4X Your Donor Portfolio
Build relationships, don't just send emails. Engage more donors than ever before, without losing the personal touch.
Jane, thanks so much for your generous donation.
Jane, thanks so much for your generous donation.
How it works
Start With Your CRM
Never wonder who to contact again. We take the guesswork away. No queries, no lists, no problem.
Layer on Insights
Personalized, high-touch emails. Waiting for you in your inbox.
Stay in Control
Maximize engagement, retention, and most importantly, donations.
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
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?
01
02
03
01
Aryan Sharma
aryan.sharma@gmail.com
+1 (809) 546-4567
1982 Duncan Ave,
New York City, NY 10523
Touchpoints for 2023
60%
02
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)
Skip for Now
Log Call
03
Maria Cruz
mluisacruz@yahoo.com
+1 (345) 652-5654
134 Los Alamos Blvd,
Dallas, TX 75055
Touchpoints for 2023
30%
04
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
Skip for Now
Edit Draft
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
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
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
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
4X Your Major Donor Portfolio
Easy to setup. Easy to maintain. Fundraising on easy mode.
