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Mission Health has the core objective to improve the health of the people of western North Carolina by helping each person to be well, get well, and stay well.

The Department of Philanthropy serves the philanthropic efforts across six regional hospital foundations. As the last independently owned hospital system in western North Carolina, Mission Health's Department of Philanthropy connects the generosity of the community with strategically formulated programs that provide the structure for a sustainable healthcare model for the 879,...

See how WealthEngine helped MedStar Health increase their annual fundraising by 150% through their Grateful Patient Program.

For Steve Fitch, Prospect Management Director at Cleveland Clinic, integrating the Research/Prospect Management group with the development staff has become a personal mission. “When I first joined Cleveland Clinic in 2002, we had three researchers who were hidden away, never to see or meet with development officers. Today, there are five of us and Research/Prospect Management has evolved into an essential part of the fundraising team. ” The results can be found in the total dollars raised—overall fundraising has grown by 54% since 2002.

Since 1983, Healthcare Charities has been serving the people of rural central, eastern and northern Maine by supporting the philanthropic efforts of the Eastern Maine Healthcare System (EMHS). With a guiding tenet that philanthropy has a way of bringing people together working for a common goal and realizing amazing success, Healthcare Charities works with its local community to garner support for its hospitals and other member organizations to keep them on the cutting edge of technology. Thoughtful gifts of all sizes make possible the equipment and research that EMHS doctors and...

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

“We rely heavily on prospect research in all that we do,” says Tony Englert, vice president development & external affairs at Loyola University Health System. “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 fundraising activities, delivering strong results dramatically increasing giving to Loyola.”

The University of Pennsylvania School of Medicine and Health System (Penn Medicine) is a five facility network with 1,500 beds. In 2003, Penn Medicine received 72 gifts of $25,000+ from grateful patients. Due to their strategic use of physicians to promote their grateful patient program, that number increased to 201 in 2008 and accounted for half of their total gifts over $25,000.

Fundraising for any nonprofit organization comes with a common set of challenges. But those faced by Laura R. Tenenbaum are pretty unique since she supports eight foundations at once. Tenenbaum is Director of Planned Giving and Program Development at Saint Barnabas Health Care System, “New Jersey’s largest integrated health care delivery system.” She has been using WealthEngine services successfully for three years to support SBHCS’s six medical center foundations, plus two others.

Qaya Thompson, Development Researcher at Yale- New Haven Hospital (YNHH), doesn't believe in creating any barriers to prospect research. "I support seven development officers (DOs)," says Thompson, "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 primary prospect research tool." The development officers have been shown how to use and interpret the analytics, such as the WealthEngine gift capacity ratings and P2GTM (propensity to give) scores, which are also integrated into YNHH's Raiser's Edge database. Thompson adds, "If they need further information or justification of data, I do in-depth research and create a more comprehensive profile."

Scott Powell, Director of Development at St. Vincent’s Foundation in Birmingham, Alabama wishes he had a dedicated team of prospect researchers to support the Foundation’s development efforts. Instead, Powell explains, “everyone does prospect research to some degree” with success coming from a structured approach combining weekly grateful patient screenings, a comprehensive moves management program and careful examination of return on investment (ROI).

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