Fundraising Strategy Integration

Before it was about getting donors to write checks. Now it’s about involving them in your ecosystem. Here’s 5 steps to get started today: You’re not just fundraising anymore. You’re onboarding stakeholders. If you want repeatable, compounding revenue from donors, partners, and decision-makers, you need to stop treating them like check-writers… …and start treating them like collaborators in a living system. Here’s how. 1. Diagnose your “center of gravity” Most orgs center fundraising around the mission. But the real gravitational pull for donors is their identity. → Ask yourself: What is the identity we help our funders step into? Examples: Systems Disruptor. Local Hero. Climate Investor. Opportunity Builder. Build messaging, experiences, and invites around that identity, not just impact stats. 2. Turn every program into a flywheel for new capital Stop separating “program delivery” from “fundraising.” Your programs are your best sales engine → Examples: • Invite donors to shadow frontline staff for one hour • Allow funders to sponsor a real-time decision and see the outcome • Let supporters “unlock” bonus services for beneficiaries through engagement, not just cash People fund what they help shape. 3. Use feedback as a funding mechanism Most orgs treat surveys as box-checking. But used right, feedback is fundraising foreplay. → Ask donors and partners to co-define what “success” looks like before you report back. Then build dashboards, stories, and events around their metrics. You didn’t just show impact. You made them part of the operating model. 4. Make your “thank you” do heavy lifting Thanking donors isn’t the end of a transaction. It’s the first trust test for future collaboration. → Instead of a generic “thank you,” send: • A 1-minute voice memo with a specific insight you gained from their gift • A sneak peek at a challenge you’re tackling and ask for their perspective • A micro-invite: “Can I get your eyes on something next week?” You’re not closing a loop. You’re opening a door. 5. Build a “Donor OS” (Operating System) Every funder should have a journey, not just a transaction history. → Track things like: • What insight made them first say “I’m in”? • Who do they influence (and who influences them)? • What kind of risk are they comfortable taking? • What internal narrative did your mission fulfill for them? Then tailor comms, invitations, and roles accordingly. Not everyone needs another newsletter but someone does want a seat at the strategy table. With purpose and impact, Mario

“Increase funding.” It shows up in almost every nonprofit strategic plan I’ve ever read. But here’s the problem. As soon as implementation starts, the go-to move is to build something new. And no one asked, 𝘊an we support this with the team and resources we currently have? That’s where the 𝗖𝗮𝗽𝗮𝗰𝗶𝘁𝘆 𝗖𝗮𝗹𝗲𝗻𝗱𝗮𝗿 (image) comes in. It helps you map what you or your team is already carrying across programs, fundraising, admin, and operations. So you can see, clearly: • Where the load is already full • Where there’s room to grow • And whether a new initiative is even realistic    Because the issue isn’t a lack of ideas. It’s the reflex to build new instead of optimizing what’s already delivering. That’s the same advice I gave a client about her revenue strategy. Instead of launching a new spring fundraiser, we did this: → Reviewed her development team’s Capacity Calendar → Noticed limited bandwidth across the year → Focused on re-engaging lapsed monthly donors, something they were already set up to do Here's the approach we followed: -> Look at what’s already producing results -> Find the opportunities to go deeper -> Resist the urge to start something new The result? Renewed momentum, increased giving, and no heroic efforts required. This approach not only strengthens your current efforts but also reduces the risk of spreading your team too thin chasing new opportunities. Why? Because new efforts come with hidden costs in staff time, systems, and attention. And that adds up, fast. For example: "New Fundraising Event" = big lift, new logistics, more capacity strain. "Deeper Donor Engagement" in an existing monthly giving program = focused, familiar, already working. Before you greenlight something new, ask, Are we making the most of what’s already working? And do we have the capacity to take on more? If you’re not sure, start with your Capacity Calendar and find your points of leverage.

