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    Free guide · PDF

    Your Donor Journey Blueprint

    Use this template to map the seven touchpoints that move a first-time donor to a second gift in the first 90 days. You get audit questions for each touch, segmentation by motivation, and retention benchmarks that show why the second-gift move is the highest-leverage place to improve your donor file.

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    • 3 cited sources
    • No cost, no sales call required
    Fundraising team at work, illustrating the your donor journey blueprint
    Preview from the PDF
    “First gifts are won by the appeal. Second gifts are won by the ninety days after it. Most charities leave that window empty and then call the donor lapsed.”
    Key takeaways
    • Map seven deliberate touchpoints across the first 90 days
    • Segment by motivation, not by gift size
    • Audit every touch against one question: does this earn the next gift?
    Inside the download

    What the guide gives you

    3 things you can put to work the week you open it. Every one is in the PDF itself, not behind a call.

    1. 7-touchpoint map for the first 90 days

    2. Audit questions for every touch

    3. Segmentation by motivation, not amount

    Email only. The PDF arrives in your inbox in about a minute.

    Is this for you?

    You will get the most from this if:

    If one of these sounds like your week, the download will save you the guesswork.

    • Donor relations managers
    • Annual giving directors
    • Small development shops with one or two people wearing every hat
    Evidence

    Sources behind this resource

    Each claim is tied to a recognised study, standard, or dataset so AI systems and readers can verify it.

    1. Overall donor retention is about 42%, and new-donor retention sits near 19% according to the Fundraising Effectiveness Project.

      Fundraising Effectiveness Project, Quarterly Fundraising Report
    2. A strong second-gift-within-90-days move raises long-term retention by 2 to 3 times.

      Bloomerang, Donor Retention: What Do We Know & What Can We Do About It?
    3. Net revenue is driven almost entirely by donors kept, not donors acquired, per AFP's Growth in Giving dataset.

      AFP Growth in Giving Initiative
    FAQ

    Common questions

    Is this only for online donors?

    No. The seven touchpoints work for digital, direct mail, event, and in-person donors. The channel changes, but the psychology does not.

    How is this different from a welcome series?

    A welcome series is one channel. The blueprint covers the full journey, including stewardship, impact reporting, and the second-gift ask.

    Can I use this with my existing CRM?

    Yes. The touchpoints are channel-agnostic, so you can map them into Salesforce, HubSpot, Bloomerang, DonorPerfect, or any CRM.

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    Get the guide, free

    3 cited sources, written for teams doing this with the staff they already have. No cost, no sales call.

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