Partnership Proposal · Prepared for WETA · November 2026

The fundraising platform built for donor lifetime value.

Your supporters don't think in channels, and your giving platform shouldn't either. Fundraise Up turns every giving moment, from an email appeal to an on-air drive to a QR code at an event, into a fast, personal checkout, with the gift flowing straight into your database of record.

For WETA, that means more sustainers and fewer manual workarounds. Your Revolution CRM stays the system of record, WETA and PBS News stay cleanly separated, and the best-practice features your team told us it's missing (sustainer intercept, next suggested ask, a self-service portal and cart abandonment) are built in from day one.

Everything here comes from your RFP for online fundraising and email communication tools and your answers to the consolidated vendor questions, all in one place.

WETAArlington, VA · WETA and PBS News
Fundraise UpAI-powered online giving since 2017 · 3,500+ nonprofits
642Kopted-in records today, growing about 20K a year (from your vendor Q&A)
~114Kactive sustainers across WETA and PBS News (from your vendor Q&A)
2programs, WETA and PBS News, with separate settlement
Sept 2027planned cutover, after a parallel run from July
Why Fundraise Up for WETA

Three things WETA weighs most, built in from day one

Your RFP says the most heavily weighted criteria are managing the donor experience, managing integrations and payment processing. Here's how Fundraise Up delivers each in your setup.

A donor experience that grows sustainers

Monthly prompts at the right moment, personalized suggested amounts, a passwordless Donor Portal and automatic reminders for abandoned gifts, all included and working on every form without custom code.

RFP C16F8D2C29

Integrations that don't wait a day

ROI Solutions has built an integration that brings Fundraise Up donations and supporter data into Revolution CRM, which stays your system of record. Webhooks push events as they happen for time-sensitive flows like PBS MVAULT and Press Pass, and the REST API and scheduled exports cover the rest.

RFP J11J12L4

Payments WETA owns, with PBS News kept separate

WETA contracts directly with Stripe, with no contractual obligations and nonprofit pricing, and funds go straight to WETA's bank. With subaccounts, WETA and PBS News each connect their own Stripe account, so settlement and reconciliation stay separate.

RFP M1M3M4
Your priorities

10 priorities, and how Fundraise Up meets each one

These priorities come from your RFP and your answers to the vendor questions, grouped by who experiences them. Open any priority to see what you told us, what changes and what it means for each team. We look forward to showing each of them in a live demo.

1

More sustainers, without extra campaigns

Donor experience · Sustainers
From your RFP
You mentioned

You told us that in your current system, “things like sustainer intercept, next suggested ask, self-service portal and cart abandonment are not industry best.” Your RFP asks for monthly and annual sustainer upsells and ask strings built from each supporter's record.

Your vendor Q&A, pain points · RFP C7, C16, F8
With Fundraise Up
  • A monthly prompt before the gift, and a post-gift upsell to monthly or annual giving
  • Suggested amounts personalized for each supporter, or your own presets and CRM-driven amounts passed in the link
  • Upgrade Links that let a current sustainer increase their gift without re-entering a card
What it means for your team
DF
Sustainer growth on every formDigital Fundraising · Direct Response and On-Air teams

— so new monthly and annual sustainers come from everyday traffic, not only special campaigns.

DT
Asks that match your segmentsData team · ROI Revolution and reporting

— so the amount in the email is the amount on the form.

PN
The same tools for PBS NewsPBS News · Membership and Press Pass

— so Press Pass supporters get the same upgrade path.

RFP B8, C7, C16, F8
2

A Donor Portal supporters actually use

Donor experience · Self-service
From your RFP
You mentioned

You named the self-service portal as one of the places your current system falls short, and your RFP asks for donors to update their information and payment method and cancel recurring gifts on their own.

Your vendor Q&A, pain points · RFP D2, D3
With Fundraise Up
  • Passwordless sign-in by email link, Google or Apple
  • Supporters update their payment method, amount, frequency and next gift date, or pause for 1 to 12 months
  • Retention offers before a supporter cancels, and receipts available to download any time
What it means for your team
AS
Fewer update callsAudience Services · Donor care

— so your team spends less time keying in card and schedule changes.

DF
Sustainers who stayDigital Fundraising · Direct Response and On-Air teams

— so an expired card or a tight month doesn't become a lost supporter.

DT
Changes that flow to RevolutionData team · ROI Revolution and reporting

— so updates arrive with the rest of the gift data.

