Imago Consulting helps charities and their partners create profitable growth. We do that by helping leaders and organizations look at what they are doing, identifying opportunities to grow, and advising and coaching them to take advantage of those opportunities.
How we help organizations grow
Our Sustainable Giving Growth Assessment is our flagship deep dive. It helps organizations grow recurring giving by examining ten different areas and identifying and prioritizing the highest-leverage growth opportunities, with an action plan to grow sustainable giving.
Assessments
DEEP DIVE ASSESSMENT & ACTION PLAN
Coaching
ONGOING COACHING & CONSULTING
Our Sustainable Giving Growth Coaching program is designed to help leaders identify and directly apply the insights, strategies, and tactics they need to grow their recurring giving program. The program is tailored to each leader's specific context and situation.
Education
EDUCATION & SPEAKING
Speaking, training, and writing help leaders grow personally and organizationally. Dave can speak to your group, conference, or global event. We also offer workshops on sustainable giving, leading innovation, leveraging AI in fundraising and marketing, and navigating change.
“One of the top thinkers in the nonprofit space.”
Jeremy Reis, Author of Magnetic Nonprofit
Praise for Dave & Imago Consulting
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"There are few people as knowledgeable about digital innovation and transformational trends in fundraising than Dave Raley. Beyond that, there are even fewer people who are able to communicate such knowledge in a way that is immediately useful. In short, he’s one of the best."
Commissioner Kenneth G. Hodder, National Commander, The Salvation Army
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"Dave has a unique ability to connect the dots between trends, what they mean for your organization, and what to do to take advantage. I heartily recommend him to help others build their dream."
Steve Woodworth, President at Masterworks
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“I have experienced the great mind of Dave Raley for over a decade. He is insightful and comes to the table with a unique perspective. Whether you are brainstorming, imagining, or problem-solving, Dave will contribute in a way that is refreshing and unexpected. He connects the dots, identifies trends, and advances breakthrough thinking.”
Tami Heim, President & CEO at Christian Leadership Alliance
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“One of the things I admire most about Dave is how he sees the world. He has a very unique perspective and does an amazing job of communicating to others what we all can’t yet see.”
Tim Kachuriak, Founder and Chief Innovation & Optimization Officer at NextAfter
Sustainable Giving Growth Assessment & Action Plan
Our growth assessment focuses on helping nonprofits achieve growth and stable income through recurring giving. To chart a path to profitable program growth, we provide an objective review, strategic recommendations, and a roadmap for growing sustainable giving.
Strategic Components of the Growth Assessment & Action Plan
Program Design Review - Review of the holistic program design around offer, ongoing value proposition, brand identity, and benefits.
Structure and Team Review - Recommendations around team and resourcing alignment to maximize growth, including consideration of roles, individual giftings, and opportunities.
Systems and Platforms Review - Review of systems and platforms focusing on opportunities or barriers to growth.
Acquisition Review - Marketing and recruitment strategies, channels, and tactics designed to bring in new donors as sustainers.
Conversion Review - Marketing and recruitment strategies, channels, and tactics designed to convert existing donors to recurring.
Cultivation Review - Recurring donor cultivation strategy from onboarding to ongoing communications, appeal strategy, and journey.
Upgrade Review - Strategies for increasing the value and commitment of existing sustainers.
Retention and Cancellations Review - Review tactics and key metrics around retaining recurring donors to maximize long-term retention and strategies to minimize cancellation.
Reactivation Review – Review and recommendations for key strategies to reactivate lapsed sustainers.
Reporting and Key Metrics Review - Analysis and recommendations around current measurement systems, metrics, and key reports.
Strategic evaluation and prioritized recommendations based on the following components:
Elements of the Growth Assessment & Action Plan
The assessment and action plan will include both qualitative and quantitative elements:
Qualitative Assessment
Interviews with leadership and staff.
Review of all materials provided.
Evaluation of strategies, processes, and procedures.
Assessment of donor experience - secret donor audit.
Quantitative Assessment
Review of key metrics and health indicators.
Working Genius assessment for all team members.
Prioritized Recommendations
Prioritized insights and recommendations for what to strengthen, start, or stop to drive measurable results and profitable growth.
Deliverables for the Growth Assessment & Action Plan
Recommendations focused on the highest leverage areas of growth.
Onsite Presentation and Discussion of Findings
Strategic Insights and Recommendations Deck
Prioritized List of Top Recommendations and Strategies
All aspects of the assessment and subsequent recommendations will be focused on strengths and barriers to profitable growth, innovation, gifting, context, and vision.
Interested in exploring whether a Growth Assessment & Action Plan would be a fit?
The next step is to reach out to schedule a call to explore fit. We’ll both be able to ask some questions and decide if this might be a good fit to grow your program.
“Imago transformed our struggling monthly sustainer program within a year. Dave's wisdom, expertise, and team-building approach positioned our organization for long-term growth.”
