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United Way of Greater St. Louis chooses WealthEngine to identify high-potential prospects and support its fundraising efforts.

See how WealthEngine helped The Humane Society of the United States drive superior fundraising with wealth data.

Quark partners with WealthEngine to develop more targeted marketing efforts and yields a 20x return on investment through smarter campaigns.

Since 1991, Quark Expeditions has specialized in expedition cruising to the Arctic and Antarctica, on small ice-strengthened ships and icebreakers. Quark delivers an amazing, once-in-a-lifetime experiences for travelers by providing the best ships, the largest number of itineraries, unparalleled technical expertise, and passionate staff leadership, for voyages to the Arctic and Antarctica regions...

“WealthEngine has given us so much to work with,” explains Keith Niles, Senior Database Analyst for the Greater Los Angeles Zoo Association (GLAZA), the fundraising arm of the Los Angeles Zoo and Botanical Gardens. “Basically, we now have a wealth of quality, actionable data, thanks to the screening we performed through WealthEngine.” GLAZA has traditionally had a sizable number of prospects and names; in fact, the membership database alone holds 64,000 households and about 300,000 records. Meanwhile, the Zoo staff includes only one prospect researcher, Michelle Mesrobian. And, while Mesrobian handles the Zoo’s prospect research, she is also responsible for donor relations and, most recently, was named project manager for the Zoo’s feasibility study in preparation for an upcoming capital campaign.

Having worked at Le Moyne College for over 20 years, Deborah Reinhardt Youmans has learned how to build value into a prospect research management program. When she first started as Director for Advancement Research, the College was spending significantly on prospect research and wealth screening tools but wasn't applying the information in a strategic and team-oriented approach to realize strong returns on investment. Today, her strategy involves routine donor and prospect screenings, internal data mining, ongoing prospect tracking, and more importantly, prospect management meetings in close coordination and communication with development officers.

Development and Alumni Relations (DAR) at the University of Pennsylvania (Penn) plays an important role in helping to provide the resources to support the mission of the University and its vision for the future. With over 500 employees across the University in more than 25 Schools, Centers and Central functions, DAR operates as a decentralized organization with a centralized management structure. Over the years, Penn has used an integrated approach to institutional advancement, recognizing that a large part of success in fundraising is due to the strength and commitment of over 300,000 Penn alumni.

For 23 years, Debra Darling has been conducting prospect research—full-time or on her own as a major gift officer. Currently Director of Prospect Development at Washington & Lee University, Darling has found that the ratio of proactive research (identifying and researching new prospective donors) versus reactive research (developing information on previously identified/known donors and prospects) she chooses to use depends on the stage of a campaign, current fundraising priorities, or maturity of the fundraising program. While she believes that all research shops should be proactive at least 50% of the time, certain stages require a higher degree of activity to ensure campaign success.

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."

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...

Wesley Homes is the nonprofit operator of two continuing care retirement communities in the Puget Sound region of Washington State. The flagship Des Moines community was founded almost 70 years ago as a ministry of the Methodist Church and is home to 600 residents from all walks of life and faith backgrounds. A second community, Lea Hill, houses approximately 225 residents. “We are very proud of our history and the quality of care we provide,” shares Kelly Merry, Campaign Manager. “Our Circle of Concern is the expression of our charitable mission that provides care for those who have...

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