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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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- …
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. …
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 …
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 …
“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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
