Craver, Mathews, Smith & Company

Our in-house team of analysts and strategic planners can provide the following – among many other things:

• Multi-year projections for long-term and strategic planning
• Annual performance projections
• Annual income and expense projections
• Weekly, monthly and annual statistical performance reports
• Modeling, scoring and other data mining strategies
• Donor benchmarking and screening
• Segmentation and upgrading strategies
• Highly detailed mail plans for individual campaigns
• Short- and long-term testing strategies
• Trend analysis and pursuant strategy
• Comparative analysis across many organizations
• CHAID Analysis
• Master file analysis and pursuant recommendations, new initiatives and strategies
• Strategies for multi-channel integration of campaigns and performance analysis
• Weekly cash flow reports that compare actuals to projections
• Monthly cash flow projections
• Quarterly written reports that summarize strategy, performance to date, test results and key indicators, overall program results and recommendations, complete samples and fundraising climate

Scoring and Modeling

CMS’s work on developing and using sophisticated modeling and behavioral overlays refines segmentation. By maximizing efficiencies, we can reduce the number of pieces mailed to chronic non-responders and increase the volumes mailed to the best performers.

Our successful use of modeling for one organization allowed us to increase donor development net income by more than $1 million in a single year.

Planning, Statistical Analysis and Reporting

CMS has several proprietary systems, such as our one-, three- and five-year income projection models and our cross-client statistical system — all of which we regularly use to manage and refine our clients’ fundraising programs.

The CMS statistical database is the most advanced fundraising system of which we are aware. More than 100 customized fundraising and performance reports are currently available, and, because it is a relational database, it is flexible enough to produce virtually any type of report our clients require and to easily compare segments of donors over time. It also allows us to compare and contrast donor segments across several organizations — quickly.

Cash Flow Modeling

CMS has developed a proprietary cash flow model that is used to create gross income forecasts based on annual strategic plans. This model is updated each week with actual income numbers and re-forecasts the cash flow projections for our clients on a weekly basis. This valuable tool helps us reevaluate our annual plans and make adjustments where needed so that we can reach and exceed our clients’ annual income projections.