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Playbook

Xavier Athletics Development

Scale Personal Engagement. Capture Generational Wealth.

Xavier Athletics operates with just 3 full-time development staff managing 115 major donors and targeting $3-4M in annual fundraising. With planned giving positioned to capture $15 million in generational wealth transfer over the next decade, the team needs scalable tools to deepen engagement across all giving tiers — from $10/month donors to $50K+ contributors — while maintaining the personal touch that drives major gift success.

3 Staff
Managing 115+ major donors
$3-4M
Annual fundraising target
115 Donors
Giving $25K+ annually
15 Years
Planned giving opportunity window
Xavier Athletics Development

Current Realities & Challenges

Small Team, Big Ambitions

Seth Breitenstein leads just 3 full-time staff managing 115 major donors ($25K+), 30 donors at the new $50K level, and countless lower-tier supporters. Challenge: Limited bandwidth to provide personalized engagement across all giving tiers while cultivating major gifts and planned giving prospects.

Challenges:
AI-powered automation handles routine communications, tracks engagement gaps, and surfaces donors who need attention — enabling a 3-person team to perform like a staff of 10-15.

Lower-Tier Donor Engagement Gap

While major donors receive personal calls, dinners, and exclusive experiences, $10/month donors only get mass communications during giving days and seasonal pushes. Challenge: No ongoing engagement strategy for lower tiers means missed opportunities to build the pipeline for mid-level and major gifts.

Challenges:
Multi-channel campaigns with personalized video, text, and email create consistent touchpoints that deepen relationships at scale — transforming small donors into lifelong supporters.

Planned Giving Critical Window

Xavier sits at the center of a massive generational wealth transfer over the next 15 years. Seth's goal: Build dedicated endowments like a $5M baseball fund covering half the sport's budget. Challenge: Capturing planned gifts requires consistent cultivation and strategic positioning — difficult with a lean team juggling annual solicitations.

Challenges:
Automated stewardship campaigns keep planned giving prospects engaged year-round with impact updates and legacy messaging, while AI identifies the best candidates based on engagement patterns.

Goals & Progress

Multiply Team Capacity

TargetEnable 3 staff to manage like 10-15
AchievedThrough AI automation and smart workflows
TimelineImmediate Impact
Upcoming

Automate routine tasks and surface high-priority donor opportunities so the team can focus on relationship-building.

Build Lower-Tier Pipeline

TargetConvert $10/month donors to $1K+ annual givers
AchievedConsistent engagement and impact storytelling
TimelineYear 1 Focus
Upcoming

Create scalable touchpoints for lower-tier donors to broaden the base and increase mid-level giving.

Capture Planned Giving Wave

Target$15M+ in endowment commitments over 15 years
AchievedStrategic cultivation and legacy messaging
TimelineBuilding Now
Upcoming

Position Xavier to capture generational wealth transfer with sport-specific endowments and planned giving programs.

The Playbook

AI-Powered Team Multiplication

Smart automation handles routine work and surfaces the donors who need personal attention.

  • AI tracks engagement gaps and alerts team when donors go 90+ days without contact
  • Automated message drafts save hours on routine communications
  • Donor segmentation by giving level, sport affinity, and engagement history

Multi-Channel Engagement at Scale

Personalized outreach across email, text, video, and web — tailored by donor tier.

  • Lower-tier donors receive consistent impact updates and team stories
  • Video messages from coaches and athletes create emotional connections
  • Centralized inbox manages all donor replies across channels

Sport-Specific Storytelling

Olympic sports and alumni engagement tied to team-specific campaigns.

  • Head coaches send targeted asks to former athletes
  • Alumni giving rates increased through personalized sport content
  • Coaches notified via app when video content is needed

Planned Giving Cultivation Engine

Automated stewardship campaigns position Xavier for long-term endowment success.

