Foundation Renewal & Post-Appeal Debrief · 2027-01

Rooms firing this month

Room	Name	Angle	% spend
A	Foundations	Q1 renewals (8 foundations) + Federal Budget submission (Room D crossover)	0%
C	Regular giving	Retention + upgrade + lapsed reactivation — no acquisition push	50%
D	Government / health	Federal Budget submission + PBI-of-choice positioning (first Room D content)	0%
F	Referrers	Q1 refresh webinar + partner-of-partner spread	50%

Paid spend

$5,000 AUD

Rooms active

Voice mix

Lisa 50% · Laurence 25% (Federal Budget) · Carla 20% (Q4 numbers) · LWD 5%

Hero moves

8 foundation grant renewals submitted
Federal Budget submission drafted (Room D first activation)
Retention wave: <8% Christmas-cohort attrition target at Day 60

Weekly cadence

Week 1

Post-Christmas debrief. Q1 grant renewals begin.

Email: donor thank-you round-up
LinkedIn: Carla — Q4 numbers post
Blog: What the Christmas cohort funded (specific outputs)
Foundation renewal applications drafted (top 8 renewals)

Week 2

Regular-giver retention emails + upgrade asks to lapsed.

Email: retention nurture wave 1 (upgrade ask to $35/mo cohort)
Email: lapsed-donor reactivation wave
Meta: retargeting retention creative
LinkedIn: Lisa Head-of-Philanthropy monthly digest

Week 3

Room D government/health first-move (Federal Budget submission drafting).

Federal Budget submission drafted (Room D)
Blog: How Federal Budget could support terminally ill Australians (Laurence op-ed target)
LinkedIn: Laurence Federal Budget pre-briefing post
Email: monthly donor newsletter

Week 4

Referrer network Q1 refresh + partner-of-partner expansion.

Webinar: referrer Q1 refresh
Blog: Room F casework results (Q4 aggregate, composites)
Email: referrer network monthly
Instagram: referrer partner spotlight carousel

Measurement — what makes this month a win

Regular giver retention (Christmas cohort): >92% at Day 60
Foundation grants secured (of the 12 submitted Nov-Dec): 4+ confirmed
Federal Budget submission accepted for consideration
Traffic: 5,000 organic sessions (post-Christmas dip normal)

Dependencies (before 2027-01 starts)

Foundation reporting for Q4 gifts completed by 15 Jan
Retention creative approved (upgrade ask + lapsed-donor sequence)
Federal Budget submission approved by Laurence
Room D framing (PBI-of-choice) approved by Board

Creative brief

Look

Quieter, more reflective. Fewer people-in-frame; more environmental — a home in soft morning light, a hospice garden. Under-designed emails; ample white space.

Copy tone

Retention leads with impact ("your $25/month funded X" — specifics only). No hero campaigns. Federal Budget submission is public-facing and thought-leadership in tone.

Hook lines to draft against

“This is what your monthly gift funded last quarter.”
“The Federal Budget could recognise PBIs like LWD.”
“8 foundations. 12 renewals. Zero to spare.”

Governance envelope — Every asset drafted for 2027-01 lands in /production as status=draft and cannot go live until a human reviewer clears all six compliance flags (RG 96 outcome language, composite labelled, no PII, no named case without consent, Australian English, brand consistent) under HAS §8.5. AI drafts at HA1-3; humans decide at HA4-5.

Open 2027-01 assets in /production Master plan CMO brief