Case Study
Scaling Personalized Donor Engagement without Compromising Security or Internal Bandwidth
with a World-Renowned Academic Medical Center's Charitable Foundation
Expertise:
Marketing Automation + Email
Challenge
Our client needed to scale donor outreach, improve personalization, and strengthen recurring donor relationships while working within strict data security protocols.
With limited internal bandwidth and growing expectations for tailored donor experiences, they required a strategic partner who understood the nuances of healthcare fundraising.
Solution
We became an extension of their internal team, guiding donor marketing strategy without ever accessing their Marketing Automation platform.
Advised on workflows, reporting, and platform strategy to scale communications
Led nurture strategy and journey consulting to strengthen recurring donor relationships
Designed a preference center to improve segmentation and content relevance
Delivered all strategy without needing platform access, ensuring data privacy compliance
