Annual Development

Annual development strategies are the tactics used to satisfy (or exceed) the annual development goals of an organization. Depending on the size and sector of the organization, such strategies include one or more of the following:

 

Case Statement Development - A document for a nonprofit that describes who they are, what they do, what they are planning to do, how much it is going to cost, and who is involved (board members, partners, closely associated advisors/PSA representatives).

 

Retail Development - Strategy to attract, retain and/or steward gifts from all individuals that are less than 1/1,000 of an organization’s annual budget and are done using mass marketing push-pull strategies. These donations are not done on an individualized basis. 

 

High Net Worth Major Gifts - Strategy to attract, retain and/or steward gifts from high net worth individuals that are more than 1/1,000 of an organization’s annual budget and are done on an intimate, individualized basis.

 

Planned Gifts - Planned gifts are gifts individuals make to leave the organization a donation in their will or trust.

 

Foundation Outreach - A Cogeo-specific process to identify, organize and execute an optimized foundation grantwriting calendar on behalf of an organization. An organization can pay for Cogeo to create the year-long calendar of optimal funding opportunities and/or execute on writing those opportunities on the organization’s behalf as well.

 

Corporate Engagement - A Cogeo-specific process to identify, organize and execute an optimized corporate engagement calendar on behalf of an organization. A Cogeo CE representative performs outreach on behalf of an organization. 

 

Annual Event/Gala - The Planning of the pre, during, and post development strategies for an organization’s annual event. Planning and consulting is short and long-term focused and occurs over a 12 month period of time.

 

End of the Year Annual Gift Letter - A short-term appeal using a mass distribution strategy to attract funding from an organization’s donor base at the end of a calendar year.

 

EITC (Educational Improvement Tax Credit) Campaign Launch and Execution - A special tax program in various states where companies can contribute a percentage of their net income to a qualified educational institution and receive a tax credit. Cogeo performs a Cogeo-specific process to identify, organize and execute an optimized corporate EITC engagement calendar on behalf of an organization.

 

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