Our Approach to Campaign Planning

With an increasingly complex marketplace, nonprofit leaders need comprehensive market intelligence in order to plan a campaign destined for success.

We are fundraising campaign specialists. We won’t make your choices, but we will help you select your best options, taking full advantage of our knowledge of successes at institutions like yours. We will bring to you the newest ideas in the field and the knowledge of what lies ahead in your fundraising campaign. As these choices are faced, resolved, implemented and evaluated, everyone on your team, from the volunteers to the record-keeping staff, will gain expertise.

Through a collaborative partnership, we will work with you to address areas that are critical to preparing for an ambitious campaign.

  • Understand organisational readiness
  • Establish data-supported fundraising goals using analytics
  • Develop a compelling case for support
  • Personally engage key constituents in your organisation’s vision and priorities
  • Broaden community engagement
  • Follow your roadmap of strategic recommendations and next steps
  • Measure progress and adjust accordingly
  • Communicate and inspire

Internal Assessment

Internal Assessment

An internal assessment allows us to develop a better understanding of your organisation’s history, culture, vision for the future and its fundraising operations (people, systems, resources, communications, etc.). We work closely and collaboratively with the individuals you feel are vital in conducting the review and making recommendations that best suit your context and environment. As you work to strengthen your team of leadership, staff and volunteers, we can provide specialised assessments, training and support. Depending on your needs, we can bring in colleagues who are experts in:

  • Alumni and Constituent Programmes
  • Annual Giving Programmes
  • Board and Governance
  • Development/Advancement Audits
  • Legacy Programmes

Evidence-Based Goals

Evidence-Based Goals

Our analytics team uses proprietary methodology to measure the philanthropic capacity of your donor base, assess achievable goals and determine the staffing levels necessary to grow and sustain your programme. In our 10+ years of experience with this data-driven, predictive modeling, we have found it to be extremely effective in helping our clients set right-size goals. The extent to which each client gathers and maintains data varies greatly, so we customise our analytics in order to most effectively use the data you have – and to efficiently gather data, if needed. Our tools include:

  • Saffyre © a global benchmarking and trend analysis database available exclusively to Marts & Lundy clients.
  • Capacity and Yield Analyses, click here to learn more how our analyses prove successful time and again. [link to Capacity Analysis Proves Accurate in AUS Insights library]
  • Constituency Survey
  • Constituent-to-Donor Predictive Modeling
  • Post-Campaign Analysis
  • Return-on-Investment Analysis

Inspired Case

Inspired Case for Support

Your case must articulate what you stand for in today’s world and the future you want to help create. Words matter greatly, so we begin with a preliminary case statement and use it to introduce your vision and priorities to your highest-level donors and will be key to testing donor inclination. This process usually includes conversations with key stakeholders as well. Throughout the process, we test and refine – ensuring your final Case is compelling, inspiring and engaging. The stronger the case, the better the fundraising programme.

Meaningful Engagement

Meaningful Engagement

In person interviews are an important component of deepening engagement with potential donors. Traditionally referred to as “feasibility studies,” our constituent interviews go far beyond assessing how much a potential donor might give. Instead our seasoned consultants engage interviewees in meaningful conversations that generate in-depth, nuanced information that will help your organisation refine its case statement and design the best possible cultivation and solicitation approach for that prospect.

Extended Reach

Extended Reach

Our online survey is a highly efficient way to engage a broad base of constituents. Your potential donors extend well beyond those who can be personally interviewed or invited to a gathering, yet their collective opinions can have great influence on campaign planning. Our analysts work with you to design and deploy a survey and provide analysis, recommendations and an interactive dashboard of your data that you can use in the context of the overall external assessment.

Fundraising Strategy

Fundraising Strategy Plan

We synthesise quantitative and qualitative findings and deliver a report that serves as a roadmap to achieving your goals. Our comprehensive report includes clear-cut actions for next steps, timelines, resourcing and staffing. Depending on the extent of our engagement with you, it can include specific fundraising goals; realistic gift tables; operations requirements; strategies for donor cultivation and stewardship and the format of a campaign.

Metrics That Inform

Metrics That Inform

A plan is only as good as its execution, so we work with you to develop performance and other metrics to inform your progress toward your goal. Our global database, Saffyre, holds thousands of data points that we can use to provide you benchmarking with peer and aspirant organisations. And we use your historical data and the analysis we provide in our Fundraising Strategy Plan to set customised goals.

 

Inspired Storytelling

Inspired Storytelling

Donors give because they want to their gifts to make a difference – they want impact. With a full team of communications professionals, we help you develop messaging and a communications plan that will keep your story in the forefront. We are passionate about telling stories – your stories – and we know how to use words and visuals to inspire ever greater support from existing donors and attract new constituents to your cause