Boost Your Donor Retention & Grow Nonprofit Impact

Discover proven strategies, backed by research, to engage donors, increase repeat giving, and maximize fundraising results.

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Overview

What is Donor Retention & Why It Matters

The donor retention rate is typically measured as the percentage of donors who gave in year (or campaign)

1. and then gave again in year (or campaign)

2. DonorSearch+2NextAfter+2

A sub‐metric often used: first‐time donor retention (how many new donors give again), repeat donor retention (those who already gave more than once), lapsed or reactivated donors. Kindsight+1

Current State & Benchmarks

Average donor retention across nonprofits is ~35%. That means most donors do not give again after their first gift. Fundraising Report Card+3DonorSearch+3Bonterra+3
Retention of first-time donors is very low: in Q1 2024, only ~7.2% of new donors gave again (new donor retention) in many nonprofits. Kindsight
For repeat donors, benchmarks are higher (often ~50-60%) but still variable and in decline in some sectors. Dataro+2Bonterra+2
Digital-first nonprofits (i.e. more digitally engaged in their fundraising) tend to do better: retention across all channels tends to increase toward ~53% for these groups. NextAfter

Trends & Pain Points

Declining retention: Studies show donor retention rates have been dropping in recent years, especially for new donors, small donors, and micro-donors. Kindsight+2Bonterra+2
High attrition after first gift: Many nonprofits see large drop-off between first and second donation. Some estimates say nonprofits lose ~50% of cash donors between first and second gift. Non Profit News | Nonprofit Quarterly
Resource waste: Acquiring donors is expensive, and many nonprofits rely heavily on new donor acquisition rather than optimizing retention. When donors don’t come back, acquisition costs are essentially wasted. NextAfter+1

Opportunity & Potential Gains

Increasing donor retention even modestly (say from 35% → 45%) can yield outsized returns, because recurring donors tend to give more over time, respond to communications more, and cost less in acquisition. NextAfter+1
Better systems, personalization, timely acknowledgment, clear impact reporting, stewardship, and communication are known levers for improving retention. These are areas where automation + AI can push performance. Bonterra+3Nonprofit Megaphone+3DonorPerfect+3

Why Low Donor Retention Persists

First-time donors are often not properly “onboarded” or thanked in meaningful ways, so the emotional connection is weak.
Lack of consistent communication or storytelling showing impact → donors may lose interest or trust.
Systems and processes are manual, inconsistent, or slow (delayed thank-yous, irregular follow ups). This causes friction or donor disillusionment.
Many nonprofits don’t have enough data or segmentation + don’t personalize outreach.

How AI & Automation Help

Automating the donor journey: mapping every touchpoint (welcome, thank you, impact reports, reengagement) so nothing is missed.
Personalization at scale: tailor messages / asks / impact stories to donor segments (first-time vs repeat vs major vs micro).
Predictive analytics: identify donors at risk of lapsing; prompt interventions.
Response speed: immediate recognition / acknowledgment of donations (even via automated email + chatbot for FAQs) can improve donor satisfaction.

RESEARCH AND STUDIES

Donor Retention Is in Crisis—Are You Losing More Than You Realize?

Sector-wide studies show only 7–35% of donors return after their first gift. These insights reveal where your nonprofit is leaking revenue—and how to stop it.

A) Retention Levels & Recent Trends

1.Overall retention keeps slipping (Q1 2025).

Finding: Fundraising Effectiveness Project (FEP) estimates year-to-date overall donor retention declined from 18.3% (2024) to 18.1% (Q1 2025); donor numbers fell -1.3% YoY, with the smallest donors ($1–$100) dropping -11.1%.

Why it matters: Fewer donors and slightly worse retention compress revenue unless average gifts or major gifts grow faster.

URL: https://afpglobal.org/news/fundraising-effectiveness-project-data-q1-2025-shows-increases-dollars-raised-declining Association of Fundraising Professionals

2.Quarterly benchmarks show multi-year declines (Q3 2024).

