DonorVoice · Sales Enablement

Seven products. Four categories. One operating model.

DonorVoice productizes behavioral science for fundraising. The products below turn donor attitudes and identity data into evidence-based decisions about who to target, what to test, and where to invest your comms budget. Pick a product below to see its full breakdown.

03 · Personalized Matching

Tailoring what you say, when you say it, and how you ask them to transact — to the person.

Strategic Insights · DonorVoice

Why do people give?

Not when. Not how. Not how much. Why. That's what your CRM can't tell you. The Commitment Study answers it by combining the human data your CRM doesn't capture with the giving behavior it does. The answer has three parts working together.

MISSING FROM CRM Human data CRM does not capture Connection to Your Brand Awareness, trust, affinity Who They Are Identity, values, traits Experience with Your Brand Touchpoints, messages, motivation EXPLAINS THE $ $ What CRM records
● Who They Are

Identity, values, traits.

  • Validated donor identity (faith, globalist, conservationist, etc.)
  • Personality traits that shape how to talk to them
  • The segmentation lens for everything that follows
● Connection to Your Brand

Awareness, trust, affinity.

  • Commitment as measured relationship strength
  • Trust, loyalty, brand identification
  • The latent construct the model links to giving
● Experience with Your Brand

Touchpoints, messages, motivation.

  • Each touchpoint scored on what it was hired to do
  • Internal motivation, or external pressure?
  • Keep, Fix, Drop on every line item
What You Get

Three outputs your team is currently producing on instinct.

01

Which donor experiences earn the next gift, and which burn budget.

Every touchpoint scored on two dimensions: how much it drives commitment and giving, and how well you're currently delivering. Three actions. Sized in dollars. Below is real engagement output, simplified.

Keep / Fix / Drop matrix · National health charity

Segment A · Service Users
$174 avg gift
Segment B · Non-Users
$119 avg gift
Experience Item Seg A $ Seg B $
Asking for appropriate donation amounts FIX $31 FIX $8
Memorial & honorary giving option KEEP $30
Addressing questions/concerns promptly KEEP $5 KEEP $19
Clearly showing the difference you make FIX $18 FIX $13
+ 14 more rows in the full deliverable, across Communications, Fundraising, Engagement, and Impact
02

What share of your file gives because they want to, versus because they feel pressured.

Motivation has two halves. The first is fragile. The second retains. We size each half on your file and tell you which of your communications are pushing donors into which.

The motivation split · Example output

Most donor files are weighted toward the fragile half. Sustainers concentrate in the durable half.
60%
External Motivation
"I'd feel bad if I didn't. They keep asking. Everyone gives."
Fragile · Lapses fast
40%
Internal Motivation
"This is who I am. I value the work they do."
Durable · Sustainer base
The point. The motivation your donors feel toward your brand is entirely under your control. We prove it by auditing three of your live communications and showing exactly which copy and framing pushes donors internal, and which pushes them external. That audit is included in scope.
03

Which donor identities actually predict giving for your cause.

All giving is autobiographical.

Different donors give to the same cause for entirely different reasons. The study identifies which identity questions statistically tie to commitment and giving for your file. Those validated questions then become a business imperative: ask them everywhere, on every form, every survey, every onboarding flow. Goal is coverage. The more constituent records you can append an identity answer to, the more your entire program can segment, target, and message on what actually matters.

Magic Questions · The enterprise-wide data asset you build going forward

After the study, knowing each donor's anchor identity becomes an organizational priority on par with knowing their email. Append it wherever you can. Below are examples of validated identity questions from real engagements:

Faith-based charity
"Supporting this cause is part of how I live out my faith."
Conservation charity
"I see myself as someone with a responsibility to protect the natural world."
International relief
"I feel a personal connection to people whose lives are very different from mine."
Cultural / heritage
"My heritage is an important part of who I am."
What You Ship the Week After the Briefing

Two execution-ready deliverables. Both included in scope.

✓ Included in scope

Three comms, audited and rewritten.

