--- title: "TW&B Service Spotlight: The Annual Giving Assessment" description: If your organization is not meeting its annual fund goals, TWB can help broaden your base of support and maximize the yield from current constituents. --- [![TWB Fundraising](https://blog.twbfundraising.com/hubfs/raw_assets/public/TWB%20Fundraising%202023%20Theme/images/TWB-Logo_RGB-web.svg)![TWB Fundraising](https://blog.twbfundraising.com/hubfs/raw_assets/public/TWB%20Fundraising%202023%20Theme/images/TWB-Logo_RGB-web_invert.svg)](https://www.twbfundraising.com/) - [Advancing your mission for a greater impact.](https://www.twbfundraising.com/) - [Why work with us](https://www.twbfundraising.com/why-work-with-us/) - [Who We Are](https://www.twbfundraising.com/why-work-with-us/who-we-are/) - [Our Team](https://www.twbfundraising.com/why-work-with-us/our-team/) - [Our Partners](https://www.twbfundraising.com/why-work-with-us/partnerships/) - [How we increase impact](https://www.twbfundraising.com/how-we-increase-impact/) - [Fundraising Counsel](https://www.twbfundraising.com/how-we-increase-impact/fundraising-counsel/) - [Organizational Development & Leadership](https://www.twbfundraising.com/how-we-increase-impact/organizational-development-leadership/) - [Data Management, Analytics & Research](https://www.twbfundraising.com/how-we-increase-impact/data-management-analytics-research/) - [Executive Recruitment & Transition Counsel](https://www.twbfundraising.com/how-we-increase-impact/executive-recruitment-transition-counsel/) - [Who we help](https://www.twbfundraising.com/who-we-help/) - [Arts and Cultural Institutions](https://www.twbfundraising.com/industry/arts/) - [Higher Education](https://www.twbfundraising.com/industry/higher-ed/) - [Faith-Based Organizations](https://www.twbfundraising.com/industry/faith/) - [Human Services](https://www.twbfundraising.com/industry/human-services/) - [Animal Welfare](https://www.twbfundraising.com/industry/animal-welfare/) - [Healthcare and Health-Related Organizations](https://www.twbfundraising.com/industry/healthcare/) - [Organizations and Associations](https://www.twbfundraising.com/industry/organizations-and-associations/) - [Executive Search Positions](https://blog.twbfundraising.com/topic/executive-search) - [Blog](https://blog.twbfundraising.com/) - [Blog Posts](https://blog.twbfundraising.com/topic/blog-post) - [News and Events](https://blog.twbfundraising.com/topic/news-events) - [Fundraising](https://blog.twbfundraising.com/topic/fundraising-2) - [Resources](https://www.twbfundraising.com/resources/) - [Executive Search Positions](https://blog.twbfundraising.com/topic/executive-search) - [Blog](https://blog.twbfundraising.com/) - [Resources](https://www.twbfundraising.com/resources/) [![TWB Fundraising](https://blog.twbfundraising.com/hubfs/raw_assets/public/TWB%20Fundraising%202023%20Theme/images/TWB-Logo_RGB-web.svg)![TWB Fundraising](https://blog.twbfundraising.com/hubfs/raw_assets/public/TWB%20Fundraising%202023%20Theme/images/TWB-Logo_RGB-web_invert.svg)](https://www.twbfundraising.com/) - [Advancing your mission for a greater impact.](https://www.twbfundraising.com/) - [Why work with us](https://www.twbfundraising.com/why-work-with-us/) - [Who We Are](https://www.twbfundraising.com/why-work-with-us/who-we-are/) - [Our Team](https://www.twbfundraising.com/why-work-with-us/our-team/) - [Our Partners](https://www.twbfundraising.com/why-work-with-us/partnerships/) - [How we increase impact](https://www.twbfundraising.com/how-we-increase-impact/) - [Fundraising Counsel](https://www.twbfundraising.com/how-we-increase-impact/fundraising-counsel/) - [Organizational Development & Leadership](https://www.twbfundraising.com/how-we-increase-impact/organizational-development-leadership/) - [Data Management, Analytics & Research](https://www.twbfundraising.com/how-we-increase-impact/data-management-analytics-research/) - [Executive Recruitment & Transition Counsel](https://www.twbfundraising.com/how-we-increase-impact/executive-recruitment-transition-counsel/) - [Who we help](https://www.twbfundraising.com/who-we-help/) - [Arts and Cultural Institutions](https://www.twbfundraising.com/industry/arts/) - [Higher