Welcome to the Future of Fundraising. In today’s philanthropic landscape donors expect to feel seen, valued and connected to the causes they support. The traditional approach to donor engagement—reliant on managed gift officer portfolios—has long struggled to extend the personal relationship-driven experience to the majority of donors. Relational fundraising is the key to donor retention, re-engagement and increased giving. It provides donors with meaningful interactions that foster loyalty and inspire greater generosity. This week, I shared a recent Chronicle article (https://lnkd.in/ezeZdWEB) with my team, emphasizing the importance of bringing relational fundraising to more donors. The article’s author, Allison Fine, President of Every.org says, “The ‘relational’ part means pivoting away from the default habits of one-size-fits-all appeals with its corresponding low response rates. Being ‘relational’ means being in conversation with your donors and treating every donor as an individual with their own unique strengths, gifts, social networks and, of course, financial capital to contribute. The ‘at scale’ part requires the smart, strategic use of technology, including AI, to segment and customize communications and appeals to potential and current donors..” Executing a relational fundraising strategy for the 95% of donors who aren’t in managed portfolios has been impossible until now. Autonomous Fundraising, powered by VEOs, revolutionizes how institutions connect with donors in personalized, authentic ways. The results speak for themselves: · 30% of donors who gave through the VEO increased giving from last year—demonstrating that deeper engagement leads to greater generosity. · VEOs recapture lapsed donors up to 3x faster than traditional approaches, proving the power of timely, personalized outreach. · Nearly 500 re-engaged donors who didn't give last fiscal year have contributed with the VEO. · Almost 4,000 positive engagements show donors appreciate and respond to meaningful relational interactions. · A 54% retention rate (with more than 3 months left in the fiscal year for most orgs) demonstrates the power of relational fundraising at scale. · Major milestone: exceeding last years’ portfolio performance achieved by multiple orgs. Autonomous Fundraising allows organizations to move beyond the limitations of traditional gift officer portfolios. It expands relational fundraising to more donors to give them the personalized attention they deserve. As the sector continues to evolve, those embracing Autonomous Fundraising will be the ones who build deeper donor relationships, drive greater impact, and secure a sustainable future for their organizations. The future of fundraising is about using tech to bring donors closer than ever before. The shift to Autonomous Fundraising isn’t just an innovation; it’s a necessity to thrive in the modern philanthropic landscape.

The power of fundraising doesn’t come from frantic activity. It comes from alignment. People keep asking me for some step-by-step guidance here and I've never done one of these styles of posts before....but here it goes: If I were the Chief Development Officer of a nonprofit and needed to significantly increase funding by the end of the calendar year, here’s exactly what I’d do 👇 Step 1: Identify Your Power Partners Not just a big list of names in a database. Instead, identify the 20-30 donors who genuinely align with your mission, values, and current strategic goals. (If you can't name them offhand, this is your starting point.) Step 2: Identify what is truly valuable to each type of funder and how it aligns with their motivations and interests. Step 3: Map Your Assets Understand all of the unique assets your organization brings to the table. Whether it's your social media reach, your storytelling, volunteer opportunities, or deep community engagement. Step 4: Block Time for Real Connection not endless emails or automated stewardship. Focus on authentic, one-on-one conversations. Schedule meetings with clear intentions, rooted in curiosity and mutual benefit. Prioritize these conversations like your fundraising depends on them. Because it does. Step 5: Track Alignment, Not Just Dollars: Fundraising cannot be transactional; it's relational. Track where your donors are in their alignment journey with your mission. Are they excited? Curious? Or drifting away? If you're only tracking dollars raised, you're missing the real indicators of your fundraising health. Step 6: Prioritize Aligned Opportunities: That massive donor who hasn’t responded to outreach in months? They’re not your priority right now. But the donor who just opened up about a personal connection to your cause? Lean into that alignment and nurture it. Always prioritize mutual benefit, strategic alignment, and shared impact. Step 7: Equip Your Team for Alignment Fundraising: If your fundraisers spend hours toggling between unclear tasks, they’re not effectively engaging donors. Provide clear systems and tools that support aligned fundraising, foster authentic relationships, and track meaningful engagement. If you consistently operate from a place of alignment and authenticity, you'll not only see fundraising results but you'll also decrease stress, burnout, and overwhelm. Fundraising is about people. And when you put aligned relationships at the core of your strategy, everything else falls into place. What do you think? What steps did I miss? What else would you add?