Case Study

Economic Policy Research Organization

policy & advocacy

ABOUT

An organization formed to educate the public about the value of free markets, pro-growth policies and creating economic prosperity.

SERVICE AREAS

+  MAJOR GIFTS ACCELERATOR
+  WRITING
+  FOUNDATIONS

CHALLENGE

This policy organization had a large pool of potential donors, but it:

SOLUTION

AmPhil helped develop the strategy, research, and outreach materials the organization needed through:

FACED ORGANIZATIONAL ROADBLOCKS that limited its fundraising capabilities.

CUSTOMIZED strategic planning sessions.

HAD LIMITED WRITTEN COLLATERAL and outreach materials for prospective donors.

WEALTH SCREENS on partner organization donors, giving a starting point for outreach and renewed engagement.

LACKED STAFF CAPACITY for fundraising follow-up or any set process for those who conducted the outreach.

COMPREHENSIVE AND CUSTOMIZABLE templates for proposals, letters of inquiry, meeting requests, and a designed one-pager.

NEW DONOR OUTREACH workflows and follow-up processes.

A MAILING to all lapsed donors.

results

Working with AmPhil, the policy organization quickly gained the fundraising capabilities and connections it needed to succeed, including:

$100k

gift from
re-engaging a
lapsed donor

+4

new legacy
society
members

61%

major donor
prospect matches
from wealth screen

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