Build a sustainable annual giving program that engages your entire school community and creates consistent, predictable revenue.

Approach

Charlotte works collaboratively with your team to understand your school’s culture, donor base, and goals. The result is a customized annual giving program that feels authentic to your community while incorporating proven best practices from leading independent schools.

What We Do

• Design comprehensive annual giving strategies aligned with your school’s mission
• Develop parent, alumni, and grandparent giving programs
• Create donor segmentation and personalized solicitation strategies
• Implement volunteer leadership structures
• Establish metrics and reporting systems
• Train staff and volunteers on best practices

Ideal For

• Schools launching their first structured annual fund
• Institutions looking to professionalize existing programs
• Development offices seeking to increase participation and revenue
• Schools preparing for capital campaigns (annual giving is the foundation)