Our 5-step strategy is simple, yet very effective.

We will work with you through each of these five steps to help you increase fundraising and set your nonprofit up for sustainability and longevity.

01

Evaluate your current fundraising strategy and set SMART Goals

Assess your current fundraising strategy, if you have one. If you don’t have a formal strategy, evaluate the strengths and weaknesses of your individual fundraising efforts and campaigns. Set goals that are achievable given your current capacity. Consider your staff size and the time they have to devote to fundraising pursuits, your current budget, and your past fundraising campaign totals.

02

Assess your software solutions and determine your core fundraising initiatives

A modern fundraising strategy relies on powerful software solutions that consolidate fundraising into a centralized online system. Assess your current fundraising toolkit and consider how your solutions work together to support your fundraising efforts. Your fundraising strategy should describe your core fundraising campaigns that you intend to host throughout the year and relevant details for each initiative.

03

Conduct prospect research and make giving easy

Prospect research is the process of identifying prospective major or mid-tier donors that exhibit both a willingness to give to your cause and the capacity to do so. Prospect research is especially helpful if your organization is planning any major fundraising campaigns as part of your fundraising plan, such as a capital campaign. Your fundraising strategy should facilitate convenient, simple giving opportunities on an ongoing basis so that donors can contribute whenever they feel inspired. Make giving easy with the help of a virtual fundraising platform.

04

Create a donor stewardship process and plan your marketing approach

Create a donor stewardship process to ensure that you’re engaging with donors on an ongoing basis and regularly showing your appreciation. To increase the success of your fundraising events and initiatives, you need to get the word out among your target audience members. The best way to do this is to pursue a multichannel marketing strategy.

05

Develop a strong database and track key performance indicators

Cleaning up your donor database from time to time ensures that you’re only using the most updated and accurate information when pursuing stewardship efforts or new marketing initiatives. To consistently improve and evolve your fundraising strategy, choose and measure a variety of key performance indicators.