The document outlines strategies for nonprofit organizations to enhance fundraising effectiveness through analytics, emphasizing the importance of dreaming big, testing small, and failing fast. It presents practical tools for identifying potential donors, creating tailored fundraising strategies, and adapting quickly to challenges. The piece is presented by Sally Boucher, director of research at WealthEngine, who emphasizes data-driven solutions for better decision-making in nonprofit fundraising.

1. Dream Big,
Test Small and
Fail Fast
800.933.4446 | www.wealthengine.com | info@wealthengine.com

2. Presented By
Sally Boucher
Director of Research, WealthEngine Institute
Sally Boucher, CFRE, is the Director of Research at WealthEngine
with a 15-year background in higher education, the arts, and
human services development. She has provided professional
services to hundreds of non-profit organizations.
Sally is the primary author of the Growing Individual Gifts
Workbook, the Best Practices for Prospect Research in Higher
Education Fundraising Report, and a contributor to the Measuring
Fundraising Return on Investment and the Impact of Prospect
Research white paper. She regularly presents on analytics, return
on investment, research and major giving.
wealthengine.com | Page 2

3. WealthEngine Helps Nonprofits Find the
Right People for the Right Purpose
Who are my best donors and prospects?
Analytics allows you to draw conclusions and make informed decisions.
What can I learn about these people?
In-depth, contextual information to better understand each of your prospects.
How can I find more prospects just like them?
Leading tools to build your prospect pipeline and thoughtfully expand your reach.
What strategies should I use to reach them?
Customized insight and advice to develop and execute your fundraising strategy
with precision.
Fully integrated. Scalable. Best in class. Your results are ready.
wealthengine.com | Page 3

4. Dream Big
Know where you are
Think creatively and innovate
Determine where you are going
wealthengine.com | Page 4

5. Dream Big
We Are Here
wealthengine.com | Page 5

6. Dream Big
How Far Can We Go?
Use Divergent Thinking to Dream
 SWOT analysis
 Problem Restatement
 Root Cause Analysis
 Brainstorming
 Evidence-based solutions
We Are Here
wealthengine.com | Page 6

7. Dream Big
What Can We Do Now?
Scale your dreams to your
resources with convergent
thinking
 Cluster and winnow
 Focus on realistic and promising ideas
 Forecast results
We Are Here
wealthengine.com | Page 7

8. Dream Big
Our Destination
We Are Here
wealthengine.com | Page 8

9. Test Small
$2,500,000
Our destination
We are here
$2,000,000
$1,500,000
Gap
$1,000,000
$500,000
$0
Q1 Q2 Q3 Q4
wealthengine.com | Page 9

10. Test Small
$2,500,000
Our destination
We are here
What Will Close
$2,000,000
the Gap?
 Asks based on capacity rather
Gap than instinct
$1,500,000
 New stewardship techniques for
first-time donors
$1,000,000  Upgrade strategies based on
lifetime potential
 Digital media for engagement
$500,000
and fundraising
 Prospect tracking and
management metrics
$0
Q1 Q2 Q3 Q4
wealthengine.com | Page 10

11. Fail Fast
Failing Slow
Time wasted with too much preparation
Not prepared to recognize failure with metrics and milestones Our Destination
Too late to recover and try something else
We’ll have to
try something
else next year
Let’s get
this right! Are we
failing? Gap
We Are Here
Time
wealthengine.com | Page 11

12. Fail Fast
Failing Fast
The sky’s
Embrace a culture of innovation and play the limit
Be prepared to recognize and find the cause of failure next year! Our Destination
Know what success looks like
Invest and refine
Now we’re
on the right
track! Gap
This is not
Let’s give Let’s invest
working.
it a try. and refine.
We Are Here
Time
wealthengine.com | Page 12

13. Dream Big, Test Small, Fail Fast:
Achieve More!
Failing Slow Our Destination
Failing Fast
Gap
We Are Here
Time
wealthengine.com | Page 13

14. More Wealth and Fundraising
Intelligence

15. Knowledge Center & Thought Leadership
We support innovation and advancement in the field…
Growing Individual Gifts Workbook
Tools you need to grow your fundraising results
ProspectResearchResources.com
Free tools for every research request
WealthEngine Institute
Free education, knowledge sharing and networking
wealthengine.com | Page 15

16. Questions? Contact Us!
If you’d like to learn more about how you can implement
data driven solutions in your nonprofit, contact us!
800.933.4446
www.wealthengine.com
info@wealthengine.com
Read more about WealthEngine’s Analytics for Nonprofits here.
wealthengine.com | Page 16