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Interactive workbook & implementation system

Engagement
Fundraising

How to raise more money for less in the 21st century — turned into a guided, hands-on workbook. Read the philosophy, reflect in your own words, rate your readiness, and leave with a plan you can run on Monday.

Based on the book by Greg Warner · MarketSmart

Abstract hands reaching toward each other across a warm cream field — an editorial illustration of donor engagement.
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A New Lexicon

Glossary

A working vocabulary for 21st-century, donor-centered fundraising.

Engagement Fundraising
A donor-centric strategy that makes people feel good through valuable, permission-based content and a two-way conversation — so they move themselves to give, often without ever being 'asked.'
Considered gift
A large gift (major or legacy) that results from a deliberate decision-making process — unlike an impulse gift such as change in a bucket.
Legacy gift
A gift realized after the donor's lifetime, typically through a will or estate plan. It can come from anyone and may even be a donor's first gift to the charity.
Vanity metric
A number that feels good to report but doesn't measure effectiveness — e.g. email open rates that don't indicate whether a donor engaged or felt good.
Valuable content / offer
Content that engages, entertains, informs, or stirs emotion; nonthreatening, permission-oriented, considerate, and fair. It's the currency of engagement.
Feedback loop
A two-way channel that lets a supporter respond, share, or raise their hand — turning a broadcast into a conversation the fundraiser can learn from.
Reciprocity
When a supporter accepts valuable content, they tend to give back — information, money, or introductions. Engagement Fundraising engineers this exchange.
Donor pyramid
The traditional model that acquires low-dollar donors and 'moves them up' toward legacy gifts. Critiqued here as org-centric and unsupported by retention data.
Consideration funnel
Awareness → Interest → Desire → Action → Reconsider. The donor's own journey; align offers to each stage instead of pushing a one-size-fits-all ask.
Reconsider
The final funnel stage: donors change their minds — especially late in life. Ongoing engagement protects pledged legacy gifts from being removed or redirected.
Spray and pray
Blasting one-way messages (mail or email) at people who could not care less, hoping a few respond. The opposite of permission-based engagement.
Starvation cycle
Bridgespan's depiction of how overhead 'phobia' and unrealistic funder expectations pressure nonprofits to underinvest in growth — suppressing results.