Fundraising through Modeling: Animal Rights Group Closes 7-Figure Donation

WealthEngine’s client is a global animal rights organization with 6.5 million members. About 13% of their member base actually consists of active donors. They found that while other members were aligned to their cause, there was hesitation to make actual donations.

Therefore, the organization made it their goal is to close the morality gap. This meant that they wanted a plan to convert their aspirational donors into actual donors.

Their consequent approach to development and advancement can be termed as Engagement Fundraising.

Engagement Fundraising includes assigning engagement scores to their member base and segmenting their base using ROI. They also conduct Donor Voice surveys where data from primary research is combined with screening data from WealthEngine. Screening data helps paint a holistic picture of their member base.

As part of their on-going engagement drive, the nonprofit conducts quarterly town halls. They report that these town halls have been great for conversion. Using a custom data model created by WealthEngine, the organization was able to efficiently move high net-worth prospects along on the donor journey model.

potential call funnel

They could then create specific events for their list in cities where there is a high concentration of prospects.

The nonprofit’s prospect marketing automation is triggered by donor activity on its website. Automation categorizes their member base into new donors and legacy donors. New donors are batch screened so that their development team can understand their capacity, propensity, and intent.

Batch screening also helps the team understand the next best step. This step might not always be donation but generating awareness depending on where the donor is in their journey.

In four instances, WealthEngine was able to help convert donors or increase giving amounts.

1. Planned Giving

A survey revealed that a set of legacy donors would put the organization in their will. WealthEngine helped reveal that these donors were donating at the $500 level. Through WealthEngine solutions, the organization was able to identify 2500 such members who became prospects for planned giving.

2. Major Gifts

In another instance, WealthEngine’s custom major gift model helped the nonprofit close the morality gap. The model helped scan the organization’s donor base for major gift potential. As a result, 800 members with P2G 1 scores were converted into Vanguard Donors. 

3. 7-Figure, Multi-year Donation

The nonprofit was able to leverage WealthEngine’s P2G score to achieve a 7 figure major gift! They had a legacy donor by the name in their donor base who gave regularly gifts that ranged between $1000 and $5000 over the years. WealthEngine was able to identify her as a high-quality prospect for Major Gifts. The nonprofit then cultivated the relationship through personalization and was able to convert her into a multi-year donor at a 7-figure level.

4. Actionable Donor Segmentation

Understanding their customers led the nonprofit to have better segmentation and a more targeted strategy for each segment.

For instance, they found that millennials and Gen-Xers were social media savvy. This led them to encourage members from these segments to run birthday fundraisers on Facebook. The campaign was enabled by WealthEngine data that is granular enough to include details such as birth month. As a result of this insight, the organization was able to raise $250,000 through Facebook birthday fundraisers. Therefore, they were able to leverage its members’ networks to fundraise effectively within these segments. 

WealthEngine Customers: Get a Free Modeling Sample Using Your Data. Start now. 

Luxury Car Company Earns $1M from Single Event Through Modeling

WealthEngine’s client is a top global, luxury car maker. The company realized that they had to move away from one-to-many communications to a one-to-one approach. Their research had shown that 59% of luxury consumers agreed that personalization is key to gaining their business. The automaker decided that data was going to drive their personalization efforts

The company exclusively used WealthEngine while creating their RADE program. RADE is its regional driving experience campaign. It started as an invite-only event targeted to High Networth Individuals (HNWIs). A select list of HNWIs was invited to an exclusive event where they could drive top-end models around a race track.

Before the event, there were 300-400 members on the company’s RADE wait-list. 100 people attended the event which saw an unprecedented 5% conversion rate. 5 of the 100 people purchased a top-end model worth $200,000+ after the event.

