UIU Fund Raising Capacity based on WealthEngine (WE) ** Analysis
Background
All Fundraising - especially in a campaign - is about major gifts
| Names | Prospects | #Gifts | Size | Totals | Cumulative | ||
| Leadership Gifts | (*1) | 3 | 1 | 0 | $5,000,000+ | 0 | 0 |
| 16 | 5 | 1 | $1,000,000 | $1,000,000 | $1,000,000 | ||
| 36 | 12 | 4 | $500,000-$999,999 | $2,000,000.00 | $3,000,000.00 | ||
| Major Gifts | 186 | 62 | 20 | $250,000-$499,999 | $5,000,000.00 | $8,000,000.00 | |
| 716 | 238 | 80 | $100,000-$249,999 | $8,000,000.00 | $16,000,000.00 | ||
| 2331 | 777 | 259 | $50,000-$99,999 | $12,950,000.00 | $28,950,000.00 | ||
| Broad Scope and General "Buy in" | 3897 | 1299 | 433 | $25,000-$49,999 | $10,825,000.00 | $39,775,000.00 | |
| 2420 | 806 | 268 | $15,000-$24,999 | $4,020,000.00 | $43,795,000.00 | ||
| 1682 | 560 | 186 | $10,000-$14,999 | $1,860,000.00 | $45,655,000.00 | ||
| 1524 | 508 | 169 | $5,000-$9,999 | $845,000.00 | $46,500,000.00 | ||
| 677 | 225 | 75 | $2,500-$4,999 | $187,500.00 | $46,687,500.00 | ||
| 526 | 175 | 58 | $1-$2,499 | $58.00 | $46,687,558.00 | ||
| Total | (*2) | 14014 | 4668 | 1553 | $46,687,558.00 |
(*1) Included because WE identified 3 names with this level of giving capacity. No actual gift is included in the Totals column because the three (3) names currently have no relationship with UIU.
(*2) Database has 21,000 living alumni; of that total there were no matches or we could not rate 6,986 names.
UIU Fund Raising Capacity based on WealthEngine (WE) ** Analysis
- Gift capacity over a 5-year period: $46,687,558*
- of this amount, 52% or $24,277,530, is in deferred gifts
- 2 donors with gift capacity of $5,000,000+ in a five (5)-year time span
- Board of Trustee giving capacity is $7,515,000 over a 5-year period
- Analysis indicates UIU can raise $19,642,528 toward capital projects during a capital campaign lasting 5 years.
- Annual fund (Team Peacock) raising capacity $550,000 annually (or $2,767,500 over 5 years). This year, $120,000 was raised for Team Peacock.
*Methodology
Using the WE prospect analysis results, for each of the 12 gift ranges (ranging from $1 to $5,000,000 +) I reviewed the total number of matches (from the UIU database), calculated the number of those matches that could become viable prospects to ask, and the number of gifts that could be expected to materialize according to industry standards: for every 9 matches, 3 will become viable prospects and 1 will actually make a gift.
UIU = 14,014 *matches; 4667 viable prospects; 1552 gifts during the campaign (I always round down in these early projections)
*There are 21,000 names in the UIU data base, but there were no matches or the records could not be rated for 6,986 names
**WE
WealthEngine is a leading provider of sophisticated prospect research and analytics to nonprofit organizations and institutions of higher education, financial services firms, and other for profit organizations. More than 2,000 clients use WealthEngine’s products for comprehensive prospect research on individuals, companies and foundations. Headquartered in Bethesda, Md., WealthEngine offers products in both the United States and the United Kingdom.