Finding: FEP’s Q3 2024 report highlights continued declines in retention and a new low in September 2024; new-donor retention fell ~9% YoY to 13.8% that quarter.

Why it matters: Successive declines indicate a structural issue—particularly fragile first-gift journeys.

URL:https://afpglobal.org/sites/default/files/attachments/blog/FEP%20Q3%20REPORT%202024.pdf

3.“Dollars up, donors down.”

Finding: Multiple Q1-2025 summaries note +3.6% dollars raised but fewer donors and sliding retention—grassroots support is weakening while larger gifts mask the decline.

Why it matters: Overreliance on fewer, larger gifts raises risk; retention fixes stabilize broad-base revenue.

URL:https://thenonprofittimes.com/npt_articles/dollars-up-donors-down-but-urgency-percolating/ The NonProfit Times

https://afpgoldenhorseshoe.org/new-data-fep-q1-2025-report-shows-rising-giving-fewer-donors/ AFP Golden Horseshoe

4.Small-donor attrition is acute.

Finding: Giving USA (2025 analysis) notes overall retention declined ~2.6%, driven by sharper drops among micro ($1–$100) and small ($101–$500) donors.

Why it matters: These segments are the on-ramp to long-term value; losing them starves the future mid-level/major pool.

URL: https://givingusa.org/generosity-is-evolving-are-we-paying-attention/ Giving USA

B) First-time vs repeat donors

5.First-time donor retention is extremely low.

Finding: FEP/sector reporting places new-donor retention in the ~7–14% band recently (e.g., ~7.1% in Q1-2025; ~7.2% reported in Q1-2024 by sector summaries).

Why it matters: The first 30–90 days post-gift are decisive; systematic onboarding/thank-you flows are high-leverage.

URL:https://www.nonprofitpro.com/article/supersized-gifts-mask-declining-nonprofit-grassroots-support-q1-fep-report-finds/ NonProfit PRO

https://kindsight.io/resources/blog/a-guide-to-donor-retention-for-nonprofits/

6.Repeat donors retain better—but also slipping.

Finding: Q1-2025 reporting shows repeat retention ~25.4%; still modest and not immune to decline.

Why it matters: Even with higher loyalty, repeat donors need consistent stewardship to prevent churn.

URL:https://www.nonprofitpro.com/article/supersized-gifts-mask-declining-nonprofit-grassroots-support-q1-fep-report-finds/ NonProfit PRO

7.Reactivated (lapsed-returning) donors can outperform new donors.

Finding: Global benchmarking (2023) shows reactivated retention ~40.4% vs new donors ~27.9%.

Why it matters: Reactivation programs can be more cost-effective than pure acquisition in the short-term.

URL:https://www.dataro.io/blog/how-to-improve-donor-retention-data-insights-trends-strategies-for-nonprofits

C) Cost & ROI of retention vs acquisition

8.Retention is far cheaper than acquisition.

Finding: DonorSearch summarizes sector rules of thumb: ~$0.20 per dollar to retain vs up to $1.50 per dollar to acquire.

Why it matters: Shifting budget from cold acquisition to structured retention can improve net revenue fast.

URL: https://www.donorsearch.net/resources/donor-retention/

9.Classic fundraising economics: acquisition losses recouped later.

Finding: Urban Institute cites benchmarks: $1.00–$1.25 per $ raised to acquire via direct mail vs $0.20 for renewals; relationships may take 12–18 months to become profitable.

Why it matters: Retention/upgrade programs are essential to realize lifetime value (LTV).

URL:https://www.urban.org/sites/default/files/publication/23231/412731-Donor-Retention-Matters.PDF

10.Academic perspective on loyalty economics.

Finding: Prof. Adrian Sargeant’s work shows donor satisfaction/commitment/trust strongly predict loyalty; acquisition can cost 2–3x first donation value; 12–18 months to profitability.