Encouraged by the success of the event, the automaker was interested in creating more RADE events. They leveraged demographic, lifestyle, and interest data from WealthEngine to build personas. These personas were meant to match the type of buyer who was highly likely to convert at the RADE event. Their personas combined with (Engage)WE helped them accomplish the following:

By finding a persona and building a look-alike model around it, the company was able to refine its target list for RADE invites. Further, they leveraged WE Prospect to find other look-alikes who were highly likely to exhibit the same behavior as past buyers. These efforts guaranteed them not only higher conversions at RADE events but also lowered acquisition costs. Their every first event resulted in $1 M in sales, giving them the confidence to predict future earnings. Data, therefore, gave them the ability to forecast sales with precision.

WealthEngine Customers: Get a Free Modeling Sample of Your Data. Get it now.

University sees 88% Reduction in Major Gift Donor Lead Time Through Data Modeling

One of WealthEngine’s clients is a large, private, research university in the midwest with an international student body of about 12,000 students.

The university’s fundraising team had a plan in place for fundraising at all levels. However, Major Gifts were a challenge. WealthEngine’s Client Engagement Manager (CEM) suggested that they use wealth modeling as a solution.

The development team was skeptical at first. By explaining that WealthEngine could build a custom model for the university, the CEM was able to convince the Major Gift Officers to try it as a pilot program.

The custom model included categorical and numerical data chosen by the university with guidance from the CEM. Custom data from the university was able to generate a model that automatically identified the top 10% of their donors.


These were donors with gift capacities in the $100,000 range. Over 200 members were identified as top prospects for the university’s major gifts program.

The model instilled confidence in the development team. As the next step of pilot testing, their Major Gifts Officers called a random sample of 10 members from their list. To their surprise, all 10 members answered their call and had a conversation with them. Thus, their effort resulted in a staggering response rate during the pilot stage.

From the 10 phone calls, the university was able to have in-person meetings with 3 major gift prospects. Therefore, the pilot saw a 30% engagement rate. Major Gift Officers are now in serious talks with 2 of the 3 members for gifts at the $100,000 level, resulting in a 20% overall lead conversion rate.

The exercise has made the university realize that only the top 10% of their database has a gift capacity of $20 million. Their major gifts program, therefore, received a significant boost from the custom model developed by WealthEngine. What’s more? Their Major Gifts Officers were able to go from initial phone call to a conversation about actual gift amounts within 2 months. The model was able to cut down the lead time by about 88% compared to the industry average.


WealthEngine Customers: Get a Free Modeling Sample of Your Data.

Major Gift Fundraising: How Top Fundraisers Forecast Fundraising Income

major gift fundraising

Forecasting fundraising income accurately is important in hitting your major gift fundraising goals. WealthEngine’s Senior Client Engagement Manager, Eric White, shares how top fundraisers use data modeling to predict major gifts with extraordinary accuracy, including predicting donor likelihood, the right “ask” amount, and donor lifetime value.

Analyzing Your Screening Data to Understand Major Gift Donors

Major Gifts Officers often feel pressure to convert prospects to donors within short lead times. Yet, most development teams know that lead time can sometimes be as long as 24-36 months.

Major gift fundraising is about the quality of prospects and not the quantity. Fundraisers need reliable prospect research to develop a reliable, high-quality prospect list. It is in fact data that makes prospect research more reliable.

WealthEngine’s WE Analyze solution enables you to understand what makes your audience unique. Moreover, analyzing your screening data through WE Analyze provides you a 360-degree view of your donor base.

WE Analyze can create a descriptive look-alike profile. Knowing what makes your audience unique through this profile helps you make your communications more engaging.

analyze process

For instance, let’s say your nonprofit is hosting an event in LA with 500 confirmed attendees. Running the RSVP list through WE Analyze can reveal that 70% of them are married. Further, it can reveal that 13% love antiques and 45% support children’s causes. This empowers you to tailor your major gift fundraising strategy. You can now approach the right major gift donors with relevant contexts.

In one such example, a WealthEngine client was looking for a sponsor for their fundraising event. Through WE Analyze, they realized that a majority of their attendees owned Mercedes Benz cars. They were also in the market for a new car. This created a great opportunity for them to approach BMW for sponsorship. For BMW, it was an opportunity to reach people who were primed for purchase.

