ANNUAL FUND OUT OF THE BOX
ONLINE COURSE
Build your annual giving engine from the ground up.
This hands-on course teaches fundraisers how to design, manage, and sustain a complete, data-informed annual fund strategy. Each module combines research, templates, and practice to help you move from chaos to clarity and raise more with confidence.
REAL TOOLS REAL FUNDRAISERS
PRACTICAL, PROVEN, AND READY TO USE
Each Next River resource helps you raise more money with less stress and build a fundraising system that truly supports you.
From strategic planning to daily organization, these tools bring the Strategy, Systems, and Story framework to life so you can find your fundraising flow and keep it going.
THE FUNDRAISER'S PLANNER
GET ORGANIZED. GET FOCUSED. GET FUNDRAISING.
Yes, you can get it all done. Even while you’re juggling campaigns, meetings, reports, and the occasional existential crisis over your inbox, The Fundraiser’s Planner helps you keep it all in motion with clarity and purpose.
From setting annual goals to tracking daily to-dos, this is the system built by a fundraiser, for fundraisers. It helps you stay strategic, grounded, and balanced so your focus stays on what truly matters.
It’s your life and your work organized for success.
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THE PLANNER HELPS YOU
• Set and track yearly, quarterly, and monthly goals

• Map campaigns, deadlines, and donor touchpoints

• Align daily tasks with your fundraising strategy

• Bring order, focus, and flow to your workday
AVIALABLE IN THREE DIGITAL FORMATS
• Standard PDF for easy printing and note-taking

• Editable PDF to type directly into pages

• Hyperlinked PDF for use in apps like GoodNotes,
Notability, and OneNote
THE ANNUAL FUND OPERATING SYSTEM
BLUEPRINT FOR A THRIVING ANNUAL FUND
A comprehensive suite of planning documents, templates, and tools to run your entire annual fund. It covers everything from segmentation and budgeting to messaging calendars and stewardship sequences.
Use it alongside Annual Fund Out of the Box or on its own. It’s everything you need to build a consistent, data-informed rhythm of generosity.
INCLUDES
• Annual Fund Planning Calendar

• Campaign Map and Channel Planner

• Donor Renewal Tracker

• Stewardship Sequence Worksheet
GENEROSITY FUNDRAISING
INTELLIGENCE AND DONOR ENGAGEMENT REPORT (FINDER)
Every number tells a story if you know where to look.
The FINDER report is a comprehensive analysis of your fundraising data that reveals what’s really happening inside your program and where your hidden potential lies.
Built from your organization’s actual giving history, FINDER measures the health of your fundraising systems and donor data to identify
• Revenue loss caused by poor data hygiene, such as
missing contact details or duplicate records
• Performance trends over five to ten years, including donor
retention, acquisition, average gift value, and cost per
dollar raised
• Trouble spots and bright spots showing where your
systems are breaking down and where success can grow
Every report delivers clear insights and an estimated financial impact of data quality issues, turning raw information into a roadmap for smarter, more sustainable fundraising.
When you know what your data is saying, you can stop guessing and start growing.
START HERE: FUNDRAISING SELF-ASSESSMENT
QUICK DIAGNOSTIC TOOL
Not sure where to begin? Take this short self-assessment to uncover where your fundraising system is thriving and where it may be quietly leaking potential.
You’ll get a simple scorecard with actionable recommendations to strengthen your Strategy, Systems, and Story.
