Donor Development
Donors don’t see channels. They see you.
Your donors experience one organization. We connect mail, email, digital ads, stewardship, major gifts and planned giving so each interaction builds on the last.
One organization. One conversation.
Your donors don't distinguish between your direct mail, email, digital advertising and development staff. Every interaction adds to a single relationship with your organization.
CBA connects those interactions across the donor lifecycle, from acquisition and first-gift onboarding through retention, renewal, upgrading, major gifts and planned giving, along with the data behind them, so each stage informs the next.
Your donor file is one of the most valuable assets your organization owns. We help you understand it, and grow its value.
The framework
Donor growth is cumulative.
It comes from acquisition, communication, stewardship, renewal and cultivation working together over time.
Obtain
Acquire donors with the potential to become long-term supporters.
We combine audience strategy, modeling and acquisition through direct mail, email and digital ads with onboarding designed to turn first gifts into lasting relationships.
- Audience and list strategy
- Prospect modeling and segmentation
- Acquisition through direct mail, email and digital ads
- Landing pages and conversion tracking
- New-donor welcome and onboarding series
- Second-gift strategy
Retain
Retention starts long before the next renewal notice.
We help organizations stay relevant between asks through stewardship, additional giving opportunities, sustainer strategies and communications timed to the donor relationship as well as the fundraising calendar.
- Donor stewardship communications
- Sustainer acquisition and growth
- Passive-cancellation reduction
- Additional-gift opportunities
- Channel and message coordination
- Donor engagement and retention analysis
Renew
Make renewal a continuation of the relationship.
We develop coordinated renewal and reactivation programs based on donor behavior, timing, channel preference and giving history, to protect and extend the value of each donor relationship.
- Annual and membership renewal strategy
- Multi-channel renewal campaigns
- Lapsed-donor reactivation
- Sustainer recovery and reinstatement
- Segmentation by recency, frequency and giving history
Upgrade
Identify the donors capable of deeper engagement, and create a deliberate path for cultivating them.
We help organizations develop mid-level programs, identify major- and planned-giving prospects, support cultivation and solicitation, and connect annual-giving activity with longer-term fundraising opportunities.
- Mid-level donor program development
- Major-gift prospect identification and support
- Planned-giving prospect identification
- Wealth and capacity screening
- Cultivation and stewardship strategy
- Capital-campaign support
Major-donor relationships often develop over years, so early identification and consistent cultivation matter.
Across every stage
Analyze & Optimize
Turn donor data into better decisions at every stage.
We analyze giving behavior, engagement, retention, channel performance, capacity and long-term value to find opportunities that campaign-level reporting alone can miss. Those insights shape who to reach, how to communicate, where to invest and what to improve next.
- Donor segmentation and behavioral analysis
- Retention, frequency and lifetime-value analysis
- Prospect modeling and predictive indicators
- Wealth screening and capacity analysis
- Major- and planned-giving identification
- Campaign and lifecycle performance analysis
- Cross-channel reporting and dashboards
- Testing, learning and ongoing optimization
From strategy through execution.
Our teams can develop the strategy, build the campaign, manage production, deploy email and digital ads, analyze performance and use what we learn to improve the next cycle.
Whether CBA leads the full program or complements your internal team, strategy and execution stay connected from planning through measurement.
Let's grow your donor base.
Whether the focus is acquisition, retention, reactivation or mid-level and major gifts, we'll show you where your biggest opportunity is.