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Young Life secures multiple large gifts by using WealthEngine’s estimated giving capacity to better define ask amounts.

The Client
Young Life, based in Colorado and established in 1941, works with youth to establish and grow their faith. The organization reaches around 2M adolescents each year, both in the United States and around the world.

One of Young Life’s crowning achievements is their camping program. Each year, nearly 300,000 kids have the opportunity to participate in various...

The Challenge
The school began their silent phase of a $25 million capital campaign in November of 2014. The goal was to raise the bulk of this money before moving into the public phase.

It became clear to the development team that there was a gap in insights about donor potential among their alumni base. They had a strong network of alumni that intentionally chose to keep in touch and be active supporters, but with over 10k living alumni, they knew there was untapped donor potential outside of this mostly local alumni group. The challenge was identifying...

Turning Point Ministries partners with WealthEngine to reframe thinking about fundraising and double mid-level donors.

See how 1st Global uses WealthEngine to create targeted prospecting lists for their affiliated firms and to customize research results to support their client strategies.

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...

When the Houston Grand Opera’s season commences this fall with a new production of Madame Butterfly, Larissa Potiomkin will have her prospect pipeline stocked and ready for its own debut. As Manager of Development Information at the Houston Grand Opera, she is a jack of all development trades; performing prospect research, managing the prospect pipeline and soliciting annual gifts. For Potiomkin, it all comes down to the basics, “prospect research data provides direction on whom to target and at what gift level. It’s as simple as that.”

Duke University’s The Fuqua School of Business needed a new approach to screening their database of 13,000 alumni records during the silent phase of their campaign. Rather than screen all at once and risk using outdated data and ratings during validation and cultivation, they opted to categorize the alumni by state and screen smaller groups on a monthly basis.

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.

Eight years ago, Northwestern University laid the groundwork for a systematic prospect identification and management program. At the time, the development office struggled to define and segment the university’s prospect pool—only 2,200 individuals carried any sort of qualification rating, and many of the ratings were arbitrary and had not been validated by the research department.

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