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The First Turnkey Retention Solution




9 Steps in 8 Weeks:


1. Call Us or Attend Our Free Webinar

  • We’ll describe the program in detail
  • We’ll explain how customization improves your new donor retention rates
  • We’ll share a pro-forma and project ROI based on your fundraising program
  • If you like, we can try an 8-week test

2. New Donor Donates

  • The donation can be in any form
  • The donation can be from any channel including the web, direct mail or events
  • You capture the donor data, just like you always do

3. You Send a Data Feed

  • You provide the new donor file, just like you provide it to your mail or email vendor
  • You use our encrypted network for data security
  • Ideally, you send the data daily or weekly

4. We Enhance Donor Data

  • We immediately add donor insights, including:
    – Demographics, including age and gender
    – Engagement: Email, social media IDs and missing address info
    – Personalized URLs to enable online contributions from all new donors

5. We Thank Donors Fast

  • Handwritten thank you’s are mailed within 24 hours, and…
  • Personalized email receipts and thank you’s are delivered
  • Personalized videos can be used

6. We Engage Donors

  • Email or mail welcome kit with a personalized newsletter, calendar of events, premium offer, or invitation to connect in social media, and/or...
  • Call donors to say thank you

7. You Ask Again

  • Use proven mail acquisition approach, and/or
  • Deploy coordinated email content
  • Streaming email delivery is personalized to each new donor
  • Small batch digitally-personalized direct mail maximizes effectiveness

8. We Evaluate Results

  • Revenue: New donor gifts, 2nd gift conversion, upgrades
  • Engagement: in social, multichannel, cross-channel
  • Incremental revenue: at 3 months, 6 months, 1 and 2 years

9. We Optimize Activities

  • We analyze activity
  • We’ll explain how customization improves your new donor retention rates
  • We recommend refinements
  • We continue to convert new donors if you’re pleased


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