HealthSource needed a reliable, steady stream of new donors who could be efficiently identified, qualified, and placed into the proper giving portfolio. This project focused on identifying and understanding new donors to develop a scalable strategy and essential communication tools for long-term relationship building.
HealthSource (HSO) is preparing to expand their footprint and needed to move from manual processes to defined systems and digital tools for identifying and qualifying donors.
The project delivered a set of tool and education materials to use across the donor journey. A scalable, prospective donor databse helps organize stewardshet while an automated first time donor education emails and impact book highlight how your donation support HSO's mission.
Primary research with donors and HSO providers revealed a gap in philanthropic efforts — donors are looking for impact stories and transparency while providers do not understand how philanthropy related to clinical and whole person care.
“If they give me some kind of directional statement, like my money is helping xyz, then I don’t need exact dollars and cents, I just appreciate knowing where things go.”
The Notion database provides a centralized, scalable, and exportable system for the HealthSource team to manage and qualify prospects. Storytelling and communication pieces focus on different aspects of the donor journey: The Impact Book provides a single place to introduce prospects to the mission, programs, and impact. First-time donor emails continue to educate and share the impact of your donation. Finally, new giving campaigns target existing donors to continue supporting HealthSource's mission of equitable healthcare.
