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Your 90-day plan

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Engagement Fundraising — 90-Day Plan

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Phase 1 · Listen & Measure

Days 1–30

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actions done

Stop counting vanity metrics. Audit what you actually know about donor engagement and open the two-way conversation.

  1. Retire your top vanity metric and pick one engagement signal to track instead

    The World Has ChangedDue —

  2. Map where a 'hopping' donor goes — and the one thing that would keep them

    The World Has ChangedDue —

  3. Document a legacy gift the pyramid model cannot explain

    The World Has ChangedDue —

  4. Publish one piece of valuable content that costs nothing but helps a supporter

    Donor Expectations Have ChangedDue —

  5. Rewrite your next appeal to start a conversation, not collect a gift

    Donor Expectations Have ChangedDue —

Phase 2 · Understand the Donor

Days 31–60

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actions done

Get inside the considered-gift decision. Learn what each supporter cares about and meet them at the right stage of the funnel.

  1. List what your best donor cares about that has nothing to do with your budget

    Why Donors GiveDue —

  2. Capture a 'considered gift' in your donors' own words

    Why Donors GiveDue —

  3. Ship one offer this month a supporter would want to reciprocate for

    Why Donors GiveDue —

  4. Place one real supporter in a stage and match the one offer that fits it

    Stages and StrategiesDue —

  5. Set a re-engagement cadence so a pledged legacy gift doesn't go silent for two years

    Stages and StrategiesDue —

Phase 3 · Offer, Don't Ask

Days 61–90

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actions done

Invert the program. Personalize at scale, lead with offers, and stand up the feedback loop that lets donors raise their hand.

  1. Decide the one thing your systems will learn about each supporter this quarter

    Building Relationships with TechnologyDue —

  2. Find where a new channel is carrying old spray-and-pray habits

    Building Relationships with TechnologyDue —

  3. Write the answer your CRM would give to 'what do you know about me?'

    Building Relationships with TechnologyDue —

  4. Rewrite your next appeal as an offer — value first, ask last

    Don't Ask — Offer!Due —

  5. Open one door today where a donor can raise their hand

    Don't Ask — Offer!Due —

  6. Make 'the ask' a last resort, not the first move — and tell the team

    Don't Ask — Offer!Due —