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.
A national pooled fund was preparing to launch a nine-figure climate campaign while also needing coaching, prospecting support, and new donor engagement materials.
EPA designed and executed the campaign strategy, sequencing donor engagement and prospecting, and creating a full suite of tailored materials. We continue to provide implementation support across communications, stewardship, and workflows.
The campaign launched with early commitments, a strong strategy, and the necessary infrastructure to support growth. Donor outreach is now coordinated across partners, backed by a comprehensive communications toolkit.
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A donor collaborative advising HNWIs on democracy needed a clear strategy to manage rising donor interest. With limited systems and a lean team, they lacked a structured approach to stewardship, principal gift cultivation, and board-led fundraising.
We partnered with leadership to build personalized strategies for top donors, portfolio-specific stewardship plans, prospect research, and outreach strategies. To spark momentum, a curated donor convening raised $30M in one day from a small group of billionaire donors.
The collaborative deepened relationships with key funders, activated new prospects, and significantly increased engagement. Staff and board gained stronger tools, a clearer strategy, and a roadmap for high-touch, sustained stewardship.
A fast-growing international nonprofit organization required a structured and proactive approach to stewardship. Existing efforts were inconsistent, limiting donor retention and team effectiveness.
We developed a scalable stewardship framework within the CRM, featuring customized task trees and a point-based system that prioritized high-value outreach. This gave fundraisers clarity and flexibility to focus on their most important relationships.
The system doubled the number of donor meetings, reactivated lapsed donors, and increased gift values, while equipping staff with the tools to build a consistent, data-driven stewardship culture without requiring additional staff investments.
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We would love to hear from you!
