Success Stories

A well-known investment advisory company was able to build stronger customer lifetime value (LTV). They were able to accomplish this through a pre-qualified prospect pipeline. Read more to see how LTV was significantly impacted. The Goal The company ha …

Continue reading “Investment Advisory Company Enhances Customer LTV”

A charitable healthcare organization wanted to enhance its research into a rare form of blood cancer. They aimed to do this by raising funds through a major gift program. They wanted to identify major gift donors from within their database. With Wealth …

Continue reading “Charitable Healthcare Organization Sees 3x ROI in 2 Months”

An international religious advocacy group approached WealthEngine to identify major gift donors. They wanted to find donors with major gift potential from right within their database. WealthEngine’s modeling solution was able to help them fulfill their …

Continue reading “Religious Advocacy Group Gains 30x Major Gift ROI Within 1 Year”

1st Global is a Dallas based financial services firm focused on research and consulting. They were able to leverage WealthEngine’s data and insights to gain a 2.5X increase in campaign response rate. Read more to see how. Who They Are Since 1992, 1st G …

Continue reading “1st Global Sees 2.5X Increase in Campaign Response Rate”

Center Theatre Group is a historic and influential theatre company in the heart of Los Angeles. The organization leveraged WealthEngine’s Inner Circle solution to achieve a 36% increase in donations in a single year. Read their story to learn more. Who …

Continue reading “Center Theatre Group Sees 36% Increase in Donations in 1 Year”

Identify more prospects in high net worth segments WealthEngine displaces existing provider with better coverage and data accuracy Challenge Enhance net worth data offerings and accuracy to increase profitable segmentation of target customers and impro …

Continue reading “Global Luxury Brand”

3.4x ROI on Direct Mail Campaign High-end jewelry retailer drive conversion with WealthEngine’s prospect list Challenge Improve response and conversion rates of outbound direct mail campaigns to drive increased revenue from target customers. Solution W …

Continue reading “High-end, Fine Jeweler”

Funraise expands the core capabilities of their platform by offering real-time wealth screening through the WealthEngine API. Funraise was founded in 2015 with the goal of creating a better fundraising platform. Led by Justin Wheeler, the Co-founder an …

Continue reading “Funraise”

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

Continue reading “United Way of Greater St. Louis”

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 organizati …

Continue reading “Young Life”

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 i …

Continue reading “Christian Brothers High School”

Turning Point Ministries partners with WealthEngine to reframe thinking about fundraising and double mid-level donors. Turning Point Ministries, founded in 1982, is a nonprofit organization supported by its patrons and located in San Diego, CA. Turning …

Continue reading “Turning Point Ministries”

See how WealthEngine helped The Humane Society of the United States drive superior fundraising with wealth data.

Mission Health has the core objective to improve the health of the people of western North Carolina by helping each person to be well, get well, and stay well. The Department of Philanthropy serves the philanthropic efforts across six regional hospital …

Continue reading “Mission Health”

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 Antarctic, on small ice- …

Continue reading “Quark Expeditions”

See how WealthEngine helped MedStar Health increase their annual fundraising by 150% through their Grateful Patient Program. See how WealthEngine helped MedStar Health increase their annual fundraising by 150% through their Grateful Patient Program. …

Continue reading “MedStar Health”

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 exper …

Continue reading “Quintess Collection”

LHW is a membership-based, representation firm for a consortium of five-star luxury boutique hotels. They assist membership with everything from sales and marketing to distribution and technology, but each unique property is privately owned and managed …

Continue reading “The Leading Hotels of the World, Ltd.”

