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Selling the SMART Way®
Webinar Series

May 20, 11 AM:
Sales Success vs. Sales Productivity:
The Leaky Bucket Report

Click Here to Register!

May 26, 11 AM:
Selecting the Right Prospects:
Are They Good Enough for You?
Click Here to Register!

June 3, 11 AM:
Managing Your Pipeline for Fun & Profit:
Take the Guesswork Out of Forecasting
Click Here to Register!

 

Fundraising the SMART Way®

Fundraising the SMART Way
 
Fundraising the SMART Way is BSG’s solution for nonprofit institutions. Fundraising the SMART Way drives sustainable, predictable growth in total gifts and grants for your nonprofit institution, while maintaining, even lowering costs associated with the development effort.  Fundraising the SMART Way demystifies the fundraising effort by clarifying the development process, providing transparency and accountability on progress, and simplifying donor and funder acquisition, retention and enhancement.  Gain significant increases in income with the SMART Way approach, whether your institution has been raising income through major philanthropy for years, or is a start-up developing its first grants.

Fundraising the SMART Way for Major Gift Work:

  • Invest the scarce and precious resources of your Major Gift Officers in donor prospects with the highest potential for long-term value
  • Measure and manage MGO performance based on rational metrics
  • Assist MGO's, senior management, and peer solicitors to get the most out of donor and gift acquisition, donor retention and stewardship

Fundraising the SMART Way for Grants-Based and Corporate Partner Development:

  • Clarify the characteristics of grant-making organizations, corporate sponsors and others most likely to provide income to your agency, based on your mission and reputation
  • Establish clear guidelines for building your portfolio of funding sources
  • Diversify funding sources for maximum sustainability; move away from the old problem of "too many eggs, too few baskets."
  • Set up and use simple tools and reports that provide insights for continuous improvement.

Whether your funding strategy depends on grants, corporate sponsorships, or major gifts, Fundraising the SMART Way® will help you:

  • Raise more money - from more, and more diverse - sources
  • Concentrate on prospects with the best potential for high lifetime value to your agency
  • Lessen the administrative burden associated with fundraising
  • Engage the board in philanthropy more easily and more effectively

Competition for philanthropic dollars has never been more intense. We can help you get more income, with less effort, than you are probably able to manage today. 

Fundraising the SMART Way™ Workshops        

SMART Way™Software

SMART Way™ Implementation Support

Fundraising the SMART Way Workshops scaled and price to fit the size of your team and your budget.  Learn methodology basics. Craft your agency's unique benchmarks, profiles, metrics and performance management tools.

Outcomes: A documented fund development plan, strategy and process; ideal donor/funder profiles, metrics and targets.

SMART Way Scorecard: find out in seconds if the prospective funder is worth your time and effort.
SMART Way Pipeline Management Tools: pipeline management and forecasting tools to track performance, know when you're on track and when you're off.
SMART Way Alerts:  Actionable information when you need it, sent direct to your mobile device or inbox.
SMART Way Analytics: 
 

Technology Support: We customize your Scorecards and other development metrics and reports, either in simple spreadsheet form, or in the donor management software of your choice.

Team and MGO Support: Regular team or management sessions to validate and refine your Scorecards and other SMART Way lock in the learning, build good habits, and transform fund development for the better

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