Analysis. In this initial phase, we gain an in-depth understanding of your organization and donors.  Through interviews with key stakeholders and review of relevant materials, we understand your organization’s aspirations, challenges, and positioning in the market; learn from staff about current donors and donors who have been pursued and chosen not to become engaged; gain knowledge about fundraising ideas that were considered but not pursued due to limited time and/or resources; and benchmark your organization against other non-profits.

Tribe Exploration. Through our unique ideation, filtering and interview process, we identify the best donor tribes for your organization.  We gain a deep understanding of what motivates these tribes and share with you where your marketing and fundraisng resources should be directed.

Optimized Design. Using the tribes identified and tested in the second phase of our engagement, we design fundraising strategies to effectively cultivate and strengthen ties with the tribes that provide the best opportunities for fundraising.  We approach this phase very creatively and engage in numerous ideation sessions to find possible options for fundraising.  From these options, we will rate each scenario based on the following criteria: potential return on investment, ease of implementation, readiness of your organization’s staff to implement, and the time horizon required.

We use this rating scheme to identify the best strategy(s) for each tribe and then design fundraising around these strategies. We confirm the efficiency of our design using our Fundraising Optimizer™, an application that simulates 10,000 models of our design and finds the optimal scenario within expense and revenue parameters set by you.  This application is unique in the fundraising sector and we provide it to our clients for their future use to ensure all subsequent fundraising designs are optimized.