You pick three live pieces. We mark up the control and write the test version. Ship the test the week the briefing ends. Read-out data before your next planning cycle.

CONTROL guilt pressure GIVE NOW TEST · INSIGHTS-LED identity autonomy JOIN US
✓ Included in scope

Identity-matched digital ads, ready to run against your control.

Test ads built to match validated Identity and Personality traits, framed for internal motivation. Cheap to test (Facebook, display). Small-bet proof for skeptics on your team before any major budget shift.

CONTROL DONATE IDENTITY · GLOBALIST JOIN GLOBALLY IDENTITY · LOCAL HELPER HELP NEIGHBORS

We've done this for the brands that set the standard.

The DonorVoice derived donor segments are truly donor-centric, built entirely on who they are and why they support.

— UNHCR

UNICEF
Oxfam
UNHCR
WWF
Greenpeace
Amnesty International
Save the Children
World Vision
American Heart Association
Médecins Sans Frontières
Catholic Relief Services
Heifer International
DonorVoice's research is the foundation for two bestselling fundraising books: Retention Fundraising: The New Art and Science of Keeping Your Donors for Life and The Volume Trap: Why Fundraising Scaled the Wrong Thing and What Comes Next.
Timeline & Scope

Twelve weeks end-to-end. Four distinct phases.

  • Weeks 1–2: Kickoff workshop, JTBD definition for every touchpoint, survey design.
  • Weeks 3–5: Fielding, data collection, cleaning, prep for modeling.
  • Weeks 6–10: Modeling, synthesis, validation across segments.
  • Week 11–12: Briefing workshop. All deliverables in hand, including rewritten test versions of three live communications and identity-matched digital ad mockups ready to run.

What's in scope

  • Custom survey end-to-end (design, fielding, analysis)
  • Three modeled outputs: Keep/Fix/Drop, Motivation split, Magic Questions
  • Three communications audited with rewritten test versions
  • Identity-matched digital ad mockups ready to run
  • Commitment Scores for every survey respondent
  • Briefing workshop with all deliverables in hand
Next Step

A 30-minute scoping call is the starting point.

Behavioral Science · DonorVoice

Behavioral science you can actually apply.

Most behavioral science training stops at the theory. Our workshops put it directly into a working appeal. Led by two PhDs who do this work for charities every day. You leave with a communication of yours rebuilt through five evidence-based concepts: motivation science, identity, personalized matching, role of brand, and the nudges actually worth testing.

What We Cover

Five evidence-based concepts that change how donors respond.

01

Motivation Science

The continuum from amotivation through external pressure to identified motivation. Why durable giving feels like the donor's idea, not yours. How to craft asks that produce volitional motivation rather than one-time compliance.

02

Identity

All giving is autobiographical. Which identities tie your donors to your cause. How to write copy that resonates with the self-image they're trying to live up to.

03

Personalized Matching

Big Five personality traits and how they change what works. Different copy, different cadence, different channel for an Agreeable donor vs a Conscientious one. Practical matching rules.

04

Role of Brand

Brand connection (trust, loyalty, commitment) is the foundation that makes everything else work. How each touchpoint either builds or erodes that connection. How to audit your current program.

05

Nudges Worth Testing

Behavioral science interventions that have actually moved metrics in real fundraising tests. Social proof, loss aversion, anchoring, default options, framing. Which to test first, which to skip.

Two Formats

Off-the-shelf, or built around your pain point.

Off-the-Shelf Workshop

One or two half-day sessions covering all five concepts. Case studies from real engagements. You bring a piece of your live work (an appeal, a welcome email, an impact report, a midlevel pitch) and we audit it together using the framework.

  • 1 or 2 half-day sessions (scheduled to fit)
  • Five concepts with case studies and live audits
  • You leave with your chosen piece redesigned
  • Suitable for teams new to behavioral science or wanting a structured refresh

Custom Workshop

Built around a specific pain point you choose: new donor retention, midlevel growth, lapsed reactivation, sustainer churn, legacy. Same five concepts but every exercise applies to your chosen problem. Output is a test-ready plan for that area.

