Learn how Polytechnic School built an Annual Fund framework rooted in segmentation, clearly defined ask tiers, ROI-driven projections, and donor-behavior tiers. We’ll walk through how these elements informed our annual fund strategy, shaped donor-behavior insights, and strengthened our overall forecasting approach.

This session concludes with a look at our data model; how we projected a $4.1M outcome, stayed on course through a natural disaster, exceeded our goal and increased giving by 10% in one year, and ultimately landed within <1% of our projected target. Expect practical takeaways you can immediately implement as you plan for your next fiscal year.