Stop Missing Donor Opportunities.
Fundraise with Confidence.
Your Trained Donor Relationship Manager Will Help You Raise More — Without You Doing It All Yourself.
You know there's more potential in your donor base — but you don’t have the time or support to unlock it.
You’re Carrying a Lot.
You Don’t Have to Carry Fundraising Alone.
Running a Moisad means wearing many hats — fundraising often gets pushed aside, even though you know it’s critical.
Without the time, structure, or support to follow up properly:
❌ You avoid entering data into your CRM
❌ You don’t know what to say or send to donors
❌ You neglect your mid-level givers (where big opportunity lies)
❌ You delay thank-you messages and never get around to showing impact
Shluchim often say:
“I don’t know what I should be doing right now.”
“My donor info is scattered — I can’t find anything.”
“I used to be in touch with my donors. Now I’m not.”
When You Try to Do It Alone, Here’s What Happens
Donors only hear from you when you need something
You lose track of who to follow up with and when
Major givers aren’t asked at the level they’re capable of
Everything feels reactive and desperate — not strategic
And emotionally, it takes a toll:
Your mind feels scrambled.
Self-doubt creeps in.
The anxiety spills over to your family.
You wish there was a better way to do this.
Here’s the Solution: The DRM Program
The Donor Relationship Manager (DRM) is a trained partner who captures your donor activity, follows up, tracks communication, and prepares you for every conversation.
With your DRM in place, you'll:
✅ Start each week with a clear list of who needs to be reached out to
✅ Know exactly who was contacted and who still needs follow-up
✅ Be prompted when to re-engage with specific donors
✅ Feel confident that every interaction is recorded and tracked — so nothing falls through the cracks
And your donors?
They’ll hear from you at the right time, with the right message — without it taking more of your time or mental energy.
What Makes a DRM Different?
A DRM is not a virtual assistant.
Your DRM is a fundraising support specialist trained in:
The mission of the Rebbe and the goals of Shlichus
Torah-based views on tzedakah and giving
Donor-centric fundraising strategy
Major Chabad CRMs and systems
The Jewish calendar and relevant dates for donor touchpoints
Language, tone, and culture specific to Chabad and your Moisad
Backed by a Director of DRMs and equipped with the best technology tools, they operate inside a system built for donor success — and for your peace of mind.
The moment it all starts working
The moment it clicks for most Shluchim is when they realize:
“I’ll always be prepared for donor conversations.
And my donors will be followed up with — correctly and consistently — without me lifting a finger.”
It’s like having a fundraising system that runs with you, not on you.
How It Works
Schedule a Discovery Call with Shmuly
We’ll learn about your moisad, your goals, and your current fundraising challenges.
Receive a Custom Proposal
Tailored to your mission, donor base, and the outcomes you need and want.
Meet Your DRM & Start the Journey
We’ll handle onboarding and setup. You’ll begin receiving reports, updates, and full support.
Experience the Transformation
You'll feel calm, organized, and empowered — and your increased fundraising will reflect that.
The Shliach Journey
A Stage-by-Stage Guide to Rothman Coaching’s DRM Service
What's included?
A dedicated, trained DRM
Oversight and strategy from the Director of DRMs
Monthly, weekly, and daily updates
Campaign prep and proposal design for larger asks
Weekly donor contact list with full CRM integration
Donor Communication Calendar customized to your voice
Reports on donor engagement and status
Tools and templates to inspire both you and your donors
You finally have a partner who gets it.
What success looks like
You know who to contact and when — and it gets done
Your CRM is up-to-date without you touching it
Donors receive consistent communication, thank-yous, and updates
Mid-level donors start giving more
Major donors are approached with the right language and proposals
You feel energized instead of overwhelmed
Donors give more — and pay their pledges
“I don’t waste time wondering what to do next.
My DRM manages the flow — and I get to focus on my mission.”
Want to know if the DRM Program is fit for your Chabad House?