  • 2 to 4 weeks to scope and deliver
  • Pre-work analyzing your current program in that area
  • Workshop sessions tailored to your pain point
  • You leave with a prioritized test plan, not a generic framework
Who Leads It

Two PhDs. Both practitioners.

Kiki Koutmeridou

Chief Behavioral Scientist, DonorVoice
PhD Cognitive Psychology · MSc Neuroscience

Applies behavioral economics to fundraising every day for charities globally. Leads DonorVoice's Behavioral Science Unit. Background in cognitive psychology and neuroscience with a track record of in-market wins.

Stefano Di Domenico

Director of Supporter Motivation, DonorVoice
PhD Cognitive Psychology · Personality & Self-Determination Theory

Brings the science of human motivation and personality into fundraising practice. Specializes in personalized persuasion and fostering the most volitional forms of motivation among donors.

What You Leave With

A working appeal, not a slide deck.

Unlike training that ends at "interesting theory," you finish the workshop with a piece of your own fundraising rebuilt through the five-concept framework. Welcome email, year-end appeal, midlevel pitch, legacy offer, whatever you bring — it goes home redesigned and test-ready. Plus a structured assessment of where the original version was leaving money on the table and which behavioral principles produced the largest improvements.

The same team behind the rest of DonorVoice.

The DonorVoice derived donor segments are truly donor-centric, built entirely on who they are and why they support.

— UNHCR

UNICEF
Oxfam
UNHCR
WWF
Greenpeace
Amnesty International
Save the Children
World Vision
American Heart Association
Médecins Sans Frontières
Catholic Relief Services
Heifer International
DonorVoice's research is the foundation for two bestselling fundraising books: Retention Fundraising: The New Art and Science of Keeping Your Donors for Life and The Volume Trap: Why Fundraising Scaled the Wrong Thing and What Comes Next.
Timeline & Scope

Two formats. Quoted per engagement.

  • Off-the-shelf: 1 or 2 half-day sessions, scheduled to fit your calendar. Pre-work: you pick the piece of fundraising you want to bring.
  • Custom: 2-4 weeks end-to-end. Week 1: scoping call to define the pain point. Weeks 2-3: pre-work and analysis of your current program in that area. Final week: workshop sessions tailored to your problem.
Next Step

A 30-minute scoping call is the starting point.

Insights Research · DonorVoice

Don't leave your best ideas stuck in losing tests.

PreTest Tool is the simulator that tests thousands of creative combinations against your target audience and tells you which ones would win — before a single piece goes to market. You bring more variation to market, faster, and cut the live testing budget that pays for it.

The Problem With Live A/B Testing

Three things slow you down. PreTest fixes all three.

Slow and costly

A live test cycle takes months. The testing budget eats real revenue you could be putting against winners.

Baby with the bathwater

Most live tests change multiple things at once. When the test loses, you cannot tell which idea was good and which dragged it down.

Limited variation

You can run two or three packages live. Most ideas never get tested. Creative breakthroughs are bounded by what got argued for in the room.

How It Actually Works

Two packages, side by side. Pick the one you'd respond to.

We don't ask people to rate the logo, the image, or any individual part. We don't ask why they do or don't like it. We show two full packages and they pick the one they prefer. A statistical model decomposes which ingredients drove the wins.

Which one do you prefer? Round 4 of 25 OPTION A GIVE Select A vs OPTION B JOIN US Select B
This is the opposite of traditional concept research. Asking respondents to rate the logo, the image, or the headline on a 1-to-10 scale — or asking why they did or didn't like something — is garbage methodology. Nobody chooses a charity by isolating logos. People make decisions holistically and at gut level. We measure what they actually do (pick A or B) and model which ingredients made the difference.
What We Test

A 5 × 5 grid. Thousands of combinations.

LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4 LEVEL 5 Outer Envelope Letter / Copy Lift Note Reply Slip Premium / Insert 5 × 5 × 5 × 5 × 5 = 3,125 combinations All tested in a single experiment

Ingredients can be tactical direct mail parts — outer envelope, letter, lift note, reply slip, premium, insert. Or behavioral science ingredients — voice, moral frame, identity priming, image, ask construction. Often a mix. You decide what's in the grid; we build the experiment around it.

Three Proof Points

Predicted winners. Predicted losers. In market or in backtest.

15 years of failed tests

Heifer Christmas catalog

Fifteen years of failed attempts to beat the iconic catalog control. They tested a complete redesign — new cover and new interior pages — and came close but lost again. We ran it through PreTest as a backtest. The interior pages were a clear winner. The cover lost handily. Same baby-and-bathwater problem, parsable by our model and invisible in their live read. They put the old cover on the new interior pages and got a new control. First time in fifteen years.

Predicted in advance

New face of organization

Client needed a new family as the face of their direct mail. PreTest predicted which option would win. The live wet test produced exactly the predicted result. Conventional wisdom had a different favorite, and would have missed the actual winner entirely.

$20K on the table

The backtest

Client ran a multi-panel wet test, then ran the same panels through PreTest as a backtest. PreTest correctly identified the winners (Personalization, Duffle) and the losers (Grey Wrap, Calendar). Calculated revenue gain had they dropped the predicted losers and doubled volume on the predicted winners: $20,382.

What You Get

Four concrete outputs. Every one tied back to the data.

01

The Ideal Concept

The assembled package built from the highest-scoring level of each ingredient row. Every part chosen because it outperformed the alternatives — not because it was someone's favorite in the room.

★ IDEAL CONCEPT JOIN US Outer Envelope · Level 3 ★ best in row Lift Note · Level 5 ★ best in row Letter · Level 1 ★ best in row Reply Slip · Level 2 ★ best in row Premium · Level 4 ★ best in row The winning level from each ingredient row, assembled.
02

Every Variation Scored

The full 5 × 5 grid with a score from 0 to 100 in every cell. Scores are both rank and magnitude — a 60 is twice as helpful in driving preference as a 30. You see exactly how far ahead the winners are and exactly how badly the losers underperform.

LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4 LEVEL 5 Outer Envelope 45 38 72 ★ 51 60 Letter / Copy 80 ★ 55 48 62 70 Lift Note 42 51 38 49 78 ★ Reply Slip 55 88 ★ 67 45 52 Premium / Insert 62 70 58 85 ★ 73 marks the winning level in each ingredient row. Scores 0–100 reflect rank and magnitude.
03

Whether the Ideal Differs by Audience

We split the model by any segmentation you bring (active vs. lapsed, identity, demographics, prior giving). If the Ideal is the same across segments, one package wins for everyone. If it diverges, you get a different recommended concept per segment.

AUDIENCE A · ACTIVE DONORS Outer Envelope Level 3 Letter / Copy Level 1 Lift Note Level 5 Reply Slip Level 2 Premium Level 4 AUDIENCE B · LAPSED DONORS Outer Envelope Level 2 Letter / Copy Level 4 Lift Note Level 5 Reply Slip Level 3 Premium Level 1 vs
04

Test or Roll Out

If you include your current control in the grid, we score it just like every other concept. If the Ideal scores well above the control, you can roll out with confidence. If the gap is narrow, we recommend one or two head-to-head live tests before commit.

PREFERENCE SCORE 0 25 50 75 100 58 Your Control Current package 91 ★ Ideal Concept Recommended package +33 point spread Roll out
Timeline & Scope

Six weeks end-to-end. $32,500 standard scope.

  • Week 1: Kickoff. Define the grid — which ingredients, which levels.
  • Weeks 2–3: Grid development. You provide art and copy for each level. We build the experimental design.
  • Weeks 3–4: Programming and fielding. Survey to your house file.
  • Weeks 5–6: Analysis, synthesis, insight review.
Standard Investment
$32,500
5 × 5 grid (3,125 combinations tested). Larger grids and custom configurations quoted separately.