Data Modeling for Predictive Major Gift Fundraising

When it comes to major gift fundraising, you can go beyond descriptive models into actual predictive models. Predictive prospecting can be a data-driven way for you to ensure that you target the right prospects.

Modeling uses statistical analysis that relies on a custom formula. The formula is specific to your organization and helps answer a specific question. Wealth models are predictive because they are built on strong indicators of major gift giving. Examples of indicators are the number of events attended, gift capacity, the existence of a family foundation, etc.

Indicators vary by organization. For instance, let’s say your organization has found that a majority of major gift donors are all concentrated in California. You could also find that they are all pet owners and have college degrees. These would all be categorical data points that come from your database. These categorical points can be given a numerical value.

university fundraising

Therefore, the model would consider this information and build a formula specifically for your organization. Further, it can specifically focus on your nonprofit’s major gifts fundraising.

In the instance above, zip codes in California, college degrees and pet ownership will all bear greater impact in the formula. The formula then generates a score by calculating the weight of all these characteristics. This means that you can now score your entire donor base against the formula. Anyone with a high score is a top prospect.

Want to learn more about creating data-driven campaigns? Download our Data-Driven Major Gift Campaigns Workbook today!

Automating Your Major Gifts Forecast

The model will actually score your entire database for you. Further, it will divide your database into 10 equal deciles. This means that you can already see who your top 10% of prospects are. Decile 1 represents your top 10% of prospects, deciles 1 and 2, your top 20% and so on.

wealth modeling

Now your major gifts fundraising has been prioritized for you. The probabilistic indicator within the model tells you who is most likely to donate. This is not just indicative of major gift giving. It is indicative of major gift giving to your nonprofit.

In one instance, a WealthEngine client saw that their capital campaign had stalled. The organization, a higher ed institution decided to use modeling to boost its major gift fundraising. Their custom model divided their database into 10 deciles in order of likelihood of giving. Their major gifts officer then decided to optimize their portfolio with prospects taken directly from the model.

After the campaign, the major gifts officer called us to let us know that they saw an 86% conversion rate by using the model. This means that 86% of the prospects addressed by the campaign said yes to giving.

You can automate major gift fundraising further through the use of API. Through API integration, you can score everyone that walks through the door. This can happen in real-time. Any new prospects can be scored against your major gift model and you can immediately receive an alert.


Reducing Lead Times Through Donor Models

Data models for major gift fundraising automate prospect research. Additionally, they go a step further and prioritize your prospects in order of likelihood. You may already be using WealthEngine’s Propensity to Give (P2G) score to prioritize and segment your donor base. It is important to note that the P2G score is a strong indicator of giving. However, it is not an indicator of giving to your nonprofit specifically.

The model generates results and organizes your donor base in a way that focuses on top prospects for you specifically. For instance, Bill Gates is an obvious P2G 1 donor. This doesn’t mean that he is likely to give to every cause. The model may identify somebody with a P2G 2 or 3, but the difference is that they are likely to give a major gift to your cause. This is because the formula in the model was built specifically for you.

When you focus your major gifts fundraising on such a targeted set of prospects, lead time can be reduced significantly. In one instance, a WealthEngine client was able to start having meaningful conversations with 20% of their top prospects about gifts in the $100,000 range. The remarkable thing about this story is that it only took them two months to identify these top prospects.

Another interesting point about this story is that all prospects identified in their top segment were ones who had never given to the organization before. This means that their top segment had been overlooked by the nonprofit before modeling.

Forecasting Fundraising Income

As we’ve established, WealthEngine’s data model automatically identifies your best prospects. Further, it prioritizes them in order of major gift capacity and propensity. This means that you can assign prospects within these deciles to your major gift officers. Knowing their lifestyle, interests, and affinities also helps officers approach them with relevant messaging. Gift capacity ratings and wealth scores give you an idea of the appropriate ‘ask’ for each prospect.

You can use let’s say the top 3 deciles or the top 30% of your donor base for your major gift fundraising. This means for the next 12 months, your officers will know who to target. Since deciles are organized based on strong indicators of giving, you can also predict giving amounts based on the number of prospects targeted at each gift capacity bracket.

