Case Study: Barnabas Health Care System achieves targeted, efficient grateful‑patient fundraising (cuts monthly pool from 9,000+ to 100–150) with WealthEngine

Barnabas Health Care System - Customer Case Study

Barnabas Health Care System, New Jersey’s largest integrated health care delivery system, faced a complex fundraising challenge: Laura Tenenbaum, Director of Planned Giving and Program Development, supports eight foundations with limited time and must win buy-in from multiple vice presidents. She needed an affordable prospect-research tool that integrated with Raiser's Edge and could quickly sift thousands of discharged patients each month while remaining HIPAA compliant.

They selected WealthEngine for its integration and pricing, using monthly WebExpress screenings and Propensity to Give (P2G) scores to narrow a pool of 9,000+ patients to about 100–150 qualified prospects. With a targeted outreach sequence (an introductory letter and follow-up solicitation) plus Inner Circle targeting and the Diplomat Program for personalized patient outreach, Barnabas improved grateful-patient identification and engagement and increased the likelihood of timely gifts.

Barnabas Health Care System

Laura R. Tenenbaum

Director of Planned Giving and Program Development