If donation growth is stalling and marketing efforts feel stagnant, it’s time for a clear, honest assessment of your marketing and fundraising strategies.
White Tree draws on nearly 20 years of experience working inside top Catholic organizations to deliver a bird’s eye view of what’s converting, what’s not, and what’s next for your organization.
A ministry that markets itself well can reach more people, raise more money, and fulfill its mission more fully. But you need to take a step back to see what needs fixing and what to prioritize.
Your organization has a specific charism…and it’s probably not marketing. You end up with a patchwork of tactics and half-started ideas that limit your ability to raise awareness and funds.
A done-for-you review of your strategies and tactics across 6 categories, delivered as a PDF within 5 business days.
Your website, SEO, and user experience. Is your site helping people find you, understand you, and take action?
List size, segmentation, open rates, frequency, and content strategy. Email is still the highest-ROI channel in nonprofit marketing. Are you using it well?
Online giving, direct mail, recurring donors, Giving Tuesday, major gifts, CRM health. Where is your development program strong and where are the cracks?
Channels, engagement, content cadence, storytelling quality. Are you moving people in the way you share your mission?
Advertising, list-building, media placements, organic growth. How are new people finding your ministry and how can that pipeline grow?
Mission clarity, brand voice, content assets, and how well your public presence reflects who you really are.
Fill out our structured questionnaire covering your current marketing efforts, fundraising goals, channels, and pain points. No call needed. Takes about 20 minutes.
We review your responses, examine your public-facing assets—website, social, email examples, giving pages—and score you across all six audit categories using our proprietary framework, built from nearly 20 years inside Catholic nonprofit marketing.
Within 5 business days, receive an 8–12 page PDF with a score and key findings across each category, top three priority actions ranked by impact, and a roadmap to quick wins and longterm solutions.
It’s yours to keep, share with your board, and use as a planning document. No upsell…just clarity.
Managing Director, White Tree
I spent nearly 20 years working inside Catholic organizations—not consulting from the outside, but as a team leader driving marketing and fundraising strategies.
Everywhere I worked, I started with an audit of current activity to determine future possibilities. This resulted in strategies that brought in thousands of new email leads, raised millions of dollars to fund life-changing initiatives, and stewarded subscribers into monthly sustainers at organizations including Word on Fire, Mundelein Seminary, and Catholic Extension.
I’ve been in your shoes as a Catholic marketing and development director with a small team and big goals to achieve. It doesn’t happen unless you take an honest look at where you are and where you want to go.
A 45-minute strategy call with Matt to walk through your findings together, talk through the top three priorities, and answer your team's questions.
Still deciding? Want to discuss whether this is right for your organization before purchasing? Schedule a free 15-minute call →
The audit is calibrated to your reality with practical recommendations sized to your actual capacity. We won’t tell a two-person marketing department to run a six-figure acquisition campaign.
Most consultants don’t understand the Catholic space—the donors, the limitations, the sensitivities, the culture. This review comes from inside your world. Nearly 20 years spent inside Catholic organizations, not 20 years of cookie-cutter decks and frameworks borrowed from somewhere else.
If the audit helps you raise even $5,000 more in the next year—through better donor retention, a stronger email campaign, or a more compelling giving page—it pays for itself many times over. The price of this audit could be covered by a single gift from a one-time donor, but the learnings and implementation will transform your work.
The report is yours. Many organizations use it to build their internal marketing roadmap, make the case for staffing, or identify where to bring in outside support. Even as a planning document, it’s valuable to get an outside perspective.
Get the strategy you need to grow your reach, retain your donors, and present your mission with confidence and clarity.
GET THE AUDIT
Once you submit the form, we’ll send you a payment link and the full audit questionnaire. Your audit will be delivered within 5 business days of completed intake.
Questions? contact@whitetree.agency