Case Studies

Advocacy

Maryland Republican Party

The Client The Maryland Republican Party (Maryland GOP) is the Annapolis-headquartered branch of...
The Client The Maryland Republican Party (Maryland GOP) is the Annapolis-headquartered branch of the United States Republican Party (GOP). ...

Topic:

  • Maryland Republican Party Achieves Fundraising Success with Targeted Messaging and Appropriate Donation Requests

Benefits:

“I attribute our success to making smarter decisions about who to mail to, and what to ask for. WealthEngine has been an integral part of our smarter decision making over the past year.”

- David Ferguson, Executive Director, Maryland Republican Party

Arts & Culture

Arena Stage

The Client Arena Stage is a Washington, D.C. based Theater Company that produces, presents,...
The Client Arena Stage is a Washington, D.C. based Theater Company that produces, presents, develops and studies American Theater. Now in its 62nd...

Topic:

  • Arena Stage Realizes 35% Increase in Individual Giving After Adoption of WealthEngine

Benefits:

“It was like we had been driving down the freeway with the lights out, and when we got the WealthEngine screening, suddenly the lights went on.”

- Danielle St. Germain-Gordon, Chief Development Officer, Arena Stage

Education

Colorado State University

The Client Colorado State University (CSU) is the land grant university of Colorado, founded in...
The Client Colorado State University (CSU) is the land grant university of Colorado, founded in 1870 as Agricultural College of Colorado. It has...

Topic:

  • The Campaign for Colorado State University Exceeds Goal and Shapes Stellar Research and Fundraising Machine in the Process

Benefits:

“As we start the planning phase for our next fundraising campaign, with the goal yet to be determined other than bigger, we couldn’t be more excited to leverage WealthEngine’s new ratings and scores to help us develop a gift table and validate gift...

- - Jim Beikler, Assistant Manager of Prospect Research, Colorado State University

Arts & Culture

Colorado Symphony

When Tracy Tajbl took on her new role as Vice President of Development at the Colorado Symphony,...
When Tracy Tajbl took on her new role as Vice President of Development at the Colorado Symphony, she knew the Development Department needed a re-...

Topic:

  • Colorado Symphony Increases Individual Giving and Brings Donors Back into their Seats with Music

Benefits:

"As we received donations over the air, members of our individual giving team used FindWealth Online to look up new donors and strike while the iron was hot by connecting with them through invitations to special cultivation events.”

- Tracy Tajbl, Vice President of Development, Colorado Symphony

Arts & Culture

Signature Theatre

Breaking the Mold to Find New Donors Signature Theatre is a Tony Award®-winning, nonprofit...
Breaking the Mold to Find New Donors Signature Theatre is a Tony Award®-winning, nonprofit professional theater company with a mission to...

Topic:

  • Signature Theatre Thinks Outside the Box to Identify and Engage Donors

Benefits:

“We see the value of maximizing the screening data to help us focus on building the right relationships and make targeted asks throughout the year. We have created a development strategy to make that happen and are eager to get started.”

- Sara Jaffe, Director of Development, Signature

Arts & Culture

The Greater Los Angeles Zoo Association

“WealthEngine has given us so much to work with,” explains Keith Niles, Senior Database...
“WealthEngine has given us so much to work with,” explains Keith Niles, Senior Database Analyst for the Greater Los Angeles Zoo...

Topic:

  • The Greater Los Angeles Zoo Association Moves to a Data Rich Research Environment

Benefits:

“WealthEngine has given us so much to work with. Basically, we now have a wealth of quality, actionable data, thanks to the screening we performed through WealthEngine."

- Keith Niles, Senior Database Analyst, Greater Los Angeles Zoo Association

Education

Duke University, The Fuqua School of Business

Duke University’s The Fuqua School of Business needed a new approach to screening their...
Duke University’s The Fuqua School of Business needed a new approach to screening their database of 13,000 alumni records during the silent...

Topic:

  • The Fuqua School of Business Creates a Routine Screening Process to Feed Monthly Prospect Pipeline

Benefits:

"In just a few months of routine screening, we have identified 1,182 new prospects. Our major gift officers are thrilled that we continue to replenish the pipelines with such strong constituents."

