Individual giving Roadmap

Without understanding the make-up of your donor database - without a solid grasp of your donors’ relationship to your organization - you can’t create a plan for how to keep those donors giving. Instead, you are forced to cross your fingers and rely on one-size-fits-all fundraising, which simply isn’t an effective way of supporting your mission.

The Individual Giving Roadmap not only provides you with answers to those critical questions about your donors, we equip you with a plan for what to do with those donors. We help you determine how to improve your donor management process and set you up for successful, data driven fundraising.

You’ll learn…

  • How many people in your database are actually donors? How many are actually “current” donors?

  • How your donor retention has grown or decreased from year to year

  • What percentage of new donors from two years ago renewed their giving over the past year?

  • How many lapsed donors do you have? Who are they? Who should you work the hardest to get back?

  • How many former donors have been getting your communications for years with no response?

  • Who are my best major donor prospects? How many are there?

Once we’ve answered these questions, you’ll be able to design an approach for each of these important (or not-so-important!) donors. You’ll be able to focus your limited resources on the donors who really matter!

What’s included in the Individual Giving Roadmap?

The one-time fee includes:

  • 30-minute introductory call

  • 30-60 minute wrap-up and next steps call

  • Donor Inventory Report

  • Donor Management and Software Utilization Assessment

  • Preliminary Individual Fundraising Plan (Your Roadmap!)

Here’s how to get started:

  1. Fill out the quick inquiry form below.

  2. We’ll contact you to schedule your 30 minute call to gather information about your goals, the state of your database, and how you see your fundraising program. We’ll review together TDS’ confidentiality pledge and our service agreement.

  3. Once you’ve booked, signed the agreement and provided us with access to your database, we’ll determine a project start and completion date, usually about 2 weeks.

Questions? Contact us at dmehr@toccatadatasolutions.com

INDIVIDUAL GIVING ROADMAP INQUIRY FORM
Interested in learning more about the Individual Giving Roadmap and receiving a quote? Fill out the inquiry form below and we’ll get back to you to set up a 30 minute introductory call.

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What database system are you currently using?