Case Study: Menlo School expands donor research efficiency with Kindsight’s iwave

Menlo School expands its donor research efficiently with Kindsight’s iwave

Menlo School, a private college preparatory school in Atherton, California, needed a more efficient way for its seven-person Development Team to identify and prioritize donor prospects for a capital campaign and ongoing fundraising. With limited comprehensive donor intelligence in its database, the team was spending significant time manually researching parents, alumni, grandparents, and families through sources like LinkedIn and Google. Kindsight’s iwave helped provide a systematic way to uncover and organize the right prospects.

Using Kindsight’s iwave, Menlo School streamlined prospect research, prioritized donors by Kindsight Score and capacity, and used Multi-Lens Modeling to view prospects through different affinity lenses such as Education, Arts, and Philanthropy. As a result, the small team could work faster, go further, and make more informed asks at the right time. Menlo School reported that Kindsight helped educate the whole team and strengthen its fundraising readiness across both existing and new prospects.

Menlo School

Vidya Kagan

Director of Development Services