Our Services.
We deliver a wrap around solution for our clients that is uniquely different. We provide a highly customised service that interprets past and current performance, informs strategy with modelling and supporter sentiment and then provides a structured approach to managing the fundraising change on the people required to deliver the outcomes of the new strategy.
Fundraising Health Check
We review all of your individual giving fundraising program history and performance. Regardless of the CRM you use, we have experience working with all the leading brands: Blackbaud CRM, Salesforce and Dynamics.
We provide a detailed report back on your performance with recommended actions to help you improve your existing fundraising activities.
This is delivered in video, hard copy and via Microsoft Power BI.
Appeal Optimisation
We review individual appeal programs across all channels to assess response rates and average gifts across all supporter segments.
We then apply these results to your contactable audiences for your upcoming appeal. This gives you an indication of the potential performance of your appeal for planning and budget expectations.
The final step is to also provide an idication, based on prior giving history, what ask strategy should be used for each supporter segment. We customise and tailor each solution to each client.
Supporter Journey Mapping
Using LucidChart we map all your current ‘As Is’ supporter journey’s - both service and solicitation communications.
We make recommendations for future improvements and then draft the ‘To Be’ versions for input and collaboration.
Both versions are then presentated back to teh client as final outout documents. We have documented all individual giving programs from appeals, regular giving to major donor and gift in wills journeys.
Budget Modelling
Financial modelling is a critical piece in understanding where growth will come from and how to have crucial discussions with CEO’s, CFO’s and the board about how growth will occur.
We use the output of the health check to understand what the levers of growth will be for each fundraising program to be modelled. We typically use these levers to then model out 5 years of performance at various levels of investment to see what possibilities may occur in the future.
We also use a baseline performance as a comparison point, this typically is the current level of investment - an interestintg question to have answered is ‘if we kept the level of investment the same, where would we be in 5 years?’
Supporter Surveys
Informing strategy can be a challenging task to complete and is really an ongoing cyclical exercise that occurs every year. A source of data that is critical in the development of strategy and tactics is understanding what supporters think, feel and do in relation to a particular charity.
A critical way of understanding some of this sentiment is the assessment, creation, implementation and reporting of performance of supporter sentiment surveys. We do this via our online platform partner Alchemer and can deliver bespoke, one off annual surveys of always on triggered surveys.
For more complex and sophisticated implementations we can integrate directly into client CRM’s to deliver a wholstic solution that also automates the fulfilment of support requests for information.
Fundraising Change
As certified change practitioners in Prosci, we are adept at identifying key areas of change that will impact a fundraising strategies ability to be successfully implemented.
Typically, these fall into categories such as sponsor engagement, people manager alignment, capacity of the team and capability of team members to deliver against new tasks and competencies.
With more expected of people managers to be a coach, a liaison to upper management, an advocate for change, a resistance manager and also an effective communicator - they can no longer just be a good fundraiser.
We can help in the preparation and planning stages of change, the development of strategies to manage the change and the ongoing activities to sustain the planned outcomes.
