Learn more about Wisely and how you can accelerate fundraising in your organization.
Wisely is a fundraising enablement tool that helps relationship-based gift officers better manage their donor portfolios. Using AI and machine learning, we identify who’s going to give, when they’re going to give, and how much you should ask for.
Wisely presents users with only the information they need so they can focus on building relationships instead of getting bogged down by admin work. Seamlessly integrating an organization’s moves management strategy, Wisely makes it easy for fundraisers to follow a consistent and repeatable process that promotes accurate data tracking and stronger donor strategy.
Fundraising enablement is the collection of tools and processes that help make fundraisers more effective. Wisely reduces the obstacles that prevent fundraisers from spending their time doing what matters, like talking and meeting with donors. By creating a dedicated workspace for fundraisers to follow a streamlined and repeatable process, we make it easier for fundraisers to focus on building relationships and securing gifts.
Wisely is designed for fundraisers who have a portfolio and are tasked to secure donations from assigned prospects.
Providing users with a simplified view of their donor portfolio, Wisely minimizes distractions and enables fundraisers to focus on managing their relationships with donors.
Charities raising funds with mid-level and major gift teams who have, or are implementing a moves management system to help their fundraisers can use Wisely to help with adoption of those proven methodologies.
Wisely is a web-based application that connects directly to your CRM with an ongoing sync. Using your data, Wisely runs machine learning algorithms to make helpful predictions on every donor in your database, every single day. Those predictions help fundraisers and prospect researchers understand who belongs in a portfolio and what actions will be taken with those donors as a part of the organizations moves management process.
Wisely brings consistency and repeatability to fundraising teams in three major ways:
- Quality prospects are identified daily and can be easily added to a fundraiser’s portfolio.
- Fundraisers can easily see which donors in their portfolio they should be focused on; allowing for a consistent and scalable fundraising process.
- Fundraisers are confident in making the right ask amount at the right time.
Good news! There’s no need to delay getting started on account of data clean up. Machine learning works even if you have missing data. Over time, Wisely will learn from your data meaning you can focus on your donor relationships instead of cleaning your database.
Wisely is a tool designed to be used in addition to your CRM. While a CRM will have a vast amount of data and complex capabilities (custom reports, query based searches etc…), all that functionality can be overwhelming. Wisely focuses on the data fundraisers need and makes it easier for novice and senior fundraisers alike to manage their portfolios.
Wisely works with your data to make daily predictions on your entire portfolio and makes actionable suggestions on how to use that data (when to make an ask, how much to ask for etc..) While traditional analytics will provide information about a person’s total capacity and wealth, Wisely focuses on a donor’s next gift, allowing a fundraiser to take the right action at the right time. Traditional analytics are costly and time consuming; often by the time you receive them, they are already out of date. Wisely’s predictions are made daily based on the latest available information.
Wisely has a package that is affordable for most charities and produces a positive result on your cost per dollar raised. Book a discovery call to learn more about pricing options.
We would love to speak and see how we could help. Please contact us for a free consultation.