Moxxee An Ethical CRM for Fundraisers, By Fundraisers
Empowered Fundraiser
A Discovery Framework

The PAPPA Framework

A structure for reading what is underneath a conversation — used in every discovery meeting, contact report, and proposal that comes out of Empowered Fundraiser's client work.

Campaign Counsel for Third Spaces

The living rooms of our society.
The open spaces for our soul.
The places that hold the health of our democracy.

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Asking good questions and then listening, deeply, is the only way I know to understand donors' motivation.

What It Captures

Five categories, worked through in order after any meeting, call, or relationship-building conversation. Each one turns a loose impression into something you can act on.

P

Passion

What lights this person up. Their personal mission, professional purpose, what they keep coming back to in conversation without being prompted.

Listen for —
  • the story they tell more than once, almost word for word
  • the thing they'd rather talk about than why you're really there
  • a shift in energy or pace when a certain topic comes up
  • whose work they admire, and what specifically they admire about it
  • what they'd still do even if no one paid them for it
A

Assets

What they bring. Budget, network, decision-making power, influence — the practical resources that make them useful to a campaign, not just willing.

Listen for —
  • who they'd need to check with before saying yes
  • what they've funded, approved, or signed off on before
  • what they control outright versus what they only influence
  • a board, committee, or advisory seat mentioned in passing
  • "I could introduce you to..." — said once, then forgotten if you don't follow up
P

People

Who is in their orbit. Decision-makers, partners, and stakeholders they name unprompted — the map of who else eventually needs to be involved.

Listen for —
  • names repeated across more than one conversation
  • titles that outrank the person in front of you
  • who they credit when an idea comes up
  • family members or close peers active in the same cause
  • who they'd loop in before making this decision final
P

Pain

What is hard. The problem underneath the one they name first, and what they have already tried that didn't work — the difference between fresh ground and a repeat of a dead end.

Listen for —
  • frustration with a prior attempt that didn't stick
  • a workaround they've quietly built for themselves
  • a pause or a sigh right before a specific topic
  • blame aimed at a process or policy, not a person
  • "why hasn't anyone fixed this yet," said more than once
A

Approach

Where they show up and how they prefer to be reached. Social platforms and posting cadence, IRL communities and conferences, where they get their information, and their preferred channel — email, DM, text, phone, in person.

Listen for —
  • whichever channel they already used to reach you first
  • how fast, and in what format, they answered your last message
  • a newsletter, podcast, or specific voice they quote
  • a conference or association they name-drop without explaining it
  • whether they lean toward scheduled calls or casual drop-ins

Using It in a Discovery Meeting

PAPPA is not a script. It is a lens to apply after the conversation, while filling in what you learned.

01

Listen more than you talk

PAPPA only works if the conversation surfaces something worth writing down. Before your next meeting, watch Celeste Headlee's TED talk 10 Ways to Have a Better Conversation — enter assuming you have something to learn, stay curious with open questions, stay out of the way of the answer, and don't repeat yourself.

02

Have the conversation first

Don't run the five letters as questions during the conversation itself. Let the conversation happen naturally — PAPPA is what you sort it into afterward.

03

Fill in what you have

Write two to four sentences per category. Mark a gap plainly — "not surfaced yet" is a prompt to go find out, not a failure.

04

Let Approach set the plan

The Approach category is what turns the report into a next step — the channel, the timeline, and what each side committed to.

Practice PAPPA on a Fictional Donor

Invent a donor who doesn't exist. Write it, talk it out loud, or type it in. First you'll get a quick read on what you've got, then a prompt to take the rest of the way with AI.

Copy this and paste it into Claude, ChatGPT, or any AI assistant to keep the exercise going.


        
      

Sources

Confirmed places PAPPA is defined or used, drawn from the Empowered Fundraiser Digital Fundraising Twin.

Origin
  • Donor Visits 2.0 — the source material PAPPA was developed from, alongside Strategic Inquiry for Elevated Asks (Smith, 2024)
Coming Soon
  • Moxxee — an ethical CRM for fundraisers, by fundraisers
Teaching
  • Consulting Accelerator Modules 6 and 7
Client Work
  • Client Deliverable — campaign contact reports, via Vera

Why It's Worth the Extra Step

A good conversation and a usable contact report are not the same thing. PAPPA is the difference between remembering a person was interesting and knowing exactly what to do about it.

The consultant's job in discovery is to figure out how to reach this person and keep reaching them. That is what Approach is for.

The working principle behind the framework