- Tracey Martin, Prospect & Research Coordinator, Duke University, The Fuqua School of Business

Arts & Culture

Houston Grand Opera

When the Houston Grand Opera’s season commences this fall with a new production of Madame...
When the Houston Grand Opera’s season commences this fall with a new production of Madame Butterfly, Larissa Potiomkin will have her prospect...

Topic:

  • Houston Grand Opera Using Prospect Research as the Foundation of Fundraising Increases Contributions by 82% in Three Years

Benefits:

“Overall, our ROI from prospect research these past three years is 2,766%. It may seem like an incredible number, but it’s one that shows the power of prospect research and the true potential that exists when coupled with a well-functioning,...

- Larissa Potiomkin, Manager of Development Information, Houston Grand Opera

Arts & Culture

Royal School of Church Music

Founded as an international organisation in 1927 with a mission of supporting the best use of music...
Founded as an international organisation in 1927 with a mission of supporting the best use of music in Christian worship, the Royal School of Church...

Topic:

  • Royal School of Church Music Doubles Annual Fund and Increases Individual Giving by Implementing a Prospect Research Programme

Benefits:

"Implementing the use of WealthEngine for prospect research at the Royal School of Church Music resulted in a 75% increase in voluntary giving."

- Catherine Clark, Head of Communications, Marketing and Development, Royal School of Church Music

Education

Northwestern University

Eight years ago, Northwestern University laid the groundwork for a systematic prospect...
Eight years ago, Northwestern University laid the groundwork for a systematic prospect identification and management program. At the time, the...

Topic:

  • Northwestern University's Multi-Year Screening Strategy Propels Prospect Pool and Parents’ Fund

Benefits:

“Our return on investment (ROI) is clear when you consider how we used screenings to double our Parents’ Fund within a year and more than triple it within four years. My advice is to focus on specific groups, rather than overwhelming numbers of...

- Jennifer Fry, Director of Development Research & Prospect Management, Northwestern University

Education

Roanoke College

Roanoke College has been a client of Datatel for more than 11 years; first using the Benefactor...
Roanoke College has been a client of Datatel for more than 11 years; first using the Benefactor donor management system then upgrading to Colleague...

Topic:

  • Roanoke College Integrates WealthEngine Screening Data into Colleague Advancement to Streamline Workflow

Benefits:

"The P2G and other ratings gave me a good comparison and were pretty much on target with my own. WealthEngine identified new prospects who turned out to be really good prospects; as well, I found some on my own. Using the two in tandem made...

- Carolyn Walter, Director of Development Research, Roanoke College

Education

Stevenson University

Stevenson University, Maryland’s third largest independent university is renowned for its...
Stevenson University, Maryland’s third largest independent university is renowned for its unique blend of liberal arts and career preparation....

Topic:

  • Stevenson University's Rapid Growth and Strategic Restructuring Improves Fundraising Efficiency

Benefits:

“We use the WealthEngine scores and ratings, primarily Propensity to Give (P2G) and Estimated Giving Capacity, to provide a high level overview of an individual we’re researching. The P2G score is a great identifier that directs us as to which...

- Rob Turner, Director of Advancement Services , Stevenson University

Education

University of Pennsylvania

The Client Development and Alumni Relations (DAR) at the University of Pennsylvania (Penn) plays...
The Client Development and Alumni Relations (DAR) at the University of Pennsylvania (Penn) plays an important role in helping to provide the...

Topic:

  • University of Pennsylvania Leverages Analytics to Build a Strong Prospect Pipeline and Drive Fundraising

Benefits:

“Over the life of our Making History campaign, we have added over 14,000 prospects. Of these, 9,000 have been donors to the campaign. In aggregate these new pool prospects have made campaign commitments of $600 million.”

- Bob Baer, PhD, Senior Director of Business Analytics, University of Pennsylvania

Healthcare

Eastern Connecticut Health Network

Nina Kruse, Director of Development at the Eastern Connecticut Health Network (ECHN) Community...
Nina Kruse, Director of Development at the Eastern Connecticut Health Network (ECHN) Community HealthCare Foundation in Manchester, CT, gave her...

