Annual Fund Health Report

Find Where the Money Leaks

The WOODFOLK Way

  • Go back years, not months. We pull multi-year data on acquisition, retention, gift size, and cost.
  • Read the vitals. Retention and lapse, average gift, upgrade movement, and what a dollar costs to raise.
  • Follow the funnel. We trace where donors enter and where they drop out.
  • Locate the break. We pinpoint where the path into major gifts is failing.
  • Prescribe the sequence. A step-by-step plan aimed squarely at your weakest numbers.