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2008

Donor Compass™ growth requires that we move to a larger Canadian Headquarters. The George Washington University Foundation selects Donor Compass™ to execute a 4 year Complete Planned Giving Program where conversation/mail messaging was uniquely tailored for each of 7 different alumni segments. The 2 research papers funded by Donor Compass™ in 2006 are released: Causes […]

2007

Donor Compass™ begins marketing its unique 4 year Complete Planned Giving Program that includes: Donor Compass™ Database Analysis (the 1st database analysis tool on the market designed specifically to unlock the hidden planned giving potential in a nonprofit’s database). Focus groups. A 2 phase planned gift prospect acquisition/qualification campaign. 3 years of prospect cultivation/relationship advancement. […]

2006

Through a $50,000 grant to the Association of Fundraising Professionals (AFP) Research Council, Donor Compass™ provides funding to support 2 separate planned giving motivation research projects conducted by: Russell James. Adrian Sargeant & Jen Shang.

2005

Donor Compass™ is named an Association of Fundraising Professionals (AFP) Research Partner. We execute our 50th campaign/project; by partnering with Donor Compass™ more than 30 clients had exceeded traditional planned gift acquisition methods by 10% – 100%.