How do you build a strong ministry to reach more people? By starting with a strong annual fund. Let us show you how with the ANNUAL MANUAL.
A plan for development activities to get your program on a consistent, effective schedule. "Build a plan and then work the plan."
How-to guides and samples to show you exactly what to do and how to do it to grow your fundraising efforts.
Weekly emails with instructions and encouragement, and a weekly phone consultation with a Petrus consultant to keep you on track.
"The Annual Manual from Petrus is a game changer for our development program. Petrus provided us with a ton of valuable information and resources on day one and our consultant walked with us and answered all of our questions along the way. It’s a complete toolbox for development success!"
"Without the practical support of the Annual Manual, we would have been flying in the dark. Now, we have the confidence we need to engage with our donors and further our ministry."
The Annual Manual helps nonprofit organizations build a strong foundation for their development program by taking the best practices for building an annual fund and adapting them to the unique structure of each individual organization.
The Annual Manual is most effective when implemented in ministries and nonprofit organizations with new or small development programs that need to build a strong base of fundraising to fund ongoing operations.
Two important factors play the biggest role in effectively implementing and utilizing the Annual Manual:
Weekly phone consultations and emails will last for 12 months from the time the organization begins the Annual Manual program. The organization will retain lifetime access to the Annual Manual library of How-To Guides, samples, templates, and scripts.
Building a strong annual fund program is the first step toward financial stability. With a strong annual fund in place from the Annual Manual, organizations will be prepared to begin significant growth in the fundraising by having a pipeline of donors and prospects to approach for major gifts. The Petrus Sustainable Development program can help organizations to implement major gifts fundraising with intensive, personalized, one-on-one coaching.
The most effective way for an organization to build a strong annual fund and an active pipeline of new donors is to strategically create a plan and consistently execute on it. The Petrus Annual Manual provides a 12-month development calendar ready-made for any nonprofit organization.
How-To Guides & Samples are available for clients to access as they work their way through the calendar. These “best practices” guides have been prepared by experts and practitioners in the field and offer strategy, tips for executing the program, and examples to help clients understand how the Annual Manual delivers results.
Encouragement, instructions and tips pertinent to that week’s activities will be emailed out every Monday to keep clients on track. Some organizations will need to adapt their appeal schedules based on their own institutional calendar, but all emails are archived and can be accessed at any time.
Maintaining focus and staying disciplined over the entire course of the year can be challenging for some organizations. A weekly phone consultation with a Petrus Team Member provides that personalized advice, guidance and support. The weekly frequency also keeps projects moving forward all year without disruption.
By joining the Annual Manual you will get instant access to dozens of how-to guides and samples. Soon after, Petrus will get in touch to introduce you to your consultant and help plan your Annual Manual implementation:
Who will be in charge of each activity over the course of the year? Some organizations can assign a single person for all annual fund activities and some elect a team approach.
We recommend hiring a full-time development director, but this may not be possible for all organizations immediately.
As part of the implementation plan, organizations will discuss and make assignments for all activities for the next 12 months.
Who is the primary audience for fundraising? Some organizations have a healthy list of prospects, but some need to develop new strategies and policies for identifying donors and prospects. Petrus will provide ideas and strategies for building your database.
If your organization needs additional assistance purchasing and installing a database, Petrus offers support and training at an affordable rate.
Once the personnel are assigned and the database is online, Petrus will help create a 100-Day Plan. This plan gives clear steps for the first phase of the Annual Manual and helps establish the practices and routines that will lead to consistency and sustainability.
By creating a 100-Day Plan, members of the staff and volunteers will understand their role in the Development strategy.