StewardIQ
Data + Stewardship + Reporting

Fundraising clarity your board can trust.

StewardIQ builds the fundraising system behind your fundraising: clean donor data, consistent donor stewardship, and board-ready reporting.

Built for nonprofits with $1M to $15M budgets and lean development teams.

Fundraising feels busy, but results feel unpredictable.

  • Donor data is messy, so reporting becomes a debate.
  • Stewardship is inconsistent, so first-time donors don't stick.
  • Campaigns feel reinvented each season.
  • Boards get activity updates, not decision-ready insight.

Three pillars of predictable fundraising

Data that holds up in a board meeting

Clean, segmented donor data with standardized fields, reliable tracking, and trustworthy reporting you can share confidently.

Stewardship that turns gifts into relationships

Automated welcome sequences, lapsed donor outreach, monthly giving paths, and a stewardship calendar that runs without heroics.

Reporting that drives decisions

Board-ready dashboards with 10-15 KPIs, monthly committee packs, quarterly summaries, and decision prompts: keep, stop, or change.

Built for the people who own fundraising outcomes

Board Members

  • See fundraising health at a glance
  • Ask better questions with real data
  • Approve investments with clear ROI expectations

Executive Directors

  • Reduce firefighting around fundraising
  • Present board reports with confidence
  • Build a development function that outlasts any one person

Development Leaders

  • Stop rebuilding campaigns from scratch
  • Know which donors need attention now
  • Run stewardship without manual tracking

How it works

Clear scope, board-ready deliverables, measurable progress.

01

Diagnostic

We assess your donor data, stewardship, campaigns, and board reporting. You get a board memo and 90-day plan.

02

Build

We clean data, build journeys, create campaign systems, and launch dashboards. You see measurable progress each week.

03

Managed Growth Partner

Ongoing optimization: dashboards, stewardship, campaign planning, and leadership support. Your fundraising system matures.

Services built for boards, executives, and development teams

Pricing bands reflect typical scope. Final scope is confirmed after the Diagnostic.

Board-Ready Fundraising Diagnostic

Board-ready
90-day outcomes

Clear view of where fundraising is leaking, with board-ready priorities and a 90-day plan.

2-3 weeks

$7,500 - $15,000

Donor Data Cleanup + CRM Rescue

Data

Trustworthy reporting and a segmentation-ready database.

4-8 weeks

$15,000 - $35,000

Donor Journey Buildout

Stewardship

More second gifts, stronger retention, and consistent stewardship without heroics.

6-10 weeks

$18,000 - $45,000

Campaign Engine

Campaigns

Repeatable campaign execution and stronger board participation without chaos.

8-12 weeks

$20,000 - $60,000

Board Dashboard + KPI Operating Rhythm

Reporting

Board visibility and fewer surprises with 10-15 KPIs that matter.

3-5 weeks setup

$6,000 - $12,000 setup

Major Donor Growth System

Major Gifts

More qualified major donor conversations with clear next steps and pipeline discipline.

8-16 weeks setup

$25,000 - $75,000

Managed Growth Partner

Flagship Retainer

Ongoing optimization: dashboards, stewardship, campaigns, and leadership support.

6-12 month commitment

$6,000 - $18,000/month

What you'll see within 90 days

Week 2-3

Diagnostic complete. Board memo delivered. Priorities clear.

Week 4-6

Data cleaned. Segments defined. First dashboard live.

Week 8-10

Donor journeys running. Stewardship calendar active.

Week 12

Campaign framework built. Board reporting on rhythm.

StewardIQ gave us the dashboard our board actually reads. For the first time, we're having real conversations about donor retention instead of just reviewing event revenue.

Sarah Mitchell

Executive Director, Regional Arts Council

We went from a CRM nobody trusted to board-ready reporting in under 8 weeks. The Diagnostic alone was worth the investment, it showed us exactly where donors were falling through the cracks.

James Thornton

Board Chair, Community Health Alliance

Before

CRM data was unreliable. Board reports took days to compile. First-time donor retention was below 20%.

What Changed

Diagnostic identified 3 pipeline leaks. CRM cleaned and segmented. Automated welcome sequence launched. Monthly board dashboard deployed.

After

First-time donor retention improved. Board reports generated in minutes. Development team focused on cultivation, not data entry.

See Results

Free resources for nonprofit leaders

Board Oversight

The Board Packet

Board-ready oversight metrics and questions to ask your development team.

Dashboards and KPIs

Fundraising System Health Check

10 fundraising metrics boards should review monthly, in plain language.

CRM and Data

CRM Cleanup Checklist

A step-by-step checklist to clean your nonprofit CRM and trust your data.

Donor Retention

New Donor Welcome Template

A 5-step welcome sequence that earns a second gift from new donors.

Frequently asked questions

StewardIQ Signals

A monthly 5-minute read for board members and nonprofit leaders. One insight, one benchmark, one question to ask, one practical fix.

Ready to build fundraising your board can trust?

Start with a Diagnostic. Get a clear view of where fundraising is leaking, a board-ready memo, and a 90-day plan.