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

The Quintess Collection is the nation’s leading destination club and provider of member-only vacation homes. By applying the country club model to vacation homes, Quintess gives their members exclusive access to 100+ multimillion-dollar homes and experiences in 40+ destinations worldwide — complemented by membership services and privileges that set the standard for luxury vacations. Since day one, Quintess has been a member-driven club, and is constantly looking for new ways to enhance their members’ experience by offering flexible membership plans to choose from and properties that are equally amazing across all destinations.

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.

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, Warner, Director of Research for Development at the college, had a lot of decisions to make as she began to investigate the possibilities of a screening. She knew questions like these would need to be answered: What is our plan? What will we find most helpful in the results?

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.

“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 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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