Topic:

  • Eastern Connecticut Health Network Community HealthCare Foundation Compares Prospect Research Solutions Head to Head

Benefits:

“WealthEngine empowers us. When working with our board members and volunteers, they now recognize the business side of philanthropy. WealthEngine’s detailed and accurate statistical data professionalizes ECHN and validates our work. Now, when...

- Nina Kruse, Director of Development, Eastern Connecticut Health Network (ECHN) Community HealthCare Foundation

Healthcare

Indian River Medical Center Foundation

“WealthEngine expands the capability of our staff,” says K. Murray Fournie, Director of...
“WealthEngine expands the capability of our staff,” says K. Murray Fournie, Director of Major Gifts and Planned Giving at the Indian...

Topic:

  • Indian River Medical Center's Automated Screenings Expand Development Staff Capabilities

Benefits:

“At a hospital, your best opportunity to build a relationship with a prospective donor is when your services are being used or have just been used. We are using WealthEngine to help us not to miss these moments of opportunity.”

- K. Murray Fournie, Director of Major Gifts and Planned Giving, Indian River Medical Center Foundation

Healthcare

Penn Medicine

The University of Pennsylvania School of Medicine and Health System (Penn Medicine) is a five...
The University of Pennsylvania School of Medicine and Health System (Penn Medicine) is a five facility network with 1,500 beds. In 2003, Penn...

Topic:

  • Penn Medicine Uses Physicians to Advance Grateful Patient Program

Benefits:

During the past five years, Penn Medicine has found that most of its major donors are motivated by a personal or family experience with a specific disease so certain physicians are better positioned to engage their patients in discussions about...

Healthcare

Loyola University Health System

“We rely heavily on prospect research in all that we do,” says Tony Englert, vice...
“We rely heavily on prospect research in all that we do,” says Tony Englert, vice president development & external affairs at Loyola...

Topic:

  • Loyola University Health System's Proactive Research Feeds Growing Grateful Patient Program

Benefits:

“We began applying prospect research to our fundraising efforts about 10 years ago and have been increasingly committed to a systematic strategy throughout the years. In fact, our proactive prospect research strategy feeds into all of our...

- Tony Englert, Vice President of Development & External Affairs, Loyola University Health System

Healthcare

Saint Barnabas Health Care System

Fundraising for any nonprofit organization comes with a common set of challenges. But those faced...
Fundraising for any nonprofit organization comes with a common set of challenges. But those faced by Laura R. Tenenbaum are pretty unique since she...

Topic:

  • Saint Barnabas Health Care System Uses Prospect Research to Target Top Grateful Patient Prospects

Benefits:

“The Inner Circle is a great service that WealthEngine offers. It gives us a reason to contact an individual.”

- Laura R. Tenenbaum, Director of Planned Giving and Program Development, Saint Barnabas Health Care System

Advocacy

Cape Cod Commercial Hook Fisherman's Association

“How is the economy affecting your nonprofit’s fundraising?” seems to be a common...
“How is the economy affecting your nonprofit’s fundraising?” seems to be a common question as we continue to see the decline in the...

Topic:

  • Cape Cod Commercial Hook Fisherman's Association Puts Prospect Research to Work in a Tough Economy

Benefits:

“Basically, WealthEngine did the work for us. We gave them our data, and they identified the 500 top profiles. Then, we knew where to focus our efforts. We were also able to follow up with targeted appeals and personalized notes after the events,...

- Olivia Scozzafava, Cape Cod Commercial Hook Fishermen’s Association

Advocacy

Ronald McDonald House Charities

The Client The Chicagoland and Northwest Indiana affiliate is the largest chapter of Ronald...
The Client The Chicagoland and Northwest Indiana affiliate is the largest chapter of Ronald McDonald House charities in the United States,...

Topic:

  • Ronald McDonald House Charities Chicagoland and Northwest Indiana Leverages Board and Volunteer Connections to Reinvigorate Capital Campaign

Benefits:

“Both our board members and WealthEngine’s Circle of Friends Analytics have helped to make us aware of many potential new friends. It helped our best, most enthusiastic supporters realize that they had even more contacts that could help the charity...

- Lisa Mitchell Director of Capital Campaigns, RMHC-CNI

Education

Washington & Lee University

For 23 years, Debra Darling has been conducting prospect research—full-time or on her own as...
For 23 years, Debra Darling has been conducting prospect research—full-time or on her own as a major gift officer. Currently Director of...

