The Way Upward

What We Do

We prioritize accountability, co-management, hands-on support, investment in people & outcomes, long-term processes, and coaching.

Upward offers a broad range of services to help you identify, cultivate, steward and grow your mid and major donor program

  • Group training and equipping

  • Weekly one-on-one coaching & accountability sessions

  • Comprehensive donor, portfolio, and KPI reporting and dashboards

  • Caseload optimization and refinement

  • Determining donor desires, communication preferences, and ask amounts

  • Setting revenue targets aligned with your organization's goals

  • Creating a strategic plan for donor engagement

  • Thorough analysis and reporting to track progress and inform decision-making

Our Process

  • We start by analyzing your current data and reviewing the caseloads of assigned donors for your team. We look at both the overall revenue growth of each caseload and gain an understanding about the trends.

    Using the data, we provide our analysis and uncover potential growth for each caseload.

  • We meet with each officer to learn more about their caseloads and to discern the best path forward. During this step we will:

    • Get an understanding about the major donors by reviewing their history in detail.

    • Work together to try and discover why the donor supports your ministry.

    • Determine their giving capacity.

    • Use our proprietary data modeling to help determine the donor’s growth potential.

    • Organize the caseload by priority.

  • Your coach will strategize with your team to develop and implement tailored strategies for each donor.

  • We come alongside your officers to provide encouragement and accountability in one-on-one coaching sessions, leading to increased donor support and portfolio optimization.

Our Approach

Upward, the leading coaching platform for Christian organizations, offers unmatched value for your investment. Our pricing model is designed to fit seamlessly into your budget, providing flexibility and affordability. With Upward, you can enjoy the benefits of personalized coaching, tailored to your unique needs. When it comes to pricing, we prioritize transparency and fairness. Upward is priced per coach per month, allowing you to easily calculate and manage your coaching expenses. Our 12-month agreement ensures a long-term commitment, enabling you to make significant progress towards your goals.

Whether you're an individual seeking personal growth or a business looking to empower your team, our pricing structure caters to your specific requirements. By choosing Upward, you not only gain access to highly qualified coaches but also unlock a world of possibilities for self-improvement and professional development. Embrace the power of coaching and experience the transformative impact it can have on your life or organization.

Invest in your growth with Upward and embark on a journey towards success, one coaching session at a time. Join our thriving community of individuals and organizations who have experienced the positive changes that coaching brings. Upgrade your mindset, amplify your capabilities, and achieve the results you desire with Upward.

Why it works

Our coaches are equipped with a deep understanding of the marketplace and a proven track record of enhancing mid and major donor programs. 

Mid and major gifts are essential to achieving your organization's goals, as they provide the resources needed to launch new initiatives and expand existing programs. By cultivating and stewarding these committed donors in remarkable ways, you can build strong relationships that sustain your work over time. Our coaches are equipped with a deep understanding of the marketplace and a proven track record of enhancing mid and major donor programs. 

At Upward, we recognize that mid and major gifts play a vital role in propelling organizations towards their goals. These generous contributions serve as the fuel that drives the implementation of innovative initiatives and the growth of ongoing programs. We understand the significance of cultivating lasting connections with committed donors, and our team of dedicated coaches is well-versed in creating remarkable experiences for these invaluable supporters. With a profound understanding of the ever-evolving marketplace and a proven track record of success, our coaches are experts at enhancing mid and major donor programs, ensuring long-term sustainability for your organization's mission.

How we’re different

Upward is the most trusted & disciplined Kingdom-first coaching service dedicated to creating remarkable major gift officers for nonprofits like yours.

Upward, established as the premier Kingdom-first major gift officer coaching service, has gained widespread trust and recognition for its unwavering commitment to excellence and discipline. Our primary objective is to assist Christian organizations, such as yours, in cultivating exceptional MGOs who can create lasting impact and propel your organization towards remarkable growth. Revenue growth is our driving force, and we carefully tailor our strategies to ensure that every dollar you receive contributes to advancing your mission to advance your missional impact.

Our dedication towards fostering strong relationships extends beyond just donors; we also prioritize the growth and retention of gift officers, realizing that their passion and commitment are key drivers of long-term success. Here at Upward, we firmly believe that success is not achieved until every individual under our guidance thrives and flourishes. With an unwavering commitment to serving God's Kingdom, we strive to inspire a remarkable impact that resonates far beyond a single donation.