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See Our Work in Action
The EPA Approach
Trusted
partners.
Bespoke strategies.
Strategic
clarity.
Every project is different. That’s why we don’t rely on playbooks—we work alongside our partners to co-create strategies that fit their vision, values, and growth stage. These case studies highlight how we help mission-driven teams turn ambition into action, whether launching major campaigns, deepening donor engagement, or building the systems to scale.
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From early design to hands-on implementation, we bring the structure, strategy, and support to move your work forward.
Case Study: From Ad Hoc to Intentional: Transforming Donor Engagement with Data and Design
1
The Challenge
As a fast-growing international nonprofit expanded its high-net-worth donor base, its fundraising team needed a more structured, proactive approach to stewardship.
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Existing efforts were inconsistent and reactive, limiting donor retention and team effectiveness.
2
Our Approach
We built a scalable stewardship framework within the organization’s CRM, integrating customized “task trees” that triggered timely outreach based on donor behavior.
In parallel, we developed a point-based system to help fundraisers plan and prioritize outreach, assigning strategic value to touchpoints like personalized emails, meetings, and solicitations.
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3
The Outcome
The new system doubled donor meetings, reactivated previously lapsed donors, and drove higher gift values across portfolios. The points system gave teams the clarity and flexibility to focus on their most important relationships.
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More importantly, it equipped staff with the tools and structure to work more intentionally, creating a consistent, data-informed stewardship culture.
Case Study: Building a High-Touch Principal Gifts Program for a Donor Collaborative
1
The Challenge
A donor collaborative advising high-net-worth individuals supporting U.S. nonprofits needed a clear strategy to manage increasing donor interest.
With limited internal systems and a lean team, they lacked a structured approach to stewardship, principal gift cultivation, and board-led fundraising. Senior leadership also had limited previous experience in front-line fundraising and principal gifts level fundraising.
2
Our Approach
We partnered with the CEO, board, and senior advisors to build individualized moves management strategies for their most significant donors. We developed portfolio-specific stewardship plans, set engagement benchmarks, and created tools to track and improve donor touchpoints.
We also helped design a highly curated donor summit to engage new and lapsed ultra-high-net-worth donors and funders to spark momentum.
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3
The Outcome
The collaborative deepened relationships with key funders, activated new principal gift prospects, and significantly increased the frequency and quality of engagement. Senior leaders had more confidence in their fundraising engagements and the organizations had a renewed culture of philanthropy.
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Staff and board emerged with stronger tools, a more straightforward strategy, and a roadmap for high-touch, sustained stewardship.
Case Study: Launching a Nine-Figure Campaign with the Strategy and Structure to Scale
1
The Challenge
A national pooled fund coordinating philanthropy was preparing to launch a multi-year, nine-figure fundraising campaign.
The fund needed help developing clear annual and long-term goals, cohesive messaging and a compelling case for support, and tailored fundraising training.
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At the same time, its leadership needed to refine the fund’s governance structure to enable scale, strengthen funder coordination, and improve day-to-day decision-making.
2
Our Approach
We led the campaign’s design and execution—developing a comprehensive fundraising strategy, sequencing donor engagement, and supporting early gift conversations.
We provided ongoing implementation support across communications, stewardship, and internal workflows, ensuring day-to-day progress aligned with long-term goals. In parallel, we worked with founding funders and the backbone team to clarify roles, improve decision-making processes, and strengthen the fund’s advisory structures.
3
The Outcome
The campaign launched with a strong strategy, developed compelling collateral, secured early commitments, and had the infrastructure needed to grow.
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The pooled fund developed a comprehensive suite of high-impact donor materials, enabling them to tailor proposals and successfully secure support.
Donor outreach was better structured and coordinated across partners, and the fund’s evolving governance model is now designed to support growth, alignment, and long-term impact.