Topic:

  • Washington & Lee University Uses Peer Screening to Identify Major Gift Prospects

Benefits:

“Our first six months of peer screening resulted in the identification of 284 completely new prospects with validated gift capacity ratings over $100,000. We were also able to confirm and/or upgrade known prospects at equally high levels.”

- Debra Darling, Director of Prospect Development, Washington & Lee University

Arts & Culture

American Association of Museums

When Kate Goodall, Assistant Director of Institutional Advancement at the American Association of...
When Kate Goodall, Assistant Director of Institutional Advancement at the American Association of Museums (AAM) was asked what one of their biggest...

Topic:

  • American Association of Museums Drastically Decreases their Fundraising Cost to Raise a Dollar

Benefits:

"We used the P2G™ scores from WealthEngine to find new donors, within our own database and upgrade existing ones. If someone received a score of a 2-5 or higher they were asked to give twice as much as their last gift, and 1-0’s were asked for...

- Kate Goodall, Assistant Director of Institutional Advancement at the American Association of Museums (AAM)

Arts & Culture

Center Theatre Group

According to Liz Lin, Director of Donor Communications at Center Theatre Group (CTG) in Los Angeles...
According to Liz Lin, Director of Donor Communications at Center Theatre Group (CTG) in Los Angeles, one of the theatre company’s main...

Topic:

  • Center Theatre Group Builds a Prospect Pipeline with a “Fringe” Group of Young Professionals

Benefits:

"We’ve leveraged our Directors’ relationships and WealthEngine’s Circle of Friends feature to identify and reach out to promising young executives in Los Angeles. This network strategy is helping us to grow our future donor base."

- Liz Lin, Director of Donor Communications, Center Theatre Group

Advocacy

Wesley Homes

The Client Wesley Homes is the nonprofit operator of two continuing care retirement communities...
The Client Wesley Homes is the nonprofit operator of two continuing care retirement communities in the Puget Sound region of Washington State. The...

Topic:

  • Wesley Homes’ Ambitious Campaign Promises Big Benefits as a Result of Sound Planning and Effective Use of Prospect Research

Benefits:

“A lot of our success can be attributed to having the right prospects on our lists, and being able to develop the right strategies to cultivate them. WealthEngine has supported both of those goals.”

- Kelly Merry, Campaign Manager, Wesley Homes Foundation

Education

Pi Kappa Alpha Foundation

George Miller, Chief Development Officer for Pi Kappa Alpha Foundation (PIKE) wasn’t always...
George Miller, Chief Development Officer for Pi Kappa Alpha Foundation (PIKE) wasn’t always developing campaign goals, managing a portfolio of...

Topic:

  • Pi Kappa Alpha Foundation's Screening Provides Direction and Road Map for Foundation Campaign

Benefits:

“We use the Propensity to Give rating to determine our “PIKE Fund” (annual fund) and develop our donor acquisition to identify new planned and annual gift donors.”

- George Miller, Chief Development Officer, Pi Kappa Alpha Foundation (PIKE)

Education

Saint Mary's College

Saint Mary's College had done a wealth screening, but it had been years before and no one was...
Saint Mary's College had done a wealth screening, but it had been years before and no one was involved in the process, Joni Warner explained. So...

Topic:

  • Saint Mary's Identifies 124 New Prospects and Saves the College Money

Benefits:

“A big part of our need was to identify new prospects. We identified 124 new prospects through the WealthEngine screening. Then, we ran a report to determine where these prospects lived. We distributed this data to our gift officers based on the...

- Joni Warner, Director of Research for Development, Saint Mary's College

Education

Trinity University

Trinity University is one of the nation’s leading private, liberal arts universities, with 2,...
Trinity University is one of the nation’s leading private, liberal arts universities, with 2,600 students on its San Antonio, Texas campus....

Topic:

  • Trinity University Applies Predictive Modeling to Uncover Capacity and Affinity for Major Gift Prospects

Benefits:

“One of the best outcomes from modeling is that no time is wasted. You uncover your best prospects—many who you may not have identified yourself—and can begin cultivation and solicitation across different programs with the assurance of data-driven...