RFP D2, D3
3

Win back gifts that were started but not finished

Donor experience · Recovery
From your RFP
You mentioned

Cart abandonment is the fourth gap you named, and your RFP asks for native abandonment capture and remarketing.

Your vendor Q&A, pain points · RFP C29, F9
With Fundraise Up
  • Abandoned gifts are captured once a supporter enters their email
  • Up to four automatic reminder emails link back to the campaign
  • GA4, Google Tag Manager and Meta events support ad remarketing
What it means for your team
DF
Recovered revenue, automaticallyDigital Fundraising · Direct Response and On-Air teams

— so gifts that would have been lost come back without a manual follow-up.

DT
Recovery you can measureData team · ROI Revolution and reporting

— so abandoned and recovered gifts show up in reporting.

RFP B13, C29, F9
4

A fast checkout wherever supporters find you

Donor experience · Checkout
From your RFP
You mentioned

Your QR codes go on direct mail, events, YouTube end cards and WETA+, each tagged with tracking parameters and a source code. Your pledge drives send supporters to giving pages from email and homepage takeovers.

Your vendor Q&A, #114 and #120 · RFP C24, F7, H4
With Fundraise Up
  • A checkout that opens right on weta.org, or on a hosted Campaign Page, on any device
  • Apple Pay, Google Pay, PayPal, Venmo and bank payments (ACH) appear automatically
  • A native QR code element, with UTMs and source codes captured on every gift
What it means for your team
DF
Every channel, one checkoutDigital Fundraising · Direct Response and On-Air teams

— so mail, on-air, social and email all lead to the same fast experience.

DT
Source codes on every giftData team · ROI Revolution and reporting

— so attribution lands in Revolution the way you report on it today.

RFP C24, C25, F7, H4, K8
5

Passport and thank-you gifts, at the right thresholds

Donor experience · Premiums
From your RFP
You mentioned

Passport requires at least $96 one-time or annual, or $8 a month, and Press Pass follows the same thresholds. You also run one-off premium campaigns, like a mug or a tote, alongside your pledge-drive stores.

Your vendor Q&A, #93, #110 and #120 · RFP F8, F15
With Fundraise Up
  • Thank-you gifts tied to one-time and monthly thresholds, with fair market value shown on receipts
  • Suggested amounts and presets set around your benefit thresholds
  • Multi-item pledge-drive stores can stay on your premium platform, linked to Fundraise Up giving pages. The best setup for WETA is confirmed in discovery
What it means for your team
DF
Thresholds built into the askDigital Fundraising · Direct Response and On-Air teams

— so supporters see the amount that unlocks Passport.

PN
Press Pass handled the same wayPBS News · Membership and Press Pass

— so PBS News supporters get a consistent path.

AS
Clear receiptsAudience Services · Donor care

— so supporters see the fair market value of their gift.

RFP F8, F15, G8
6

Data that doesn't wait a day

Admin experience · Integration
From your RFP
You mentioned

“Data syncs only once a day.” Your RFP says information between ROI and the donation platform must sync more than once a day, and that PBS MVAULT, Press Pass and WETA+ need real-time data.

Your vendor Q&A, pain points and #155, #160 · RFP J11, L4
With Fundraise Up
  • ROI Solutions' integration brings donations, recurring changes and refunds from Fundraise Up into Revolution throughout the day, with Revolution as your system of record
  • Webhooks push donation and supporter events as they happen for flows like PBS MVAULT and Press Pass
  • The REST API and scheduled exports (including SFTP) for your data warehouse and anything else
What it means for your team
DT
Fresher data in RevolutionData team · ROI Revolution and reporting

— so segments and reports aren't a day behind.

PN
Press Pass benefits on timePBS News · Membership and Press Pass

— so new supporters get their benefits without waiting for a nightly sync.

AS
Answers for callersAudience Services · Donor care

— so donor care sees recent gifts when a supporter calls.

7

WETA and PBS News, side by side

Admin experience · Separation
From your RFP
You mentioned

WETA and PBS News donors are managed by different membership levels and programs, there is never a joint solicitation, and settlement and reconciliation separation must be preserved.

Your vendor Q&A, #48 and #104 · RFP M3
With Fundraise Up
  • A subaccount for each program, with its own campaigns, receipts and settings
  • Each subaccount connects its own Stripe account, so settlement and payouts stay separate
  • Reporting can filter by subaccount or roll up across both
What it means for your team
PN
PBS News on its own termsPBS News · Membership and Press Pass

— so its campaigns and settlement never mix with WETA's.

