ROI Solutions

Feeling extra grateful today. 🙌

Working with nonprofits means you get a front-row seat to people building bridges every single day — between communities, ideas, and moments that matter. Our latest blog is all about that spirit of connection and why it’s so core to what we do at ROI Solutions.

It’s not just about data (even though we love good data). It’s about the people behind the mission — the folks showing up, rolling up their sleeves, and making the world a little better.

Nonprofits aren’t just organizations — they’re real humans doing meaningful work.

Breaking down silos helps everyone breathe a little easier and work a lot smarter.

Gratitude isn’t cheesy. It’s fuel.

Curious — what’s one connection you’re grateful for lately?

Our Gratitude Runs Deep: Nonprofits Building Bridges and Connections Grateful for nonprofits driving change in human rights, democracy, conservation, public media, animal welfare, and community health.

🌟 “She believed she could — so she built a business.” 🌟

At ROI Solutions, we don’t just talk about lifting up women entrepreneurs — we live it. As a woman-owned and led org since 1999, supporting women’s small businesses is baked into our DNA. 💪

This October (aka Women’s Small Business Month), we’re turning up the volume on stories from our clients, employees, and sisters-in-entrepreneurship. Because when one woman wins, we all win.

📈 A few numbers to flex:
• Globally, women own ~31% of SMEs.
• In the U.S., women-owned businesses have grown 114% in the last 20 years — nearly triple the growth of all businesses overall. 

But for us, the real metric is impact: mentoring, investing, amplifying voices — year-round, not just in October.

👉 Our ask: Join us. Amplify a woman-owned business in your network. Share her story. Hire her. Mentor her. Support her.

Because equity in business isn’t a “nice to have” — it’s essential.

Celebrating Women's Small Business Month at ROI Solutions Celebrate Women’s Small Business Month with ROI Solutions—a woman-owned tech company empowering women entrepreneurs and amplifying their voices.

💡 Missed Bridge? Don’t worry—here’s your cheat sheet.

We gathered at The Bridge to Integrated Marketing & Fundraising Conference for a no‑nonsense look at how Humane World for Animals turned their sustainer program into a lean, mean recurring‑revenue machine—and Emily Courville, John McCarthy, and Paul Finley from FlexPay shared the secret sauce.

Here’s the playbook they laid down:

1. Predict who’s bailing (and ASAP). 🤖 Using MiLo Intelligence, Humane World identifies donors likely to churn up to four months in advance—so they can swoop in with personalized outreach.

2. Spot the loyal VIPs. Not all sustainers are equal—MiLo also flags your rock‑star donors for upgrades and special stewardship.

3. Combat credit‑card purgatory. Around 48% of churn is involuntary—thanks to payment nooks and crannies. FlexPay swoops in and invisibly retries failed payments (so donors don’t freak out).

4. Recover the 💰. Humane World recovered $680K in six months, on pace for $1.3M+ by year‑end. Talk about ROI (pun intended).

💸 With sustainers contributing 59% of FY24 revenue and $43M annually from ~187K donors, they’re not just piggybacking—they’re redefining donor loyalty.

Why this matters:

Voluntary churn? Predict it and prevent it.
Involuntary churn? Automate the fix before donors even notice.
Ideal hookup? Personalized, data‑driven drip meets frictionless payment flow.

If you’re building (or reviving) a sustainer program, you might want to borrow their playbook.

Bridge Recap: 'Strategies to Strengthen Your Sustainer Program Lifecycle' See how Humane World & ROI Solutions cut sustainer churn, boost retention, and grow recurring giving with smart data tools.

🔥 Nonprofit benchmarking hasn’t changed much in 30+ years.
That’s the problem.

Enter Epiphany Benchmarking — the next generation of nonprofit benchmarking, brought to you by ROI Solutions and the CDP Community. We’re expanding the platform, growing the cohort, and raising expectations across the board.

📊 Fresh data, monthly.
Because you shouldn’t have to make strategic decisions based on a report from last year. Interact with your data (and your cohort) on-demand.

