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The opportunity

Why it matters for non-profits

An email and SMS program earns its keep when it converts three moments donors actually pass through.

  • Donor retention & engagement. Touches that keep a donor engaged long after the first thank-you — not just before the second ask.
  • Recurring & peak-season revenue. Renewal and reactivation sends timed to land when donors are already primed to give again.
  • Transactional conversion. Receipts and confirmations run as part of the same program, not a bolted-on system.
Girl washing her hands at a clean-water station

71%

retention on a recurring journey, vs 24% for one-time donors

$54

raised per 1,000 fundraising emails sent

Source: M+R Benchmarks 2026

Our specialized method

How we make it work

One donor journey, run across email and SMS; not four separate systems stacked on top of each other. Here is what that single program actually does.

Engagement Welcome series, impact storytelling, nurture cadence between asks Retention Renewal, reactivation, gift-anniversary triggers for lapsed donors Custom engagement Moves management for major and mid-level donors, by RFM segment Updates Program milestones, impact reporting, the annual impact recap One program, run across email and SMS One segmentation model, one send calendar, both channels Donor retention & engagement Donors stay engaged between asks, not only just before one Recurring & peak-season revenue Sends land ahead of December, instead of competing on the 30th Differentiator — transactional Additional funds generated Receipt optimization: matching-gift prompt, recurring upsell, share CTA Feedback loop — open rate, click-through and attributed revenue sharpen every future send
    Journey 01Engagement
    • Welcome series that arrives before the first thank-you goes cold.
    • Impact storytelling on a nurture cadence, so the mission stays visible between asks.
    • Channel chosen per donor — email for the long read, SMS for the short one.
    Journey 02Retention
    • Renewal reminders timed to the gift anniversary, not the fiscal deadline.
    • Reactivation sequences for lapsed, LYBUNT and SYBUNT donors.
    • Delivered on whichever channel a donor has actually responded to before.
    Journey 03Custom engagement
    • Moves-management journeys for major and mid-level donors.
    • Tailored by RFM-segmented giving history rather than by list membership.
    • Every send reviewed by a human before it reaches a named relationship.
    Journey 04Updates
    • Program milestones and impact reporting on a predictable rhythm.
    • The annual impact recap that gives donors proof, not another ask.
    • Written so a donor can see what their gift changed.
    One program, run across email and SMSOne segmentation model, one send calendar, both channels
    OutcomeDonor retention & engagement
    • A donor hears from you between asks, which is what makes the next ask land.
    • Segment membership updates itself as giving behaviour changes.
    • Retention is tracked per segment, not as a single list-wide number.
    OutcomeRecurring & peak-season revenue
    • Retention and moves-management sends land ahead of December revenue concentration.
    • Sustainer-specific asks are worth chasing on their own.
    • Recurring donors give roughly $21 more a year in extra one-time gifts when the ask lands well (M+R Benchmarks 2026).
    Outcome · DifferentiatorAdditional funds generated
    • Every donation triggers a confirmation — the one send donors reliably open.
    • We engineer it as a conversion point, not a system notification.
    • A matching-gift prompt, a one-click recurring upsell, and a share CTA.

    Feedback loop — open rate, click-through and attributed revenue sharpen every future send

    Our scope

    What we offer

    01Strategy

    Journey mapping

    Onboarding, monthly giving upgrade, win-back, moves-management and stewardship journeys, built to your appeal and fiscal calendar.

    04Operations

    Campaign management

    Year-end, GivingTuesday and emergency appeals planned, scheduled and sent across email and SMS.

    02Data

    Sync & reporting

    Email and SMS synced to your CRM and donation platform, with revenue and engagement reporting on every send.

    03Creative

    Copy & message testing

    Appeals, newsletters and impact updates written for both channels, tested and refined every send cycle.

    Case studies

    Our recent work examples