Services
Topline Strategy
We can create a robust finance plan that will be an executable roadmap to raise funds over multiple revenue streams.
Donor segmentation & targeting
Identify key donor segments (major donors, grassroots, PACs, bundlers, etc.) and tailor outreach strategies.
Prospect research
Donor cultivation
Major donor programs
Bundling & event host coordination
Assist with Campaign Compliance
Oversee campaign compliance to ensure accurate filing and reports (collaborating with a compliance firm).
Professional and Robust Execution
Call time and individual fundraising: List building and management, staffing call time, coaching, prospecting new donors, tracking and chasing pledges, white glove donor outreach to support call time
Online donation page optimization: Build and optimize ActBlue pages for specific needs and donor groups.
Email and SMS campaigns: Create effective digital messaging sequences for donor acquisition and retention.
Social media fundraising: Run targeted campaigns using paid and organic strategies.
Fundraising event planning: Concept development, logistics, and execution (virtual or in-person).
Host committee coordination: Recruit and manage event hosts and co-hosts.
Follow-up and stewardship: Ensure donor retention and post-event engagement.
Scalable Organization and systems
We’ll design simple yet robust trackers and systems so that you and your team can easily see how to turn strategy into execution.
Pledge tracker with follow up notes
Events tracker with notes and steps for every event from idea to post-event follow up
Fundraising email calendar and production tracker
Mail calendar and production tracker
Call time tracker for call time leads, outreach method, strategy, follow up, and action.
Donor database management: Set up and maintain CRM systems like NGP VAN
Performance reporting: Track key fundraising KPIs and ROI.