Why it matters: Your retention engine should explicitly measure and lift satisfaction/commitment/trust.

URL:https://charitablegiftplanners.org/sites/default/files/sargeant-donor-retention-what-do-we-know-and-what-can-we-do-about-it.pdf charitablegiftplanners.org

https://classy-cobra.files.svdcdn.com/production/images/Articles/The-Commission-on-the-Donor-Experience/P03-new-Satisfaction-and-commitment-full.pdf

D) Donor counts, giving concentration & DAF context

11.Fewer small donors; dollars increasingly concentrated.

Finding: FEP Q1-2025: small donors ($1–$100) = 57% of donors but down -11.1% YoY; retention dipped slightly overall.

Why it matters: Losing broad-based supporters increases volatility and fundraising risk.

URL:https://afpglobal.org/news/fundraising-effectiveness-project-data-q1-2025-shows-increases-dollars-raised-declining A

12.DAF assets rose while inflows/outflows dipped (2023).

Finding: National Philanthropic Trust’s 2024 DAF Report: assets >$250B, but contributions -21.7% and grants -1.4% in 2023.

Why it matters: Donor behavior shifting into vehicles that may slow immediate distributions; reinforces retention focus for active donors.

URL:https://apnews.com/article/c57359cf0a409ae05de4983f4c3c5faa

13.Giving outlook improved, but retention pressures persist.

Finding: Lilly School forecast: giving projected +4.2% (2024) and +3.9% (2025); yet sector analyses still warn about donor count/retention headwinds.

Why it matters: Even in growth years, retention work captures the upside and protects against donor churn.

URL:https://www.barrons.com/articles/charitable-giving-is-expected-to-rise-4-2-this-year-report-says-2465d0a8

E) Channel/strategy implications for retention

14.Digital-first programs retain better.

Finding: Benchmarks suggest digital-first nonprofits average ~53% retention across channels, above sector norms.

Why it matters: Automated, timely, personalized digital journeys (welcome, thank-you, impact stories) materially lift repeat giving.

URL: https://www.nextafter.com/blog/donor-retention/

15.Sector examples: healthcare under pressure.

Finding: Healthcare nonprofits reportedly retain ~40% of donors; <20% of first-time healthcare donors return (AHP).

Why it matters: For clinics/home-health, structured post-gift follow-up and service-linked storytelling are critical to retention.

URL:https://www.nonprofitmensa.com/blog/fundraising-statistics-for-hospital-foundations

16.Peer/consulting synthesis (2025).

Finding: 2025 consulting roundups emphasize building durable retention/upgrade programs as donor counts fall.

Why it matters: Confirms strategic pivot from “acquire at all costs” to “retain/reactivate + upgrade” with targeted stewardship..

URL: https://www.bwf.com/giving-usa-2024-report-insights/ BWF

https://www.ccsfundraising.com/insights/donor-acquisition-and-retention-strategies/

F) Synthesis for your AI Donor Retention Engine

The biggest leak is first-time donors (≈7–14% retained); fix the first-gift → second-gift journey. NonProfit PRO+1
Cost math heavily favors retention (≈$0.20/$ retained vs ≤$1.50/$ acquired), and relationships often take 12–18 months to turn profitable—making structured stewardship and automation essential. DonorSearch+2Urban Institute+2
Grassroots attrition (small donors) is accelerating; automation that thanks fast, personalizes, and reactivates lapsed donors can stabilize base revenue. Association of Fundraising Professionals+1
Digital-first journeys correlate with meaningfully higher retention—aligns perfectly with an automation-led solution. NextAfter

Who We Serve

We understand the unique challenges nonprofit leaders face.

Here are the people who benefit most from the AI Donor Retention Engine.