Eric confirms that the data in a model can stay relevant for as long as 12 months. After this, you should run a fresh model to get the most up to date information for your major gift officers. Since prospect life stages are changing- inheritance, stock value, real estate ownership can all change over the course of 12 months. Refreshing your model to see what formula is most effective for your organization will help set you up for your next 12-month period.

Learn More

See how a data model can help forecast your next 12 months of major gift fundraising. Model your data now.

More articles you might find useful

How to Calculate Donor Lifetime Value to Predict Future Donations

Hidden Donor Calculator: Finding Hidden Donors in Plain Sight

Salesforce Integration Shows What Community Really Means

Last week, Salesforce (NYSE: CRM), the global leader in customer relationship management, announced that it would merge with its independent nonprofit social enterprise,, to further scale its philanthropic efforts.

By integrating into its core operations, Salesforce intends to extend its innovative 1-1-1 model by continuing to provide free or economically-priced software to nonprofits and educational institutions around the world, as well as investing in local communities by supporting employees in different capacities. The company is committed to integrating corporate profits with their company’s purpose to give back to communities and causes everywhere.

Not only is Salesforce creating an inventive education and nonprofit vertical by combining these two entities, but their decision highlights an integral focus successful corporations and organizations are honing in on: community.

At WealthEngine, we’ve always believed in the three Ps: purpose, profit, and passion. Salesforce’s decision to integrate into their structure is simply the truest manifestation of this viewpoint.

When communities, causes, and corporations come together, it changes the dynamic around how people in those communities engage. Since individuals within these communities work for companies or nonprofits, they are the primary drivers of their company’s passions and purpose. Not only do individuals work to amplify the purpose and practices of their company, but they continue to inject their own values into the work they do. Simply put: individuals are the core of any community.   

And with the $420 billion corporations and individuals have given to causes and communities they care about, these groups can now leverage the same technology that powers organizations and commercial enterprises. Technology can now be approached as a great equalizer in solving societal issues.

Not only is this great for corporations, organizations, and communities alike, but it illuminates the importance of leveraging a world-class platform that contains a customer 360 view of every constituent in your database, which can turbocharge an individual’s living, giving, saving, and learning cycles.

For the first time, Salesforce customers can tie a student’s information with their parent’s information, and further integrating information on where they live, how they live, and what communities and causes they support. Similarly, WealthEngine has pioneered the concept of creating a wealth profile that we define not just as a consumer’s net worth or net income, but a collection of all of the signals that make up their virtuous life cycle. WealthEngine’s integration with both Salesforce and the’s financial services cloud can now enable a private wealth manager, at any large private bank, to look at an individual’s giving history, all in one place.

Let’s take JPMorgan Chase as an example of a private bank that’s cultivating community. As a response to the economic disparity in cities around the world, JPMorgan Chase has developed AdvancingCities— a $500 million initiative to drive inclusive growth. And this initiative is taking place right in our backyard. JPMorgan agreed to pay $140 million for a landmark building that will serve as its DC headquarters. Not only are they solidifying their place in the DC community, but the wish to expand and integrate themselves into it further. They plan to open as many as 70 branches in the area. JPMorgan recognizes DC as a growing economic center with a well-educated workforce, who are forging their own path in tech.

Not only are these developments changing our perception of this industry, but it’s actively molding our participation in it. Wealth does not equate to money. Wealth equates to personal engagement as it relates to profit; purpose; passion; communities; charities; and corporations. None of these factors can be pursued without involving the other.

All this to say: when you have a platform that can combine an individual’s propensity and capacity to learn, give, spend, and save, it creates new wealth signals that can be utilized further to create engaging campaigns that would fuel a continuous cycle of philanthropic giving and spending among consumers everywhere.

WealthEngine applauds Salesforce’s decision and will continue to build an even tighter and seamless integration into the Salesforce system. One CRM; one customer; one cause; one dollar at a time.


Did you Know? 100% of Millionaires live on Our Earth.

