GUIDE:
The Fundraiser's Guide to FY27
A practical guide for fundraisers navigating FY27, with real results from nonprofit, healthcare, and higher ed teams on where to focus next and how to keep donors close after the ask.
The Fundraiser’s Guide to FY27
Built for major gift officers, annual giving teams, and prospect researchers (plus solo fundraisers doing all three), this guide breaks down where teams get stuck each fiscal year and how real fundraising teams are using better prioritization and follow-up to keep results climbing.
Inside, you’ll find:
- Why missed prospects and stale portfolios aren’t a motivation problem, they’re a matter of knowing where to look
- Real results, including a jump from $1.1M to $3.1M in annual giving through predictive segmentation, a $2M gift surfaced by intelligence traditional screening missed, and $80K raised year-over-year with no added headcount
- A framework for pairing prioritization with donor follow-up as one continuous loop
- A quarter-by-quarter breakdown of what matters most right now versus what can wait
- What should stay human in fundraising, and what can finally get lighter
Wherever you are in FY27, this guide gives you a clear way to know who to prioritize next and how to keep them close after the ask.