“We built Epiphany to solve the pain points we saw firsthand in earlier benchmarking programs—speed, automation, and cross-team accessibility are now non-negotiable.”
— Lee Gartley, General Manager, MiLo Analytics, ROI Solutions
For years, nonprofit benchmarking meant static annual reports, manual file uploads, and long waits for insights. Those early models served their purpose—but fundraising has changed.
Enter Epiphany Benchmarking: a next-generation approach developed by ROI Solutions in collaboration with our friends at CDP and led by Lee Gartley—one of the original architects of nonprofit benchmarking itself.
Goodbye, Legacy Bottlenecks
Older benchmarking models came with three big challenges:
- Outdated Cadence – By the time annual reports arrived, they were already stale.
- Manual SFTP Transfers – Clunky file uploads slowed the process.
- Limited Access – Insights stayed locked with analysts, instead of fueling the whole organization.
These bottlenecks left nonprofits reactive when they needed to be proactive, particularly in times of change or instability.
Epiphany: Designed for Today’s Nonprofits
Epiphany, shaped by Lee’s deep experience and CDP’s data collaboration and benchmarking expertise, changes the game:
- Monthly updates mean no more year-old snapshots.
- Automated pipelines eliminate manual uploads.
- Interactive Tableau dashboards serve analysts, executives, and fundraisers alike.
- Rapid onboarding gets clients live in days, not months.
- Frequent meetings to review results as your fundraising progresses over the year.
“Having spent years helping to design and deliver some of the first large-scale nonprofit benchmarking programs, I’ve seen both the impact and the limitations of those early models. They were powerful for their time—but they were built around static, annual updates, clunky file submissions, and reporting that too often lived in silos. Fundraisers need faster answers, more accessible insights, and tools that speak to every level of the organization—not just analysts.
With Epiphany, we set out to build the benchmarking platform I always wished we had: automated, intuitive, collaborative, and refreshingly fast. Thanks to our work with CDP, we’ve created something nonprofits can actually use to drive real-time decision-making, not just post-mortem reflection.”
— Lee Gartley
Why Speed Matters
Fundraising cycles are shorter, donor behaviors shift faster, and competition for attention is fierce. Waiting a year for benchmarking data means missing opportunities. Epiphany’s monthly updates mean you can:
- Adjust campaigns mid-year instead of waiting for postmortems.
- Spot donor retention issues early and respond before year-end.
- Capitalize on peer performance trends as they emerge.
Data-driven fundraising isn’t just about measuring what happened—it’s about shaping what happens next.
From Insight to Action
Epiphany isn’t just about dashboards; it’s about decisions. By delivering near-real-time benchmarking:
- Fundraisers can pivot mid-campaign to maximize ROI (pun intended).
- Executives can make faster, informed strategic choices.
- Analysts can spend less time wrangling data and more time uncovering insights.
When benchmarking moves at the pace of fundraising, it becomes a true driver of innovation rather than an annual retrospective.
Collaboration at the Core
Epiphany’s partnership with CDP expands cohort depth and accuracy, creating a living, breathing benchmarking resource that grows richer as more nonprofits participate. And you’ll have frequent meetings with other organizations to review results and draw conclusions about your fundraising progress.
Benchmarking without bottlenecks.
Near-real-time updates. Data you can act on.
The future isn’t annual—it’s Epiphany.
👋 Want to Talk with Lee?
Curious how Epiphany Benchmarking can work for your organization?
Lee Gartley, one of the minds behind Epiphany, would love to connect.
👉 Let’s Talk.