The Overstretched Executive Director (ED)

Runs a mid-sized nonprofit ($1M–$5M budget).
Feels constant pressure from the board about declining retention.
Balances programs, staff management, fundraising, and compliance.
Lies awake worrying if payroll can be met next quarter.
Dreams of predictable income so they can focus on mission instead of money stress.

The Burned-Out Development Director

Manages donor relations with a skeleton crew (or alone).
Spends hours in spreadsheets, segmenting lists, and still misses donors.
Embarrassed when acknowledgements go out late or generic.
Feels guilty seeing first-time donors disappear after one gift.
Secretly wishes they could focus on storytelling and major gifts instead of admin chaos.

The Passion-Driven Founder-Led Nonprofit Leader

Runs a small community-based nonprofit (<$1M budget).
Started the nonprofit from lived experience or deep passion.
Wears every hat: ED, fundraiser, bookkeeper, HR.
Retention is almost non-existent; donors give once and vanish.
Dreams of finally having systems that “run in the background” so they can focus on impact.

The Healthcare/Foundation Fundraiser

Works in a hospital foundation or health-related nonprofit.
Faces donor churn after memorial gifts, events, or one-time campaigns.
Struggles to keep grateful families engaged long-term.
Feels pressure because patient volume is high but donor conversion is weak.
Wants to build meaningful relationships but drowns in repetitive admin tasks.

The Grant-Dependent Nonprofit Leader

Runs an org reliant on grants but under pressure to diversify income.
Board is pushing for stronger individual giving and donor retention metrics.
Overwhelmed because staff is small and grants already take most of their time.
Terrified of losing a major grant and not having recurring donor support to fall back on.
Dreams of showing the board a clean donor retention dashboard and proving growth beyond grants.

Audience Challenges & Desires

Understanding Your Donors: Pain Points & Deep Desires

See what’s holding your donors back—and discover the emotional triggers that guide their giving decisions.
(Nonprofit Executive Directors, Development Directors/Donor Relations, and Founder-led small nonprofits)

1) Day-to-Day Reality (What they’re doing now)

Executive Director (ED)

Juggles board pressure, budget gaps, program delivery, and HR while “owning” fundraising outcomes without time to execute.
Scrambles for monthly cash flow; watches restricted vs. unrestricted funds create shortfalls.
Preps board packets: retention %, LYBUNT/SYBUNT lists, EOY projections—often days late because the data is messy.
Signs thank-you letters in bulk; knows they’re going out late or generic.
Lives in meetings; depends on a small dev team or volunteers to “do the follow-up.”

Development Director / Donor Relations (DD/DRM)

Exports/layers spreadsheets from CRM, Mailchimp/Constant Contact, event tools, donation pages—manual segmentation takes hours.
Writes campaigns, chases program staff for impact stories/photos, gets bogged down in approvals.
Dreads lapsed lists; first-time donors aren’t welcomed properly. Monthly giving upgrades rarely happen.
Stuck doing repetitive admin: receipts, reminders, pledge follow-ups, address fixes, “just checking in” emails.
Triage mode at EOY/GivingTuesday—acknowledgements and stewardship slip.

Founder-Led Small Nonprofits

One person wearing ED + DD + Operations.
CRM underused or not set up; donor data in Google Sheets or scattered platforms.
Gratitude is heartfelt but delayed; stewardship is episodic, not systematized.

2) The Pain Stack (Concrete problems + why they hurt)

Immediate pains

First-gift → second-gift drop-off. 7–14% retention for new donors is common; their funnel leaks where the ROI should begin.
Late/generic thank-you. Donors feel unseen; “transactional receipt ≠ gratitude.”
No consistent donor journey. Welcome, 30/60/90-day touchpoints, and impact updates are manual, often skipped.
Messy data. Duplicates, missing tags, outdated preferences; no reliable segment for “first-time donors” or “at-risk.”
Reactive communications. Only email “blasts” tied to campaigns or crises; no individualized cadence.
Staff overload. Admin cycles (composing/scheduling/merging) consume time better spent on relationships and major gifts.

