This session will focus on the innovation that Blackbaud has developed with The Giving Score. In this session, you’ll discover the power smart analytics have in taking your fundraising program to the next level. We will discuss how the score can help you target and identify your best prospects for annual and major giving, how you can minimize investment on prospects who are not likely to make a gift to you, and how to reduce your cost-per-gift, ultimately helping you raise more money. Additionally, we will discuss WealthPoint™ for The Raiser’s Edge®, an integrated capacity tool based on hard assets and indicators of wealth to help you further qualify donors for major gifts.

1. t Blackbaud Innovation: The Giving Score Kristin Ludwig, PhD

3. Identify how it can help you target and identify your potential donors

4. How it is featured in the Raiser’s Edge(i)

6. Saves you time and money by knowing who to invest in

8. Easy to read dashboards and preconfigured queries & exports that will seamlessly integrate The Giving Score™ into each user’s role-based experience

9. The Giving Score™ Applies Smart Analytics to your Database

10. Segments your constituents into four unique groups

11. VIP, FAN, LONGSHOT, ACQUAINTANCE

14. The impact of using the score will allow non-profits to decrease the attention on people that are not likely to give and focus on those that are likely and capable to make a gift. 4 3 FAN Acquire & Upgrade VIP Cultivate & Steward LIKELIHOOD TO GIVE 1 2 LongShot Qualify & Inspire Acquaintance Minimize & Monitor CAPACITY TO GIVE

16. The score is applied to your database at time of conversion to RE(i), enabling a score for each constituent with a valid name and address.4 3 FAN Acquire & Upgrade VIP Cultivate & Steward LIKELIHOOD TO GIVE 1 2 LongShot Qualify & Inspire Acquaintance Minimize & Monitor CAPACITY TO GIVE

20. Use inexpensive tactics like email

21. Monitor those with ties to the organization to tailor your communication planFAN Acquire & Upgrade VIP Cultivate & Steward LIKELIHOOD TO GIVE LongShot Qualify & Inspire Acquaintance Minimize & Monitor CAPACITY TO GIVE

22. The giving score: The long-shots Who are they: LongShots have high capacity to give but have little to no relationship with your organization They may be wealthy people who were manually added to your database or attended a special event They need to be sold on your mission FAN Acquire & Upgrade VIP Cultivate & Steward LIKELIHOOD TO GIVE LongShot Qualify & Inspire Acquaintance Minimize & Monitor CAPACITY TO GIVE

26. Focus on upgrade potential and moving to a high end annual donor and future mid-level or major donor FAN Acquire & Upgrade VIP Cultivate & Steward LIKELIHOOD TO GIVE LongShot Qualify & Inspire Acquaintance Minimize & Monitor CAPACITY TO GIVE

27. The giving score: The VIP Who are they: VIPs are proven, loyal donors or may be a newly discovered prospect who has been flying under the radar They have high affinity and high capacity to make a gift to your organization and they are waiting to be asked for a gift FAN Acquire & Upgrade VIP Cultivate & Steward LIKELIHOOD TO GIVE LongShot Qualify & Inspire Acquaintance Minimize & Monitor CAPACITY TO GIVE

30. Contact immediately!

31. Identify hard assets and other indicators of wealth with WealthPoint for Raiser’s Edge

32. Use face-to-face meetings and solicitations from you or your board membersFAN Acquire & Upgrade VIP Cultivate & Steward LIKELIHOOD TO GIVE LongShot Qualify & Inspire Acquaintance Minimize & Monitor CAPACITY TO GIVE

34. the Giving Score in the Raiser’s Edge i?

35. the Giving Score in the Raiser’s Edge i?

36. WealthPoint is a detailed screening to uncover actual wealth, career and philanthropic connections on individuals most likely to be major gift prospects WealthPoint can identify the following information that is publically available and voluntarily disclosed: Real estate values Public company insider stock holdings & some private company affiliations Federal political donations & some charitable donations WealthPoint cannot identify the following information due to privacy laws: Debts & Bank Account Holdings WealthPoint for RE has strict & relaxed matching to help limit false matches WealthPoint for Raiser’s Edge (i)

37. WealthPoint pulls information from twelve of the most respected data sources to find and return the most current, accurate information on your prospects. WealthPoint for Raiser’s Edge (i)

38. WealthPoint for RE(i) Prospect Profile

39. WealthPoint for RE(i) Prospect Profile

40. The Blackbaud Giving Score: Smart Analytics saves our customers time and money by knowing who to invest in Gives our customers the power to target and identify their best supporters Improves our customer’s efficiency at managing their supporter database raised by focusing on those that have the capacity to give Let’s Recap