Reimagine what’s possible.
Achieving fundraising growth requires ongoing investment in your fundraising capacity. Aperio’s roadmap provides a clear, actionable guide that any nonprofit can use. If you would like to see how Aperio can support you in implementing this roadmap, check out our services.
People
Your people are your fundraising potential. Provide them the focus and organization they need to work confidently—and achieve results.
Team structure
There are many ways to structure a fundraising team, but few ways to structure it to optimize return on investment per fundraiser. Rely on a structure that yields sustainable results.
Talent development
Great fundraisers are scarce and expensive. Strengthen your recruiting, onboarding, career development, and training programs to establish your organization as an employer of choice for savvy, effective fundraisers.
Metrics management
In fundraising, the ‘science’ is as important as the ‘art.’ Unlock new potential from your team by adopting proven metrics management practices that drive pace, productivity, and results—all through inspiring experience for your team.
Board engagement
Like all bold initiatives, fundraising growth starts with board leadership through personal giving and outreach. Equip, empower, and inspire your board members to embrace their vital role in fundraising—and enjoy it.
Leadership engagement
Philanthropic and corporate leaders expect a relationship with your leadership. Streamline leadership engagement in fundraising to increase leadership impact on fundraising—without detracting from other responsibilities.
Fundraising skills
No matter how long we’ve worked in fundraising, there’s always more to learn. Achieve dynamic growth through continual investment in the skills of your fundraising team, as well as your board, leadership, and other staff.
Business model
Fundraising success is not an accident. It’s a business model. Bring the proven methods to your organization—without reinventing the wheel.
Donor segmentation
So much of fundraising comes down to a list: Who are your donors? What experience are you providing them? Segment your list using the latest tools and analytics—and bring new focus to your fundraising.
Moves management
All relationship-based fundraising depends on the success of moves management. Equip your team to translate an abstract term into an exciting donor experience that inspires lifelong giving and engagement.
Stewardship systems
Stewardship has a reputation as the ‘warm & fuzzy’ side of fundraising. In fact, it’s a science—on which your fundraising success depends. Develop turnkey methods and resources to improve your donors’ experience.
Case & funding opportunities
Compelling collateral is key. Collaborate with your team to create a fresh suite of materials that tell your mission’s story and provide tangible ways donors can help.
CRM & database
Does your CRM/database actually help you and plan ahead? Convert your CRM/database from cluttered information into your team’s most powerful relationship-building tool.
Lead generation
Donor acquisition is difficult and expensive. Simplify the process of building out your list, researching and qualifying donors, and implementing systems to make sure no opportunity falls through the cracks.
Culture
As Peter Drucker summarized: “Culture eats strategy for breakfast.” Invest in the foundational culture of philanthropy to ensure your strategy succeeds.
Culture of philanthropy
Thriving nonprofits all depend on a culture of philanthropy to guide the day-to-day work of all staff and volunteers. Conduct leadership and team workshops to define: What will our culture of philanthropy look like?
Community-centric approach
Bring your team’s vision to life through concrete steps—new thinking and streamlined workflows between fundraising and other departments, such as program, finance, and marketing & communications.
Cross-functional collaboration
As your program grows, it becomes increasingly important for every member of your team to understand the fundamentals of philanthropy. Provide inspiring, accessible fundraising trainings for everyone.