A critical component to an annual fund is your case for support. Are you presenting a clear, intriguing case for support that is likely to result in donations? If not, you’re leaving money on the table, money that could be used to support your mission.

How confident are you in your ask amounts? Don’t guess. Use data to determine what the appropriate ask is.

We developed The Data-Driven Annual Fund to help organization with data understanding and use; strategies for...Read more

Part three of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team.

We previously discussed the importance of having a successful data engagement and the...Read more

Part two of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team.

In our previous post we discussed how using evidence-based metrics can improve your fundraising efforts. The first part in our blog series about setting up a successful data...Read more

Part one of this 6-part series is written by Mark Daigle and Eric White, members of the WealthEngine Professional Services Consulting team.

You know that using evidence-based metrics is the key to improving all aspects of your fundraising efforts. You recognize data is useful and can be used in decision making. But do you know what to do with the data you have? Or do you know exactly what data you have and if it’s useful?

If the answer to these questions are “...Read more

You know the importance of improving fundraising operations, processes, and results. This includes any investment you’ve made in wealth screening and predictive modeling, since they’re only as good as your implementation after receiving the data.  So, let’s ask some questions and see if any of these might pertain to your current situation:

  • Are you nearing the end of your wealth intelligence contract? Do you know what steps are crucial for your ongoing success?
  • Are you concluding a multi-year engagement which included screening and predictive modeling and you’
  • ...Read more

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