Foundation Plan
Building the base for recurring donor giving.
We will phone your donors with a simple message; for example:
- thank-you calls
- events invitations
- simple surveys
We call twice, leaving a message and trying again if we can't reach the donor the first time.
Starting at $500 for 100 donors/month
$200 Onboarding Process
Mission Builder Plan
Impacting organizational mission and vision.
We will phone your donors with a simple or advanced message:
- donorbase questions
- requesting them to join e-newsletter
- collecting information
We call twice, leaving 2 messages if we can't reach them, and we follow up with an email request.
Starting at $1,000 for 100 donors/month
$350 Onboarding Process
Advancement Plan
Transforming organizations to the next level of major gift giving. We phone your donors with advanced messaging and follow up:
- Ongoing major and capital donor stewardship
- Setting appointments with major gifts officers
- Data entry: we will enter call notes for your staff
Ongoing major donor support, including email follow up and appeal asks (after establishing relationships).
Starting at $2,500 for 100 donors/month
$500 Onboarding Process
OR...
Build Your Own Plan
Do you want to reach more donors each month? What are your short- and long-term development goals?
Let's discuss your specific needs. We can also:
- enter our phone call notes into your donor records to save your staff time
- establish and implement long-term individual donor moves management strategies
- generate donorbase reports for your development team
- and much more!
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How to Choose Your Plan
Answer the Questions Below to Make the Right Decision for Your Nonprofit
Every nonprofit organization has different donor stewardship needs. The following questions are important points to consider when deciding what level of stewardship you need for your donors. Take some time to answer them and think about your specific organizational goals. We will discuss these questions during our discovery call.
- What is your development goal in the next quarter? Year?
- How many active donors do you have? How many lapsed?
- Have your donors trended up or down in their giving?
- What do you want to message your donors next quarter?
- How many donors you want to reach each month?
- Does your message require email follow up?
- Do you have donorbase support staff?
- Can your staff segment your donorbase?
- Does your support staff have time to enter call notes?
- Can your support staff generate high-level reports?
- Are you able to send follow-up emails to donors?
- Do you have a formal major gifts program?
How Does My Organization Benefit?

Increase Donor Involvement
Donors will grow more interested in your mission and increase their giving over time.

Save Money
Get full-time equivalent service without paying for full-time staff plus benefits.


Increase Productivity
Get more donor-centric work done with our dedicated personnel.

Eliminate Staff Turnover
Eliminate hiring stress. We are a long-term solution to high staff turnover.