Did you know there are three keys to fundraise more confidently? We explore how leveraging your prospects propensity, affinity, and capacity helps you make more confident gift asks.

1. 3 Keys to more
Confident Fundraising
Trent Beattie, VP Channel Partners

2. Forward-Looking Statements
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3. Agenda
Did You Know?
The 3 Keys
Tailoring Your Combination
Communicating Based on the Whole Picture
Finding Donors - Client Success

4. Did you know?
Real Estate used to be considered the ‘Silver Bullet’ to determine capacity to give.
We know development professionals depend on much more intel to determine their
prospects’ capacity.
We also know that it’s not just about capacity...
What do you depend on?

5. “The best way to predict future
giving…
Is by looking at past giving

6. Capacity
AffinityPropensity
The 3 Keys – It Takes a Combination
“...someone with money who is a giver to others can
still not be into your mission. Another might love
everything you do, but has no discretionary dollars to
share.”
David Lawson, Working Philanthropy
Two keys may overlap, but when all three are known
and support each other…
That’s when you have a great prospect.The Sweet Spot:
A 360°understanding of
your prospective donor

7. Tailored Combinations
Your Organization is Unique. So are your Keys.
Targeting based on when Propensity is established
Each project campaign may rely on a different Affinity
Capacity targets can vary by school and campaign

8. Finding donors – Client Success
PROBLEM:
New nursing school required new donors
SOLUTION:
Affinity = Baylor + Healthcare
Next Phase:
More donor potential

9. Communicate Using the Whole Picture
• Leverage the 3 keys for complete fundraising intelligence.
• Combine external intelligence with internal knowledge.
• Ask the right prospect for the right gift at the right time.

10. “iWave is a dream come true in that it bridges the gap of connecting our donor
database with third party charitable giving information. It enables us to access
a prospect’s giving potential from within their Salesforce record.
Kevin Kasowski, Director of Foundations and Corporate
Relations, Oregon Environmental Council

11. Remember
There are 3 Keys – Propensity Affinity Capacity
Don’t settle for “One-Size-Fits-All”
Use the Whole Picture
Find More Gifts – in Your Database
Stop by the iWave booth, we’d love to meet you!
info@iwave.com
trent.beattie@iwave.com