Battle Card: Wesleyan Impact Partners

🚀 Battle Card: Wesleyan Impact Partners

• Rich Coffey, Director of Impact Growth · 🔗 LinkedIn

• Elevated focus on impact investing and donor relations signals scaling of financial operations in faith-based organizations. → Source

• Scaling impact investing operations with limited internal systems

• Building and maintaining high-value investor relationships

• Primary: Donor Relationship Management Platform → Streamlined engagement, reporting & retention

• Expansion: Financial Planning & Analysis Software → Accurate forecasting for impact loans

• HQ: Austin, TX

• Employees: ≈ 100

• Rev: ≈ $20 M

• Website: wesleyanimpactpartners.org

🤼 Competitive Intel

• 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

Next Step

🧠 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?