Downstream pains

Board confidence erodes. Retention graphs trend down; pressure to “find new donors” instead of fixing stewardship.
Revenue volatility. Overreliance on a few large gifts; small-donor base shrinks; forecasting becomes guesswork.
Morale & reputation risk. Donors share poor experiences quietly; staff guilt/burnout rises.

Root causes (they secretly know)

“We never architected a true first-year donor journey.”
“Our CRM was installed, not implemented.”
“We treat all donors the same (newsletter), then wonder why they drift.”
“Stewardship depends on heroic sprints, not systems.”

3) How They’re Trying to Solve It (and why it’s failing)

More campaigns/acquisition. Buys lists, more social spend—masks churn for a quarter, worsens long-term economics.
One-off thank-you projects. A better receipt template or hand-signed letter week—then back to chaos.
CRM switch fantasies. Costly migrations without journey design recreate the same problems in a new tool.
Volunteer patchwork. Inconsistent quality and continuity; stewardship falls off after EOY.
“We’ll personalize later.” Content backlog and approval bottlenecks push “later” forever.

Why these fail: None create repeatable, automated, segment-aware journeys with speed-to-thank, timed check-ins, reactivation nudges, and upgrade paths.

4) Deep Emotional Layer (Journal-style)

Executive Director (night journal excerpts)

“I’m embarrassed the board packet still shows donor churn. I keep saying we’ll fix retention ‘this quarter.’”
“I hate that first-time donors probably think we don’t care. We do—we’re just underwater.”
“If retention stabilized, I could stop begging programs to pause hiring.”
“I need proof we’re modern—not just working harder.”

Development Director (night journal excerpts)

“I’m tired of apologizing for late acknowledgements.”
“I spent 6 hours segmenting lapsed donors and still missed three key groups.”
“When I write a great story, it goes to everyone the same way. It should be different for new vs. monthly vs. major.”
“I want a system that remembers every donor so I don’t have to.”

Founder-Led Nonprofit (night journal excerpts)

“I wear 5 hats. I know the fix is process, but I’m stuck in the weeds.”
“If we welcomed new donors right, I’m sure they’d stay. I just can’t keep up.”

5) What They Secretly Want (Core desires they may not say out loud)

Predictability. “I want to trust next month’s revenue.”
Relief. “Stewardship should run even when we sleep.”
Pride. “Our donors feel seen, thanked, and part of the work.”
Proof. “A clean dashboard that shuts down board pushback.”
Focus. “Free my calendar to meet major donors, not wrangle spreadsheets.”
Modern credibility. “We’re the nonprofit that communicates like a top-tier brand.”

6) Triggers & Moments When They Go Looking for a Fix

Board meeting reveals retention decline; LYBUNT list balloons.
GivingTuesday/EOY post-mortem: thank-yous late; re-gifts underperform.
Grant renewal requires stronger individual giving KPIs.
Staff turnover exposes “tribal knowledge” gaps; stewardship breaks.
Donor complaint (“I never heard back after I gave”) reaches a trustee.
Cash flow crunch before payroll; need reliable recurring revenue.

7) Objections You’ll Hear (and winning reframes)

“Our donors want human, not robots.”
Reframe: Human-first automation—triggers ensure timely, warm messages; staff time is redirected to high-touch calls. Automation never replaces gratitude; it guarantees it.
“We already have a CRM.”
Reframe: Perfect—our engine activates it with journeys, segmentation, and alerts. It’s the layer that makes the CRM produce outcomes.
“We don’t have content.”
Reframe: We start with evergreen gratitude + short impact snaps. The system reuses what you have; we build a 90-day content kit in week one.
“We’re worried about data/privacy.”
Reframe: Roles, permissions, consent flags, and opt-out logic are built-in; audit logs and preference centers respected by default.
“We’re overloaded—no bandwidth.”
Reframe: That’s exactly why we implement for you. Day 14 you’ll see live welcomes/thank-yous running without extra staff.
“What if it doesn’t work here?”
Reframe: Define success upfront (e.g., +10 pts in first-year retention, 48-hr thank-you SLA, 15% reactivation). We report weekly; 90-day guarantee to reach targets.

