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Strengthen Your Annual Fund

Turn relationships into long-term support and unlock the full value of philanthropic giving at your organization.

In a climate where every income stream is under pressure, your annual fund has to do more than close gaps at the end of the year.

When time is tight and targets are high, it’s easy to rely on broad appeals and last-minute campaigns, without a clear strategy for how different patrons should engage or how those relationships should grow.

But not all donors are the same. They give differently, respond differently, and require different approaches to renew, upgrade, or give for the first time. And the impact of getting this right is significant.

Join TRG’s Kate Hagen and Andrew Cotlar for a focused session on how to build an annual fund strategy that reflects this reality, balancing renewal, upgrade, and acquisition through clear segmentation, strong messaging, and consistent measurement.

Are you building long-term value in your philanthropic relationships, or relying on unicorns and angels?