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OVERVIEW: Advanced Wealth Solutions

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Blackbaud Advanced Wealth Solutions Blackbaud's Advanced Wealth Solutions are designed to help mission-driven organizations improve prospect research by giving them tools to better understand and segment their constituents and potential donors. Blackbaud's analytics platforms enhance client giving data with national giving data and hundreds of wealth and demographic attributes to model and predict a prospect's likelihood to give. With Advanced Wealth Solutions, fundraising consultants and training go beyond the data and the numbers to ensure that the insights are applied correctly and that an organization has all the knowledge and support needed to optimize its investment. In order to expand their reach, mission-driven organizations must successfully be able to identify the right donors: those not only with the financial means to give, but also with the likelihood to give. Blackbaud's data assets and analytics framework provides the organization with a holistic view of each supporter, expanding beyond the historical relationships and taking into account not only their philanthropic tendencies, but also other factors such as life stage, liquidity, and capacity. The end result is a ranked and prioritized supporter base, recommended treatment for each constituent, well-armed and more confident prospect researchers, and ultimately, a far more effective and efficient fundraising program. Key Solution-Driven Functionality: • Supplement your constituent database with Blackbaud's proprietary data, giving you access to net worth, investment, income, discretionary spending, real estate, company ownership and historical giving information on 200 million US consumers • Segment potential donors using embedded analytics • Calculate a constituent's likelihood to give using predictive models • Leverage consulting and training to craft a strategy for success Deliverables • Ranked and prioritized prospect list • Major, planned, and target gift range scores for each donor • Complete Wealth Profiles on top 5000 donors • Target Analytics Affluence • Target Analytics Research Point • Implementation and consulting support • Full integration with Raiser's Edge™ Key Benefits: 1. Identify top prospects for each fundraising program 2. Gain actionable insight into prospect likelihood to give 3. Understand giving potential, overall capacity to give, and liquidity 4. Leverage experts with decades of knowledge and experience Contact your Account Representative 800.443.9441 July 2017

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