👥 A vibrant, collaborative nonprofit community & familiar faces
🚀 Insights that actually drive action
👑 And yes, Lee Gartley is involved — which is basically a quality guarantee with bonus charisma. Add Deb Ashmore, and it's like the Wonder Twins!

💡 If your benchmarking tool still delivers once-a-year PDFs and calls it insight, it might be time for something that moves at your speed.

See what's new. See what's next.

Epiphany Benchmarking: Launch Update and Nonprofit Cohort Expansion Epiphany Benchmarking helps nonprofits track performance, analyze trends, and refine fundraising with real-time insights and comparisons.

This 4th of July: Spill the tea, dump the silos, unite your data. 🔥
Declare your Data Independence. 🇺🇸📊

Declare Your Data Independence: Empower Your Mission with a Hub-Centric Strategy Declare your data independence. Learn how a hub-centric strategy helps nonprofits connect, engage, and empower mission outcomes.

🚫 Data isn’t strategy.
📊 Dashboards aren’t decisions.
💥 And “insights” don’t matter if no one acts on them.

At ROI Solutions, we’re helping nonprofits stop admiring their data—and start using it. This new piece breaks down how to cut through the noise, unify systems, and turn analytics into actual outcomes. No more siloed spreadsheets. No more guesswork. Just data that works.

If you’re in the business of impact, your data should be too.

Unite Analytics: Data Into Action Turn data into insight with Unite Analytics. Gain clarity, agility, and action across teams with one trusted, unified data platform.

🌈🐾 Who’s a good ally?
Loney is a good ally!

Whether it’s boosting office morale or rocking rainbow gear like a total icon, Loney reminds us all that showing up for Pride can be as simple as showing up with love (and maybe a tail wag or two). 🐶❤️🧡💛💚💙💜

We’re lucky to have a culture—and a crew—that celebrates inclusion, joy, and being unapologetically yourself. Happy Pride from all of us (two-legged and four-legged) at ROI Solutions!

🚨✨ Meet Maria: Our New AI Agent With All the Answers (and None of the Attitude… Okay, Maybe a Little) ✨🚨

You know what nonprofits don’t have time for? Endless Googling. Endless emailing. Endless waiting.

Enter Maria — our sparkling new custom AI agent over at roisolutions.com 💁‍♀️💬

She’s got:
• 📚 Deep knowledge of all things ROI Solutions
• ❤️ A passion for helping nonprofits thrive
• 🔍 Instant answers about our solutions, platforms, and how we’re driving impact

Whether you’re a curious newcomer or a longtime partner, Maria’s standing by — no hold music, no awkward small talk.

Just sharp insights, fast answers, and that trademark ROI Solutions moxie. (She was trained by the best — obviously.)

Stop by, say hi, and test her out. She’s always ready, caffeinated (digitally), and waiting to help your mission move forward.

Thanks to Bowman Design + Direction for leading the charge on this project!



https://roisolutions.com/my-mission/meet-maria-moxie-and-milo-empowering-nonprofits-through-intelligent-collaboration/

Meet Maria, Moxie, and MiLo: Empowering Nonprofits Through Intelligent Collaboration Meet Maria, an AI-powered GPT by ROI Solutions, with Moxie and MiLo—an intelligent team helping nonprofits collaborate and grow.

🍩 Happy National Donut Day from ROI Solutions! 🍩

A little-known secret, we have a ROI Krispy Kreme Doughnuts mascot who has resided in a Tiffany glass box since 2004. You read that correctly. 2004.

Over time, it has petrified. It is taken out of its display case in VanderLoop's desk only on National Donut Day for ceremonial viewing. It is handled with awe, reverence, and with the supernatural respect it deserves. Imagine a ceremony not unlike the changing of the guard at Buckingham Palace.