What's in scope

  • Kickoff workshop to define the grid
  • Experimental design and survey programming
  • House file fielding
  • Statistical analysis of preferences
  • Recommended creative concept
  • Every variation scored (keep / kill / segment differences)
  • Test-or-roll-out recommendation
  • Insight review session
Next Step

A 30-minute scoping call is the starting point.

Personalized Matching · DonorVoice

What do you send to this person?

Most fundraising answers a different question first: who do I send this appeal to? — designed with zero thought about the reader. Personalization that stops at first-name merge and a two-word swap doesn't go deep enough to change what the person actually sees, agrees with, or acts on. Personality Tags lets you go deeper. We append Big Five personality scores to every donor record so copy, design, and ask actually match what each person finds interesting and what gets their attention.

The Problem With Most Personalization

People are different. Ignoring that doesn't change it. It just makes your results worse.

First-name merge isn't personalization

Reading "Dear Jane" doesn't change what Jane finds interesting in the copy that follows, or what she dismisses.

A swapped word isn't personalization

Changing "support" to "join" or "fight" doesn't change whether the message resonates with how this particular reader processes information.

Averages hide everything

n-th split testing assumes everyone responds the same way. The result is averaged numbers that hide that some people loved it, and some couldn't relate to any version of that approach.

The Framework

Five personality traits that change what each donor pays attention to.

The Big Five is the most validated framework in personality psychology. Each trait is largely innate, fixed across life, and predictive of how a person processes information, what they find interesting, and what they agree with. We append a score for all five to every record on your file. The tailoring rule, signature words, and what to do/avoid for each trait are below.

Agreeableness
"Be conversational"
Friendly · Compassionate · Caring · Altruistic · Egalitarian
Do
  • Warm, personal tone
  • Care, nurture, protect themes
  • Stories of individuals
  • Words: support, care, kindness, together
Avoid
  • Statistics and formality
  • Impersonal asks
Openness
"Be informative"
Curious · Intellectual · Creative · Attracted to novelty · Aesthetic sense
Do
  • Push boundaries, ask provocative questions
  • Detailed problem/solution
  • Innovation framing
  • Words: explore, discover, imagine, visionary
Avoid
  • Simplistic content, stock images
  • Predictable formats
Conscientiousness
"Be clear and concise"
Traditional · Organized · Hard-working · Achievement-oriented · Respects authority
Do
  • Effectiveness ratings, efficiency data
  • Logical sequence, specific goals
  • Tax angles, local challenges
  • Words: achievement, results, progress, dependable
Avoid
  • Vague language, casual tone
  • Geographically distant issues
Extraversion
"Be goal-oriented"
Sociable · Energetic · Cheerful · Reward-sensitive · Assertive
Do
  • Upbeat tone, belonging frames
  • Incentives and matches
  • Active engagement (events, volunteering)
  • Words: fun, exciting, energetic, community
Avoid
  • Bland, static imagery
  • Negative-only framing
Neuroticism
"Be transparent"
Sensitive to threat · Self-conscious · Uncertain · Often acts on impulse
Do
  • Simple language, solutions over problems
  • Hope-building, calming imagery
  • Data security framing, clear opt-outs
  • Words: hope, secure, safe, peaceful
Avoid
  • Fear language, excessive information
  • Ambiguity
What You Get

A tagged file and everything you need to act on it.

A tagged file

Five Big Five personality scores appended to every record on your house file. Modeled from 200+ third-party data variables, validated against survey ground truth.

Detailed trait briefs

A reference document for each of the five traits: copy tone, design guidance, word lists, do/avoid examples, sample creative. The cheat sheets your team and your agency keep on their desks.

Example copy per trait

Working drafts of the same message tailored to each trait. A starting point your team or agency can use immediately, not just a framework to interpret.

Behavioral science team consult

Our team works with yours to brief your agency, audit your control creative through the trait lens, and stand up your first matched campaign in market.