Today, WeathEngine celebrates Earth Day by holding high one of our customers who is nourishing our planet and building passionate engagement.

Nourishing the earth starts with cultivating community. At the Pennsylvania Horticultural Society, they believe gardening can strengthen communities by increasing access to fresh food, fostering healthy living environments, and developing deeper social connections.

Although they’ve been able to foster a community, the Pennsylvania Horticultural Society wanted to strengthen attendance at their events and reach prospective donors who would be invested in giving to their cause.

We helped them upload their inner circle and conduct advanced searches on new individuals. As a result, they can identify matches, gauge the propensity and capacity to give, and set up a peer-to-peer ask. They’ve also been able to immediately screen for 100 individuals who had attended their fundraiser in Philadelphia’s Navy Yard, to identify additional inner circle matches. This allowed them to get a better idea of who attended their event, and create a strategy to follow up with those individuals, and engage them further.

By leveraging wealth and lifestyle insights, the Pennsylvania Horticultural Society has the power to foster a community that isn’t just engaged but is passionate about preserving the earth and their community.

Watch how the Pennsylvania Horticultural Society is using WealthEngine in Action. 


Luxury Hospitality Industry: Lessons from Marriott’s Bonvoy Program

luxury hospitality industry

Rewards programs or loyalty programs are a key part of marketing in the luxury hospitality industry. These programs are a way to drive engagement and increase customer lifetime value.

WealthEngine’s Senior Client Engagement Manager, Daniella Perlman is a sector expert. She shares her guidelines on how to drive loyalty among luxury hospitality guests.

Why are rewards program important for luxury hospitality brands?

Luxury guests are especially interested in connecting with your brand.  They need to have a high degree of connection as they are living on your properties for a period of time. This means that your brand has to match their lifestyle and expectations.

To drive engagement in this segment, you need to offer rewards, special benefits, and exclusive experiences. Use personalization to find the right offer or experience for each customer. Personalized luxury programs are growing in popularity in the luxury hospitality industry. They are also becoming more refined in the way that they engage with guests.

For instance, Marriott has updated its rewards program to something called Marriott Bonvoy.

What is the Bonvoy Program? How is it different from other luxury hospitality industry programs?

Since its launch this past January, Bonvoy has taken over the luxury hospitality industry. It is a combination of Marriott Rewards, Starwood Preferred Guests (SPG) and Ritz-Carlton Rewards. Starwood was part of the merger with Marriott in 2016. The two luxury hospitality programs are now integrated.

Of course, this is big news for the industry and for luxury guests.  Marriott Bonvoy has captured a large market share and is now the world’s largest hotel chain.

What can luxury hospitality consumers expect from this program?

Marriott was smart to leverage the strength of the SPG program. The SPG program, in particular, has a cult following in the luxury hospitality industry. It was popular among luxury as well as business travelers. Both segments enjoyed redeeming points for amazing experiences. For example, they could get free nights at hotels and resorts all over the world.

Further, the program features partnerships with luxury providers such as American Express. Luxury hospitality consumers can have their pick of luxury properties. For instance, they can stay at the Ritz-Carlton, JW Marriott, St. Regis, or the Luxury Collection. Guests can access all these from within the Bonvoy network.

What does this mean for the luxury hospitality industry? What can other large, luxury brands do?

Other luxury hospitality brands can take a different approach than the Bonvoy program. Marriott is capturing a large part of the market. Yet, the luxury hospitality industry is all about personalization and exclusive experiences. Luxury travelers are looking for rewards and experiences tailored to their needs.

Thus, while Marriott is casting a wide net in the luxury hospitality industry, other brands can do the opposite. This means you can find an exclusive niche that you can occupy in the industry. It also means that you can fulfill the exclusive needs of specific types of guests.

No two luxury customers are alike, you cannot overlook this fact. Luxury hospitality brands need refined customer segmentation to drive hyper-personalization.

What factors should luxury hospitality brands consider while segmenting their customers?

It all begins with data analysis. Analyzing data helps you understand what makes your customers unique. WealthEngine’s WE Analyze can provide descriptive information about your contacts.

