Case Study - How I Found $770K in Potential Gifts

What if the biggest opportunity in your fundraising plan is already sitting in your donor list? 

That’s exactly what happened with one organization I worked with.

They had a $585,000 fundraising goal, expected about $350,000 from their current donor base, and needed a clearer strategy for where to focus.

In one working session, we reviewed their donor list, identified overlooked opportunities, set Ask ranges, prioritized their strongest prospects, and created clear next steps for cultivation, outreach, and follow-up.

The result?

$770,000 in potential gifts identified — $185,000 more than their campaign goal.

In this free case study, I walk you through the process so you can look at your own portfolio differently.

What’s Inside

• The step-by-step process we used to review and prioritize the donor list
• How we identified hidden opportunities among existing donors, families, board members, trustees, and other supporter groups
• How we established realistic Ask ranges and next steps
• Practical action steps you can apply to your own donor portfolio
• Sample language and word tracks for donor outreach and follow-up
• A before-and-after look at how the team moved from uncertainty to a clear fundraising strategy

You don’t always need more donors. Sometimes you need to look differently at the donors you already have.

This case study will show you how.