Top Challenges
Managing a portfolio of 380 donors as a first-time fundraiser
Re-engaging donors who had not received consistent stewardship
Balancing a new role with limited hands-on guidance from a busy supervisor
Learning how to write effective donor outreach without prior experience
The Virtuous Momentum Difference
Provided a daily plan to help prioritize donor outreach
Drafted personalized messages in Adam’s voice
Surfaced data-driven insights to re-engage dormant donors
Enabled introductory outreach to all 380 donors with tailored asks
Taking On a 380 Donor Portfolio as a First-Time Fundraiser
When Adam Steinberg stepped into a new role at The Life You Can Save, he inherited a portfolio of 380 donors and prospects. Many of these supporters had not been engaged regularly. As a first-time fundraiser, Adam needed structure, clarity, and support to reach donors confidently and consistently.
Adam began using Virtuous Momentum, the AI Agent built for fundraising and designed to guide gift officers with personalized email drafts and a daily plan for outreach, all powered by AI.
“[Virtuous] Momentum has been my miraculous guy-in-the-chair. I was a first-time fundraiser stepping into a major gifts role where I had to take on a sizable portfolio and wear many hats.”
— Adam Steinberg, MGO, The Life You Can Save
A Daily Outreach Plan That Built Confidence
Virtuous Momentum provided Adam with a daily list of donors to contact. Smart outreach suggestions highlighted:
→ Donors likely to re-engage
→ Supporters showing renewed interest
→ Individuals who would benefit from a personal message or call
With these suggestions, Adam no longer had to guess where to start each day. He always knew which donors needed attention and why.
Personalized Messages That Helped Restore Donor Relationships
Adam used Virtuous Momentum to help him start every email with a pre-written draft in his own voice, so he never had to start with a blank page. He remained in full control by reviewing and approving each email before sending.
With this support, Adam introduced himself to all 380 donors and tailored his outreach based on each donor’s history and engagement preferences. He was able to rekindle hundreds of relationships that had gone quiet.
“With the help of their software, I rekindled hundreds of all-but-dormant donor relationships…securing over $75,000 in gifts in my first five months.”
— Adam Steinberg, MGO, The Life You Can Save
Each message featured targeted asks, strategically shaped by the donor insights surfaced through Virtuous Momentum. This forward-leaning approach reignited lapsed relationships and opened the door to new ones.
A Five-Month Lift Backed by Data
Five months after refining his outreach, Adam had clear data showing his efforts were paying off.
- $75,752 raised
- Hundreds of inactive donor relationships rekindled
- Personalized introductory outreach sent to 380 donors
- More time spent on meaningful conversations with supporters
Strengthening Donor Connections That Drive Global Impact
The Life You Can Save exists to help donors make the most effective contributions possible to lift people out of extreme poverty. By using Virtuous Momentum, Adam was able to spend more time on genuine donor relationships, the work that sustains this mission.
Virtuous Momentum did not replace his role. It accelerated his learning, helped him steward donors more personally, and gave him confidence in where to focus his energy.
“[Virtuous] Momentum is more than just software; it’s like fundraising with training wheels—and a jet engine.”
— Adam Steinberg, MGO, The Life You Can Save
Help Your Team Build Stronger Donor Relationships From Day One
Adam’s story shows how a new fundraiser can thrive with the support of personalized outreach and clear priorities. See how Virtuous Momentum can provide the same foundation for your team.
