Stop Pretending you know how to

Segment Your Donor Database

Until You Try These Six Things

EEFRTTTTTTs? did you Just Stutter?

realignment

why donor segmentation falls short in nonprofit fundraising. 

dedicate 2025 to Cultivating internal supporters vs. Chasing external High-Net-Worth Leads

  • You wouldn’t know it, but TRUST me, as a former Registered Investment Advisor, I can assure you that your potential donors — especially baby-boomers — have POCKETS-FULL of money. Bottom line: stop wasting effort pitching to & pursuing the perceived “big-pockets” in your community who have no affinity for your mission and vision, when valued supporters are right under your nose.

85% of Donors Prioritize Personal Connection to a Cause
  • While you target large donations from people in the community who you think have money, the Cerulli report predicts $124 TRILLION dollars in wealth is in the process of passing down from baby-boomers between 2018 and 2048!  
Cerulli Associates: 2022
  • You might not realize it and your supporters definitely don’t think about it, but those 71 million baby-boomers have GATEKEEPERS discouraging them from charitable giving. If you knew, you could transform “gatekeepers into invaluable resources . 
Where are your Potential donors
  • Unfortunately, none of the parties involved realize the others exist. This “ROADBLOCK” is a massive DETOUR that discourages all parties from fulfilling their goals.

Sophisticated Development Officers Do This in 2025:

Skilled Fundraising Experts Start Here:

  1. Define your organization’s WHAT
  2. Clarify WHY
  3. Identify WHO’s in alignment
  4. Understand HOW supporters can help
  5. Provide immediate info/transparency WHEN they ask
  6. Be visible WHERE supporters are Googling

We don’t believe asking for money is where you should begin your fundraising journey.  “But we’ve been hosting profitable events for years” you exclaim! We’re not asking you to scrap what’s become a successful tradition – something you rely on for a good part of your operations budget. Successful events can be transformative, but there’s a cap… you, your staff & supporters have a nonprofit to run and your concentration should revolve around your Mission, Vision & Goals.  

Transform Your Fundraising Strategy with Expert Precision

These concepts give you the capacity to incorporate professional level fundraising without adding to your existing workload. 

You don’t need to be a professional fundraiser nor a fancy development director to make a big impact. Fundraising can feel overwhelming, but it doesn’t have to be! We’ll provide the context, resources and carry the heavy load. You’re role is to follow the simple steps required to refine the framework

  1. What: Clearly define your organization’s mission and goals. What are you trying to achieve?
  2. Why: Share the heart behind your cause. Why does your work matter?
  3. Who: Find people who care about what you do and want to support your vision.
  4. How: Show supporters exactly how they can help—whether it’s donating, volunteering, or spreading the word.
  5. When: Be ready to answer questions and share information right when they ask. Transparency builds trust!
  6. Where: Make sure people can find you easily online. Meet them where they’re already looking.

By focusing on these internal steps, you’ll not only earn more support, you’ll keep your team aligned and focused on your mission. 

It’s about staying clear, connected, and consistent. You’ve got this—start small, stay steady, and watch your organization thrive!

Skilled Fundraising Experts Start Here:

  1. Define your organization’s WHAT
  2. Clarify WHY
  3. Identify WHO’s in alignment
  4. Understand HOW supporters can help
  5. Provide immediate info/transparency WHEN they ask
  6. Be visible WHERE supporters are Googling

We don’t believe asking for money is where you should begin your fundraising journey.  “But we’ve been hosting profitable events for years” you exclaim! We’re not asking you to scrap what’s become a successful tradition – something you rely on for a good part of your operations budget. Successful events can be transformative, but there’s a cap… you, your staff & supporters have a nonprofit to run and your concentration should revolve around your Mission, Vision & Goals.  

Time

Committing hours toward Volunteering

Talents

Offering skills but being reduced to CRM,filing, busywork

Treasures

a donation

Ties

do we know who volunteers know?

Testimony

recommendations or endorsements

Trust

agreements and assurances that what the organization is accomplishing is what is communicated, observed and accessible