BEFORE NAME Jane Sample EMAIL jane@sample.com LAST GIFT $50 RFM 532 CHANNEL Direct Mail AFTER · Personality Tags appended NAME Jane Sample EMAIL jane@sample.com $ GIFT $50 RFM 532 AGREE 72 OPEN 45 CONS 88 EXT 31 NEURO 56

Every record on your file gets all five Big Five scores appended. The scores then become the segmentation lens for every campaign downstream.

Three Proof Points

Tailored creative against the same control, three different ways.

Direct mail · Three trait audiences

New Orleans City Park

Three personality audiences (Open, Extraverted, Agreeable), each split into a control postcard (one-size-fits-all) and a trait-matched test postcard. Same offer, same charity. Every tailored version beat its control by a wide margin.

Open · +1,460% ROI
Extraverted · +3,100% ROI
Agreeable · +360% ROI (copy only, same image as control)
Mail + email · Cross-channel

charity: water

Personality-matched direct mail in a 2 × 3 design. Openness tailored letters won decisively. The Openness audience preferred letters; the Agreeable audience preferred postcards. When the test extended to email — with just one line of CTA copy tailored to personality — the same pattern held.

Personality preferences are portable across mail and digital channels.
Acquisition · Sustainer conversion

Direct mail control

Same charity, same audience, same offer. The control package versus a personality-tailored version sent to the same file.

Response: 1.13% → 1.57% · +39%
Sustainer conversion: 0.04% → 0.15% · +263%
Pricing & Timeline

Fifteen cents per name. Tagged file back in a day or two.

Investment

$0.15 / name

No minimums. No volume tiers. Once a record is tagged, it stays tagged. Only new constituents need to be re-scored periodically going forward.

Turnaround

1–2 days

Automated scoring. Send us the file, get it back with all five personality scores appended within a couple of business days.

What's in scope

  • Big Five personality scores appended to every record
  • Detailed trait brief for each of the five traits
  • Example copy tailored per trait
  • Behavioral science team consult to operationalize
Next Step

A 30-minute scoping call is the starting point.

Donor Experience · DonorVoice

Raise more money without asking for more money.

The sector says donor experience matters. Almost no one measures it.

The Donor Feedback Platform measures it and helps you act on it, across every touchpoint where you interact with donors.

Higher lifetime value. Earned by managing the experience you already deliver, not by asking more often.

The Problem

The sector says donor experience matters. The sector doesn't measure it.

Every conference mentions it. Few orgs structure it.

The sector treats donor experience as a vibe, not a metric. Asking once a year in a brand-health survey doesn't count.

No measurement, no management

Without structured, continuous listening you cannot tell what's working from what's not. Donor experience stays a buzzword.

Donor service treated as cost

It's the highest-leverage retention channel in fundraising. Profit-center potential, run as a cost center.

What We Measure

Three dimensions of donor experience. Two collection cadences.

Asked early · Used everywhere downstream

Anchor data that defines who each donor is

Identity
Why this donor supports your cause. Sector-specific questions matched to your file. Ask once — earlier is better. Identity is stable; no need to repeat the question. Becomes the segmentation lens for everything that follows.
Commitment
3-item proprietary relationship-strength scale. Predicts retention and lifetime value. Ask once initially — earlier is better. Refresh periodically because commitment changes as the relationship evolves (hopefully upward).
Every interaction · Always

Captured at every donor touchpoint

Satisfaction
How the donor felt about the specific touchpoint they just had — the event signup, the online gift, the F2F sign, the donor service call. Need-satisfaction scales (autonomy, relatedness, competence) from Self-Determination Theory.
Where We Measure It

Every touchpoint where you have a donor. The platform meets them there.

QR · On-Site Parks, museums, events QUICK QUESTION How was your gift? Online Modal After online donation GIVE Mail Reply Slip Printed on reply device SMS How was your signup with our team? F2F · SMS + Email After sustainer signup "Was your call helpful?" Donor Service After every call or email DONOR FEEDBACK PLATFORM Satisfaction · Commitment · Identity Tailored response · Systemic fixes · CRM profile enrichment
What This Data Does

Three things this data does that nothing else does.

