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Fundraising and Planning Services

Work smart, raise more.

Omatic Fundraising and Planning Services combine the right people with proven best practices, backed by the right technology, to strengthen donor relationships and increase giving.

Our team has the experience to help you build a plan that works within your organization’s culture because we have walked in your shoes! We've been there and we'll help you find the best prospects, increase donor capacity and retention, and get ready for a campaign.


“Our Omatic consultant, Jim Bush, became familiar with our staff and constituents, and was incredibly invested in helping tie our fundraising efforts to our mission. Jim’s vast knowledge and comprehensive approach carried our team forward and enabled us to get results.”

     - Mary Coleman, Director of Advancement, The Covenant School

Annual Giving Programs

Successful fundraising programs are built upon a sustainable annual fund.

Are you asking the right people, at the right time, in the right way? We can help you assess and refine one—or all—of your annual giving programs.

  •  Annual Giving Program Assessment
  •  Annual Giving Three-Year Analysis
  •  Annual Fund Planning
  •  Volunteer Solicitors Training
  •  Prospect Segmentation
  •  Personal Solicitation Planning
  •  Case for Support Preparation
  •  Board and Staff Training

Campaign Readiness

Campaign preparation should begin months if not years before the launch.

From ensuring prospects are cultivated and ready to be asked, to preparing a compelling case for support—and everything in between—we can assess your readiness for a campaign and develop a customized plan to help you achieve your

  •  Campaign Readiness Assessment
  •  Top Prospects Analysis
  •  Donor Satisfaction Assessment
  •  Constituent Scoring
  •  Pre-Campaign Prospect Engagement Plan
  •  Campaign Case for Support Preparation

Donor Retention and Engagement

On average, nonprofits lose 3 of every 4 new donors each year.

Let us analyze your giving to determine your donor retention rate, identify your ideal donors, and then help you develop programs to engage and excite your donors.

  •  Donor Retention Analysis
  •  Stewardship Program Planning
  •  Donor Affinity Scoring and Planning
  •  Donor Engagement Planning
  •  Donor Persona Development

Strategic Planning

“If you fail to plan, you are planning to fail.” - Benjamin Franklin

A strategic plan is a tool that provides guidance in fulfilling a mission with maximum efficiency and impact. We will help you develop plans that position your organization for short-term growth and long-term sustainability.

  •  Mission and Vision Planning
  •  Strategic Planning
  •  Goal Setting and Planning
  •  Situational Analysis
  •  Organizational SWOT Analysis
  •  Board and Staff Retreat Planning and Facilitation

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Copyright 2016 Omatic Software, LLC.