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PLAYBOOK

Relationship Intelligence for Nonprofits 

Learn how to deepen connections with supporters and drive impact. Great fundraising starts with a genuine connection. This Playbook explains:

  • What Relationship Intelligence is and how it's used for Nonprofit fundraising
  • Different examples of an annual playbook for specific donor types
  • Different types of AI and how to choose ethically
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WHAT'S INSIDE

Here’s all the good stuff you'll find in this template:

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Audience Segmentation

Cultivation and stewardship will look different for different types of supporters - discover how to match the right tactics to your audience.

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Example Tactics

Looking for relationship-building inspiration? This template comes pre-filled out with example tactics your team can use or build on.

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Schedule & Timeline

Ensure that your outreach always happens at the right time, whether you're acknowledging gifts, reporting impact, or just remembering a birthday.

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Tracking & Reporting

Build your framework for monitoring progress, holding your team accountable, and sharing success with stakeholders.

TAKE A LOOK INSIDE

Foster Relationships, Maximize Impact

Building relationships comes naturally on a small scale, but staying in touch with tens, hundreds, or even thousands of people - and keeping your whole team on the same page - is much easier with a solid plan in place.

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