WealthEngine Best Practices in Higher Education for Prospect ...

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APPENDIX 1c: Measuring Return on investment (ROI) from Wealth Screening Prospect/Portfolio Analysis Major Gifts: Please provide the date of your screening and today’s date: Date of screening (mo/yr): Today’s date (mo/yr): 1. What is your minimum major gift amount 2. How many staff are devoted to major gifts cultivation and solicitation (please express as full-time equivalents) 3. How many major gifts did you close the year before your screening 4. What is the total $ raised in major gifts the year before your screening 5. Average time to research a screened prospect (to produce a full profile) 6. Average time to research a non-screened prospect (to produce a full profile) 7. Average time to validate a WealthEngine record to verify provided information does or does not pertain to prospect 8. How many staff are devoted to research and prospect management activities (express as full-time equivalents) 9. What is your $ goal for major gifts this year 10. How many prospects were under management before screening WE P2G Rating WealthEngine Capacity Rating Portfolio Analysis: TOTAL P2G 1 P2G 2 P2G 3 P2G 4 P2G 5 CR 1 CR 2 CR 3 CR 4 CR 5 CR 6 CR 7 CR 8 CR 9 CR A CR B CR C CR Z # of highly rated by screening but not under management # validated # assigned # in cultivation # asked # of gifts/pledges received $ amount in gifts/pledges received # of highly rated prospects already under management # where target gift amount increased # where target gift amount decreased # where target gift amount stayed the same # where target date moved forward # asked # of gifts/pledges received $ amount in gifts/pledges received # of prospects under management not highly rated by screening # removed from active management # left in active management # where target gift amount decreased # where target gift amount increased # asked # of gifts/pledges received $ amount in gifts/pledges received 44 | WealthEngine
APPENDIX 2: SAMPLE PEER REVIEW FORM YOUR NAME: Last Name First Name Your Relationship to Potential Donor Donor’s Potential Interest Ultimate Gift Capacity Notes Current Donor Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Not Close 1 2 3 4 5 Very Close Not Interested 1 2 3 4 5 Very Interested $1,000 $10,000 $50,000 $100,000 $250,000 $500,000 $1 million $5 million+ Best Practices for Prospect Research in Higher Education Fundraising - 2nd Ed. | 45
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 and 50: APPENDIX 1: MEASURING RETURN ON INV
Page 51: APPENDIX 1b: Measuring Return on in
Page 55 and 56: 5. Data Integration Integrate resul
Page 57 and 58: 8. Submit proposals and solicit gif

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