01

Close the loop, automatically

The donor shared something with you. The platform responds automatically — a tailored email matched to what they actually said, sent without anyone on your team lifting a finger. The same engine generates a real-time file of high-need or at-risk donors that flows directly to your donor service team for human outreach. Automation handles the volume. Humans handle the cases that need them.

02

Fix systemic problems

Aggregate the feedback patterns. Surface the systemic issues you can't otherwise see — donation-page friction, pressurizing asks that lift short-term conversion but damage lifetime value, confusing event registration flows. Stop guessing what's broken. Fix it once at the source instead of one complaint at a time.

03

Build the proprietary moat

Most CRMs tell you nothing about why a donor supports you. Commitment and Identity turn "name + email + RFM" into a record that finally explains the why. This data isn't for sale anywhere — no third-party append has it. It's first-party, it's yours, and it compounds. The charity that knows its people best wins. This is the moat.

USE CASE · SUSTAINER ACQUISITION

Know who's quitting in Week One, not Month Three.

For F2F and telefundraising sustainer acquisition we add TrueQuality Score — an at-risk model that combines need-satisfaction collected in the first week with first-party data (age, payment method, fundraiser ID) to predict Month-3 churn. You see it in Week One. You act on it before it's too late. You manage agencies on quality, not just signup quotas.

28% → 14%
3-month attrition cut in half
Canadian Red Cross · F2F sustainer file
Three Proof Points

The compound effect of measuring what others don't.

F2F sustainer · At-risk save

Canadian Red Cross

Used TrueQuality Score to identify at-risk donors in Week One of the F2F sustainer journey. Targeted save calls to the at-risk cohort, control group untouched.

3-month attrition: 28% → 14% (cut in half)
Net profit per at-risk donor saved: $20
Donor service · Saves & cross-sell

Donor service feedback program

Structured feedback added to every inbound donor service call at a national charity. Business rules sort callers into four follow-up paths by commitment × satisfaction. Aggregate insights drive agent coaching and policy review.

Donor satisfaction: 88% → 94% in two months
Save and upsell/cross-sell rates: 2× control
Sub proof · The asking effect

The act of asking changes behavior

A single feedback survey, with no other intervention, produced measurable behavior change six months later. Sub proof, not a substitute for the platform — but the floor of what happens when you start asking.

3× lift on one direct-response metric
50% decrease in a churn metric
35% lift on a third metric
Pricing & Timeline

Thirty days from contract to live platform.

Investment

Quoted per engagement

Pricing scales with channels covered, integration complexity, and ongoing analytics scope. We share comparable engagement sizes on the scoping call.

Onboard

30 days

Contract to live platform. Survey engine, automation engine, business rules, and dashboard all set up and integrated with your CRM and donation systems.

What's in scope

  • Survey engine (need satisfaction, commitment, identity items)
  • Integration with your CRM and donation channels
  • Tailored autoresponder library and business rules
  • Real-time dashboard with hierarchical access (senior management to frontline)
  • Ongoing analytics and reporting
  • TrueQuality Score (sustainer acquisition engagements)
Next Step

A 30-minute scoping call is the starting point.

Personalized Matching · DonorVoice

Stop scheduling. Start matching.

The calendar treats donors like rows. Their giving doesn't behave that way. We score each donor against their own history, not against the file, and tell you when to ask and when to hold. Less mail. Less irritation. More net.

The argument

Calendar schedule vs. matched rhythm.

ONE PLAN · EVERY DONOR · EVERY MONTH Calendar schedule JFMA MJJA SOND Donor A Donor B Donor C Donor D Donor E Donor F Donor G Donor H Every cell is a solicitation. Every donor. Every month. Designed in January. Run as scheduled. The donor is not consulted. ONE PLAN · PER DONOR Matched rhythm JFMA MJJA SOND Donor A Donor B Donor C Donor D Donor E Donor F Donor G Donor H Each donor's pattern is different. Mode of 1 donors cluster around their anniversary. Responsive Multiples spread across the year. Nobody is asked when they shouldn't be. Solicitation Ask (matched to readiness) Hold
How it works

Two donor patterns. Two playbooks.

