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Building StrategyUsing Data-DerivedInsights: Major Gifts800.933.4446 | www.wealthengine.com | info@wealthengine.com
Presented By                            Sally Boucher                            Director of Research, WealthEngine Instit...
Building Strategy Using Data and Analytics                            This presentation is based on                       ...
WealthEngine Helps Nonprofits Find theRight People for the Right Purpose                  Who are my best donors and prosp...
Use Analytics to Drive Strategy
What is Analytics?                Analysis                The process of breaking a complex topic or substance into       ...
Data Leads to Actionable Insight                                          Wisdom                                          ...
All Strategy Derives from OrganizationalObjectives and Goals         Vision               Answer                          ...
Capacity and likelihood togive data identify the bestmajor gift prospects…
Use Data to Optimize Portfolios by Findingthe Best Prospects Based on Capacity and Likelihood to Give (or Affinity), an en...
Use Data to Optimize Portfolios by Findingthe Best Prospects Based on Capacity and Likelihood to Give (or Affinity), an en...
Data Appends (Wealth, Demographic and LifestyleAttributes) Allow Evaluation of All Constituents                           ...
Quickly Identify the Best Prospects for MajorGift Cultivation                                                            A...
Identify Second Tier Prospects for High-TouchLeadership Giving Program                                                    ...
Portfolios are often selected basedon past giving history…
The Current Portfolios Under Managementhave a Total Value of $46MM                                                        ...
Potential soars when portfoliosare selected based on capacityand likelihood to give ratings…
243 Optimal Prospects @$286MM(Selected Based on Capacity and Likelihood Ratings)                                          ...
Strategy Grows Out of Analysis      All else being equal, if 20 gifts close at 10% of capacity, this      change in portfo...
Ask amounts are often based oninstinct, “gut” feelings, or thecomfort level of the solicitor…
Data including Capacity Estimates AllowAnalysis of Major Gift SolicitationsProspect                      Average          ...
This Organization Receives on AverageOnly 10% of Potential Gift Value                      Average                    % of...
Gift Officers May be Defaulting to theMinimum Major Gift Level                      Average                    % of       ...
With Gifts Closing at Just 56% of Asks, ThereMay be Money Left on the Table                      Average                  ...
If 20 Gifts are Closed with Gifts Averaging 10% ofCapacity, the Organization will Realize $263,324                      Av...
If ask amounts are adjusted toreflect capacity on an individualbasis, fundraising potentialincreases…
Adjusting Average Ask Amount Up to 25% ofCapacity on Average Leads to Higher Asks                    Average              ...
Higher Asks Lead to Higher Closed GiftAmounts                    Average                      % of                        ...
If 20 Gifts are Closed with Gifts Averaging 15% ofCapacity, the Organization will Realize $394,986                    Aver...
Strategy Grows Out of Analysis      All else being held constant, If 20 gifts close at 15% of capacity on      average, th...
Organizations that invest inanalytics and data developstrategies that realize untappedfundraising potential
Key Takeaways from Today’s Presentation:      By analyzing file capacity and modeling likelihood to give, this      organi...
More wealth and fundraisingintelligence
Knowledge Center & Thought LeadershipWe support innovation and advancement in the field…                        Growing In...
Questions? Contact Us!If you’d like to learn more about how you can implementdata driven solutions in your nonprofit, cont...
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Building Strategy Using Data and Analytics This presentation is based on information in WealthEngine Institute’s workbook, Growing Individual Gifts: An Analytic Approach to Data-Driven Success. For more strategies on using data and analytics, join WealthEngine Institute.wealthengine.com | Page 3

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