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“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).

Arena Stage is a Washington, D.C. based Theater Company that produces, presents, develops and studies American Theater. Now in its 62nd season, they host more than ¼ million audience members each year. Arena’s Chief Development Officer, Danielle St. Germain-Gordon, has been with Arena for 18 months, and has a rich background in arts development, including eight years as Associate Director of Development at The Shakespeare Theater and a three year stint as Vice President of Institutional Advancement at the American Association of Museums. She works with a staff of seven who specialize in individual giving, membership, corporate support, operations, prospect research, grants and donor relations. They raise approximately $5.2MM annually for operations.

Colorado State University (CSU) is the land grant university of Colorado, founded in 1870 as Agricultural College of Colorado. It has since evolved to a thriving campus of almost 28,000 on campus students and 177,000 living alumni. With one of the top veterinary medicine programs in the world, and outstanding programs in equine, economics, infectious disease, clean energy technologies, environmental science and atmospheric science, CSU attracts an international student body and enjoys a reputation as one of the nation’s top research universities.

The Animal Humane Society (AHS) is the largest animal welfare organization in the upper Midwest, serving the Twin Cities metro area with five shelters and caring for more than 25,000 animals annually. The impact of the organization is evident in the decline of homeless animals as new holistic programs are implemented by AHS to help keep animals in homes, to spay and neuter animals, and to provide more services for animals to increase their adoptability.

The Chicagoland and Northwest Indiana affiliate is the largest chapter of Ronald McDonald House charities in the United States, providing over 22,000 nights of respite annually to families of hospitalized children. The chapter was formed officially in 2005 with the merger of several independent houses, although the first area house was opened in1977. The charity currently operates four houses in the greater Chicago area. In addition to providing housing for families near its affiliate hospitals, Ronald McDonald House Charities-Chicagoland and Northwest Indiana (RMHC-CNI) operates a Mobile...

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