How StewardIQ creates predictable fundraising.
A clear process, board-ready deliverables at every stage, and measurable progress you can report with confidence.
The StewardIQ model
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.
What happens in the first 30, 60, and 90 days
Days 1-30
Diagnostic and Foundation
- Donor retention and reactivation baseline established
- Pipeline leak map completed
- CRM and data health scan delivered
- Board memo + scorecard (1 page) delivered
- 90-day action plan with owners and metrics
Days 31-60
Build and Clean
- Donor data cleaned and segmented
- Campaign tracking structure in place
- New donor welcome sequence launched
- First dashboard live with core KPIs
- Stewardship calendar drafted
Days 61-90
Optimize and Report
- Lapsed donor win-back sequence active
- Monthly giving conversion path live
- Campaign framework built and tested
- Board reporting on rhythm: monthly committee pack, quarterly summary
- Decision prompts integrated: keep, stop, change
What we need from you
A single point person
One person from your team to coordinate access and decisions.
Weekly working session
A 60-minute weekly check-in to review progress and make decisions.
Access to your tools
CRM login, email platform, and basic financial reports.
What success looks like
- Donor retention rate improving quarter over quarter
- Lapsed donors reactivated through targeted outreach
- Monthly giving program growing net new donors each month
- Major donor pipeline moving with clear next steps
- Board receiving decision-ready reports on a predictable cadence
- Development team focused on cultivation, not data cleanup
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.