Nonprofit consulting
Keep the giver.
Grow the gift.
Most shops focus on raising donations while losing their best long-term growth to attrition. We help you keep your donors and lift them to evergreen givers.
How we help
Keep the giver
Retention you can run. A thank-you that is a conversation. A plan for year two, not another blast.
Grow the gift
The second, third, and tenth gift from donors who stayed. The conversation is the work. The ask comes after.
AI in the toolbox
We stand the tools up. A clerk for the inbox. A first draft for the steward note. The model does not replace the relationship.
The Keep Company 12
Explore the organization. Plan how you keep donors and lift the ones who can give more. Then implement the plan.
Explore
Explore the public face
What a giver sees. The site, the ask, the thank-you, the story you tell out loud.
Explore the shop
How a gift actually moves. Who talks. Who waits. Who never follows.
Explore the file
Who gave, who stayed, who went quiet, who has room to give more. The list as it is.
Explore the tools
CRM, email, the AI already in the building. What is in use. What is theater.
Plan
Plan the keep
Who we will not lose. Named people. A year-two path, not another blast calendar.
Plan the lift
Who can give more next time. The second, third, and tenth gift from people who stayed.
Plan the conversation
What we say, when we say it, and who says it. The thank-you is the work. The ask comes after.
Plan the tools
What the model drafts. What a person says. AI stays in the toolbox. It does not run the room.
Implement
Implement public
The new page, the new thank-you, the new ask. Live, not in a deck.
Implement the shop
The keep-and-lift path runs on a Tuesday without us in the room.
Implement the look
The weekly read of the file. Who stayed. Who cooled. Who is ready to give more.
Implement the stack
The tools are standing. Your people can use them. The plan is theirs.
The shop
Emma and William Bortins. A two-person practice. We keep rooms running, stories traveling, and donors close. We use the tools we recommend.
William Bortins
Donor engagement · operations · AI
William makes people and rooms work. Hospitality, marketing, donor engagement. He builds the systems, including the AI stack, so the shop does not fall behind.
Emma Bortins
Publicity · nonprofit consulting · voice
Emma makes a story travel without making it cheap. She keeps the work human when the tools get fast, and she already knows how a small shop should sound.
Ready to keep the list you have?
If last year’s givers are doing the heavy lifting and you are tired of replacing them, write us. A person answers.
Talk to us