8) Acceptance Criteria (What must be true for them to buy)

Time-to-value < 30 days with visible quick wins (speed-to-thank, 30/60/90-day journeys live).
Board-ready dashboard: first-time vs. repeat retention, lapsed/reactivated, average gift, upgrade rate.
Plays nicely with their CRM/email/payment stack (no heavy IT).
Granular segmentation: new, repeat, monthly, major, DAF, corporate, memorial.
Preference-aware: channel, frequency, dedupe, opt-outs, honorifics.
Human override: staff can jump in with personal calls/notes, logged automatically.
Clear economics: a path to +10–20 pts in year-one retention and 20+ admin hours saved/mo.

9) Copy Fuel: Phrases & Vocab (Voice of customer you can mirror)

“We’re always late saying thank you.”
“Our first-time donors disappear.”
“I need something that runs even when I’m in meetings.”
“The board wants a retention plan yesterday.”
“Our CRM is a data graveyard.”
“I just want donors to feel seen.”
“Spreadsheets are eating my week.”
“We keep buying lists instead of keeping friends.”

10) Before → After (Use in visuals/sales page)

Before

Generic blasts, manual receipts, ad-hoc stewardship
7–14% first-time retention
LYBUNT list grows; staff burnout; board pressure
Forecasting is guesswork

After (with AI Donor Retention Engine)

Welcome + thank-you within minutes; 30/60/90-day journeys firing
Reactivation + upgrade nudges by segment
Live dashboard shows rising repeat gifts, shrinking lapsed list
Staff freed for major-donor calls and storytelling

11) Jobs-To-Be-Done (Great for messaging)

When a first-time donor gives, I want them to feel personally seen within 24–48 hrs, so that they give again within 90 days.
When a donor hasn’t engaged in 4–6 months, I want an automatic, human-sounding reactivation nudge, so that we recover them before year-end.
When the board meets, I want a clean retention dashboard, so that strategy discussions replace defensive explanations.

12) Feature → Benefit Map (Tie your offer to the emotions)

Automated welcome/thank-you + impact micro-stories → Donors feel recognized → ED pride, fewer complaints.
Segmented 30/60/90-day journeys → First-gift → second-gift lift → Forecastable base revenue.
Lapse-risk alerts → Staff focuses on the right calls today → Confidence replaces chaos.
Preference center + dedupe → Respect + accuracy → Fewer unsubscribes, higher goodwill.
Board dashboard → Transparency → Budget conversations calm down.

13) Micro-Hooks You Can Use (email/ad/social)

“Stop losing first-time donors in the first 30 days.”
“Your donors won’t remember your newsletter—but they’ll remember how fast you thanked them.”
“Turn a spreadsheet of names into a calendar of second gifts.”
“A retention plan your board can read in one slide.”
“Gratitude that never sleeps.”

Marketing Angles & Hooks

Marketing Angles That Cut Through the Noise

From problem hooks to contrarian takes, these angles turn donor fatigue into donor engagement.

1.Problem-Aware Hooks (Highlight the pain & urgency)

“Only 18% of donors give again after their first gift. How many of yours are slipping away?”【afpglobal.org†source】
“Nonprofits lose 50% of new donors between the first and second gift. What would keeping even 10% more mean for your budget?”【nonprofitquarterly.org†source】
“You don’t have a fundraising problem—you have a retention problem.”
“Acquiring donors costs 7x more than keeping them. Yet most nonprofits spend 80% of their time chasing new ones.”【donorsearch.net†source】
“Donors don’t leave because of money. They leave because they don’t feel seen.”

