Mid-Level Donor Engagement case study
Measuring the Value of a Relationship Manager
A “Human Touch” can measurably benefit the growth of your portfolio.
![](https://www.synergydms.com/wp-content/uploads/2022/05/case-study-midlevel-2.jpg)
01
Objective
Measure performance of donors who received personalized treatment by a Synergy Relationship Manager versus a Control panel of like donors who received no personalized Relationship Manager treatment. (duration of test was 12-months)
02
Conclusion
There was a notable improvement in performance for donors who received personalized Relationship Manager treatment (12% higher gifts, 18% higher $, 18% average per donor per year, and 4% higher retention)
the results
Relationship Mgr. Treatment vs No Relationship Mgr. Treatment
![](https://www.synergydms.com/wp-content/uploads/2022/09/mgr-vs-mge.jpg)