Productivity Tools for Your Sales Force.

Fundraising the SMART Way®
Productivity Tools for Nonprofit Institutions

Fundraising the SMART Way® is BSG’s powerful process-driven fundraising architecture for major nonprofit institutions. Transform your development team from merely successful to productive and successful. Fundraising the SMART Way® drives consistent, predictable growth in total gifts for your nonprofit institution, while maintaining or even lowering costs associated with the development effort. Fundraising the SMART Way® will help you:

• Create a process framework that simplifies management of the MGO effort.
• Improve the yield of your MGO team
• Ensure that MGO’s devote their time to donor prospects with high potential
• Lessen the administrative burden associated with conventional approaches to fundraising

Competition for philanthropic dollars has never been more intense. Ensure that your development team is up to the challenge. With Fundraising the SMART Way®, you and your team will know:

• The real dollar value of their business-development time and Opportunity Cost
• Whether they invest their scarce and precious time in prospects that offer the highest potential yield, or waste it on under-qualified opportunities
• What really motivates your best donors to give to your institution (and it’s not their demographic profile!)
• What you need to know to improve performance and results without driving your development team to burn-out

How Does The SMART Way Work?
Fundraising the SMART Way® is a methodology that marries the art of fundraising with the science of process management. Major components include:

The SMART Way Donor Scorecard: defines the characteristics of prospects most like to become major donors, based on a profile of your best donors today. The Scorecard complements the classic profiling information you currently capture, with a qualitative analysis of your top-tier donors’ motivations for giving to your institution. The resulting Scorecard provides a guide for MGOs to identify the pertinent information you and the donor need to know about one another, in order to justify your MGO’s continuing investment in winning the donor prospect’s gifts.

SMART Way Pipeline and Forecast Management: Manage the pipeline by donor behavior. Identify milestones of donor behavior that signal the donor’s progress from prospect to major gift. Use these indicators to assess time in pipeline, progress through pipeline, lag time between stages. Find out how much time your people invest in high-potential, mid-potential, low-potential opportunities.

SMART Way Implementation Support: We’ll hold your hand during the adoption process to make sure you get the most out of your investment. Implementation support includes refinement and validation of your process components, coaching in the use of the new model, assistance in skills of continuous improvement, and even automated support for data capture and reporting. Our automated toolkit, the SMART Way Alert System, will complement your existing donor management software.

Call BSG directly at 305-935-6676 or email to find out how Fundraising the SMART Way® can benefit your development team.

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