Annual Giving Operations Services

The buyer requires annual giving operations services to establish repeatable, data-driven practices that increase donor participation, streamline campaign execution, build a gift pipeline, and transition to internal ownership. The requested scope covers seven main areas: designing an operating model and governance structure, developing campaign execution workflows, creating planned giving marketing strategies, formulating data and segmentation strategies, designing frontline fundraising integration processes, establishing data and coding standards, and building stewardship workflows. Performance of the work will take place offsite. Eligibility restricts participation to USA organizations only for onshore work. For the budget, the buyer is looking for proposals. Vendors must submit all questions no later than September 8, 2026.