your staff, the database, the budget and the most recent results vs. expectations. We submit a written report with key findings, recommendations, a timeline and budget.

Step 2: Planning

Utilizing the assessment, we work with you to create specific objectives and a comprehensive plan for the annual fund. We finalize the annual fund case for support, identify the top prospects, create the appropriate marketing materials and set benchmark activities and achievements of the ideal annual fund for your school.

Step 3: Implementation

Advancement Partners works with you to implement the plan. We establish roles and responsibilities and an effective reporting, reviewing and documenting process. Timeliness, disciplined execution and personal solicitation calls on the top prospects are the key elements of success.

Step 4: Monitoring

Advancement Partners provides monthly monitoring and follow-up throughout our partnership with you.