WealthEngine
41 Case Studies
A WealthEngine Case Study
Le Moyne College, a private Jesuit institution in Syracuse, faced a common fundraising challenge: significant spending on prospect research and screening tools without a coordinated, strategic approach to turn that intelligence into gifts. Deborah Reinhardt Youmans, Director for Advancement Research, found teams were working in silos and the college needed consistent prospect management, better internal communication, and a stronger pipeline to realize higher returns on investment.
Her solution introduced routine donor screenings, internal data mining, agreed-upon ask amounts, prospect-management meetings, portfolio assignments, and close tracking of cultivation metrics—paired with an emphasis on frequent donor visits and relationship-building. The results: stronger team alignment, improved ROI and campaign performance (including raising $30.5M against a $25M goal and securing the college’s first $1M and later multiple multi‑million gifts and a $50M bequest), plus a durable pipeline and clearer strategic planning for future campaigns.
Deborah Reinhardt Youmans
Director for Advancement Research