For example, you can see how many members of your rewards program own private jets or cars worth over $200,000. These are people who clearly enjoy luxury experiences. If you find that you have a large segment of members who are car enthusiasts, you can customize your offering to them. For instance, let’s say your property is near a NASCAR track. You can target promotions for this property to these members. Customer segmentation and analysis help you direct the right message towards the right consumer.

In this instance, you could also offer a private event for these members at the race track. This way you are offering them an experience that is hard for your competitors to replicate.

What other use cases help luxury hospitality brands set up meaningful programs?

Everything comes down to engagement. This is even more effective if it happens in real-time. Another use case is through WealthEngine’s API. 

The API provides real-time data during online booking or even during check-in. For example, let’s say a non-member is checking in. Knowing their wealth profile, lifestyle preferences and interests immediately helps you make a personalized pitch to them.

When a luxury customer is checking in, you can offer them an upgrade to an executive suite right away. This sets the stage for actionable upsell opportunities.

A lot of times, when guests book a room online, you may offer bundling options. These could be as simple as breakfast or something like tickets to a nearby event. These bundles are usually offered without knowing the buyer well. Imagine how personalized and effective you can make them with data appended through the API integration.

The look-alike capabilities built into WealthEngine are useful to the luxury hospitality industry. For example, if you know which members have purchased high-end stays and experiences before, you can use this data to find new members for your loyalty program.

WealthEngine can build a persona based on common traits shared by these customers. These traits can include age, income, number of properties owned, etc. This persona can then guide you to find more people who look like your customers or members.

In fact, one of WealthEngine’s clients, a global hospitality brand has used this approach to find a lot of net-new customers.

How do you find your niche in the luxury hospitality industry?

Think about what is unique about your brand and your story. This then extends to what is unique about your offering and your location. You would use these factors to define a niche for yourself in the luxury hospitality industry. This is were driving an emotional connection with your guests comes in. Your guests will be loyal to you when your guests feel like you understand them, their needs, and interests.

For example, if your guests are wine connoisseurs, send over your sommelier when they dine at your property. Invite them to an exclusive wine-tasting, recommend a trip to a nearby winery. These are ways to drive that emotional connection.

WealthEngine’s data is derived from a vast array of sources. We can tell you which guests like wine, golf or NASCAR. These finer data-points can help with hyper-personalization.

How else can luxury hospitality programs set themselves apart?

Analyze trends in the luxury hospitality industry, analyze your member base. Match trends and interests to your existing offerings. You can also think about what causes they are interested in. If your organization supports these causes, make sure you let members know.  This comes back to the emotional impact. It creates emotional connections and seals in brand loyalty.

For instance, if your organization gives to animal rights causes, make sure that your members who share a passion for this cause know about your initiatives. Similarly, if they are pet owners they could also feel a connection to your brand through your animal rights initiatives.

WealthEngine’s data scientists can help identify these interests and affinities among members. Creating wealth models around these data points can also help identify more customers.

Another such opportunity is leveraging galas that nonprofits might host at your properties. Working with the hosts, you can screen attendees to provide valuable insights.

You can help identify top prospects that the nonprofit should engage with at their event. Thus, the nonprofit can use their time effectively. For instance, WealthEngine provides actionable insights when you use services such as EventBrite to manage guestlists.

WealthEngine integrates with EventBrite through Zapier. This means that the hotel could screen attendees as they register to attend the event. These insights can benefit both you and the host organization. Both can leverage these insights to build relationships with influential guests. Further, providing insights as a value-add also strengthens your connection to the nonprofit.

These are all ways in which data enables personalization in the luxury hospitality industry. Personalization drives the emotional connection with guests. Further, the emotional connection drives loyalty. Loyalty reduces acquisition costs and increases lifetime value.

luxury hospitality


Learn More

Listen to the podcast for more:

Find your luxury hospitality niche. Take a minute to fill the form on the right and a WealthEngine rep will contact you very soon.

