At a mid‑size health nonprofit, annual donations had plateaued at $2M for three years.

Create a multi‑year fundraising strategy to increase revenue by 25% within 12 months.

Conducted donor segmentation analysis, introduced a tiered giving program, launched a corporate partnership pipeline, and integrated a digital storytelling campaign.

Raised $2.6M (+30%) in the first year, secured three new corporate sponsors worth $250K, and improved donor retention by 12%.

Joined a youth education charity whose mission was to expand access to STEM programs.

Ensure the annual fundraising plan reinforced the mission and supported the 5‑year strategic roadmap.

Mapped each fundraising channel to a strategic pillar, set mission‑aligned revenue targets, and created a narrative linking donor impact to specific program outcomes.

Fundraising targets were met on time, and donor surveys showed a 20% increase in perceived mission alignment.

A long‑time donor expressed interest in a new scholarship endowment but had never given a major gift before.

Secure a $500K commitment for the endowment within six months.

Conducted a deep‑dive on the donor’s philanthropic interests, arranged a campus visit to meet scholarship recipients, co‑created a personalized impact report, and presented a tailored naming proposal.

Donor pledged $500K, signed the agreement in month five, and later upgraded to a $750K multi‑year commitment.

A corporate donor expressed concern that their $100K grant for a community garden was allocated to equipment purchases rather than direct planting activities.

Reassure the donor, clarify fund usage, and restore confidence for future support.

Scheduled a face‑to‑face meeting, presented a transparent expense breakdown, explained the necessity of equipment for long‑term sustainability, and offered a site visit to see the garden in progress.

Donor acknowledged the rationale, continued the partnership, and added a $50K follow‑up grant for program evaluation.

Our nonprofit’s 2‑year donor retention was 45%, below the sector average of 60%.

Boost retention to at least 60% within one year.

Implemented a segmented stewardship calendar, introduced quarterly impact newsletters, launched a donor loyalty tier with exclusive events, and used CRM analytics to trigger personalized thank‑you notes after each gift.

Retention rose to 62% after 12 months, and average donor lifetime value increased by 18%.

Led a 90‑day ‘Winter Warmth’ campaign for a homeless services agency aiming to raise $300K.

Design and execute a multi‑channel effort (email, social, direct mail, events) to meet the goal.

Developed a unified campaign theme, created a content calendar, segmented audiences for tailored messaging, partnered with local businesses for matching gifts, and used real‑time dashboards to monitor performance.

Raised $425K (42% over goal), secured 15 new corporate partners, and increased volunteer sign‑ups by 25%.

Tasked with launching a first‑time annual gala for a cultural nonprofit.

Establish revenue targets for ticket sales, sponsorships, and silent auction.

Analyzed historical donor data, benchmarked against similar organizations, consulted with the finance team, and applied a conservative growth factor of 10% for new revenue streams.

Set a total target of $250K, which the team met exactly, delivering a surplus for program expansion.

During quarterly review of a digital giving drive, senior leadership asked for impact evidence.

Identify key performance indicators that reflect both financial and engagement outcomes.

Tracked total dollars raised, average gift size, donor acquisition cost, conversion rate per channel, email open/click rates, and post‑campaign donor retention at 3 months.

Provided a comprehensive dashboard that highlighted a 20% higher ROI for email versus social ads, informing future budget allocation.

Our donor database contained 12,000 records with limited segmentation.

Create actionable donor segments to improve targeting and increase average gift size.

Cleaned data, applied RFM (Recency, Frequency, Monetary) analysis, built segments (e.g., Loyalists, Lapsed, Prospects), and tailored email flows for each group using automation.

Average gift size grew 15% and lapsed donor re‑engagement rose 22% within six months.

Donors requested clearer evidence of how their contributions affected program outcomes.

Develop an impact reporting framework that ties dollars to results.

Created a metric map linking each fundraising stream to program outputs (e.g., $1,000 = 10 meals), produced quarterly impact reports with infographics, and shared stories via email and donor portal.

Donor satisfaction scores increased by 18% and repeat giving rose 12%.

During the COVID‑19 pandemic, in‑person events were canceled, threatening our annual gala revenue.

Re‑engineer the fundraising approach to meet the $200K shortfall within three months.

Shifted focus to virtual events, introduced a peer‑to‑peer fundraising platform, re‑trained staff on digital tools, and instituted weekly morale check‑ins to maintain motivation.

Generated $210K through virtual gala and peer‑to‑peer campaigns, surpassing the target and preserving staff engagement scores.

Newly appointed at a research institute where fundraising was siloed in one department.

Integrate philanthropy into the broader organizational culture.

Launched internal workshops on donor storytelling, created cross‑departmental fundraising ambassadors, instituted quarterly impact showcases for staff, and linked fundraising goals to performance incentives.

Staff participation in fundraising activities rose 35% and overall donations increased 20% year‑over‑year.