Too often, fundraisers and their partners operate in parallel; aligned in mission but disconnected in how to achieve their goals. This session will show how asking the right questions can bridge that gap to unlock greater results and create stronger partnerships. Attendees will be guided through ten questions to ask their current or future fundraising agencies, so they can learn how to turn strategic curiosity into stronger collaboration, smarter use of data, and more creative donor engagement. The session will be organized into three themes:
Goal Setting & Prioritization: Addressing how to define clear and concise goals for your program in partnership with your fundraising agency with alignment in prioritizing donor acquisition, retention, and ROI.
Insight and Integration: Using data, segmentation, and channel coordination to make informed, donor-centric decisions.
Creativity and Growth: Keeping campaigns, offers and testing approaches fresh, relevant, and agile in a rapidly evolving fundraising landscape.
Learning Objectives:
Learn to identify and prioritize the right strategic questions to ask their partners to ensure alignment, accountability, and shared success in fundraising.
Learn to analyze and apply donor data insights to guide channel strategy, creative testing, and campaign optimization for stronger donor engagement.
Learn to evaluate and enhance their current agency or internal collaboration model using a proven framework that drives innovation, efficiency, and a stronger long-term relationship that leads to success.
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