Results nonprofits can measure and boards can trust.
We measure what matters: donor retention, reactivation, monthly giving, campaign performance, and pipeline movement.
What we measure
+X%
Year-over-year donor retention rate improvement
+X%
Lapsed donors returning through targeted outreach
+X net
Net new monthly donors added each month
X%
Campaign response and conversion rates
$Xk
Qualified pipeline value in active moves management
How nonprofits are using StewardIQ
CRM nobody trusted
Context
A $3M regional nonprofit with 12,000 donor records. Staff avoided the CRM because reports never matched reality.
What We Changed
- Diagnostic identified 4,200 duplicate records and 3 tracking gaps
- CRM cleaned and segmented in 6 weeks
- Core reporting pack deployed with 12 KPIs
- Data governance playbook delivered to prevent regression
Outcomes
- Board reports generated in minutes instead of days
- Staff confidence in CRM data restored
- First accurate retention report in 3 years
First-time donors weren't returning
Context
A $5M health nonprofit with a first-time donor retention rate below 18%. No welcome sequence. Thank-you letters sent weeks late.
What We Changed
- New donor welcome sequence launched within 30 days
- Lapsed donor win-back sequence activated
- Monthly giving conversion path built
- Stewardship calendar established for the full year
Outcomes
- Second-gift rate improved within 90 days
- Monthly giving program grew net new donors each month
- Stewardship running automatically without manual tracking
Year-end felt random
Context
A $2M arts organization that raised 40% of annual revenue in Q4 but recreated the campaign from scratch each year.
What We Changed
- Campaign architecture built with segments, goals, and calendar
- Email and content set created for fundraising, stewardship, and thank-you
- Board outreach toolkit deployed with scripts and tracking
- Post-campaign debrief documented next-cycle improvements
Outcomes
- Campaign launched on time with less staff stress
- Board members participated with clear roles
- Framework reusable for future campaigns
StewardIQ gave us the dashboard our board actually reads. For the first time, we're having real conversations about donor retention.
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.
James Thornton
Board Chair, Community Health Alliance
Our first-time donor retention improved meaningfully within one quarter. The welcome sequence changed everything.
Maria Gonzalez
Development Director, Youth Futures Initiative
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.