
Strategy case samples
Loyal donors start raising questions about future plans - or the lack of them. Their questions started a serious questions about the mission and how it could be best carried out in the years to come.
Donor interviews uncovered serious concern about the financial resilience and mission implementation of this 20 year old group. Three possible tracks were created: disband, narrow focus and stay small, or go big. The group chose "go big." This followed by a fast, "insider" campaign to jump start work. Several years later, the group is on the way to fulfilling a $500 million endeavor.
"Kevin has been incredibly helpful in making us systematically look at what's possible and how to talk to our wonderful committed members in a way that doesn't make us feel uncomfortable about legacy giving." Executive Director of a statewide organization