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Understand your complete fundraising system, identify the highest-leverage opportunities, and build a roadmap for predictable growth.
Strategy emerges when you experience the whole system
Your website attracts visitors, but conversion rates could be stronger.
Email and campaigns reach supporters, but engagement patterns suggest untapped potential.
Each fundraising initiative is successful, but they don't build on one another.
Leadership has annual numbers, but would benefit from understanding the drivers behind them.
You're ready to move from tactical execution to strategic planning.
Most organizations manage fundraising effectively in isolation. The opportunity lies in seeing how each piece connects and where small changes create compounding impact.
What We Do?
We map your fundraising system comprehensively, then chart a strategic path forward.
Comprehensive Audit
Website structure and donor navigation experience
Donation pages, forms, and conversion workflows
Email strategy, list health, and journey design
Social presence and engagement patterns
Campaign performance analysis (12–24 months)
Traffic sources and channel performance
Donor retention and lifecycle patterns
Strategic Analysis & Improvements
Identify high-potential opportunities across the funnel
Understand where supporters experience friction
Recognize what's working well and where to build momentum
Assess resource allocation across channels
Build Actionable Roadmap
6–12 month strategic plan with clear priorities
Tiered approach: "foundation improvements / growth initiatives / advanced optimization"
Projected revenue impact and realistic timelines
Resource requirements and phasing strategy
What You Get?
Strategic audit report (comprehensive, actionable, non-technical language)
Visual funnel analysis mapping supporter journeys
Opportunity assessment with 5–7 high-leverage initiatives
12-month strategic roadmap with phasing and milestones
Strategic planning workshop with your leadership team
Implementation guidance and priorities framework
Who This Is For?
Organizations seeking to:
Develop a cohesive digital fundraising strategy
Plan a website redesign or technology transition
Transition from campaign-based to systems-based thinking
Maximize the impact of their digital fundraising efforts
Understand and leverage their data strategically
How It Works?
Timeline: 2–3 weeks
Engagement model: Focused diagnostic or foundation for ongoing partnership
Next step: Implement roadmap internally, or engage PhilanthroForge for strategy execution.
Book your free consultation now
Get free consultation for digital initiatives, insights on your target audiences and website performance analysis.
A diagnostic starts with understanding where you are. Let's schedule a call to discuss your goals and what a roadmap could look like for your organization.
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