Related Articles

Marketing to the affluent millennial consumer, everything you need to know

Mine Your Luxury Marketing Database to Lower Customer Acquisition Cost


WealthEngine Exceeds Financial Metrics, Launches WE Insights— Momentum builds around data-driven predictive prospecting

BETHESDA, MD, April 16, 2019— WealthEngine announced it closed the first quarter of 2019 ahead of expectations in revenue, up-sell to existing customers and acquisition of new clients across all of its core segments. Buoyed by the success, WealthEngine Chairman, Bobby Yazdani commented, “The team’s success in Q1 demonstrates that we made the right level of investments in people, product and process efficiencies and we are well positioned to continue our growth trajectory for rest of the year.”

Apart from exceeding financial targets, WealthEngine launched WE Insights, an industry-leading approach to revealing deeper level results from our platform combined with client data. “Working hand-in-hand with clients, our analytics and learning models deepen and broaden wealth and lifestyle insights in new and powerful ways,” says PV Boccasam, CEO of WealthEngine.

WealthEngine also launched a new version of its Salesforce (NYSE: CRM) app within the AppExchange providing new enhanced compatibility with both the Financial Services Cloud as well as Salesforce’s Shield Encryption. “Salesforce is one of our strategic partners and points of integration,” continued Boccasam. “Our Customers can now have a seamless solution for secure, compliant, and a highly personalized engagement with their constituents.”

All of these announcements are leading to the company’s release of WealthEngine v9 this quarter, promising a completely new cloud-native architecture that Boccasam says will forever change how companies engage prospects. Boccasam also had one final preview, “We have decided to add in-person days to our second annual WE Prosper Summit this year in addition to our wildly successful online summit.” The first in-person user conference will be Tuesday, October 1st in DC at the experiential Newseum with details and speakers to be announced soon.

About WealthEngine: WealthEngine works with more than 3,200 industry-leading financial services, higher education, healthcare systems, advocacy, and high-end hospitality organizations to deeply understand their current and prospective donors and customers.  Our cloud-native prospect engagement platform contains WE Profiles for more than 250M adults in the U.S., enriched with demographics, lifestyle and affinity, charitable/political giving history, real-estate and other wealth signals. WealthEngine also is an ardent supporter of its local community and a member of the 1% Pledge movement. To learn more visit:


Increase Grateful Patient Giving by Modeling Your Nightly Screenings

grateful patient program

Grateful patient giving has a little known secret that few healthcare organizations use: modeling. When you create a model of your past donors, you learn unique insights about the donor profile of your ideal grateful patient candidates.

You can then use your customized grateful patient giving model to score all future nightly screenings in a way that narrows your list of qualified prospects to the most likely donor candidates. This makes your grateful patient fundraising effort much more efficient while saving your team time and generating more revenue faster.

Grateful Patient Giving

Grateful patient giving has enabled health systems to raise $10 Billion according to the Journal of American Medicine. When a patient receives treatment and expresses immense gratitude, they may be a candidate for grateful patient fundraising. Past patients or patient families have a natural affinity for your hospital and are usually good prospects.

Your health system may have set up a nightly screening routine as part of your grateful patient fundraising program. Nightly screenings ensure that you continue to identify prospects when new patients come in.

These screenings also help keep your database up to date as customer net worth and lifestyle attributes change over time.

Grateful Patient Fundraising Using Screening

Regular screenings can serve as the foundation for your Grateful Patient Program. Nightly wealth screenings help ensure that you don’t miss any opportunities. They enable you to see a complete picture of a patient’s wealth, lifestyle and affinities.

For instance, WE Screen merges our proprietary wealth scores and ratings with your contact data. Now you know what we know about your contacts’ wealth, income, lifestyle, and affinity.

When you review and track data from your screenings regularly, you can act on it right away. For example, let’s say you had 10 new patients check in on a night. By the next day, you will already know which one of them is a candidate for grateful patient giving. You can ensure that you start to nurture the relationship right away.

One of our clients, a large American health system went from raising $19 million to $47 million in one fiscal year.

