Battle Card: Wesleyan Impact Partners
Rich Coffey takes the helm as Director of Impact Growth at Wesleyan Impact Partners. Use this trigger to pitch donor CRM and FP&A. Next touch checklist ready.
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🚀 Battle Card: Wesleyan Impact Partners
Quick trigger:
Use this Wesleyan Impact Partners sales trigger to guide your pitch.
👤 Decision Maker in the News
- Rich Coffey, Director of Impact Growth · 🔗 LinkedIn
💡 Why It Matters
- Elevated focus on impact investing and donor relations signals scaling of financial operations in faith-based organizations. → Source
🎯 Core Pain Point
- Scaling impact investing operations with limited internal systems
- Building and maintaining high-value investor relationships
💰 What to Pitch
- Primary: Donor Relationship Management Platform → Streamlined engagement, reporting & retention
- Expansion: Financial Planning & Analysis Software → Accurate forecasting for impact loans
🗺️ Quick Context
- HQ: Austin, TX
- Employees: ≈ 100
- Rev: ≈ $20 M
- Website: wesleyanimpactpartners.org
🤼 Competitive Intel
Which other vendors you’ll probably face to win Wesleyan Impact Partners’s business.
- Blackbaud — fundraising CRM
- Unique edge: Nonprofit-specific donor insights
- Evaluated by Impact Growth for donor engagement
- Salesforce — Nonprofit Cloud
- Unique edge: Customizable ecosystem & integrations
- Evaluated by CMO for marketing + fundraising unification
- Sage Intacct — financial management
- Unique edge: Real-time fund accounting
- Evaluated by Finance team for financial clarity
- Bloomerang — donor management
- Unique edge: Simple donor retention metrics
- Evaluated by Impact Growth for relationship growth
- QuickBooks Online — accounting
- Unique edge: Ease of use and low cost
- Evaluated by Ops for day-to-day bookkeeping
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Leverage the Wesleyan Impact Partners sales trigger in your CRM notes for context
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑≈ TBD❑
OFFER_BRIEF = ❑Donor Relationship Management Platform❑
PROOF_METRIC = ❑25% increase in donor retention❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Rich
COMPANY = Wesleyan Impact Partners
DEPT = Impact Growth
SIZE = ≈ TBD
BOTTLENECK = Scaling impact investing operations with limited internal systems
EVENT = Names Rich Coffey as Director of Impact Growth
DETAIL = your appointment as Director of Impact Growth
PAIN = Building and maintaining high-value investor relationships
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250917462149&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = 25% increase in donor retention
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 100
REV_EST = ≈ $20M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Impact Growth
Rich—noticed your Impact Growth team is ≈ TBD.
That’s when Scaling impact investing operations with limited internal systems slows growth.
We helped ≈ TBD fix this with Donor Relationship Management Platform.
Result: 25% increase in donor retention.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about your appointment as Director of Impact Growth — Building and maintaining high-value investor relationships.
Donor Relationship Management Platform. 25% increase in donor retention. Quick chat?