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Funraise

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 …

FOCUS:API
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United Way of Greater St. Louis

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 …

REGION:Mid-West

Young Life

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 …

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Christian Brothers High School

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 …

REGION:South

Turning Point Ministries

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 …

FOCUS:ROI, Screening
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1st Global

See how 1st Global uses WealthEngine to create targeted prospecting lists for their affiliated firms and to customize research results to support their client strategies. See how 1st Global uses WealthEngine to create targeted prospecting lists for the …

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The Humane Society of The United States

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

REGION:Northeast

Mission Health

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 …

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Quark Expeditions

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- …

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MedStar Health

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. …

REGION:Northeast

Quintess Collection

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 …

REGION:Mid-West

The Leading Hotels of the World, Ltd.

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 …

REGION:Northeast

Center Theatre Group

According to Liz Lin, Director of Donor Communications at Center Theatre Group (CTG) in Los Angeles, one of the theatre company’s main challenges when it comes to prospect research is finding new donors. CTG is a unique nonprofit organization that supp …

REGION:West

Greater Los Angeles Zoo Association

“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 …

REGION:West

Houston Grand Opera

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 …

REGION:South

Signature Theatre

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 …

REGION:South

Duke University, The Fuqua School of Business

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 …

REGION:South

Le Moyne College

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 …

REGION:Northeast

Northwestern University

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 …

REGION:Mid-West

Roanoke College

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 …

REGION:South

Saint Mary’s 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 …

REGION:Mid-West

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 …

REGION:South

Trinity 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 …

REGION:South

University of Pennsylvania

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 …

REGION:Northeast

Washington & Lee University

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 …

REGION:South

William Paterson 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 …

REGION:Northeast

Healthcare Charities

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 …

REGION:Northeast

Loyola University Health System

“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 …

REGION:Mid-West

Barnabas Health Care 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 …

REGION:Northeast

Yale-New Haven Hospital

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 …

REGION:Northeast

St. Vincent’s Foundation

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 …

REGION:South

Arena Stage

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 …

REGION:Northeast

Colorado State University

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 …

REGION:West

Animal Humane Society

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 …

REGION:Mid-West

Ronald McDonald House Charities

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 …

REGION:Mid-West

Wesley Homes

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 …

REGION:West

Pennsylvania Horticultural Society

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 …

REGION:Northeast

Teach For America

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 …

REGION:Northeast

Oregon State University Foundation

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 …

REGION:West

University of the Sciences

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 …

REGION:Northeast