This is a new day in mid & major donor generosity.

Begin Your Climb.

Upward supports your organization's mid and major donor program to achieve lasting
impact, sustainability, and success.

The Upward Path

  • Team Training

    Upward begins with team training, including sessions to introduce you to the Upward framework and approach and build a deep connection between our team and yours, fostering the true alignment needed for effective collaboration.

  • Weekly 1:1 Coaching

    Core to Upward are weekly 1:1 coaching sessions where our team provides hands-on guidance, refines strategy, and ensures each gift officer receives the encouragement and accountability needed for sustained success.

  • Personalized Reporting

    Our comprehensive reports deliver actionable insights, uncovering opportunities within each officer’s caseload and performance to enable informed decision-making and better strategy.

  • Caseload Management

    We will work with you to refine and optimize each officer’s workload for growth, ensuring a purposeful and streamlined approach to donor relationships.

  • Relationship Management

    We help you and your team develop a personalized approach for each donor and will help you discern how to best engage with them, including donor preferences, interests, and more.

  • Strategic Planning

    Upward’s coaches will collaborate with you and your team to craft and execute a holistic portfolio plan, embodying our commitment to strategic thinking and proactive fundraising initiatives.

Learn More

Upward is dedicated to accelerating remarkable mid and major gift programs for ministries like yours.

We firmly believe that with the right strategies, dedication, and a strong team, you have the potential to achieve remarkable success in your fundraising efforts. We are committed to supporting you throughout this journey, providing the necessary guidance, resources, and expertise to help you reach and surpass your goals.

Our team will work tirelessly alongside you, ensuring that every opportunity is maximized, every relationship is nurtured, & every ask is tailored to fit the individual interests of your mid and major gift partners. With our collective efforts and shared commitment, together we can accomplish great things and make a lasting impact in the lives of those you serve.