2. Solution-Aware Hooks (Position your engine as the fix)

“Welcome every donor within 24 hours—without adding staff.”
“An AI system that never forgets to say thank you.”
“Turn first-time donors into lifelong supporters with automated 30/60/90-day journeys.”
“Your CRM isn’t broken—it’s asleep. We wake it up.”
“Stop chasing donors. Start keeping them—with a system that never sleeps.”

3. Data-Backed ROI Hooks

“Raising retention from 35% to 45% can double lifetime donor value.”【nextafter.com†source】
“Retention costs 20¢ per $ raised vs. $1.25+ for acquisition. Where’s your fundraising budget going?”【urban.org†source】
“Nonprofits that embrace automation cut admin time by 20+ hrs per month (McKinsey). That’s time back for relationships, not receipts.”
“Faster thank-yous = 400% better chance of a second gift (Harvard Business Review).”

4. Emotional Hooks (Tap into journal-level frustrations)

“Tired of apologizing for late thank-you letters?”
“Your donors gave from the heart. Did they even hear back?”
“What would it feel like to open your board packet and show retention climbing for the first time in years?”
“Donors don’t want another newsletter. They want to know their gift mattered.”
“Imagine donors feeling personally thanked—even when you’re in back-to-back meetings.”

5. Aspiration / Future State Hooks

“Donor retention on autopilot: gratitude, updates, reactivation—all running 24/7.”
“Imagine having predictable revenue instead of fundraising chaos.”
“Your team back to major gifts and storytelling—while the system handles the rest.”
“From 7% to 20%+ first-time donor retention in 90 days—yes, it’s possible.”
“Finally, a retention plan your board can read in one slide.”

6. Contrarian / Pattern-Interrupt Hooks

“Your nonprofit doesn’t need more donors. It needs to keep the ones you already have.”
“Retention isn’t sexy—but it’s the #1 driver of long-term growth.”
“Stop throwing away your acquisition dollars.”
“Donors don’t quit giving. They quit giving to you.”
“Gratitude should never depend on staff bandwidth.”

7. Call-to-Action Hooks (Direct offers)

“Book a Donor Retention Audit: find where your funnel leaks—and how to fix it.”
“Get a 90-day Retention Blueprint tailored to your nonprofit.”
“Try the AI Donor Retention Engine—we guarantee 20+ hours saved per month or we keep working until you do.”
“What if 1 in 4 of your lapsed donors reactivated? Let’s make it happen.”

8. Short Copy / Social Hook Variations

“7 out of 10 donors won’t give again. We fix that.”
“Retention is the new acquisition.”
“Automated gratitude. Real human impact.”
“Your donors deserve more than a receipt.”
“Retention ≠ luck. It’s a system.”

YOUR DONOR JOURNEY

Where Are You on the Journey?

Every nonprofit leader falls into one of these stages. Recognize yours—and see how our AI Donor Retention Engine can help.

Unaware

Focused on fundraising, not realizing donor retention is the real leak.

Problem Aware

You see churn in reports but feel stuck with limited staff and messy tools.

Solution Aware

You know automation could help but haven’t found a practical system.

Product Aware

You’re comparing solutions and need to see why ours is safest.

Most Aware

You’re ready to act—just need proof, urgency, or a reason today.

OUR PROCESS

From signup to tailored AI-powered solutions, we make it simple, fast, and seamless for nonprofits to turn retention challenges into growth opportunities.

01 Sign Up

Select your plan and start right away, cancel or pause anytime.

02 Request

Submit the workflows or AI solutions you need—our team takes it from there.

03 Development

Our developers craft and deliver high-quality, custom-built solutions quickly.

OUR SERVICES

AI-Powered Solutions to Grow, Retain, and Delight Your Audience

From nonprofits to investors to healthcare providers, we help you save time, boost engagement, and maximize results with automated systems built to work for you.

