Christian Brothers High School

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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 those individuals who had the capacity to give large amounts and understand more about them to be able to effectively reconnect and cultivate each as a major gift prospects.

The Solution
When Ken Kimble, the Director of the Capital Campaign and Foundations at CBHS came onboard, he suggested that they run a donor screening on their alumni network, and soon after involved WealthEngine for help with this data enrichment project.

They performed WE Screen by securely uploading their alumni file and received the appended results directly in their WealthEngine Platform. The team used the Propensity to Give (P2G) and the gift capacity range scores to segment their alumni base for major donor cultivation. They then used WE Search to gain deeper insight on their top prospects.

Results
Once the screening was run and they began segmenting, they immediately identified an out of town alum that was worth $50 million+ who they initially knew nothing about. With the help of the WealthEngine Platform, they began to gain deeper insight into this new major gift prospect. Within the year, they successfully secured a seven-figure gift to the campaign from this individual.

Since running wealth screenings, they continued to see great success resulting in:

  • Eight seven-figure cash gifts raised
  • $16 million in donation commitments
  • $4.5 million in planned giving commitments

These gifts helped to build a new science building, renovate their dining hall with a full meal service plan, build a
new $10 million athletic facility, and contribute $2.5 million towards an endowment fund for faculty development.

Next Steps
Ken and his team are in the WealthEngine Platform every day, and have since run three wealth screenings on their
alumni base over the years. Each time they run a screening they identify new major gift prospects that they were
previously unaware of from a capacity standpoint.

With their next upcoming screening, they are also turning to WealthEngine to help with a data supplementation and
cleaning project to track down alumni who might have moved and who they aren’t currently engaging with. CBHS
had done their due diligence and considered other vendors to help with this cleanup project, but ultimately decided
that WealthEngine was the best partner to trust with their data.

With each data project, CBHS works with WealthEngine as they continue to improve the quality and accuracy of
their alumni database. From these screenings, it has since been shown that there is a deep donor pool that Ken says
“could easily set up the school for funding over the next 50+ years.”

Ken is a loyal customer that truly sees the value in wealth intelligence and goes on to say that “the platform goes
beyond just paying for itself, compared to the potential you have in raising funds, you’re crazy not to use these data
insights.”

Houston Grand Opera

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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.”

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Signature Theatre

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Signature Theatre is a Tony Award®-winning, nonprofit professional theater company with a mission to produce contemporary musicals and plays, reinvent classic musicals, develop new work, and reach its community through engaging educational and outreach opportunities. Beginning in a garage space in 1993, Signature has swiftly become a landmark theater in the DC Region’s theatre scene, as well as a recognized player among the nation’s regional theatres.

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Roanoke College

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Roanoke College has been a client of Datatel for more than 11 years; first using the Benefactor donor management system then upgrading to Colleague Advancement in 2008. At that time, Datatel and WealthEngine partnered to integrate WealthEngine screening data into Colleague Advancement which has since created a seamless integration and batch screening process that Roanoke can employ completely within their donor management system.

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Stevenson University

Stevenson University, Maryland’s third largest independent university is renowned for its unique blend of liberal arts and career preparation. Located in Stevenson, Maryland, the University has substantially increased enrollment of its student body and alumni in the past decade. Founded in 1947 as Villa Julie College, the University’s Board of Trustees voted to change the name to Stevenson University after three years of intensive research in June of 2008. In addition, the University completed a restructuring plan with the goal of creating six new schools. With a current enrollment of 3,900 undergraduate and graduate students, Stevenson prides itself with its historically high job/graduate-school placement rates.

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Trinity University

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Trinity University is one of the nation’s leading private, liberal arts universities, with 2,600 students on its San Antonio, Texas campus. Clint Shipp, Ph.D., the Senior Director at Trinity, was brought on board to formalize projects and processes as a capital campaign was contemplated. “As a prelude to a feasibility study, we wanted to further analyze our database to gain a thorough understanding of our constituents’ ability and propensity to give,” says Shipp.

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St. Vincent’s Foundation

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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).

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