WealthEngine
41 Case Studies
A WealthEngine Case Study
University of the Sciences (USciences) is a 200‑year‑old Philadelphia institution serving ~2,800 students across five colleges. Faced with major institutional change and a small advancement team (25 staff, only five focused on fundraising), VP of Institutional Advancement Carrie Collins needed a data‑driven way to reconnect alumni, prioritize prospects, and maximize fundraising ROI across major gifts, annual giving, and corporate/foundation relations.
Collins implemented wealth screenings, donor appends and analytics to segment prospects, score volunteer engagement, assign portfolios by giving capacity, and track ROI and moves management. The approach improved resource allocation and measurable outcomes: the VP closed a $2M+ commitment (12,960% ROI), a new major gifts officer delivered a perfect yield with a 238% ROI, and alumni volunteer participation rose 9% with volunteer occasions up 5% (after adding new volunteer categories).
Carrie Collins
Vice President of Institutional Advancement