Introducing Beam Insights, a New Fundraising Planning Software from Campbell & Company

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Fundraisers are adapting quickly to these unprecedented times—adjusting fundraising strategies, recalibrating goals, and engaging prospects creatively. At the same time, boards and volunteer leaders want to know how organizations are accounting for the current climate.

What is the projected fundraising revenue for this fiscal year? How will the current environment affect our campaign projections? How are you engaging supporters when you can’t meet in person? What changes are you making to fundraising goals for the next fiscal year?  

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Campbell & Company developed a new software product, Beam Insights, that helps leaders make fundraising plans for a strong future.

Beam Insights empowers leaders to:

  • Analyze the giving capacity of their prospect base with custom scoring and segmentation
  • Create detailed fundraising scenarios and gift tables to cover the full range of conservative to optimistic outcomes
  • Track progress to annual, campaign, and time-limited goals in real time

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Through a simple interface, Beam Insights connects to your database or CRM with an automatic data feed that refreshes regularly. We create a custom algorithm that analyzes wealth screening and giving information to develop customized scoring for prospect segmentation. Organizations can add an unlimited number of users, who can access the platform from any location and from any device.

Campbell & Company has built Beam Insights over the past year, long before COVID-19, and we see how this planning tool will help organizations manage the uncertainty ahead. To learn more about how Beam Insights can support your planning during this time, sign up for a demo with a member of our team.