DT
Clean reconciliationData team · ROI Revolution and reporting

— so each program's payouts match its own records.

DF
One platform for both teamsDigital Fundraising · Direct Response and On-Air teams

— so best practices carry across WETA and PBS News.

RFP M3
8

Control over who changes what

Admin experience · Governance
From your RFP
You mentioned

You told us permissions management isn't flexible enough, shared components can't be locked to certain permission levels, and updates to emails and donation forms sometimes fail to save. Your RFP also asks for changes across many forms at once.

Your vendor Q&A, pain points and #129 · RFP B18, C1, K1
With Fundraise Up
  • Predefined roles, including a Configuration Manager role with no access to supporter personal data
  • Bulk updates across up to 5,000 campaigns at once by CSV
  • An audit log of who changed what and when, plus SSO with Microsoft Entra ID and enforceable two-factor authentication
What it means for your team
DF
Bulk changes in minutesDigital Fundraising · Direct Response and On-Air teams

— so a new ask array or legal line reaches every form at once.

DT
Access by roleData team · ROI Revolution and reporting

— so each person sees only what their job needs.

AS
View-only where it fitsAudience Services · Donor care

— so donor care can look up gifts without editing campaigns.

RFP B18, C1, K1, K15, N1
9

Testing you can trust

Admin experience · Optimization
From your RFP
You mentioned

You described your current testing tools as clunky, without the multivariate options you want, and told us you'll likely stay with Wingify.

Your vendor Q&A, pain points and #40 · RFP B4, C22
With Fundraise Up
  • VWO by Wingify works with Fundraise Up, comparing page versions by URL and tracking completed donations
  • Fundraise Up continuously optimizes the checkout across the platform
  • GA4 integrates through Google Tag Manager with ready-made events
What it means for your team
DF
Tests that read cleanlyDigital Fundraising · Direct Response and On-Air teams

— so you know which page or ask actually raised more.

DT
Conversion data in GA4Data team · ROI Revolution and reporting

— so results sit next to the rest of your web analytics.

RFP B4, C22, C23
10

A transition planned around your sustainers

Admin experience · Continuity
From your RFP
You mentioned

You plan a parallel run from July 15, 2027 and cutover on September 1, 2027, with at least two months of integration testing before launch, and about 114K active sustainers to carry through the change.

Your vendor Q&A, #102 and #177 · RFP 2.4, M9
With Fundraise Up
  • A free migration service: payment tokens move directly between processors and plans keep their amounts and dates, so in most cases supporters don't re-enter anything
  • A coordinated plan with WETA, ROI Solutions and your partners, with Test mode for end-to-end testing
  • Where your tokens are held today, and how billing hands off at cutover, confirmed together in discovery
What it means for your team
DF
Sustainers keep givingDigital Fundraising · Direct Response and On-Air teams

— so the switch doesn't show up as a dip in recurring revenue.

DT
Testing before anything goes liveData team · ROI Revolution and reporting

— so integrations are proven before cutover.

AS
A plan for every supporterAudience Services · Donor care

— so the few who need to restart a gift get a simple path.

Return on investment

What a better checkout is worth to WETA

Published Fundraise Up benchmarks for checkout conversion, recurring retention, and platform cost.

30%

Average checkout conversion rate on Fundraise Up, vs. an 8% industry average

80%

Recurring donor retention rate, vs. a 71% industry average

~1%

Average effective platform cost once donors choose to cover fees

4.8/5

Average rating from nonprofit users on G2

Proof

Results from organizations on Fundraise Up

Multi-program · US

Greater Good Charities

+161%

lift in online revenue, with a 230% increase in recurring giving revenue.

Canada · Humanitarian

Canadian Red Cross

$7M

raised in a holiday campaign, with an 84% increase in holiday campaign revenue and a 25% conversion rate on campaign pages.

Monthly giving · UK

International Justice Mission UK

+203%

increase in recurring donors after moving to Fundraise Up.

ROI Revolution CRM

How gifts reach Revolution and PBS

Revolution CRM stays WETA's system of record. Gifts flow in through ROI Solutions' integration, and time-sensitive flows run on webhooks.