After analyzing millions of donor transactions across more than twenty charities, the same two behavioral patterns kept appearing. Most donors fall into one of them. We built a product for each.

Pattern 01

Mode of 1

A large segment of your file gives exactly once per year and resists every attempt to change that. They give in the same month or season they always have. Ask them eight times, ten times, twenty times. They still give once.

Likelihood to give Months since last gift 0 3 6 9 12 18 24 Behavioral Readiness window Anniversary peak Mode of 1 donor: likelihood rises as recency fades

The fix is to stop fighting their rhythm. We identify them, find their anniversary month, and run a three-touch halo (month before, month of, month after). Suppression outside the halo. Auto-renewal as the easy path.

  • Identification methodology. Behavioral logic for who qualifies (more than one lifetime gift, never more than one per calendar year, most recent gift within twenty-four months).
  • Anniversary month assignment. Each qualifying donor gets their dominant giving month locked in for the calendar year.
  • Three-touch halo messaging framework. Copy that explicitly acknowledges the rhythm: we see your annual commitment, we honor it, here is the easy way to keep it going.
  • Stewardship cadence for the rest of the year. Quarterly touchpoints that reinforce competence and belonging. No asks.
Pattern 02

Responsive Multiples

The donors who can give more than once a year without friction. Additional asks don't feel intrusive to them, they feel relevant. But only when timed right. Even Responsive Multiples have rhythm. Press the wrong moment and you wear them out.

The decision rule Goodwill memory + readiness > Irritation wear-out + tune-out MAIL Goodwill memory + readiness Irritation wear-out + tune-out HOLD Run this calculation for every donor, every month.

We model each donor's response history against their own promotion history. Every month, the model answers one question for each donor: should I ask this person right now, or would waiting create more value?

  • Per-donor predictive scoring. Probability of next-month gift, conditioned on the donor's own asking history.
  • Goodwill-irritation balance. Adstock (positive memory of recent engagement) modeled against accumulated irritation from over-solicitation.
  • Monthly refresh. New transactions and new promotions feed back into the score every month.
What you receive

Deliverables.

Pattern 01

Mode of 1

Flat fee · Annual refresh
  • Qualified Mode of 1 segment list with each donor's anniversary month locked for the calendar year.
  • Identification methodology you can rerun annually each January as your file gains another year of history.
  • Three-touch halo message templates for direct mail (outer envelope, footer, reply form) and email (subject line, preview, header graphic).
  • Stewardship cadence guidance for non-halo months: quarterly competence and belonging touchpoints, no asks.
Pattern 02

Responsive Multiples

License · Per-record or flat monthly · Continuous scoring
  • Per-donor monthly decision file: green (ask) or red (hold) for every donor, for the next twelve months.
  • Goodwill-irritation scoring conditioned on each donor's own promotion and transaction history. Not a rank against the file.
  • Monthly refresh as new transactions and new promotions arrive.
What the file looks like
J F M A M J J A S O N D Donor 4127 Donor 4131 Donor 4138 Donor 4163
Proof

Less mail, more net.

+8% net

One charity cut mail volume 60 percent (fifteen drops a year down to six). Net revenue was up eight percent.

+23% net

Another charity cut mail volume in half. Measured over two years, gross was up slightly and net was up 23 percent.

+12% lift

Head-to-head testing of personalized cadence versus an always-on calendar across a full year produced an average twelve percent revenue lift.

Research finding

Over-soliciting cannibalizes your own future revenue, not your competitors'. Mailing more costs you much more in the long run than mailing less costs you in the short run.

What we need from you

Send us your file.

Two files: your transaction history and your promotion history. We come back in a day or two with counts and breakdowns: how many donors qualify as Mode of 1, what their anniversary months look like, and what a Responsive Multiples score would tell you about timing your next ask.

Email DonorVoice