Cathexis Partners helps nonprofit implement, customize, and learn to use Luminate Online Marketing™

Case Study

Woods Hole Oceanographic Institution (WHOI) is a nonprofit organization dedicated to ocean research, exploration, and education. In 2015, the WHOI team wanted to move from disparate marketing tools to Luminate Online Marketing — a comprehensive online fundraising and marketing platform from Blackbaud that is able to integrate with WHOI’s donor database, The Raiser’s Edge™.

WHOI turned to Cathexis Partners to get them up and running on Luminate Online Marketing. The Cathexis team helped the organization to:

  • Implement and configure Luminate Online Marketing in a way that allows WHOI to use and customize the platform in the future on their own
  • Customize the TeamRaiser™ peer-to-peer fund raising platform to drive a unique crowdfunding site that allows researchers to propose new projects to fund, and allows anyone to fundraise or donate to a project
  • Create a new primary online donation form with the same look and feel as WHOI’s website
  • Plan and build an automated email welcome series that provides new email subscribers with information about WHOI’s projects
  • Develop email templates for WHOI’s newsletters
  • Set up ticketed and non-ticketed calendar events that required RSVPs

The WHOI team now uses their online marketing platform to drive multiple peer-to-peer events, marketing emails, donation forms, and calendar events — all on their own.

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Cathexis Partners has helped WHOI:

  • Implement and customize Luminate Online Marketing
  • Create initial donation forms, peer-to-peer fundraising events, email templates, and calendar events
  • Train the WHOI team so they can use and customize the platform on their own

“While setting up our online fundraising and marketing platform, Cathexis Partners kept in mind that we wanted to eventually be self-sufficient. We’re now able to use our platform without the need for outside help.”
Ronald L Timm II
Business Analyst