This presentation walks you through concepts that are relevant to all professionals: * Having Big Dreams * Testing actions before fully committing resources and time * Failing Fast, or quickly assessing the success of projects. It speaks to each of the above in the context of fundraising, but can easily be thought of in terms of prospect development, nonprofit operations, or your personal career. By incorporating these few ideas into the way you approach your work and life, you will be: * Ready for action when opportunities arise * More proactive and less reactive * Making data-driven, evidence-based decisions * Uncovering the right strategies and solutions in less time * Achieving more

1. Dream Big,
Test Small and
Fail Fast
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2. Presented By
Sally Boucher
Director of Research, WealthEngine Institute
Sally Boucher, CFRE, is the Director of Research at WealthEngine
with a 15-year background in higher education, the arts, and
human services development. She has provided professional
services to hundreds of non-profit organizations.
Sally is the primary author of the Growing Individual Gifts
Workbook, the Best Practices for Prospect Research in Higher
Education Fundraising Report, and a contributor to the Measuring
Fundraising Return on Investment and the Impact of Prospect
Research white paper. She regularly presents on analytics, return
on investment, research and major giving.
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3. WealthEngine Helps Nonprofits Find the
Right People for the Right Purpose
Who are my best donors and prospects?
Analytics allows you to draw conclusions and make informed decisions.
What can I learn about these people?
In-depth, contextual information to better understand each of your prospects.
How can I find more prospects just like them?
Leading tools to build your prospect pipeline and thoughtfully expand your reach.
What strategies should I use to reach them?
Customized insight and advice to develop and execute your fundraising strategy
with precision.
Fully integrated. Scalable. Best in class. Your results are ready.
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4. Dream Big
Know where you are
Think creatively and innovate
Determine where you are going
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5. Dream Big
We Are Here
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6. Dream Big
How Far Can We Go?
Use Divergent Thinking to Dream
 SWOT analysis
 Problem Restatement
 Root Cause Analysis
 Brainstorming
 Evidence-based solutions
We Are Here
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7. Dream Big
What Can We Do Now?
Scale your dreams to your
resources with convergent
thinking
 Cluster and winnow
 Focus on realistic and promising ideas
 Forecast results
We Are Here
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8. Dream Big
Our Destination
We Are Here
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9. Test Small
$2,500,000
Our destination
We are here
$2,000,000
$1,500,000
Gap
$1,000,000
$500,000
$0
Q1 Q2 Q3 Q4
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10. Test Small
$2,500,000
Our destination
We are here
What Will Close
$2,000,000
the Gap?
 Asks based on capacity rather
Gap than instinct
$1,500,000
 New stewardship techniques for
first-time donors
$1,000,000  Upgrade strategies based on
lifetime potential
 Digital media for engagement
$500,000
and fundraising
 Prospect tracking and
management metrics
$0
Q1 Q2 Q3 Q4
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11. Fail Fast
Failing Slow
Time wasted with too much preparation
Not prepared to recognize failure with metrics and milestones Our Destination
Too late to recover and try something else
We’ll have to
try something
else next year
Let’s get
this right! Are we
failing? Gap
We Are Here
Time
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12. Fail Fast
Failing Fast
The sky’s
Embrace a culture of innovation and play the limit
Be prepared to recognize and find the cause of failure next year! Our Destination
Know what success looks like
Invest and refine
Now we’re
on the right
track! Gap
This is not
Let’s give Let’s invest
working.
it a try. and refine.
We Are Here
Time
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13. Dream Big, Test Small, Fail Fast:
Achieve More!
Failing Slow Our Destination
Failing Fast
Gap
We Are Here
Time
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14. More Wealth and Fundraising
Intelligence

15. Knowledge Center & Thought Leadership
We support innovation and advancement in the field…
Growing Individual Gifts Workbook
Tools you need to grow your fundraising results
ProspectResearchResources.com
Free tools for every research request
WealthEngine Institute
Free education, knowledge sharing and networking
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16. Questions? Contact Us!
If you’d like to learn more about how you can implement
data driven solutions in your nonprofit, contact us!
800.933.4446
www.wealthengine.com
info@wealthengine.com
Read more about WealthEngine’s Analytics for Nonprofits here.
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