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Case Study: A Donor Engagement Strategy That Actually Delivered

  • lizmorton03
  • Mar 1
  • 2 min read

Updated: May 27

If you’re sending appeals on the fly, writing social posts at midnight, and reinventing your donor comms every month... you’re not alone.

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This is how so many nonprofits operate—especially those with small-but-mighty teams and big missions. I’ve been there. And I can help you build something better.


The Before


When I stepped in to support a mid-sized human services nonprofit, individual giving was stuck at just under $1 million. The org had a great mission and strong brand recognition—but the donor experience was a mess.


  • Appeals were copy-heavy and inconsistent

  • Messaging didn’t align across channels

  • Stories were gathered at the last minute

  • And there was no real strategy for engaging supporters beyond the next ask


Basically, donors weren’t being shown just how essential they were to the work.


What I Built


We shifted from reactive to intentional, creating a streamlined strategy that made outreach easier and more impactful:


💌 A refreshed welcome series to bring new donors in the loop

🗞 A bite-sized, feel-good digital newsletter

🔁 A revitalized monthly giving program with stronger messaging & follow-up

📅 A multi-channel calendar that kept everything in sync


And here’s the key: we automated what we could using existing tools or lightweight upgrades—so the team could keep up without burning out.


The Results


Giving more than doubled in three years—from under $1M to $2.5M annually. Donor retention rose from 41% to 56% with returning donors giving more and more annually. They also saw a significant rise in their donor-recognition events, as trust grew.


But even more importantly:

✨ The team had a plan

✨ Donor comms felt personal, not generic

✨ There was consistency, clarity, and a whole lot less chaos


📄 Want to peek behind the curtain? Download the full case study and see what this transformation looked like in practice.





I'm Liz. I help nonprofits raise more money with less stress—so you can stay focused on the work that matters. You don’t have to figure out fundraising alone. Let’s talk.

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