The Data-Driven Annual Fund Part 2: Solicitation and Stewardship

June 19, 2017
By WealthEngine Team
Annual Giving, Fundraising, Nonprofit, Segmentation, Stewardship

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

5 Foolproof Ways to Use Your Nonprofit CRM Better

April 4, 2017
By Jeff Gordy
Nonprofit, Fundraising, Partner, Stewardship

Nonprofit CRMs truly are the superheroes of the fundraising world.

Think about it: what other software can help you manage all of your donor information, provide you with valuable supporter insight, and help you implement perfectly-designed outreach strategies?

Your CRM can be a game-changer for your fundraising and stewardship plans, but only if you know how to make the most of your donor database (and all its features)....Read more

Nonprofits: Are you Ready to Fail in 2016?

October 20, 2015
By WealthEngine Team
Annual Giving, Fundraising, Stewardship, Mid-level Donors

For every $100 in new donations nonprofits gained in fiscal year 2014 over the previous year, they lost $95 in lapsed or reduced donations.

-AFP 2015 Fundraising Effectiveness Survey


Not many nonprofits think about going into a new calendar year in the framework of failure. However, lack of a clear plan and course of action at the end of 2015 is one of the best ways to ensure failure in the coming months.

Because...Read more

Put your attention squarely on donor retention for 2016

October 9, 2015
By Sally Boucher
Fundraising, Donor Retention, Stewardship

The 2015 Fundraising Effectiveness Project report has been released, a joint study of the Association of Fundraising Professionals (AFP) and the Center on Nonprofits and Philanthropy at the Urban Institute which has been published each year since 2006.  The 2015 report covers data collected in 2014.

As in years past, there is cause for concern – actually, worry – when looking at

...Read more

2015 and Your Development Plan

October 29, 2014
By Sally Boucher
Major giving, Annual Giving, Stewardship, Communications

As 2015 approaches, it is not too early to consider what the New Year will bring from a charitable giving perspective.  Many forecasters believe that the stock market and the economy will continue to improve, and we will see enough growth in 2015 to finally pull us out of the recession-influenced doldrums of the past several years.  If it holds true, that is good news for charitable giving, which has historically been very responsive to upturns in the market. 

So how should nonprofits...Read more

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