Maximize Fundraising Success with BlackBaud Fundraiser Performance Management (Full Transcript)

Speaker 1: Let's chat about how BlackBaud Fundraiser Performance Management can help you meet your fundraising goals. Gift officers are vital to your organization, but you know how hard it is to retain the good ones. What if their portfolios were filled with the prospects most likely to give to your organization? What if you put them on a proven path to meet their goals? By setting them up for success, they're more likely to stick around. BlackBaud Fundraiser Performance Management helps make all this happen. Working with an experienced fundraising consultant, you'll analyze your organization's data to create and communicate a prescribed process for fundraisers to follow. You'll set goals like how many visits are needed before a proposal, how many proposals before a gift, and so on, all based on data. The analytics included with BlackBaud Fundraiser Performance Management will tell gift officers who to target with prioritized outreach. This allows you to stop wondering if gift officers are spending their precious time with the right people. Finally, with data from more than 170 organizations, you get unmatched benchmarking to understand how your staff is performing against their peers. Is your new officer on par with other first-year fundraisers? Could your senior officer be doing more? Now, let's see it in action. For leaders, BlackBaud Fundraiser Performance Management offers a high-level view to set and monitor performance goals. With your consultant, dig into what makes your organization tick. At a glance, you know if your teams have submitted enough proposals to meet organizational fundraising goals, or if you're behind on first-time visits and need to refocus your team. Take it down to the team level, drilling into your planned giving team or major giving team to see how many visits are happening and the success rate of proposals. At the individual level, check in on highly productive officers, like Brian here. He is fantastic in terms of visits made, proposals submitted, and funds raised. But new officers will need more tools and coaching to get to this point. Benchmarking helps identify the challenge areas so you can get officers ramped up faster. Rely on your dedicated consultant to analyze performance and help facilitate change inside your organization. Individual fundraisers also love BlackBaud Fundraiser Performance Management. When a fundraiser logs in, he can see his goals and progress towards them, his visits against plan, his first visits, and proposals submitted. Since everything done is tracked, the system can identify deadlines and upcoming dates, like birthdays and anniversaries, as well as progress toward goal. How many days has it been since the last prospect contact? How many proposals has the gift officer submitted compared with peers? Fundraisers gain tremendous insight into their own performance. It's also possible to view the entire portfolio. With a quick sort by the prospect's predicted likelihood to make a major gift, the fundraiser can prioritize who to visit. If he is ready to follow up, he can go right to the donor's record, which includes everything we know about the donor, including the calculated values of how likely she is to make a gift, what that means, and complete analytics of her giving history. See her largest single gift to another philanthropy, her business data, her social profile, and all of the things a gift officer needs to understand how much he should ask for and how best to ask. Ready to learn more about how Blackbaud Fundraiser Performance Management can help you meet fundraising goals? Email blackbaudhealthcare at blackbaud dot com to schedule time to chat.