The Client
The client help nonprofits strategize & measure their fundraising efforts so that they can spend more time building relationships with donors.
The Challenge
Update donor status on the account records with respect to the opportunity record.
The Solution
Filter for each account status value was defined & applied based on donor's:
- Giving date
- 13 months giving history
- Past giving and mission based donor communication
- Personalized engagement based on historical data
- Sustainability strategy based on donor preferences
- Funds channeling based on donor segmentation
- Nonprofit growth score becomes a tangible indicator of growth trajectory
The Benefits
VALUE
- Targeted Outreach for Mission Alignment
- Strengthening Donor Relationships
- Data-Backed Strategy Evolution
- Funds Allocation for Impact
- Mission-Driven Growth
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