Frequently Asked Questions

Browse our FAQ to learn more about Wisely and how you can accelerate fundraising in your organization.

fundraisers changing the world
  • What is Wisely?

    Wisely is a productivity tool for fundraisers that uses AI and machine learning to let them know who will give, when they will give, and how much they should ask for.

    Our user-friendly, web-based solution is intuitive and easy to learn. Using machine-learning, we provide fundraisers with actionable analytics that help them engage with their portfolio effectively.

    We are obsessed with our clients’ success and provide dedicated, round-the-clock support their goals. Our mission is to help fundraisers, advancement staff, and major gifts officers perfect their process and increase their annual fundraising by at least 10%.

  • Why work with Wisely?

    We created Wisely because we saw an underserved sector full of smart, passionate and talented people who could supersize their impact with better tools.

    Sales enablement tools in the private sector are a dime a dozen, but there didn’t seem to be an equivalent solution for fundraisers. Enter Wisely.

    At Wisely we are dedicated to our clients’ success and work closely to understand their goals, process and challenges to see how we can best help. Our clients benefit from the insights and experience of industry experts in fundraising, operations and management.

  • How does it work?

    Wisely starts with your existing CRM, and sorts your donor data into easily, digestible information.

    We use machine learning algorithms to answer in real time the important questions for your organization; Which of your donors appear to be ideal candidates for giving? What’s the ideal ask amount for the donation? When is the right time to make that ask?

    Our dashboard also shows every fundraiser their portfolio of donors, the tasks they need to complete that day, and how close they are to their fundraising goal.

  • Who is Wisely for?

    Our goal is to bring the value of machine learning and AI to every part of the not-for-profit sector. We’ve built tools for fundraisers to make it easy to raise more money by engaging the right donors with the right outreach, at the right time.

    Fundraisers are able to easily manage their portfolios, find all relevant information about their prospects, track their fundraising targets and activities, and receive prompts about their next best actionable activity.

    Managers can quickly and easily get a snapshot of the best donors to target, their team’s progress (as a group and/or as individuals) and know how to best support their donors.

  • How will Wisely help my organization?

    Wisely helps maximize the hours in your day by letting you know where to focus your time:

    • Machine learning insights help build forecast with greater accuracy, which means you can better predict your revenue streams.
    • Our interface is intuitive and easy to learn, helping new fundraisers get up and running quickly.
    • Wisely helps fundraisers make informed decisions about which donors to solicit and the optimal ask amount for each one.
    • Prompts for suggested activities and next steps empower fundraisers to cultivate their portfolio independently, leaving managers free to tackle other tasks.
  • How does Wisely work with my CRM?

    Wisely integrates with the existing data in your CRM and shows you the most relevant information for your day.

    Changes made in Wisely are made automatically in your CRM and vice versa so there is no duplication of effort.

  • How much will this cost?

    Wisely has very straightforward pricing on a per-user basis. Email us at [email protected] to see if your organization qualifies for special pricing.

  • I want to learn more, but I’m not ready to commit to anything. Can I book a demo?

    We’d love to show you how Wisely works. We promise a no-pressure demo! We’ll show you how we can directly help fundraisers and managers in your organization to be successful. Book a demo by clicking the “Book a Free Demo” button at the top of the page.

    Wisely was designed to be user-friendly with a minimal learning curve. The initial onboarding takes about a week and our friendly support team will be on hand for any questions or issues you have.