The Annual Fund Gift Chart Workbook
The Alumnic workbook for turning an annual fund goal into gift levels, named prospects, an appeal calendar and checkpoints you can read all year
The Annual Fund Goal Calculator on this site divides a goal by an average gift to estimate a donor count, and says itself that real counts depend on how gift sizes are spread. An advancement office needs to know which gifts, from whom, and when. The Annual Fund Gift Chart Workbook does that. Part 1 starts from last year's gifts, builds a gift range chart (a top gift of about a tenth of the goal, halving the gift and doubling the count at each level), counts the prospects each level needs, and tests the top levels against real names. Part 2 runs the year: asking about matching gifts, an appeal calendar that asks the top of the chart first, monthly checkpoints that read which levels are filled rather than just the percent, and renewing last year's donors. For a $250,000 goal, 7 gifts raise 29.6% of it, and 255 personal-ask gifts need about 544 prospects. Planning arithmetic, not legal, tax or accounting advice. Includes a blank chart, prospect list, 12-month calendar, progress tracker and charts for four goal sizes. With your purchase comes a personalised sheet drawn for your own goal.
Look inside
Two full pages from the workbook, exactly as printed. Click either to read it at full size before you decide.
What is in it
- Sorting last year's gifts into levels
- Building the gift range chart
- Counting prospects by level
- Testing the chart against real names
- Matching gifts and how to count them
- An appeal calendar, top of the chart first
- Monthly checkpoints by level, and participation
- Renewing last year's donors
- A blank chart, prospect list, calendar and progress tracker
- Charts for four goal sizes, and a quickstart
- A personalised sheet: your gift range chart, progress and match
- ✓ 25 printable pages
- ✓ 11 sections, worksheets and templates
- ✓ A second PDF worked out from the numbers you enter
- ✓ No account needed, just an email address
- ✓ Instant download; link valid 7 days
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The workbook complements the free Annual Fund Goal Calculator. It divides the goal by an average gift; the workbook turns the goal into gift levels, named prospects, a calendar and monthly checkpoints.