Brian Lacy and Associates Focuses
on Annual Giving

In this challenging economy, Annual Giving is more crucial than ever. This regular, direct appeal for unrestricted donations which can be used immediately for your organization's most important needs and opportunities - programming, staff recruitment and enlistment, facility operation and maintenance - is the lifeblood for your nonprofit. Annual Giving allows you to solve problems as they arise and seize unexpected opportunities.

Since Annual Giving is the "bread and butter" of any development effort,  we are committed to helping our clients excel in this essential fundraising practice.  After conducting a comprehensive development audit of your existing annual giving plan, we help you develop a new, strategic plan for Annual Giving which will move your organization into the best and latest innovations in direct marketing, telefundraising, electronic and online solicitation, volunteer solicitation, prospect research, data management, and donor stewardship.

"Since annual giving is the "bread and butter" of any development effort,  we are committed to helping our clients excel in this essential fundraising practice. ”

Annual Giving program counsel includes:

Strategic Audit, Strategic Plan, Staff Training, Best Practices, Research.

With our assistance you will:

Help your AnnualGiving program form effective partnerships with your other advancement programs and build a multi-disciplinary annual giving team.


A strong annual solicitation program engages your organization’s constituents in providing a critical base for your nonprofit. A successful, multi-channel approach results in solid returns on your investments through continuous resource growth, high donor renewal rates and the development of a strong major gift pipeline.  BL&A works with you to complete a thorough review of your program including plans and appeals, past and ongoing results, staff training and development, and year-over-year progress against goals.

BL&A will help you build upon your programs' strengths while identifying areas that can be made into points of pride with the introduction of industry best practices.


Annual Giving Audits

BL&A audits nonprofits of all sizes and missions. In an intensive and collaborative examination of your entire program, we will focus on the most important strategies to improve your annual giving dollars and donors. We will evaluate leadership appeals, direct mail, telemarketing, e-solicitations, online giving, crowdfunding, reunion giving, staff giving, membership drives, event fundraising, matching gift strategies and other strategies. At the end of a BL&A Annual Giving audit, you will have an action plan for developing an essential pipeline of sustainable support.


Off-Site, Outsourced or Temporary Program Management

In house, outsourced or your house, we provide experienced, professional counselling services to initiate, update, improve, or expand the performance and effectiveness of your Annual Giving program or teams.



“High quality data is vital to doing business today, and Brian Lacy has proven to be able to provide what I've needed, when I've needed it, for a great value. I highly recommend Brian Lacy.”

Marshall Pennell
Owner at PennellChing Development

“Brian works with hundreds of organizations and has 'seen it all.' He brings a wealth of experience and fresh ideas to the table every time I work with him.”

George Machun
Fundraising - Alumni Relations

"Brian is a very knowledgeable person in the field. I would never hesitate to seek Brian's expert advice for any sort of Advancement Services solution. Brian makes it his business to keep up on industry standards and best practices."

Karen Latora
Director of Advancement Services at UC Berkeley Haas Business School

"It is with great enthusiasm and confidence that I recommend Brian. His expertise and commitment to excellence, coupled with his ability to understand the uniqueness of your institution, will provide you the best strategy for success. I recommend Brian without reservation."

Teo Cisneros
VP for Development at Baptist University of the Américas

"I have worked with Brian in a variety of capacities--from reporting directly to him at UCONN, to a long relationship since. In the past decade he's proven to be thoughtful, innovative, and follows through reliably. I know I can trust his counsel and concern."

D. Timothy Poisson
Director, Annual Fund Marketing and Participation at MIT

"Brian is an easy guy to work with, remaining both professional and flexible as the project developed. He delivered timely and accurate results for a very reasonable cost. I highly recommend his services and expect to contract with him again."

Mike Reopell
Director, AIS at Williams College

"Our company has worked with Brian for many years.  We have, because of his excellent service, expanded our business with him. He has always been responsive to our needs and has responded in a timely manner."

Larry Stelter
President, The Stelter Company

"Brian has a very strong background in annual giving . . . he has spent many years working in the sales and consulting industry where he interacts with development professionals from many different backgrounds. This has provided him with a vast depth of expertise in how to successfully create results."

Scott VanDeusen
Executive Director of Advancement Programs at St. John's University

" . . . Brian brings a solid understanding of many aspects related to fundraising and data management based on his own experience as a practitioner. Brian can be relied upon to provide sound and researched advice."

Amy J. Phillips
Advancement Services Consultant

" I strongly recommend Brian Lacy as an annual giving consultant. With his long career and detailed knowledge of annual giving best practices, he offers insight and creative strategies to meet and exceed goals. His network is strong and established . . . "

Trajan Dubiel
Assistant Director of Development at Michigan State University