WealthEngine Best Practices in Higher Education for Prospect ...

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APPENDIX 1a: Measuring Return on investment (ROI) from Wealth Screening Direct Mail Individual Major Gifts for Q4 2009 Gift 1 Research Source Wealth Screening Major Gift Assignment Research Rating (low end) Amount Received Overage or (Underage) from Rating Date Prospect Identified Date Gift Received Length of Cultivation (in months) Number of Contacts Lisa Brown $1,000,000 1,000,000 $0 12/13/2007 12/5/2009 24 9 Gift 2 $1K Gift Report Jim Butler $100,000 50,000 -$50,000 6/25/2008 12/10/2009 18 5 Gift 3 Staff Referral Sarah Smith $50,000 25,000 -$25,000 8/19/2007 11/15/2009 27 8 Gift 4 Gift 5 Gift 6 Peer Referral Parent Screening Wealth Screening Jennifer Dunn Jennifer Dunn $500,000 1,500,000 $1,000,000 4/13/2008 12/1/2009 20 7 $250,000 85,000 -$165,000 1/10/2008 10/26/2009 22 8 Jim Butler $25,000 35,000 $10,000 11/15/2007 10/16/2009 23 5 Gift 7 Parent Screening Lisa Brown $50,000 25,000 -$25,000 4/7/2007 11/4/2009 31 12 Gift 8 Peer Referral Sarah Smith $100,000 50,000 -$50,000 3/28/2008 10/2/2009 18 4 Gift 9 Gift 10 Peer Referral Wealth Screening James Guttierez James Guttierez $1K Gift Gift 11 Report Summary $7,375,000 $4,550,000 -$2,825,000 $250,000 250,000 $0 6/30/2008 10/31/2009 16 7 $5,000,000 1,500,000 -$3,500,000 8/12/2008 12/17/2009 16 10 Lisa Brown $50,000 30,000 -$20,000 9/16/2007 12/30/2009 27 3 22 mos average 7 average 42 | WealthEngine
APPENDIX 1b: Measuring Return on investment (ROI) from Wealth Screening Major and Leadership Gifts Gift Received Amount Date Received Estimated Giving Capacity P2G Rating Internal Rating Stage at Screening (identification, qualification, cultivation, solicitation, or stewardship) Length of Cultivation (in months) Research Time Invested (in months) Gift # 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Best Practices for Prospect Research in Higher Education Fundraising - 2nd Ed. | 43
Page 1 and 2: 2012 Higher Education Report BEST P
Page 3: Table of Contents 1 Introduction v
Page 6 and 7: Lastly, prospect profiles for colle
Page 9 and 10: Emerging Trend: Social Media for Fu
Page 11 and 12: One education survey respondent con
Page 13: Best Practices in Action team first
Page 16 and 17: Best Practices Investing in human r
Page 18 and 19: Best Practices Based on the survey
Page 20 and 21: Best Practices in Action Adds Fry,
Page 22 and 23: Best Practices Over 93% of all resp
Page 24 and 25: Best Practices in Action Darling sa
Page 26 and 27: Best Practices Figure 4.2 summarize
Page 28 and 29: Best Practices Expert Advice: Bring
Page 30 and 31: Best Practices in Action Current As
Page 32 and 33: Best Practices 6 In higher educatio
Page 34 and 35: Best Practices 7 Balance Precision
Page 36 and 37: Best Practices in Action Duke Unive
Page 38 and 39: Best Practices There will always be
Page 40 and 41: Best Practices in Action Integratin
Page 42 and 43: Best Practices Survey respondents n
Page 44 and 45: Best Practices in Action Build Trus
Page 46 and 47: Best Practices Tips for Protecting
Page 49: APPENDIX 1: MEASURING RETURN ON INV
Page 53 and 54: APPENDIX 2: SAMPLE PEER REVIEW FORM
Page 55 and 56: 5. Data Integration Integrate resul
Page 57 and 58: 8. Submit proposals and solicit gif

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