Advanced Campaign Intelligence
Major campaigns demand precision. Whether you are a hospital planning an expansion, a university launching a comprehensive campaign, or a museum securing transformational gifts, you need sophisticated analytics that deliver confidence in your strategy.
We are campaign experts. Our consulting team excels in donor analytics and AI, providing actionable insights.
Built specifically for campaign planning, our platform combines your institutional data with comprehensive wealth and philanthropic intelligence to predict who will give, how much, and when. Our machine learning models analyze giving histories, engagement patterns, and other data to optimize your campaign planning and prospect portfolios.
Key Features:
- Smart Scoring: Proprietary prospect scoring using capacity weighted by likelihood.
- Portfolio Optimizer: Reveals who is likely to give and has the highest probability of converting to transformational gifts.
- Gap Analysis: Identifies required prospects versus identified prospects by giving level.
- CampaignIQ: Models multiple campaign scenarios to inform decisions about timing, goals, strategy, and resource allocation.
Links to articles:
- Capacity Study versus Feasibility Study: What is the Difference?
- Why are Major Gifts Portfolios Failing?
- The Truth About High-Performing MGOs
Our capacity analysis is a systematic evaluation of both the giving capacity and philanthropic inclination of current donors, board members, past supporters, and prospective new donors who have demonstrated connection to your mission.
Portfolio Optimization is the discipline of focusing time and attention on your universe of highest capacity and most engaged prospects. Through our analysis, we pinpoint donors who are most apt to contribute substantial direct or deferred gifts. This helps determine which individuals should be added to or removed from a portfolio, ensuring resources are directed toward the most promising opportunities.
