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Project Meeting

FUNDRAISING & DONOR STRATEGY

Retainer Packages

ENGAGE

Ideal for small nonprofits initiating donor cultivation.​

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Included services:

  • Monthly strategy and 45-minute planning call

  • Donor outreach: email and call support (up to 10/month)

  • System optimization and data hygiene (up to 3 hours/month)

  • Quarterly impact report

  • Email/phone support within 48 hours

GROW

Ideal for mid-size organizations with ongoing campaigns/donor asks.​

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Includes all Engage services, plus:

  • 90-minute monthly strategy session

  • Outreach: 20 personalized contacts/month

  • Donor segmentation and messaging refresh

  • Quarterly pipeline and ROI analysis deck

  • Annual appeal and stewardship calendar

  • Podcast/donor research

TRANSFORM

Ideal for campaigns, capital projects, and policy rollouts.​

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Includes all Engage/Grow services, plus:

  • Executive coaching: donor pitches, stewardship training

  • Major donor briefing packages (5-7 lists quarterly)

  • Full campaign toolkit (case statement, materials)

  • Donor journey and challenge grant design

  • Mid-year fundraising health audit

  • Weekly monitoring and rapid response support

Please contact us for pricing.

OPTIONAL ADD-ON SERVICES (Contact us for pricing)

  • Campaign Launch Package (one-time): Strategic kickoff, messaging toolkit, media&IR support

  • Major Gift Prospect Research: 30 profiles

  • Crisis Prep & Donor Communication: 48-hr audit and messaging guides

BREAKING IT DOWN:

SYSTEM OPTIMIZATION

This refers to improving how an organization uses its customer relationship management system—to better manage donor data and fundraising workflows.

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Examples include:

  • Creating donor segments (e.g. lapsed, major gift prospects, monthly givers)

  • Automating follow-up reminders or email series

  • Standardizing data entry fields for consistency

  • Streamlining reports and dashboards to track donor engagement

DATA HYGIENE

This means keeping your donor database clean, accurate, and up to date.

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Examples include:

  • Removing duplicates

  • Fixing incomplete or outdated contact information

  • Standardizing formats (e.g. “St.” vs. “Street”)

  • Flagging bounced emails or wrong addresses

  • Merging records from event lists or giving platforms

ANNUAL APPEAL

This refers to your main fundraising campaign of the year—usually a broad outreach asking donors for support, often tied to year-end giving or a special milestone.

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It includes:

  • Direct mail or email appeals

  • A campaign theme or story

  • Donation landing pages or reply forms

  • A clear fundraising goal and call-to-action
     

Tower K’s role: We help you plan, write, and time these appeals to maximize response and align with donor behavior.

STEWARDSHIP CALENDAR

This is a month-by-month plan for staying in touch with donors outside of asking for money. It's about building relationships and trust over time.

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It includes:

  • Thank-you notes and update emails

  • Impact reports showing what donations accomplished

  • Birthday or anniversary acknowledgments

  • Invitations to events or behind-the-scenes updates

MAJOR DONOR BRIEFING PACKAGES (5-7 Lists Quarterly)

These are customized research and strategy documents designed to prepare your team—or your board—for high-impact donor engagement.

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It includes:

  • 5–7 curated donor lists per quarter, segmented by issue, geography, giving capacity, or affinity

  • Brief profiles on each donor or prospect: giving history, affiliations, shared interests

  • Suggested talking points and stewardship strategy per segment

  • Designed for: major donor outreach, board briefings, or targeted cultivation campaigns

FULL CAMPAIGN TOOLKIT (Case Statement and Materials)

Everything you need to launch a polished fundraising campaign—whether for a capital project, policy initiative, or donor match challenge.

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It includes:

  • Case Statement: A compelling narrative document outlining your campaign's purpose, impact, and funding needs

  • Campaign messaging guides for staff, spokespeople, or board members

  • Email and print templates for outreach

  • Donor pledge cards or commitment forms

  • One-pagers or slides for events, pitch meetings, or donor briefings

DONOR JOURNEY & CHALLENGE GRANT DESIGN

A strategic roadmap for how a donor moves from awareness to deep engagement—and a toolkit to accelerate giving through challenge incentives.

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It includes:

  • Donor Journey Mapping: A visual and written guide showing how different donor types (first-time, lapsed, major, monthly) engage over time

  • Suggested touchpoints, timing, and messaging by donor tier

  • Challenge Grant Strategy: Planning documents to recruit a lead donor and use their gift to incentivize broader giving (e.g. “1:1 match up to $50,000”)

  • Integration into your overall campaign calendar or annual plan

MID-YEAR FUNDRAISING HEALTH AUDIT

A strategic check-up that analyzes what’s working, what’s not, and what can improve—so you don’t wait until year-end to course correct.

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It includes:

  • Performance review of fundraising KPIs (donor retention, average gift size, new donor acquisition, etc.)

  • Audit of customer reports and donor engagement data

  • Recommendations on messaging, segmentation, and appeals

  • Briefing deck with findings, red flags, and action steps

Ready to level up your fundraising?

911 Fairway Drive, NE   I   Vienna, VA 22180

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