“Dave Raley and Imago Consulting are helping us take sustainer giving to the next level. Dave’s analysis of our program and strategies for growth are clear, incisive, and genuinely helpful.”
The Sustainable Giving Growth Coaching Program is designed to help leaders identify and directly apply the insights, strategies, and tactics to grow their recurring giving program—all tailored to their specific context and situation.
The program includes:
Twice monthly personalized, hands-on coaching sessions.
Access to answer questions, review strategies, provide input on creative, and anything you need.
We'll spend our first couple of sessions assessing your program, setting a baseline, and prioritizing a path forward.
After that, we'll focus on specifically what you need to succeed in growing your program.
The program is designed to generate a significant return on your investment, both in income and in insights, strategies, and a clear path forward.
With coaching, we work alongside leaders and their teams to provide objective advice, a sounding board, a strategic review, and guidance on the path to growth.
Sustainable Giving Growth Coaching
Interested in exploring whether Coaching & Consulting would be a fit?
The next step is to reach out to schedule a call to explore fit. We’ll both be able to ask some questions and decide if this might be a good fit to grow your program.
“Dave consults with our staff monthly to ensure we remain focused on multiyear objectives, identify and prioritize opportunities, and helps shape our ongoing strategic execution. Perhaps the most crucial aspect of our partnership is the ongoing coaching and training of our organization’s rising stars.”
“Our team raved about the strategy session, leaving the day with a clear idea of what needs to be done next and excited to start working on it. One member called it the best consultant interaction he has had in seven years. Even the “bad news” – the challenges with existing work – were presented in ways that the team received well and jumped to address. Dave has taken us far beyond where we could get on our own.”
We provide speaking and training services to help leaders grow both personally and organizationally. Dave is available to speak to your group, conference, or global event.
Dave offers keynotes and workshops, including:
The Rise of Sustainable Giving
The Four Myths of Innovation
Navigating Change: Surfing the Waves of Innovation
From Mouse to Mission: Lessons Nonprofits Can Learn and Apply from Disney
How AI is Transforming Fundraising and Marketing
We also put out The Wave Report each week – a column designed to help leaders grow, and Dave regularly speaks at conferences and events around the country.
Education & Speaking
Interested in having Dave speak at your next event?
The next step is to reach out to schedule a call to explore fit. We’ll both be able to ask some questions and decide if this might be a good fit.
“Dave Raley's closing keynote was engaging, deftly wove in references to other sessions, doing a beautiful job of tying it all together and giving the audience mental tools to align the ideas and action items they were taking back to the office.”
“Absolutely phenomenal. Great information and an engaging presentation. Well done."
"Fantastic! Highly recommend."
“I went from skeptic to wanting to know more and try some applications."
“He offered extremely beneficial take-a-ways!”
“Appreciated Dave’s style and way he helped people in the audience - by asking them questions to show how AI can work. Great session!"
"Great information! So timely! Need more of this."
“The Symposium garnered an overwhelmingly positive response, with attendees commenting on Dave's engaging delivery, insightful comments and his skillfulness in tying everything – which is exactly what we wanted! We're thankful for his invaluable contribution, and I look forward to the opportunity of connecting with him at future events.”
“This keynote presentation was by far the best, very insightful and wonderfully articulated.”
“I've already begun to map out the innovation profiles on my team. Your presentation was equal parts inspiring and challenging, and entertaining and educational. Well done!”
"AWESOME"
“Well prepared, interactive with participants, data driven, excellent presenter. Have him again!”
“Good presentation style. The discussion questions were good and Dave kept it moving as well. Pleasant and personable. Greeted participants individually.”
Brands Dave & Imago have helped
Organizations that Dave & Imago have helped include…
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Awana is a worldwide nonprofit ministry focused on providing Bible-based evangelism and discipleship solutions for ages 2 to 18. As the global leader in child and youth discipleship, Awana gives children the opportunity to know, love and serve Jesus, no matter their background.
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Hosting the world’s largest annual leadership event, The Global Leadership Summit, the GLN reaches hundreds of thousands of leaders in more than 123 countries and 60+ languages each year. Through year-round events and a wealth of free leadership resources including articles from leadership experts and one of the most popular leadership podcasts in the world, the GLN combines a unique and diverse blend of leadership education to serve the 2.5 million people who visit GlobalLeadership.org each year.
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Joni and Friends works with people with disabilities all around the world. They envision a world where every person with a disability finds hope, dignity, and their place in the body of Christ.
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Called to connect influencers and ideas for global mission, The Lausanne Movement has been convening leaders for over 40 years.
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New Generations empowers ordinary people all over the world to create chain reactions of disciples making disciples.
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The Retirement Budget Calculator helps create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
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An international movement, The Salvation Army exists to meet human needs without discrimination.