Steward Premium

Steward Premium

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Packages

All clients get access to the full collection of Momentum products and new-releases at no additional cost). We offer a needs-based discount for particularly mission-aligned projects. We tend to do contracts as month-to-month with a three-month minimum.

If you don’t raise the cost of the program (counterfactually-attributed to Momentum), we will cover all costs.

Software

All packages come with:

Momentum’s AI Inbox and Executive Assistant (strategy, stewardship, communications, admin, content).

  • A personalized, adaptive plan for every donor (the right CTA at the right time in the right channel).
  • Recommendations & Reminders in your inbox (meet where you are)
  • Pre-Drafted Communications trained on your writing style and funnel management templates
  • Dedicated Fundraising Inbox with automated data administration (logging & tracking all actions) and task management

Momentum’s Predictive AI Data Scientist

  • Prospect insights and predictive modeling e.g., wealth and philanthropic screening, political giving, social graph analysis, affinity scoring, and more, and custom predictive AI modeling for RFM and MLR across segments of donors with:
  • On-demand individual lookups
  • Ad-hoc batch queries within 24 hours
  • Prioritizing high-priority prospects from the database and warm networks (e.g. LinkedIn etc.)
  • Screen the entire database (up to 20k constituent records) upon onboarding

Early access to Momentum’s Playground where we beta release new products and features

Strategy

All packages come with:

Audit of infrastructure and practices with recommendations (during onboarding and regularly thereafter)

  • Benchmarked to your peers & similar organizations, and with insights from expert consultants & and best practices.
  • Strategic support on mid-level and annual fund, including holistic pipeline reviews
  • Team health & culture audits and reviews
  • Board cross-organizational involvement and fundraising culture
  • Referrals to advisors and other industry experts for support

Audit and Strategic Plan for…

  • overall fundraising strategy across major (and capital campaigns), mid-level, and annual funds.
  • donor journeys (workflows, CTAs, and content)
  • technology infrastructure (online recurring, stock, DAF, crypto, checks, company matching, etc).
  • data attribution and hygiene (CRM, integrations, conversion pixels, cloud infrastructure)
  • financial operating systems e.g., accounting, legal, and security.

Co-creation of quarterly strategic plans

  • Key donor identification (retention, upgrades, top prospects, etc)
  • Deep-dive strategy sessions on highest-impact donors
  • Bespoke workshops on unique “moves” organizations can make with their donors (exclusive dinners, key initiatives, etc)

Strategic Audit (during onboarding)

  • SWOT analysis for entire organization, including fundraising

Ops & Hiring Audit (during onboarding) and comprehensive review of hiring plans and team structure

From our Fundraising Experts, 1:1 fundraising coaching for executives and top fundraisers

People

More details on our enterprise package:

Hiring support

  • Review and help create job descriptions and ideal employee profiles (Curious Chameleon)
  • Audit the interview process and questions for tracking to meaningful hiring KPIs that map that organizations overall OKRs
  • Custom support on final or late-stage interviews, offers, and closing-the-deal
  • Regular meetings reviewing the pipeline and top candidates
  • Posting across the Momentum Job Board Ecosystem

In-house dedicated full-time staff

  • We will second one of our Fundraising Search Team staff to work closely with your team to help with prospect identification and assignment,  provide strategic oversight, oversee the implementation of systems, and generally help you build out the best fundraising team for your organization, culture, and mission.

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