All case studies

A charitable foundation that takes event registrations, gifts and receipts online, with every one on record.

Pages on one site: giving programs, events, resources and donor guides
30+Pages on one site: giving programs, events, resources and donor guides
Tournament registrations taken online, all paid by card
27Tournament registrations taken online, all paid by card
2025 donation receipts produced in one batch
902025 donation receipts produced in one batch
Website visits since tracking started
1,635Website visits since tracking started

From guessing to knowing.

Before is what was in place when Video Cartel started. Numbers come from Google Analytics and the registration database. Dollar amounts are never shown.

Before and after measures for Investors Philanthropic
Website trackingTracking went live in late August 2026.BeforeNoneAfterEvery page, every visit
Event registration27 registrations from August 31 to October 22, 2026, all paid by card.BeforeAn outside vendor's formAfterOn the foundation's own site
Where registrations are keptBeforeNowhere the team could seeAfterOne live tracker the board can open
Gift receiptsBeforeFailing without anyone knowingAfterSent after every gift, failures flagged
Visits sent by partner websitesMostly from the partner foundation linking to the registration page.BeforeNo dataAfter172

Where the traffic is now, and where it comes from.

Totals since tracking started on August 29, 2026. October runs through the 29th. Top pages are counted by visits.

September 2026

792

visits from 642 people

October 2026

766

visits from 632 people

Since tracking started

1,635

visits, 29% on a phone

Where visitors come from

  • Direct and email links1,276 (78%)
  • Partner websites linking in172 (11%)
  • Google, Bing and other search139 (9%)
  • Instagram, Facebook and LinkedIn46 (3%)
  • ChatGPT and other AI assistants2 (0%)

Most visited pages

  • Pickleball tournament registration612 (47%)
  • Home page514 (39%)
  • Havana Nights gala73 (6%)
  • Ballers Fund71 (5%)
  • Donate44 (3%)

Big mission.
No system behind it.

  • Event tickets ran through an outside vendor's form, and nobody on the team could see registrations in one place.
  • Receipts were supposed to go out automatically after each gift, but the email failed without anyone being told.
  • Ballers Fund gifts and general gifts landed in the same place, so reconciling them took hours.
  • Acknowledgment letters, LLC paperwork and compliance steps lived in folders and memory, not in a system.

8 systems, one database.

Foundation website

One site for donor-advised funds, real estate giving, advisor resources, financials, a nonprofit database and every event page, with tracking on every page.

Event registration and checkout

The tournament page became the official registration link. Card checkout, a choice of ticket and sponsor levels, and every registration saved to one database.

Live registration tracker

A spreadsheet-style tracker the event board can open from a link, with no login and no shared spreadsheet to break.

Automatic receipts

A receipt goes out after every gift, and a failed send is now logged and flagged instead of disappearing.

Ballers Fund pages

A separate home for the Ballers Fund and each of its events, so those gifts can be tracked on their own.

Letters in bulk

Year-end donation receipts and charitable intent acknowledgments produced as one batch from the records, ready to send.

LLC partnership playbook

A step-by-step procedures site with a checklist for each LLC, so every partner and advisor knows who does what.

Digital book

A 19-chapter guide to donor-advised funds, governance and charitable giving, written from the founder's own outline.

One path, from first visit to year-end letter.

Every step hands off to the next on its own. One database sits behind all of it, so nothing gets copied by hand.

  1. Step 1: Partner or event page
  2. Step 2: Registration or gift
  3. Step 3: Card checkout
  4. Step 4: Saved to tracker
  5. Step 5: Receipt sent
  6. Step 6: Year-end letter

Measure first.
Then build what moves it.

Book a short call. Tell Jay where your business loses people, and leave knowing what the first two weeks of your plan look like.