WealthEngine
41 Case Studies
A WealthEngine Case Study
Yale–New Haven Hospital, a 1,541‑bed non‑profit tertiary medical center, needed faster, more accurate prospect research to support its development officers and a growing “grateful patient” program. With screening processes still being refined, monthly and weekly searches missed many admissions (including emergency admits), making it difficult to connect with potential major donors during their hospital stay.
The hospital gave all development staff access to FindWealth Online integrated with Raiser's Edge, trained users on WealthEngine gift‑capacity ratings and P2G scores, and moved to routine daily and weekly screenings. Development officers now log visits and moves in Raiser's Edge, offer in‑stay cultivation, and route lower‑capacity prospects to appeal mailings. As a result, major gifts rose nearly 300% since 2005 (increasing from 62% to 77% of overall contributions by 2009) and patient giving is estimated to have grown tenfold.
Qaya Thompson
Development Researcher