We use Prospect Development Wealth (PDW) analysis with virtually all our clients. As a result, we are able to identify our client’s best new giving opportunities before we arrive in a community and can hit the ground running. PDW will tell you a great deal about your donors (eg, age, number of children, length of home ownership and home valuations, indications of large investing, significant holdings in equities, 401s, IPOs significant retirement holdings, IRA, Keogh, ownership of aircraft/yachts/horses) and consolidates this stream of knowledge into a master profile of your defined geographic area. Additionally, because of the thorough standardization and merging/purging of intrafile duplicates that begins this process, clients also see a reduction of their direct mail costs (our experience is that a typical client database is composed of 20 to 55% worthless records).
- Is there enough wealth in our base to launch a campaign, advance an endowment, or meet the overrun expenses of our new building?
- Who among our lesser known donors is most able to increase their support?
- What can we do to offset the anticipated cuts in our government funding?
If you are asking questions such as this, PDW will empower you with new information about the capacity of your nonprofit’s donor base.
Long Wharf Theatre
Through PDW, we discovered thousands of individuals not identified as major prospects | Read additional details from this PDW
Baltimore Community Foundation &
Greater Baltimore Cultural Alliance
Through PDW, we analysed the level of wealth in among Baltimore Baby Boomers and Gen-Xers for the city’s mid-sized cultural alliance members | Read more about our findings
Shakespeare Theatre Company
With wealth analysis, we provided the basis for offensive strategy on fundraising and defensive strategy on municipal bonds | Learn more
Kirkpatrick Foundation
More PDW clients
Note: Under leadership, we have listed the individuals we worked most closely within each organization, which sometimes is the president or director and other times may be the development staff.
Palm Coast Arts Foundation
Leadership: Dave Hertle, Trustee
Timeframe: 2011
The Spring of Tampa Bay
Leadership: Joanne Lighter, President & CEO
Timeframe: 2010
Maryland Hall for the Creative Arts
Leadership: Linnel Bowen, Executive Director
Timeframe: 2002
Study commissioned by the Mayor’s Office of the City of Annapolis and the Dept of Planning & Zoning for the city of Annapolis.
The Steamship Historical Society of America
Leadership: Matthew Schulte, Executive Director
Timeframe: 2011
Schooner Virginia
Leadership: Jon Gorag, Executive Director
Timeframe: 2006