In fact, the VP of Philanthropy Services at this organization said, “…when a physician is referring a patient to us we can quickly get back to that physician to say that particular patient, that prospect now might have some capacity. Let’s figure out how to engage that person. With WealthEngine, with the ability of the gift officer to go directly to the website and receive these reports it reduces the time and it’s much more actionable for that gift officer in real time instead of waiting for the administrative staff to provide that report to them.”

A Grateful Patient Model Reveals Much More

Grateful patient screening is only the tip of the iceberg when it comes to grateful patient giving. Subsequently, you can extract actionable insights from your screening data. What if you could find prospects that look like your best donors? You can accomplish this by learning from past successes in your grateful patient program.

Our client, a healthcare foundation has said, “We see the value of maximizing the screening data to help us focus on building the right relationships and make targeted asks throughout the year. We have created a development strategy to make that happen and are eager to get started.”

For instance, you can upload your data from screening directly into WE Analyze. The solution finds patterns of traits among your patients.  These are traits that your top donors have in common.

For example, you could find that most grateful patient fundraising has come from patients who live in a 50-mile radius of the hospital. Further,  donations could have come from parents of young patients. These patterns can then be fed into a data model.

The model will divide your database into segments based on the likelihood of grateful patient giving.

Use Insights from Your Models to Predict Giving

Patterns that are fed into the model can help you find more prospects like your top donors. This means you now have a data-driven way to predict grateful patient fundraising.

With over 20 analytical models, WealthEngine can model your grateful patient screening data to identify the best prospects for major gifts, annual gifts, planned giving and much more. Models can also help you craft a capital campaign to raise money for a new wing, building or program. Models that use machine learning and artificial intelligence, like the ones WealthEngine creates, take the guesswork out of finding more grateful patients, retaining existing donors and growing their commitment.

Another WealthEngine client, a health system based in North Carolina used their screening data to create a model for their major annual fundraising event. As a result, event proceeds went from $400,000 to $7.4 million. A grateful patient model can make your efforts more targeted and increase donor lifetime value.

WE Insights: Get a Free Sample of a Model of Your Data

WealthEngine has a free service for clients in which they can get a sample model on actual data. Here’s an example of some of the insights you can learn:

average donor profile

More so, you can use your model to personalize your message to your prospective donors. WealthEngine’s models reveal detailed information about your past donors so you can see how well new prospects fit with the profile of past donors.

major gift donor profile

Contact WealthEngine about WE Insights to see a profile of your nightly screening files.

Score New Contacts with Your Model Using an API for Instant Results

Screening is the first step of your Grateful Patient Program. Analyzing and modeling your screening data allows you to prospect with high predictability.

Predictive prospecting creates a profile from your existing patients’ demographic, lifestyle and interest related attributes. This information generated by a predictive model, helps you identify your next best prospects. Predictive prospecting allows you to have a more targeted approach. This means that you reduce conversion costs while increasing efficiency.

You can increase the efficiency of grateful patient fundraising through API implementation. WealthEngine’s API can seamlessly integrate into your existing CRM and provide you updates in real-time.

Our client, a $6 Billion health system has said, “We built an integration with WealthEngine’s API. We have really got an automated process where our daily census can be screened, can be both matched and screened virtually automatically with very little intervention from us.”

Learn How to Model Your Screening Data

Learn more about how your nightly screening data could help you increase conversions and lower costs. Model your data now.

More ways to maximize your Grateful Patient Program

10 Necessary Steps for Your Grateful Patient Program Checklist

Healthcare Fundraising: Boost Grateful Patient Programs with the P2G Score

The Final Four with WealthEngine: Uncovering Wealthy Basketball Fans from Your Team’s City

Get ready college ball fans: March Madness is coming to an end, and we’re down to the final four! To celebrate the final few games, and the final few teams, we decided to use our wealth and lifestyle insights to find the wealthiest basketball fans in each team’s city. How did yours stack up? Check out our results in the graphic below, and download it here.

Schedule a Demo →

Request a demo and one of our sales representatives will get back to you quickly.