Small fundraising teams can't optimise everything at once. I look at your numbers, your donor journey, and how gifts move through your campaigns — then help you put the fixes in place, starting with the levers that move the most.
When donors understand the impact of their gift — concretely, not just emotionally — they give with more confidence. And they give more. The right proof points increase gift size across every channel.
How easy it is to complete a gift, stay engaged, and give again has leverage across every campaign and channel. A well-designed giving system compounds across your entire fundraising base.
Conversion reliability and net value per gift. Making it fast, frictionless, and confidence-building to complete a donation — across all channels.
Repeat behaviour and retention operations. Monthly giving is your most predictable revenue stream — and the one where small improvements in upgrade and retention compound fastest.
In high-volume streams, the goal is guardrails: convenience, compliance, and sentiment that protect the average gift value — and the relationship — over time.
Major gifts and corporate pathways, designed for a team that can only handle a limited number of relationships at once. Capacity-aware, not just aspiration-driven.
A foundation with diverse streams and a small team. With many competing opportunities, focus becomes the main constraint. Our initial diagnostic identified where the biggest upside lives — so the team could stop spreading effort and start compounding it.
Four focus areas, each with a clear lever, a measurable outcome, and an implementation path the team could actually execute given their capacity.
The giving flow had friction points that were reducing completion rate and net value per gift. Fixing checkout has leverage across every campaign — it's a one-time change with permanent returns.
A relatively small improvement in monthly donor retention compounds significantly over 12–24 months. This was the highest-leverage lever for predictable revenue growth.
One major stream had good volume but declining yield. Adding simple guardrails — timing, convenience, and communication — is projected to stabilise and grow it.
Gift completion/conversion · net value per gift · monthly retention/upgrade rate · repeat support · stream-level yield
If you're a fundraising agency, digital agency, or consultant already serving foundations — and you want to add an economic diagnostic layer to your offering — I'd like to hear from you. The EE approach is designed to complement, not compete with, existing agency relationships.
"Your execution + EE diagnostics = a stronger outcome story for your clients."
We can work together as referral partners, with EE embedded behind the scenes, or as a joint go-to-market depending on the fit. One conversation is usually enough to know if it makes sense.
Let's talk partnerships →Not every diagnostic tool is built for fundraising. Let's talk through your context and figure out the right starting point together.
