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A Private Religious College

Raised Over $30M During Most Recent Campaign

A private religious college in upstate New York was looking to apply the information gathered from their prospect research and wealth screening tools through a strategic and team-oriented approach. By using WealthEngine, they were able to develop and nurture relationships by building prospect portfolios. 

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The Goal

The private religious college wanted to come together as a team to confirm top level prospects and identify new ones that they wanted to include in their campaign. The college wasn’t applying the information they were gathering on their prospects in a strategic and team-oriented approach, therefore losing out on strong returns on investment.

WealthEngine's Solution

With the help of WealthEngine, the university was able to screen and build portfolios of prospects for future campaigns that consisted of information that everyone on the team found to be vital. This allowed the advancement team to build and nurture personalized relationships with their donors.

Their Result

By maintaining close relationships with the donors with the highest capacity and propensity to give, the college has been able to secure gifts of $1M with a total of $30.5M during their last campaign.

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