- Clint Shipp, Ph.D., Senior Director, Trinity University

Healthcare

Beebe Medical Foundation

Beebe Medical Foundation is a single, 280 bed facility in Lewes, DE. Their implementation plan...
Beebe Medical Foundation is a single, 280 bed facility in Lewes, DE. Their implementation plan includes targeting grateful patients, immediate...

Topic:

  • Beebe Medical Foundation Creates a Seamless Prospecting Workflow

Benefits:

"DMS integration is a great resource for me; I can find major donor prospects among my annual donors and choose who to call on immediately following their gift. The prospect research ratings are handy - there are many donors who we've...

- Alex Sydnor, Executive Director, Beebe Medical Foundation

Healthcare

Cleveland Clinic

For Steve Fitch, Prospect Management Director at Cleveland Clinic, integrating the Research/...
For Steve Fitch, Prospect Management Director at Cleveland Clinic, integrating the Research/Prospect Management group with the development staff has...

Topic:

  • Cleveland Clinic Applies Prospect Research and Management Strategy to Drive Growth

Benefits:

“Monthly patient screenings are a big part of our ongoing fundraising efforts. As well, the team is focused on creating more structure and formalization to their prospect management process, especially through improved evaluation.”

- Steve Fitch, Prospect Management Director, Cleveland Clinic

Healthcare

Healthcare Charities

"We are able to provide our affiliate organizations and hospitals with immediate and...
"We are able to provide our affiliate organizations and hospitals with immediate and direct access to quality, actionable data, thanks to...

Topic:

  • Healthcare Charities Integrates Wealth Data to Give Their Fundraising a Boost

Benefits:

"We are able to provide our affiliate organizations and hospitals with immediate and direct access to quality, actionable data, thanks to the screening data we integrated from WealthEngine."

- Marianne Grifasi-Miller, Senior Information Systems Technologist, Healthcare Charities

Healthcare

St. Vincent's Foundation

Scott Powell, Director of Development at St. Vincent’s Foundation in Birmingham, Alabama...
Scott Powell, Director of Development at St. Vincent’s Foundation in Birmingham, Alabama wishes he had a dedicated team of prospect researchers...

Topic:

  • St. Vincent's Foundation's Structured Approach Gives Dramatic Results

Benefits:

“Using prospect research to identify and target top prospects, employing open communication through moves management and applying aggressive retention tactics are now a way of life for us. It’s what we do, what we rely on and part of our standard...

- Scott Powell, Director of Development, St. Vincent’s Foundation

Healthcare

Yale-New Haven Hospital

Qaya Thompson, Development Researcher at Yale- New Haven Hospital (YNHH), doesn't believe in...
Qaya Thompson, Development Researcher at Yale- New Haven Hospital (YNHH), doesn't believe in creating any barriers to prospect research. "I...

Topic:

  • Yale-New Haven Hospital's Data Confirmation and Validation Strategy for Regular Screening Supports 300% Growth in Major Gifts

Benefits:

"I support seven development officers, and I want them to have accurate wealth information when and where they need it, as timing is everything in fundraising. All of our development staff have access to FindWealth Online and use it as their...

- Qaya Thompson, Development Researcher, Yale-New Haven Hospital

Advocacy

Animal Humane Society

The Client The Animal Humane Society (AHS) is the largest animal welfare organization in the...
The Client The Animal Humane Society (AHS) is the largest animal welfare organization in the upper Midwest, serving the Twin Cities metro area...

Topic:

  • Animal Humane Society Uses WealthEngine to Double Major Gifts and Grow Legacy Program

Benefits:

“We wanted to learn more about our donors and constituents, so we invested in a database screening that would also allow us to identify duplicate records and flag relationships between data in the various databases.”

- Debra Behrens, Director of Donor Relations, Animal Humane Society

Advocacy

House of Ruth

House of Ruth has provided housing and supportive services for abused women, children and families...
House of Ruth has provided housing and supportive services for abused women, children and families in Washington D.C. and the metropolitan area since...

Topic:

  • House of Ruth Integrates Wealth Data to Discover Top Prospects

Benefits:

"Now our major gift officers won't have to waste any time or money. With wealth data accessible from directly within DonorPerfect, they can focus all of their time directly on those most likely to donate a major gift."

- Joyce Grand, Director of Operations, House of Ruth

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