Setting a Data-Driven Annual Fund Goal: Key Metrics for Success

It’s Time: Let Go of Your Outdated Middle and Upper  School Schedules
It’s Time: Let Go of Your Outdated Middle and Upper  School Schedules

Volume 50

No. 4//

April 1, 2025

As your school’s development director, you know that setting the right annual fund goal is critical to your program. Despite that, at some schools, the annual fund goal is set by the board and school head to “fund the gap” between expenses and expected income. But this is not the right way to establish the goal for an annual fund. Instead, use accurate data from past fundraising successes to set a challenging but achievable goal.

What not to do

A customized approach to advancing your unique mission.

Work with a trusted partner to create a mission-appropriate plan to help your school achieve its goals. Whether your school aims to increase cash reserves, boost enrollment levels, attain long-term stability, rely on experts to bring these goals and many others to life. Together we'll create and implement personalized, onsite recommendations for any area of your school's administration. Call us at 302-656-4944 or email us at consulting@isminc.com.

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