1. Help Center
  2. Optimization Bundles for NonProfits

Fundraising Strategy Optimization Bundle

Achieve the Remarkable with Your Fundraising Strategy by Following These Easy Steps.

Target your highest margin donors who possess the predicted ability and interest to respond to your next fundraising campaign. Optimize your fundraising strategy with tools created to encourage growth like: 

  • The personas of current donors
  • The personas, insights, and analytics for high margin donors and donors most responsive to your top campaigns

Achieve greater results with a more complete understanding of your best donors' most prominent characteristics.

Equipped with your current donor and donation data, boodleAI delivers a customized report bundle including a Donor CLEAR, a Top Methods of Acquisition DEAR, and a High Margin Donor DEAR.  

How This Helps You 

What are the Data Requirements for this Bundle? 

  • Data requirements for the CLEAR:

    One (1) CSV or Excel Donor File
    containing first name, last name, address and/or email, donor ID (e.g. from your CRM) of each donor.
    • Please also include any additional data of your own that would be helpful for segmentation purposes. 
  • Data requirements for the DEARs:

    One (1) CSV or Excel Transactional File (one row per donation), containing:
    • Required:
      • First name
      • Last name
      • Address and/or email
      • Donation Date
      • Donation Amount
      • Method of Acquisition 
      • Cost of Acquisition
      • Donor ID (e.g. from your CRM)
        • Preferred (but optional):
          • Donation ID
          • First Donation Date
          • Date of Initial Outreach
          • Donation Type

      If you do not collect some of the required or preferred data fields or have any questions, please let us know so we can determine the best next steps.

      To ensure the accuracy of your reports, please make sure your file is prepared in accordance with our Data Pre-Processing Guide. If you would like to skip that step and have us prepare your data for you, enquire by emailing success@boodle.ai