Gratona/ Atlas

SOURCES & FURTHER READING

Follow the question.

Choose the source that helps with the decision in front of you.

These books, conversations and definitions informed the field guide. The worked examples, messages and tools are original Gratona material.

Who Promised What?

7-Figure Fundraising ↗

Trevor and Tarren Bragdon

For the work of coordinating a donor’s experience across a team.

Open the related guide →
The Second Gift Starts Here

Creating Second Time Repeat Donors ↗

Randall Hallett · Hallett Philanthropy, episode 233

For thinking through what follows a first gift and how a welcome can be relevant to that donor.

Open the related guide →
One Introduction, Ready to Make

Engaging Your Board as Champions, not Just Fundraisers ↗

Terry Axelrod · Bloomerang

For the role board members can play in opening conversations and making connections.

Open the related guide →
One Story, Ready to Send

Trauma-Informed Storytelling on the Fundraising Stage ↗

Jenna Watanabe with Maria Bryan · When Bearing Witness, episode 56

For decisions about consent and how people are represented in fundraising stories.

Open the related guide →
Before You Call Them Lapsed

Fundraising Effectiveness Project terminology ↗

Fundraising Effectiveness Project

For checking the definitions behind a donor-retention calculation. Match the definition and period before comparing a benchmark.

Open the related guide →
Across the guides

Donor Bill of Rights ↗

Association of Fundraising Professionals

For expectations around information, acknowledgement and respectful treatment.

More practitioner conversations
PLANNED-GIFT STEWARDSHIP

How to Approach Donor Stewardship in Planned Giving - Veritus Group

Richard Perry / Jeff Schreifels / Bob Shafis

MID-LEVEL PORTFOLIO MEASUREMENT

Keep, Lift, Move: The Three Objectives of a Successful Mid-Level Program [Podcast Episode]

Lisa Robertson / Kara Ansotegui

PERSONALIZED STEWARDSHIP OPERATIONS

Personalized Communications: The Key To Donor Retention

Valerie Harris

BEHAVIOR-BASED DONOR JOURNEYS

[VIDEO] Donor Retention Isn't Speed Dating

Lynne Wester

CAMPAIGN DONOR FOLLOW-THROUGH

Increase Retention for #GivingTuesday Donors

Steven Shattuck

BRIEF STORYTELLING PRINCIPLES

Storytelling: The Secret Sauce to Fundraising Success - Thompson & Associates

Lynn Malzone Ierardi / Eddie Thompson

BOARD STORYTELLING CAPABILITY

How Storytelling Can Up Your Fundraising

Joan Garry