The Donor Retention Engine™ (Nonprofits)

We help nonprofit directors increase donor retention by 25%+ without hiring more admin staff—by installing an AI-powered donor engagement system in under 30 days.

Value Proposition

Nonprofits lose 45–60% of donors annually due to poor follow-up (Bloomerang).
Average donor value = $326/year; boosting retention by just 10% increases lifetime value 2–3x.
AI automation replaces a donor coordinator ($40K+ salary) with $500/month maintenance.

Pricing

$5,000 setup + $1,500/month retainer
OR $10,000 one-time (90 days support)

Deliverables

✔️ CRM + donor pipeline install (Ignite Business Software)
✔️ Automated thank-you, recurring giving nudges, lapsed donor reactivation
✔️ Quarterly donor report dashboards
✔️ 90-day optimization + SOP for staff

Delivery Method

Hybrid: DFY system installs + DWY donor strategy coaching
Tools: Ignite Business Software (CRM) + Make.com automation

The Investor Pipeline System™ (Real Estate Investors)

We help real estate investors and capital raisers fill their pipeline with qualified investor leads without endless cold calls—by installing an AI-driven outreach + follow-up system in 21 days.

Value Proposition

Real estate syndicators spend 80% of time on fundraising/admin.
Cost of an SDR = $55–60K/year; AI replaces this for <$2K/month.
Harvard study: speed-to-lead follow-up boosts conversions 400%.

Pricing

$6,000 setup + $2,000/month retainer
OR $12,000 build + 90 days support

Deliverables

✔️ Investor CRM with automated follow-up workflows
✔️ AI-driven investor onboarding (chatbot + email/SMS)
✔️ Capital-raising KPI dashboard
✔️ System training for admin/assistants

Delivery Method

Hybrid: DFY automation + DWY investor messaging strategy
Tools: Ignite Business Software + AI Chatbot + Make.com

The Patient Experience Accelerator™ (Healthcare / Local Service Providers)

We help home health agencies and medical clinics cut admin time by 20+ hours per month and increase patient satisfaction scores—by installing an AI-powered intake + post-care system in 30 days.

Value Proposition

Healthcare admin staff cost: $46,000+/year.
AI intake reduces staff workload by 30–40% (McKinsey).
Improved follow-up boosts patient retention 2–3x and reduces readmissions.

Pricing

$7,500 setup + $2,500/month retainer
OR $15,000 build + 90 days support

Deliverables

✔️ Automated intake & scheduling (forms, SMS, reminders)
✔️ Post-op follow-up sequences (check-ins, FAQs, surveys)
✔️ Patient portal with AI assistant for common questions
✔️ KPI dashboard (response time, satisfaction, retention)

Delivery Method

Hybrid: DFY installs + DWY staff training
Tools: Ignite Business Software (CRM + SMS/Email) + ElevenLabs (voice AI if needed)

Teamwork and file sharing.

Distribute duties effectively, work together with your team by assigning tasks, posting comments, and exchanging documents.

Book a Call

150+ Clients

150 K

Happy Clients.

TESTIMONIALS

What our clients are saying.

Focus on what matters, similar to other owners.

You never know what you're missing until you try NexLevel. We've been using it for 9 months and it has helped us double our pipeline and close more deals.

- Heather Mathewson, CTO at Wondershare Systems

By far, we have seen the best results from NexLevel CRM. The leads that come through the system are high quality and our sales team has closed more deals than ever before.

- Dr. Robert Conner, Partner at Conner David LLP

Our team has been using NexLevel for a few months and we are very happy with the results. We've closed more deals than ever before and our sales team loves it.

- Mike Nord, Marketing Director at Blitz Consultants Inc

I heard about NexLevel from a friend and decided to try it out. It's been a great decision! The app has helped me streamline our sales process and save time on administrative tasks and follow-ups.

- Michelle Darling, CMO at SmallScale Incubators