Donor Communications Assessment & Planning

We help craft compelling messages that connect with donors. Our work can include evaluating existing donor communications, preparing cases for giving, and developing communication plans and calendars.

Let’s collaborate to craft persuasive donor messages.

Connect With Us

What will we learn from a donor communications assessment?

What strategies are you currently using to communicate with your donors, and what outcomes have you achieved?

What stories are resonating most with donors, and what successes and goals do you want donors to understand?

Donor Communications Assessment

A thorough analysis of your current communication strategies and materials will identify strengths and areas for enhancement, ensuring our approach is data-driven and informed by your organization’s unique history and achievements.

Reviewing past donor communications and documents

Reviewing past communications and documents

We will review your annual appeals, brochures, the strategic plan, communication plans and reports, marketing messages, the website, social media and email communications, alumni newsletters, and annual reports—and any other communications directed to donors—that would be useful.

Interviewing staff, volunteers, and constituents

We will conduct interviews (with individuals or small groups) of key leaders to understand the organization’s experience and value proposition. If possible, we interview any volunteers, patients, alumni, or past program participants who can speak to their experiences. Our goal will be to gather, firsthand, insights that we can incorporate into our messaging.

Messaging and Communications Plan

Working from the current marketing messages, appeal language and insights from discovery, TWB will develop messages for donors that can be used in donor appeals and communication.

Strategic Communications Plan

TWB Fundraising will put together a roadmap for strategic donor communications. We’ll recommend the most effective ways to reach your unique community using audience segmentation and targeted messaging. We’ll create a detailed timeline with recommendations for web, email, social media, phone, text messaging, direct mail, and more.

Content Development

Working from current marketing messages, appeal language, and insights from discovery, TWB will develop key messages for donors that can be used in fundraising material. These messages will be reviewed by staff and adjusted as needed to align with your writing style and comply with branding guidelines.

Collaborative Execution

We will work hand-in-hand with your development team to ensure the communications plan aligns seamlessly with your existing fundraising strategies and leverages your existing tools and resources. TWB can provide guidance and troubleshoot with staff, as needed, as you follow the communications plan to its conclusion.