  • Legacy messaging integrated into year-round communication calendar
  • AI identifies planned giving prospects based on age, engagement, and giving history
  • Impact reports showcase how endowments transform programs

Implementation Journey

Week of Oct 31, 2025

Initial Discovery & Demo

Seth Breitenstein and team evaluate DonorElevate platform capabilities

Key Milestone
November 2025

Stakeholder Alignment

Follow-up meeting with Joe and decision-makers to review pricing and implementation plan

Key Milestone
December 2025

System Integration & Setup

CSV import from Salesforce/legacy CRM, user onboarding, and initial donor segmentation

Key Milestone
Late January 2026

Launch - Major Donors

Test with $25K+ donors during basketball season peak engagement window

Key Milestone
February - March 2026

National Day of Giving & March Madness

Full deployment across all giving tiers for key fundraising moments

Key Milestone
Spring 2026

Olympic Sports Rollout

Extend to all sports with coach-driven video campaigns and alumni engagement

Key Milestone

Proof in Action

University of Pittsburgh Athletics logo

University of Pittsburgh Athletics

  • Launched with Script Society ($50K+ donors)
  • 5-6 personalized videos from AD, head coach, and Larry Fitzgerald
  • Engagement doubled with emotion-driven content after key wins
  • Older donors (60+) were among highest responders
"DonorElevate allows us to engage our top donors with personalized content at scale. The response has been incredible."
University of Pittsburgh
University of Pittsburgh
Athletics Development
University of Pittsburgh Athletics
Penn State Athletics logo

Penn State Athletics

  • 28 sports supported with lean development staff
  • 80% coach adoption rate, 92% donor satisfaction
  • AI automation enables team to move at speed of emotion
"AI automation lets us move at the speed of emotion. We're engaging donors when it matters most."
Alyssa Francona
Alyssa Francona
Sr. Associate AD for Advancement
Penn State Athletics
UTEP Athletics logo

UTEP Athletics

  • Department-wide deployment across all sports
  • Record-breaking $12M+ fundraising year — up $1M from prior record
  • Coach-driven videos became top-performing content
"DonorElevate has transformed how we engage with our supporters. We've achieved unprecedented fundraising success."
UTEP Athletics Development
UTEP Athletics Development
Development Team
UTEP Athletics

Investment & ROI

Choose the investment plan that best fits Xavier Athletics' needs.

Annual Plan

Complete platform access with flexible annual commitment

Annual Investment$10,000/year
Total Investment$10,000
Commitment1 year

Product Features

Complete platform access for development team
Multi-channel engagement (SMS, Email, Video)
AI-powered donor insights and recommendations
Donor contact management and segmentation
Team inbox for centralized communications
Mobile app for iOS and Android
Content calendar with Outlook integration
Advanced analytics and engagement tracking
Link click and video view tracking
Dedicated success manager
Onboarding and training support

3-Year Strategic Plan

Long-term investment with 15% savings and locked-in pricing

Annual Investment$8,500/year
Total Investment$25,500
Commitment3 years

Product Features

All Annual Plan features
15% discount ($1,500/year savings)
Locked-in pricing for 3 years
Priority support throughout partnership
Annual strategy reviews with success team
Quarterly optimization consultations
First access to new features and capabilities
Enhanced AI model training on Xavier donor data
Custom playbook development assistance
On-site training and support (Year 1)

Projected ROI

Time Savings500+ hours annually
Team Efficiency Gain3 staff → 10-15 capacity
Donor Engagement Lift2-3x across all tiers
Planned Giving Pipeline$15M+ opportunity capture

Key Benefits

  • Lower-tier donors receive consistent engagement, building pipeline for major gifts
  • AI automation handles routine tasks, freeing team for high-value cultivation
  • Multi-channel campaigns reach donors at optimal moments throughout the year
  • Data-driven insights identify planned giving prospects and engagement opportunities
  • Scalable system supports growth from current 115 major donors to 200+ without adding staff

Based on average time savings and engagement improvements seen across similar-sized development teams using DonorElevate.

Xavier's development team is lean, strategic, and positioned at the center of a massive planned giving opportunity. DonorElevate provides the automation, AI insights, and multi-channel tools to help Seth's team engage donors at every level — from $10/month supporters to $50K+ major donors — while building the foundation for long-term endowment success. The generational wealth transfer is happening now. Position Xavier to capture it.

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