Ethos in Action began by conducting a deep assessment of the organization's existing donor engagement, funding history, and brand identity. Through interviews, data analysis, and message mapping, we identified critical gaps in how the new strategic direction was communicated externally. This formed the basis of a clear communications and fundraising roadmap.

To support the CEO’s leadership transition, we developed tailored messaging that articulated his vision, clarified the organization’s new upstream role, and positioned the nonprofit as a trusted thought leader and community funder.

We then implemented a multi-channel fundraising and communications strategy—including mail, email, and personal outreach—to engage individual, corporate, and foundation donors. Ethos in Action also provided hands-on coaching, prospect strategy, and content development to ensure the CEO could confidently steward relationships and lead this organizational shift

Within a single campaign cycle, the organization significantly strengthened its philanthropic positioning. Donors gained a clearer understanding of the nonprofit’s transition to a funder-advocate model, resulting in renewed engagement from lapsed supporters and stronger interest from new prospects.

The CEO emerged with a well-defined public identity, improved messaging tools, and deeper relationships across the donor landscape. The end-of-year campaign successfully activated a broad range of supporters and laid the groundwork for future fundraising growth.

The organization now operates with clearer strategic alignment, a more compelling narrative, and a growing foundation of philanthropic support to sustain its upstream impact.