Fundraise Up
WETASubaccount · own Stripe account
PBS NewsSubaccount · own Stripe account
Connections
ROI's Fundraise Up integration
  • Built and maintained by ROI Solutions
  • Donations and supporter data
  • One-time and recurring gifts
  • Upgrades, pauses, cancellations and refunds
  • Attribution and source codes
Webhooks and REST API
  • Events as they happen
  • Built by WETA or its partners
WETA systems
ROI Revolution CRMSystem of record, synced throughout the day
PBS MVAULT and Press PassPassport and Press Pass benefits

The Revolution sync runs one way (Fundraise Up → Revolution) and is built and maintained by ROI Solutions, so its schedule and field mapping are confirmed with ROI. Webhook-driven flows such as MVAULT and Press Pass are built by WETA or its integration partners on Fundraise Up's documented APIs, with guidance from our team. Scheduled exports are always available for batch workflows.

Pricing model

A model that only grows when your giving grows

The full fee schedule will be covered in a pricing walkthrough. This is how the model works.

How you pay

No upfront license, no setup fee, no long-term contractThe platform fee is a percentage of donations processed.
Processing at nonprofit rates, no markupStripe and PayPal settle directly into WETA's own accounts, and Stripe offers reduced fees for eligible nonprofits.
Donors can cover the costWith adaptive fee coverage, the average effective cost is around 1%.

Included at no extra cost

  • Implementation, onboarding and training
  • Recurring donor migration service
  • Dedicated Customer Success Manager
  • 24/7 email support
  • No per-user fees
  • IRS-compliant tax receipts
  • PCI DSS Level 1 compliance
  • New features as they're released
Implementation

A path to your September 2027 cutover

Built around the dates in your RFP and vendor Q&A. Your current forms stay live through the parallel run. This is a starting point to shape together with your team.

Feb–Mar 2027

Kickoff and discovery

Map forms, programs, sustainers and data flows with WETA, ROI Solutions and your partners.

Spring 2027

Build and connect

Set up the WETA and PBS News subaccounts and Stripe accounts, rebuild forms, and connect Revolution, MVAULT and Press Pass.

May–Jul 2027

Integration testing

At least two months of end-to-end testing in Test mode before anything goes live.

Jul–Sep 2027

Parallel run and cutover

Parallel operation from July 15, then cutover on September 1, with sustainer migration scheduled alongside.

Recurring donor migration · included

Sustainers keep giving through the switch

1
List the plans

Export WETA's and PBS News's active recurring plans from the system that manages them today.

2
Move the tokens

Your current processor transfers payment tokens directly to Stripe. Where tokens can be transferred, supporters don't re-enter anything.

3
Activate and reconcile

Plans keep their amounts and dates. Where tokens are held and how billing hands off at cutover are confirmed together in discovery.

Security, compliance and support

Compliance you can verify

Each item is backed by documentation at trust.fundraiseup.com. Live platform status is at status.fundraiseup.com.

✓
PCI DSS Level 1

v4.0.1. Card data is tokenized by Stripe, with a pre-filled SAQ A on request.

✓
SOC 2 Type II · ISO 27001

Independently audited, with annual penetration testing.

✓
CCPA · GDPR

A DPA is available.

✓
WCAG 2.2 AA

Third-party audited across checkout, campaign pages and the Donor Portal.

✓
Access control

8 roles, SAML SSO and enforceable 2FA, with no per-seat fees.

✓
Audit log

Every action, who made it and when, filterable by subaccount.

✓
Fraud and bot protection

AI fraud detection, Stripe Radar and background hCaptcha.

✓
Support

24/7 support, a dedicated CSM and quarterly business reviews.

✓
SSO with Microsoft Entra ID

SAML single sign-on works with your identity provider.

Next steps

Where we go from here

Live demo

Walk through each priority on this page with your digital fundraising, data and PBS News teams.

Pricing walkthrough

Go through the fee model against WETA's online volume.

Technical session with ROI Solutions

Confirm the Revolution sync, plus the MVAULT and Press Pass flows.

Transition plan

Agree milestones, testing and the sustainer migration around your September 2027 cutover.

Documents
Trust CenterCertificates, policies and the SOC 2 reporttrust.fundraiseup.com ↗
Platform statusLive uptime and incident historystatus.fundraiseup.com ↗

Questions? Your Fundraise Up team is here.

MM
Mike MorellAccount Executivemike.morell@fundraiseup.com