Strategy, Research & Data Analysis
The thinking before the doing: mission and vision work, stakeholder research, and donor data analysis that show exactly where to focus.

A five-minute assessment that grades every stage of your donor funnel
INSTRUCTIONS: Don't stress the details. Answer to the best of your knowledge about your donors; estimates are fine. "Not sure" is a real answer too, and it shows where your visibility ends.
Most nonprofits know exactly what it took to land their top donors. Almost none can say what's happening with everyone else.
This report grades that side of your donor base: a score for every stage, from first touch to monthly giving, and the one small lift worth the most to your organization.
Want it walked through live? Grab 30 minutes and we'll go stage by stage.


Most nonprofits know exactly what it took to land their top donors. Almost none can say what's happening with everyone else.
Our team shines when we use our talents to serve others. For over 23 years, we've been active members of the Orange County community, engaging in year-round service.
Our commitment to philanthropy has earned Idea Hall recognition as a “Civic 50” for ten years in a row and as a “Companies that Care” honoree for five. We’re also proud to be distinguished as a Women’s Business Enterprise.





Our team shines when we use our talents to serve others. For over 23 years, we've been active members of the Orange County community, engaging in year-round service.
Our commitment to philanthropy has earned Idea Hall recognition as a “Civic 50” for ten years in a row and as a “Companies that Care” honoree for five. We’re also proud to be distinguished as a Women’s Business Enterprise.



The thinking before the doing: mission and vision work, stakeholder research, and donor data analysis that show exactly where to focus.
We help you find new donors and cultivate the ones you have, from a first gift to steady monthly support.
Your mission moves people. We build the brand and content that carry it: identity, story, video, email, and social with one voice."
Story-driven PR and cause partnerships that open new audiences and build the credibility that makes the first gift easier to earn.