Donor Discovery
Congratulations, you just finished an amazing fundraising campaign. Now it’s time to investigate your new leads, cultivate relationships, and build a donor-centric annual strategy to grow your organization year after year.
Donor Discovery is an innovative solution that gives you better insights about your donors as well as expert guidance to help you make the best use of these insights and your donor base as a whole.
What you get:
Discover your donors’ true giving potential.
Our professional “donor detectives” will investigate your leads to identify which donors can give more.
Build your annual fundraising strategy in keeping with your new insights
Get coached on how to strengthen
your foundations and turn your donors into lifetime supporters.
Analyze what your campaign data is telling you
and learn how to strategically build upon your strengths and successes.
Ensure that donors feel GREAT about their gifts
and that they give again and again and again.
Prime your donors
for the next campaignand cultivate some to become the next ambassadors.
What does it take?
An experienced fundraiser who can invest the time and effort to cultivate big donor relationships (2-3 hours/week)
Desire to make it happen!
Step 1
Post-Campaign Deep Dive
You and your CauseMatch coach will:
- Review your campaign process Analyze your campaign data and wins
- Identify major donors through their past giving and wealth information that is available online
- Segment your donorsand analyze how to cultivate personalized relationships with those that have the potential to give more
Step 2
The Cultivation Plan
You will receive:
- A plan to “upgrade” your small, medium and large donor segments along with giving levels as appropriate
- An easy-to-use 12-month calendar
of donor cultivation tasks, templated emails, newsletters/
impact reports, and call scripts - Guidance on setting up your email system
- Strategy to build relationships with big donors
- Annual fundraising mapping for maximal success
Step 3
Monthly Check-in Meetings
Accountability calls will ensure that you are:
- Following the Cultivation Plan with
big and small donors - Seizing fundraising opportunities as they arise (see last bullet in the ‘cultivation plan’ section)
- Priming your audience for a second successful campaign
