The Data-Driven Annual Fund is the second in a series of workbooks from WealthEngine Institute. The workbook focuses on data understanding and use; strategies for segmentation, solicitation and stewardship of donors and prospects; and measuring and analyzing fundraising ROI and other key metrics. In addition, WealthEngine workbooks link to worksheets, templates, checklists and tools to help fundraising practitioners put knowledge into action immediately. This workbook will follow up on the best practices discussed in our workbook, Growing Individual Gifts: An Analytic Approach to Data-Driven Success, and will be published in three parts.
Key sections include: