This playbook is your essential, adaptable guide to annual advancement. We built it to be as comprehensive, easy-to-follow, and customizable as possible, ensuring consistency across your efforts. Think of it as your roadmap to tracking progress, maintaining momentum, and making sure no critical task falls through the cracks. While originally conceived as a tool for independent school advancement teams, its principles are broadly applicable to any non-profit advancement team. Please note that some terms used within may reflect its original focus. The playbook is organized month by month, beginning in July. Each month includes five key sections: Events, Planning, Solicitations, Data & Reporting, and Other Activities. The first section provides a fully annotated version of the playbook, complete with sample activities and descriptions to guide your planning. Following that, you'll find a streamlined version designed for easy copy-paste customization to suit your organization’s specific needs.