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Year End Donations Fund Running Water

Case STUDY

Lead Management

Millennium Trust Company

Simplifying the complex for people and businesses.

The Challenge

United Way of Greater Cincinnati (UWGC) is dedicated to helping families flourish. Guided by community voices and data-driven strategies, UWGC unites diverse stakeholders comprised of individuals and organizations to address issues holistically.

Their approach is multifaceted, encompassing proactive interventions, advocacy, and investment across three key pillars: educational advancement, financial resilience, and housing stability.

For decades, workplace or employee giving brought in more than 90 percent of UWGC’s annual revenue. However, post-Covid years saw a steep decline in funding, exposing a need for diversified revenue streams and greater donation opportunities.

Additionally, UWGC was looking to strengthen its relationship with Workplace Corporate Partners (large business entities whose employees are the workplace donors), but was unsure where to begin.

Their challenges prompted them to connect with CauseMic, seeking answers to questions like:

  • How can we diversify our revenue streams?
  • How do we develop a more unified message that can be leveraged across our fundraising campaigns?
  • How can we inspire and build trust with our existing donor base to increase their investment through annual and monthly giving
  • How can we improve ties with our Workplace Corporate Partners?

Our Solution

To answer UWGC’s questions and address their challenges:

  • We analyzed UWGC’s existing donor base—specifically donation frequency, level of giving, and affiliation parameters—to identify fundraising audiences for annual and monthly giving outside of workplace donors.
  • We conducted interviews with numerous UWGC philanthropic partners to determine opportunity gaps and any friction hindering more fruitful engagement. We found a notable lack of understanding regarding the exact nature of UWGC’s work, highlighting a need to clearly convey their efforts. Information materials were required to effectively communicate UWGC campaigns to employees and others.
  • We worked with UWGC to clearly define their unique value proposition to help clarify and distinguish their work for current and prospective supporters. This centered on their holistic approach toward addressing financial, educational, and housing issues to help families within the Greater Cincinnati area thrive.
  • For a more cohesive donor experience, we developed a comprehensive content planner and strategy calendar across UWGC’s campaigns. Content themes were rooted in UWGC’s newly defined value proposition and addressed their three core pillars.
  • To expand fundraising beyond workplace giving, we determined opportunities for donors to give directly to UWGC by creating easy-to-understand appeals and plain-speak messaging.

The Results

  • United Way of Greater Cincinnati now had a clearly actionable plan to diversify their revenue streams for workplace giving and beyond, including new strategies to build out their annual and monthly giving programs.
  • Along with insights from CauseMic-conducted partner interviews, UWGC utilized our research and analysis to cultivate solid relationships with existing and future Workplace Corporate Partners.

The Challenge

Millennium Trust Company (MTC, now Inspira Financial) offers a holistic approach to financial well-being for individuals and organizations.

A key aspect of their mission centers on enhancing employee engagement and retention while simplifying financial processes for institutional partners, particularly by reducing "retirement savings leakage" via solutions like automatic IRA rollovers and portability options.

A businessperson looking off into the distance

Millennium Trust Company faced two key challenges:

  1. They needed to engage and convert potential customers with idle retirement cash accounts needing active management. Many individuals were unaware of the necessity to transfer their 401(k) savings after leaving a job, resulting in “limbo” funds saddled with little growth and a questionable tax status.
  2. Plus, MTC faced digital marketing limitations, including underutilization of the Salesforce Marketing Cloud and a lack of targeted, personalized engagement campaigns. These gaps hindered their ability to optimize customer journeys and boost new conversions.

Leading to the following questions:

  • How can CauseMic help engage and subsequently retain at least 10% more MTC clients amid high turnover rates?
  • How can CauseMic enhance communication strategies for new client onboarding to strengthen relationships and improve user experience with MTC's offerings?
  • How can CauseMic transition clients with Certificates of Deposit (CDs) or IRA savings accounts into more active investment options while adhering to regulatory guidelines?

Our Solutions

Client Retention & Engagement

CauseMic developed multi-channel nurture campaigns (email, phone, direct mail, and paid digital), using personalized content to educate clients about the benefits of staying with MTC. This included optimizing Salesforce Marketing Cloud to deliver timely and relevant communications.

Strategic Communication

CauseMic refined MTC's messaging and tone to ensure new clients felt not only welcomed, but also well-informed about MTC offerings and reassured that their needs would be addressed. We also streamlined internal review processes to improve collaboration among MTC teams.

Account Conversions

Within regulatory guidelines (and void of specific recommendations), CauseMic campaigns highlighted the potential benefits of transitioning from CDs or IRA savings accounts to other options. This ultimately encouraged greater engagement with MTC’s investment platform.

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Outcomes

  • Streamlined project management processes, eliminating redundancies and reducing staff time.
  • Greater marketing content production, including effective A/B testing across multiple channels.
  • Reduced errors by implementing a robust quality assurance process.
  • Enhanced lead engagement through an automated journey, shortening the time individuals in transition went without retirement plan support.
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  • “Sometimes you need to know when to utilize outside resources like CauseMic, who are experts in these kinds of website migrations.”

    Surfrider Foundation

    Ruarri Serpa
    Senior Technology Manager

  • “CauseMic managing timelines and deadlines was everything.”

    Gus Gates
    West Coast Regional Director

  • “Project management work from Franny was very helpful to not have to keep track of the entire project and dependencies.”

    Ed Mazzarella
    Senior Director of Network Strategy

  • “HubSpot CMS was a good selection to fit our needs.”

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    Michelle Kremer
    Chief Operating Officer

CauseMic made managing our project effortless. Their clear, step-by-step approach kept us on track and made it easy to get content finalized and out the door.

Their storytelling truly captured the heart of our retirement program, showcasing the impact on individuals transitioning from jobs and feeling forgotten. The content struck the perfect balance between technical precision and emotional resonance, helping us connect deeply with our audience.

We’re grateful for their expertise—they made the process simple and the results impactful.

– John Ryan, Director of Consumer Marketing

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