We created this short questionnaire to help determine whether the DRM Program is a good fit for your Chabad House. Please answer honestly—there are no right or wrong responses. This is simply to help you (and us) assess alignment.
Don’t Let Another Week Slip By
There’s money in your donor base.
There’s support waiting to be unlocked.
You just need the right system — and the right person — to help you reach it.
Let’s build a fundraising system that finally works for you.
FREQUENTLY ASKED QUESTIONS
Here are the common questions we are asked about Donor Relationship Management. If you have additional questions, message us here.
Service and Outcomes
Go to DRM page and click Get Started button to fill-up the form.
From a high-level perspective, the DRM ensures that your mind stays fully focused on your shluchus while all fundraising-related details, including the right donors, the right information, and the right timing, are seamlessly captured and brought back to you exactly when needed. With the DRM in place, you don’t have to think about it; it just works.
The DRM works within your existing CRM, while all communications happen on Slack. As soon as something comes up on Slack, they immediately enter it into ClickUp as a task, assign a date, and track its progress, whether it's in progress, pending review, or awaiting the first draft. It's a fully managed system, but it's not your headache, and you never have to touch it.
None. DRM picks up your donor management where it is. For beginners, DRM builds and implements systems with your support.
Shliach (and Shlucha if involved in donor work).
Support staff, including secretaries and VAs.
Their role is not office management, but at the same time, certain tasks can be worked in. A Donor Relations Manager is not here for basic data entry, that’s not their focus. However, when it comes to donor-related tasks, like handling a post-campaign list with new names, it becomes their responsibility to ensure those contacts are properly entered into your CRM.
Yes, the DRM is trained in donor onboarding and supports both gift and donor retention.
For example, when you meet a prospective donor, you can immediately send details about the interaction to your DRM. They will:
With clear processes and templates, the DRM ensures no detail is missed and that next steps are planned. When it is time to follow up, the DRM will remind you, keeping the process smooth and efficient.
Absolutely. The DRM maintains consistent communication to keep everything on track:
This creates a well-oiled system where anything fundraising-related can be delegated to the DRM, who manages and tracks the workflow, bringing tasks back to you only when action is needed to move relationships forward.
Yes, the DRM plays a key role in building relationships with new donors. From the earliest stages of a prospect interaction, they:
The DRM follows a standard calendar that includes scheduled check-ins with you ahead of holidays or campaigns. This ensures they identify those who need special messages and get your input on the content, so everything is prepared and executed seamlessly.
No. The DRM service is a standalone service. You may opt to get executive coaching as a separate service.
Project Details
DRM is an ongoing service designed to support and enhance all fundraising activities.
DRM provides daily check-ins and weekly feedback forms to measure performance.
Success metrics include:
There’s no long-term contract, it’s a month-to-month service that you’ll experience and say, “Wow, I can’t believe this.” You’ll keep going because you’ll continue seeing the benefits. And if you reach the point where you need a second staffer because you’ve maxed out the first one, you know exactly where to turn for a trusted, proven service.
DRM professionals continuously share new tips and best practices with Shluchim.
Cost and Affordability
Premium Package:
See all the services and benefits here.
Compare the services your VA provides to the DRM’s full suite. If gaps exist, DRM can complement your efforts and boost Hatzlocho.
A VA is like a general practitioner, while a DRM is a specialist. These professionals bring years of fundraising experience and expertise in nonprofits, ensuring a positive and effective approach. They are highly trained, not newcomers figuring things out as they go, but seasoned experts who know exactly what they're doing.
DRM services are built on the highest levels of client confidentiality and secured by stringent protocols.
The DRM ensures that once a gift is given, donors receive year-round engagement, keeping them updated, inspired, knowledgeable, and motivated to continue supporting. With a communication calendar in place and managed by the DRM, donors will clearly see the impact of their contributions, creating a seamless environment for continued giving.
(Note: The DRM won’t make cold calls or pursue new leads for you—it works within the framework you set to maximize donor engagement.)
© Copyrights by Rothman Coaching, LLC. All Rights Reserved.