Mid-Level Donor Engagement case study

Measuring the Value of a Relationship Manager

A “Human Touch” can measurably benefit the growth of your portfolio.

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)