National Health Not-for-Profit
A national health not-for-profit recognized that donor acquisition needed to evolve. Traditional channels such as direct mail were reaching maturity, while digital channels were showing promise but lacked coordination and clarity. Teams across Fundraising, Marketing, and Data understood the challenge—but without a shared fact base, alignment was difficult. The organization had invested in modern platforms and data sources, yet insight remained fragmented across systems. Leadership needed evidence to prioritize the right opportunities, align teams around common goals, and confidently direct future investment toward sustainable donor growth.
“Heart & Stroke knew donor acquisition needed to evolve, but teams lacked a shared fact base to align on what to do next. The work unified data, surfaced clear insights, and aligned Fundraising, Marketing, and Data around a focused set of growth initiatives. It turned information into alignment—and alignment into action.”
The organization saw an opportunity to strengthen donor acquisition by using data more strategically—bringing together traditional and digital channels under a unified, evidence-driven strategy that could attract the next generation of donors and improve long-term value.
We helped define a constituent 360 data model and donor segmentation framework, bringing together CRM, BigQuery, Marketing Cloud, and external data (WealthScapes, PRIZM) into a unified schema. Through collaborative workshops with fundraising, marketing, and data teams, we aligned stakeholders around common definitions, metrics, and priorities.
Adrian Borys