Strategic Advisory Roadmap for Funder Retention
A bespoke roadmap to retain, deepen, and grow your funder relationships.
A structured 8-week advisory engagement designed to help B Corps, non-profits, and social impact organizations diagnose funder attrition risk, sharpen stewardship strategy, and build a durable retention playbook aligned to your capital priorities.
- Weekly 1-hour live advisory session for 8 weeks
- 1-hour follow-up report prepared after each session
- Discovery interview & funder-portfolio review
- Retention risk assessment across your top relationships
- Custom stewardship & communications roadmap
- Executive presentation with 90-day action plan