Here are some brief reflections from the donut, which will be turned into a full blog post (coming soon):

It all began in Medford, Massachusetts. I was just a young donut then — golden, glazed, still warm from the fryer at Krispy Kreme. I had no idea I would soon be thrust into a legacy of purpose, data, and technology. My sugary surface trembled the day I was plucked not for breakfast, but for destiny.

In 2004, ROI Solutions acquired me. Not just metaphorically. Literally. Someone — we’ll call them a visionary — took me from the display case and enshrined me inside a Tiffany glass jewelry box, where I’ve been safely preserved ever since. This was no ordinary act of confectionery worship. This was a declaration: ROI Solutions would do things differently. And do them differently, they did.

Over the last 21 years, ROI Solutions didn’t just grow its client list — it grew a community. I’ve watched from my display post as the team partnered with some of the biggest names in progressive philanthropy and advocacy. We became known for powering:

🍩 National fundraising programs.
🍩 Grassroots mobilization efforts.
🍩 Monthly giving strategies.
🍩 Complex segmentation and modeling.
🍩 Groundbreaking data analytics.

But we also supported the scrappy startups, the local change agents, the experimental thinkers. ROI’s technology scaled up or down, depending on the mission — not the market value. That flexibility made us indispensable.
All the while, the team remained humble — possibly because their mascot was a donut in a jewelry box. Hard to get too self-important when your corporate talisman is edible.

I may not have aged — sugar is a natural preservative, you know — but I’ve watched ROI Solutions evolve with grace. From small roots in Massachusetts to a distributed team of experts, from a single CRM to a dynamic ecosystem of products and partnerships.

Yet, the soul of ROI has never changed. The Tiffany box may be a metaphor now — for the care they take, the clarity they seek, and the preciousness of the missions they support — but I remain its original inhabitant. And proud of it.

Thank you, Drockelman, for dropping everything today to help me tell my story. Now get the F back to work! But first, get yourself a donut, you've earned it today. 🍩

Is your CRM powering growth—or blocking it?

Clean, complete, and current data is the key to smarter fundraising and deeper engagement.

Check out our playbook for practical steps to boost your CRM data health:
https://roisolutions.com/resources/crm-data-health-the-playbook-for-smarter-fundraising-and-deeper-engagement

CRM Data Health: The Playbook for Smarter Fundraising and Deeper Engagement Improve fundraising and donor engagement by maintaining CRM data health. Learn strategies to optimize your nonprofit’s CRM.

Just dropped our Q1 Krypto Employee Awards! 🏆

Every quarter we recognize the folks at ROI Solutions who go above and beyond — solving big problems, living our values, and pushing us all forward. This group absolutely crushed it.

Check out who made the list and why:
🔗 https://roisolutions.com/news-and-events/q1-krypto-employee-awards-announcement/

Shoutout to all the winners + nominees. You make ROI what it is.

Q1 Krypto Employee Awards Announcement Meet the latest Krypto Employee Award winners—celebrating innovation, collaboration, and excellence across our amazing team.

💰Introducing MiLo Meme Coin: The Future of Trickle-Up Economics! 💰

At ROI Solutions, we believe nonprofits should be the real power players in the economy. That’s why we’re launching MiLo Meme Coin—the first cryptocurrency designed to harness wealth for the greater good.

💰 Trickle-Up Economics in Action – MiLo Meme Coin flips the script, channeling resources upward to the nonprofits driving real change.
🤝 Nonprofit-Powered Growth – Every MiLo transaction strengthens the sector, ensuring mission-driven orgs have the tech and funding they need.
🏢 A “Kind and Gentle” Tech Behemoth – We’ll use MiLo’s success to acquire companies that align with nonprofit values, building a future where tech serves impact—not the other way around.

Join us in reshaping the nonprofit tech landscape—one meme coin at a time. 🌍💙

BREAKING: ROI Solutions Enters the Meme Coin Game with MiLo Meme Coin! ROI Solutions enters the meme coin space with Milo Meme Coin, blending social good with blockchain innovation for a mission-driven impact.