Developed trail
Sustained Donor
Your ongoing support creates lasting impact, and we'll keep you meaningfully connected to the work you make possible.
Stage 1 of 7
Purpose
Why are we doing this?
Recurring giving deepens the relationship. We recognize sustained partnership and personalize the same donor journey around lasting impact and meaningful connection.
Starting Donor → Sustaining Donor

Stage 2 of 7
Message
What are we saying?
We help the donor experience the meaning of sustained partnership through impact, connection, progress, and appreciation.
We use shared Proxima Messages that fit the relationship—not donor-only communication created to fill a calendar.
Stage 3 of 7
People
Who is this for, right now?
| Relationship view | What it means |
|---|---|
| Sustaining Donor | Active recurring charitable commitment |
| Relationship state | Continues while the commitment remains active |
| One donor journey | No second welcome or parallel sequence |

Stage 4 of 7
Delivery
How and where does it reach them?
We follow a relationship cadence, not a payment cadence.
shared Proxima communication
- meaningful Sustaining moments
- responsive personal attention
Each active Sustaining Donor receives qualifying personal founder contact within every rolling 12 months.

Stage 5 of 7
Reaction
What did they do?
Meaningful changes tell us when the relationship may need a different response.
Commitment changes
Begins • increases • decreases • payment fails • pauses • ends
What the person tells us
Reply • personal contact • meaningful interest • preference or opt-out
Relationship moments
Anniversary • 12 months without qualifying founder contact
Routine payments and passive engagement do not create work by themselves.

Stage 6 of 7
Next Action
What do we do next?
We respond to what the change means while caring for the broader relationship.
| What happened | What happens next |
|---|---|
| New recurring commitment | Recognize Sustaining Donor → personalize the same journey → suppress what no longer fits |
| Increase or decrease | Recognize or respect the change → follow up only when context warrants |
| Failed payment | Resolve the practical issue first → do not infer rejection |
| Pause or cancellation | Respect the decision → close the commitment appropriately → preserve the broader relationship |
| Reply, interest, or preference | Make the right response → apply what the person has told us |
| Anniversary or founder-contact moment | Recognize duration, appreciation, and impact → make sure personal connection occurs |
A Task is used only when someone needs accountable human follow-through.
The recurring commitment may end without ending the relationship.

Stage 7 of 7
Learn
What do we carry forward?
We watch:
retention • relationship duration • giving changes • conversations • participation • preferences • founder contact
We learn whether Sustaining Donors remain meaningfully connected without unnecessary donor-only communication.
Relational Takeaway
Sustained giving deepens the relationship. We respond by personalizing the same donor journey around impact, connection, progress, and appreciation—not by starting another sequence.