Services
Fundraising & Donor Pipelines
We design donor pipelines for serious, right-of-center campaigns and causes—connecting your email, SMS, events, and calls into a steady, disciplined flow of support.
What we mean by "Fundraising & Donor Pipelines"
Most campaigns fundraise by panic: a blast email here, a rushed event there, and constant “URGENT” texts. Fundraising & Donor Pipelines is where we step back and design a steady, respectful flow of support—so you’re not living from crisis to crisis.
We focus on structure: how people first hear about you, how they’re asked to give, how you follow up, and how you turn one-time donors into long-term partners who share your values.
What you walk away with
A clear donor journey, supporting systems, and simple numbers you can track without a finance panic every week.
Donor journey mapped
From first touch to recurring support: how people find you, what they see, when they’re asked, and how you follow up.
Channel & cadence plan
A written plan for email, SMS, phones, mail, and events; including how often you ask and what you say.
System & data setup
Standardized fields, tags, and segments in your CRM so you can tell who gave, why they gave, and how to talk to them next.
Basic finance dashboards
Simple views of dollars raised, average gift, channel performance, and donor retention so leadership can see what’s working.
How we build your donor pipeline
We won’t rewrite your entire finance plan overnight. We’ll design a realistic structure your team can actually manage.
Step 1
Finance reality check
We review your goals, past performance, donor base, and existing finance plan; what’s worked, what hasn’t, and what’s realistic.
Step 2
Donor journey & segments
We define your key donor segments (small-dollar, mid-level, major, recurring) and map the journey you want each one to take.
Step 3
Build asks, cadences & systems
We help build or refine your asks, email/SMS cadences, call time structure, and how you track all of it inside your CRM.
Step 4
Launch & refine
We launch the structure, monitor early results, and adjust so your pipeline becomes more predictable over time.
The fundraising problems we’re called in to fix
Before we’re involved…
Fundraising feels like a series of emergencies, not a plan.
Email, SMS, call time, and events are all happening—but not coordinated.
You don’t know which donors are lapsing, upgrading, or ignoring you.
Your CRM is full of names, but no one trusts the data.
Finance meetings feel like guessing, not reviewing clear numbers.
After we’ve done our job…
You have a clear monthly and weekly fundraising plan.
Channels are coordinated: emails, texts, calls, and events support each other.
You can see who’s new, who’s repeating, and who’s at risk of drifting away.
Your CRM is organized around donor reality, not just a list import.
Finance meetings focus on decisions, not arguing about the numbers.
Is this the right fit for your fundraising?
A good fit if…
You’re a serious, right-of-center campaign, PAC, or advocacy group with real fundraising goals.
You’re tired of “spray and pray” fundraising and want a disciplined pipeline.
You have or plan to have someone responsible for finance, even part-time.
You’re willing to make choices about messaging, frequency, and who you target.
Probably not a fit if…
You’re hoping to raise money on vibes alone, with no plan.
You’re not willing to track donors in any system.
You want one viral email to fix a long-term funding problem.
You won’t give anyone real responsibility or time to run a pipeline.
Questions we get about fundraising work
Do you write all of our fundraising emails and scripts?
We can help shape and structure your asks and cadences, and in some engagements we draft sample language. Our primary role, though, is to build the pipeline and structure—so your team or existing consultants can execute at scale.
Do you replace our finance director or consultants?
No. We work best alongside finance staff or consultants who are already focused on relationships and asks. We handle the structure, systems, and strategy that support their work.
Can this work for small-dollar campaigns?
Yes. A pipeline approach is actually even more important when you rely on lots of smaller donors. We’ll right-size the tools and structure to your list size and budget.
How long does a typical engagement take?
Most fundraising pipeline projects run a few weeks from discovery to launch, with time afterward to refine. We’ll give you a realistic estimate once we see your current setup.
Ready to stop fundraising by panic?
If you want a steady, respectful donor pipeline instead of constant emergencies, we’ll help you design the structure to make that happen.
Or send us a quick question →