“WealthEngine has given us so much to work with,” explains Keith Niles, Senior Database Analyst for the Greater Los Angeles Zoo Association (GLAZA), the fundraising arm of the Los Angeles Zoo and Botanical Gardens. “Basically, we now have a wealth of q …

Continue reading “Greater Los Angeles Zoo Association”

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 …

Continue reading “Houston Grand Opera”

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 …

Continue reading “Signature Theatre”

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 validati …

Continue reading “Duke University, The Fuqua School of Business”

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 significant …

Continue reading “Le Moyne College”

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 carr …

Continue reading “Northwestern University”

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 screenin …

Continue reading “Roanoke College”

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 t …

Continue reading “Saint Mary’s College”

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 …

Continue reading “Stevenson University”

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 …

Continue reading “Trinity University”

Development and Alumni Relations (DAR) at the University of Pennsylvania (Penn) plays an important role in helping to provide the resources to support the mission of the University and its vision for the future. With over 500 employees across the Unive …

Continue reading “University of Pennsylvania”

For 23 years, Debra Darling has been conducting prospect research—full-time or on her own as a major gift officer. Currently Director of Prospect Development at Washington & Lee University, Darling has found that the ratio of proactive research (id …

Continue reading “Washington & Lee University”

Creating opportunities for alumni and constituent engagement is a priority in William Paterson University’s advancement office. The culture of the department goes well beyond securing gifts—they seek to create a dynamic community where people want to g …

Continue reading “William Paterson University”

Since 1983, Healthcare Charities has been serving the people of rural central, eastern and northern Maine by supporting the philanthropic efforts of the Eastern Maine Healthcare System (EMHS). With a guiding tenet that philanthropy has a way of bringin …

Continue reading “Healthcare Charities”

“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 ha …

Continue reading “Loyola University Health System”

Fundraising for any nonprofit organization comes with a common set of challenges. But those faced by Laura R. Tenenbaum are pretty unique since she supports eight foundations at once. Tenenbaum is Director of Planned Giving and Program Development at S …

Continue reading “Barnabas Health Care System”

Qaya Thompson, Development Researcher at Yale- New Haven Hospital (YNHH), doesn’t believe in creating any barriers to prospect research. “I support seven development officers (DOs),” says Thompson, “and I want them to have accurate wealth information w …

Continue reading “Yale-New Haven Hospital”

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 …

Continue reading “St. Vincent’s Foundation”

Arena Stage is a Washington, D.C. based Theater Company that produces, presents, develops and studies American Theater. Now in its 62nd season, they host more than ¼ million audience members each year. Arena’s Chief Development Officer, Danielle St. Ge …

Continue reading “Arena Stage”

Colorado State University (CSU) is the land grant university of Colorado, founded in 1870 as Agricultural College of Colorado. It has since evolved to a thriving campus of almost 28,000 on campus students and 177,000 living alumni. With one of the top …

Continue reading “Colorado State University”

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 de …

Continue reading “Animal Humane Society”

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 …

Continue reading “Ronald McDonald House Charities”

Wesley Homes is the nonprofit operator of two continuing care retirement communities in the Puget Sound region of Washington State. The flagship Des Moines community was founded almost 70 years ago as a ministry of the Methodist Church and is home to 6 …

Continue reading “Wesley Homes”

The Pennsylvania Horticultural Society is a nonprofit membership organization founded in 1827 that offers programs, activities, workshops, and publications for gardeners of all levels and interests. PHS motivates people to improve the quality of life a …

Continue reading “Pennsylvania Horticultural Society”

Teach For America (TFA) is a national teacher corps of college graduates and professionals who commit to teach for two years and raise student achievement in public schools. TFA is growing the movement of leaders who work to ensure that kids growing up …

Continue reading “Teach For America”

Oregon State University is Oregon’s Land Grant University and one of only two land grant universities in the country (the second is Cornell University in New York) to also hold sea, space and sun grant designations. The university was founded in 1868 a …

Continue reading “Oregon State University Foundation”

How does a two century old educational institution that has undergone tremendous change keep its alumni connected and engaged? University of the Sciences in Philadelphia, PA (USciences) is doing just that. Founded in 1821, the University was the first …

Continue reading “University of the Sciences”