Your Path to Sustainable Growth

Do you have a bold vision for meaningful and sustainable growth over the next 3 years?

If your organization earns at least $5m in annual donation revenue, we’ll work with you to develop and execute a multi-channel, metrics-based approach to sustainably grow revenue from new and current donors.

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Acquire—and keep—new donors

Using digital strategies and traditional channels, we’ll help you build an acquisition program to acquire new names and dollars.

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Increase lifetime value and donor retention

With a heavy focus on cultivation and stewardship, we’ll chart a path from first-time giver to legacy leaver.

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Iterate, optimize,
grow

We’ll iterate and test different approaches and strategies. We roll up our sleeves and experiment until it works.

We’ll be your fundraising guides. But your donors will lead the way.

Sometimes donors respond to an ad.

Sometimes they give in response to an email.

Sometimes they’re moved to generosity when reading a direct mail appeal.

That’s why a donor-first approach always has to be an integrated fundraising strategy that meets supporters where they’re at.

We’ll work with you to create and execute a multi-channel individual giving program based on:

  1. Listening to donors
  2. Engaging the true believers
  3. Asking the right people for the right things
  4. Celebrating every single gift, no matter the size
  5. Reporting back in a real-time and responsive way

We call this approach building your Fundraising Flywheel.

We’ve found the most effective way to grow a broad base of donors quickly is a combination of direct mail, email marketing, paid ads, lead generation funnels, and donation/landing page optimization.

But many organizations complement our efforts with telemarketing, DRTV, face-to-face fundraising, and peer-to-peer events.

Our Process

See How We Can Help You Grow Your Fundraising

Step 1

Listening to donors through data

Our process begins and ends by trying to understand donors.

That’s why the first step for every client engagement begins with our Total Fundraising Review (TFR). The TFR is made up of:

Donor Data Diagnostic

We’ll audit and combine your data from various sources (CRM, web analytics, email platform, etc.) to get a clear picture of the performance of your fundraising.

Donor Experience Mapping

We’ll review all of the ways donors find and engage with your organization—from your online landing pages to your email marketing to your direct mail appeals, and everywhere in between. We will also interview your team to understand the context behind your activities.

Donor Connection Survey

We’ll design and deploy a survey to your existing donors and use the results to inform a cultivation and stewardship strategy aimed at increasing recurring revenue, mid-level giving, major giving, and legacy giving.

Donor Insights Project

Data can tell us what the data is. But it can’t tell us why the data is. Only conversations can do that. We’ll identify key segments of donors to interview and use the qualitative findings to devise hypotheses for future testing.

1. Listening to what your donors are already telling you through data
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Step 2

Creating a growth plan

After listening and learning from your donors, the next phase of the TFR is to identify the best opportunities for growth.

Over a series of collaborative meetings, we will walk you through a clear 3-year growth plan with specific and actionable steps to meet your revenue goals.

Your Plan Will Include:

  • A timeline with specific projects and initiatives to implement
  • The highest-value growth opportunities to implement right away
  • Revenue projections and scenario modeling
  • Recommendations on channel mix (direct mail, paid ads, email, etc.)

After the TFR is finished, you can choose to implement the growth plan yourself—or keep working with us to implement it.

Step 3

Implementing a Fundraising Flywheel

Your growth plan will likely include a mix of activities based on:

  • Acquiring new donors and re-acquiring lapsed donors using digital and traditional methods
  • Leading donors to give more frequently by focusing on 2nd gift conversion and monthly gift conversion
  • Leading donors to make larger gifts by building a pipeline for mid-level, major, and legacy giving

We achieve all three of those by building a Fundraising Flywheel based on listening, engaging, asking, celebrating, and reporting. Basically, making donors feel like they’re an important part of the team.

Along the way we keep a close eye on your data, optimizing for:

  • Donor retention
  • Donor participation
  • Lapsed donor re-activation
  • Donor lifetime value
  • Net revenue

Our North Star will always be boosting your donors’ sense of autonomy and connectedness by providing as much emotional value as possible.

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Step 4

Iterating, optimizing, growing

As we build your Fundraising Flywheel—and listen to donor data, behaviour, and feedback along the way—we’ll iterate and optimize your fundraising to make sure you’re growing a sustainable fundraising program.

After working with us for 3 years, you should be in a position to fire us. Your team will have learned how to learn from your donors and implement direct-response fundraising strategies based on donor understanding.

Of course, you can keep working with us. But our goal is to be a liberating force; not an occupying one.

We want to leave your organization in a much better position to run an effective fundraising program yourself.

Organizations We’ve Helped

Investment

Your Investment for Revenue Growth

Starting At

$13,000/month

  • Total Fundraising Review that includes a donor data diagnostic to look at all your data from various platforms

  • 3-year growth plan tailored to your specific goals, objectives, and needs

  • Executing a multi-channel individual giving program, including digital donor acquisition, direct mail, email marketing, and paid ads

  • Weekly strategy meetings with a dedicated Sr. Fundraising Strategist, Project Manager, and other specialists

  • Continuous testing, optimizing, and iterating to achieve meaningful impact on revenue
Get Started

Want us to help you grow your fundraising revenue?

If you’d like a support system to help you boost your fundraising and accelerate donor retention, book a free session with one of our Fundraising Strategists.

1

Book A Discovery Call

We will review your goals and help you assess your greatest opportunities for growth.

2

We’ll help you determine if we’re a good fit for your needs.

We won’t waste your time or money. We’re only interested in working with organizations we can truly help.

3

You’ll get a Total Fundraising Review and a 3-year growth plan tailored to you.

You'll get a clear picture of your current fundraising performance—and a roadmap of how to grow revenue sustainably over the next 3 years.