Every project is different. That’s why we don’t rely on playbooks—we work alongside our partners to co-create strategies that fit their vision, values, and growth stage. These case studies highlight how we help mission-driven teams turn ambition into action, whether launching major campaigns, deepening donor engagement, or building the systems to scale.
From early design to hands-on implementation, we bring the structure, strategy, and support to move your work forward.
As a fast-growing international nonprofit expanded its high-net-worth donor base, its fundraising team needed a more structured, proactive approach to stewardship.
Existing efforts were inconsistent and reactive, limiting donor retention and team effectiveness.
EPA built a scalable stewardship framework within the organization’s CRM, integrating customized “task trees” that triggered timely outreach based on donor behavior. In parallel, we developed a point-based system to help fundraisers plan and prioritize outreach, assigning strategic value to touch points like personalized emails, meetings, and solicitations.
This gave teams the clarity and flexibility to focus on their most important relationships.
The organization significantly increased its funder engagement, secured multi-year funding from impact-focused donors, and now has an internal roadmap for maintaining a steady drumbeat of capital engagement across both philanthropic and concessional capital prospects.
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As a fast-growing international nonprofit expanded its high-net-worth donor base, its fundraising team needed a more structured, proactive approach to stewardship.
Existing efforts were inconsistent and reactive, limiting donor retention and team effectiveness.
EPA worked closely with the collaborative’s CEO, board members, and senior advisors to design individualized engagement strategies for their highest-potential donors. We developed tailored strategies to move donors toward large-scale commitments.
To build early momentum, we co-designed a highly curated donor convening that brought together a small group of catalytic funders.
The convening generated over $30 million in new commitments in a single day and established a framework for continued funder engagement.
The collaborative now operates with a structured approach to cultivation, and the board is equipped with tools and strategy to support capital activation and long-term sustainability.
As a fast-growing international nonprofit expanded its high-net-worth donor base, its fundraising team needed a more structured, proactive approach to stewardship.
Existing efforts were inconsistent and reactive, limiting donor retention and team effectiveness.
EPA led the design and implementation of the campaign’s fundraising and engagement strategy, including pipeline development, pitch preparation, and investor-facing materials. We also supported governance alignment across participating funders.
Our team provided strategic communications while leveraging the use of catalytic and recoverable grants to unlock larger-scale, risk-tolerant capital.
The campaign launched with early multi-million-dollar commitments and a robust structure in place.
The team is now actively deploying capital, with EPA continuing to advise on high-value funder engagement and collaboration strategy.
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