Fundraising Services

Roe Strategic provides full-service fundraising and management. We are a one-stop to oversee every aspect of revenue-generation for our clients, using metrics to let our clients know exactly how much money they’ve raised and how they are going to reach their goals.

We are a boutique firm, with a limited client list, so that each client has the maximum bandwidth and focus.

  • Data management: We manage donor and prospect lists, making sure that we are targeting prospective and active donors with events and other opportunities to give.

  • Campaign compliance and reporting: We use an integrated CRM and compliance platform, merging data management and compliance into one seamless interface.

  • Develop fundraising marketing: A website is not enough; candidates need to invest in people who will be advocates for their campaign. We work to identify finance chairs and committees to maximize the reach of our clients’ campaigns.

  • Major donor fundraising: We research and cultivate major donors and work with our clients on the most effective approach to each potential giver or bundler.

  • Events: We help clients build small and big dollar events with a focus on minimizing costs and maximizing revenue.

  • PAC: We subcontract with experienced PAC fundraisers and manage their efforts on our clients’ behalf.

  • Direct mail: For ambitious clients with a national profile, we work with national direct mail firms to build donor lists and cultivate small dollar donors. For more cautious candidates, we build conservative plans that build solid house files that will return maximum ROI.

  • Digital: Digital fundraising is expensive, risky, and saturated. Rather than spend $1 to raise 80¢, we build conservative affinity programs and rent donor lists to deliberately build a digital small donor file that nets out profit with very little overhead.

  • Donor maintenance: Fundraising is more than just donors giving money, they need to become part of a candidate’s team. We build recognition programs that show donors the appreciation our clients have for their generosity.

  • Written plan: We develop a written plan with metrics and work with our clients to execute the plan with built-in accountability.

Roe Strategic is performance-based and does not take retainers for fundraising services, instead working on straight commission. We invoice quarterly based on results, not promises.