How Atlantic Canada Education Foundation Achieved 71% Donor Retention
A Halifax foundation transformed donor stewardship with automated cultivation systems.
Client Overview
The Challenge
Atlantic Canada Education Foundation had 48% donor retention. Major gift prospects stalled without consistent touchpoints. Grant compliance required manual spreadsheet tracking. Staff was overwhelmed with routine communications.
The Solution
We implemented automated major gift cultivation sequences, grant compliance tracking with deadline alerts, quarterly impact reporting automation, and year-end campaign workflows with donor segmentation.
The Results
Donor retention hit 71%. Major gift pipeline grew 2.8x. Grant compliance improved 54%. Annual giving increased $85K. The small team now operates with enterprise-level efficiency.
"We went from reactive fundraising to proactive cultivation. Our major gift pipeline tripled because we're finally following up systematically with every prospect."
— Jennifer Liu, Executive Director