4X Your Donor Portfolio

Build relationships, don't just send emails. Engage more donors than ever before, without losing the personal touch.

4X Your Donor Portfolio
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Fonda, Jane
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Next Season
Jane, thanks so much for your generous donation.
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How Momentum Works

Know Who to Contact Next

We cue up your top priority donors for you, so you always know who the next most important person to contact is.

Get Prewritten Drafts

Every touchpoint comes with a first draft, written in your tone of voice, and aimed to match each donors communication style.

Track Everything

Touchpoints sync to your CRM automatically. Never copy and paste emails or contact reports again.

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Grow your relationships

Spend less time on admin tasks and more time on what matters: building relationships

Execute more efficiently with every donor in your portfolio

Get a draft of every touchpoint in advance so you know exactly what to say

Make the decision of who is the highest priority engagement

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wealthengine
Jane,

Was just driving by Berkeley's campus and thought of you. What a beautiful place to go to school!

Are you around next week to meet up for a coffee?
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Aryan Sharma

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aryan.sharma@gmail.com

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+1 (809) 546-4567

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1982 Duncan Ave,

New York City, NY 10523

Touchpoints for 2023

60%

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We recommend calling Aryan and encouraging him to make a gift of $5000.

Ask about his kids. Son Sam is currently applying to college!

Explore interest in healthcare.

Update Aryan on the Greenview Scholars fund (he gave $10K over the past 2 years)

Recommended ask is $5,000 (based on capacity and giving history to other orgs)

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Maria Cruz

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mluisacruz@yahoo.com

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+1 (345) 652-5654

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134 Los Alamos Blvd,

Dallas, TX 75055

Touchpoints for 2023

30%

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We recommend emailing Maria and introducing yourself over coffee.

Maria is an active philanthropist and last gave $10K to a cancer research center

She is most interested in healthcare causes and scientific research

Dear Maria,

So good to meet at the gala last week!

I would love to find a time to chat about some healthcare initiatives we have. Do you have any time next week?

Cheers,

Paula Porter

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Executable Donors Plans

Every donor gets a personalized plan based on their own giving history and activity. No more one-size-fits-all.

Get your touchpoints mapped out and delivered straight to you

Touchpoints personalized for every donor based on their history so they're most likely to engage

Be the first to know if a donor has a change in their giving capacity

fundraising-donor-profile
Tagline

Executable Donors Plans

Every donor gets a personalized plan based on their own giving history and activity. No more one-size-fits-all.

Get your touchpoints mapped out and delivered straight to you

Touchpoints personalized for every donor based on their history so they're most likely to engage

Be the first to know if a donor has a change in their giving capacity

Tagline

Executable Donors Plans

Every donor gets a personalized plan based on their own giving history and activity. No more one-size-fits-all.

Get your touchpoints mapped out and delivered straight to you

Touchpoints personalized for every donor based on their history so they're most likely to engage

Be the first to know if a donor has a change in their giving capacity

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Stay in Control

Know exactly where you are against your goals and have a clear plan for how to execute on what's next.

Always know what to say with clear first drafts and call scripts

Thoughtful outreach for the personal touch: never miss a birthday, promotion, or anniversary again.

Manage touchpoints with ease, and make sure every meeting counts

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Fundraising. Powered By AI.

Get in touch to see how Momentum’s AI-powered tools can supercharge your fundraising.

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