Education](https://www.twbfundraising.com/industry/higher-ed/) - [Faith-Based Organizations](https://www.twbfundraising.com/industry/faith/) - [Human Services](https://www.twbfundraising.com/industry/human-services/) - [Animal Welfare](https://www.twbfundraising.com/industry/animal-welfare/) - [Healthcare and Health-Related Organizations](https://www.twbfundraising.com/industry/healthcare/) - [Organizations and Associations](https://www.twbfundraising.com/industry/organizations-and-associations/) [Contact Us](https://www.twbfundraising.com/contact-us/) February 28, 2014 # TW&B Service Spotlight: The Annual Giving Assessment Written by [Don Souhrada](https://blog.twbfundraising.com/author/don-souhrada) Is your organization on track to reach its annual fund goal this year? If your organization is not meeting its annual fund goals, TW&B can help determine how to get your program on track by broadening your base of support and maximizing the total yield from current constituents. The TW&B Annual Fund Assessment is a chance for your organization to take a step back from the day-to-day scramble to determine what limits your program from reaching it’s true potential. Chances are, the key to unlocking your program’s potential is hidden in your data and we’ll start by evaluating the qualitative data on your existing effort. Based on what we find, we can then begin a more qualitative evaluation of all aspects of your annual fund. Examples of the questions we’ll consider are: - What are the statistical trends that reveal your program’s strengths and weaknesses? - Do any internal obstacles to solicitation and renewal exist, such as poor quality data or inaccessible data? - Are annual fund goals based on real prospect potential or based on the need to balance the budget? - What vehicles are proving the most effective in your program? How can these vehicles be used most productively? After a thorough evaluation of both quantitative and qualitative aspects of your program, we’ll provide a written analysis of what limits your success and how to incorporate best practices and solutions specific to your organization to overcome those limitations. > “Ter Molen Watkins & Brandt evaluated our program’s quantitative and qualitative data. The recommendations were straightforward and realistic for us to implement. In the first full fiscal year of implementing TW&B’s recommendations, our number of donors increased by 65%, and we are on track for another good year.” \- Mary Surridge, Vice President for Development and Alumni Affairs, North Park University *Learn more about TW&B [reviews and assessments](https://www.twbfundraising.com/how-we-increase-impact/fundraising-counsel/).* - [#Blog Post](https://blog.twbfundraising.com/topic/blog-post) - [#Service Spotlight](https://blog.twbfundraising.com/topic/service-spotlight) - [#Annual Giving](https://blog.twbfundraising.com/topic/annual-giving) - [#Fundraising](https://blog.twbfundraising.com/topic/fundraising-2) [![Don Souhrada](https://blog.twbfundraising.com/hubfs/Don%20Souhrada%20-%20Web%20Headshot%202023%20copy.jpg)](https://blog.twbfundraising.com/author/don-souhrada) Written by ### [Don Souhrada](https://blog.twbfundraising.com/author/don-souhrada) Don Souhrada is the President & CEO at TWB Fundraising. ## Comments Questions or comments? Join the conversation! [![TWB Fundraising Logo](https://blog.twbfundraising.com/hubfs/raw_assets/public/TWB%20Fundraising%202023%20Theme/images/TWB-Logo_RGB-web_invert.svg)](https://blog.twbfundraising.com/) How to reach us 2 North Riverside Plaza Suite 1875 Chicago IL 60606 - [+1 312.222.0560](tel:3122220560) - [+1 312.222.0565](tel:3122220565) - [info@twbfundraising.com](mailto:info@twbfundraising.com) Follow us on Sign up for our newsletter Get the latest in nonprofit news and advice delivered straight to your inbox. [![The Giving Institute Logo](https://blog.twbfundraising.com/hubfs/raw_assets/public/TWB%20Fundraising%202023%20Theme/images/TheGivingInstitute_logo.svg)](http://www.givinginstitute.org/members/?id=29718537&&trackr=GivingInst) Copyright © 2026 TWB Fundraising. 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