the challenge

Defining Their Donors
Defining donors is crucial for a nonprofit because it helps tailor outreach, strengthen relationships, and maximize impact. This helps with more effective communication, targeted marketing, building stronger relationships, and increasing impact.

our approach

Gather Data
We analyzed past donor data using AI to uncover key insights—who gives, why they give, and what drives them. This led us to identify three key donor types, ready for targeted engagement.

Define Audience
We identified each donor’s goals, decision-making process, and communication preferences—whether they’re Boomers or Gen Z, who influences them, and how they prefer to connect. Every detail matters.

Speak Their Language
With our donor insights in hand, we crafted personalized messaging designed to resonate. We mapped key touchpoints and provided heartfelt “thank you” examples because everyone loves to feel appreciated.

Plan the Year
With our data and messaging in place, we created a 12-month strategy outlining the best times for Sun Health to engage donors. The goal? Thoughtful, well-timed messages, never overwhelming, always impactful.

Put Everything Into Action
We’re in it for the long haul! Partnering with Sun Health to track results, refine strategies, and ensure every donor feels valued throughout the year.

the happy-ever-after

By the end of the year Sun Health will have a deeper understanding of their donors, a game plan for reaching them, and a communication strategy that actually works. And we’ll be there, helping them every step of the way. Talk about a partnership built for success!

Marketing Strategy   |   Non Profit   |   Work
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