A non-profit for Prospect Development professionals. 

Dear Analyst 12: Wealth Tracker

Mon, April 17, 2017 10:09 AM | Anonymous member

By Jessica Szadziewicz, Prospect Management and Research Analyst, Loyola University, Bill Farr, Director of Prospect Research, Rush University Medical Center, Angie Herrington, Development Associate, The Helen Brown Group

Dear Analyst,

I am writing to seek you advice/recommendations on best sources of information on tracking/handling children of wealth before they themselves attain major gift capacity. We have been working towards identifying the MG prospects among the parents of incoming freshmen as early in their 4 years at our institution as we possibly can. We try to find ways to “touch” these families early and often so we can turn the parents into donors while their children are still students. Once the children graduate, most parents (although not all) redirect their philanthropy to other causes. There is nothing more frustrating to me as the lone researcher here to uncover a family with capacity during the child/student’s final semester. What a squandered opportunity!

We are also trying to expose the students of these families to the meaning and impact that philanthropy (including their parents’ giving) has on the institution. Most importantly, and most germane to my original purpose in reaching out to fellow professionals, we are looking for effective ways to identify, track, and stay connected to these the students after they have graduated. We would like to closely follow these individuals through their careers so that we are on their radar screens as one of their top philanthropic causes BEFORE they acquire Major/Leadership capacity.


Wealth Tracker


For this special Dear Analyst, we’ve asked three researchers for their input:

Dear Tracker,

To expose the students and families of the impact of philanthropy, you can do a few things. In their freshmen year, encourage a day of community service to some other organization, no monetary donation mentioned. This introduces the idea of giving back. DePaul did this a day before classes started, so it was easier for everyone to participate. Reach out to sophomores for a donation of $5 to the school and tell them why it matters to the university. Ask juniors for $10. Then the senior gift ($20.17, $20.18, etc.). I think this is a good introduction to giving and is manageable.

Loyola also does a special day in March (it was this past Wednesday) when they go to busy buildings and have giveaways to entice students to write brief thank you notes to donors. This day is done in March since that is when tuition payments run out, donor money is needed to keep the university functional. I love this idea and the students line up to write letters (they get a stuffed wolf and kettle corn).

In terms of tracking in the future, news alerts can be set up. A better strategy might be to keep an ongoing spreadsheet with their names. In five years, do a quick LinkedIn or Google search. If nothing comes up, keep the name on the list to check again in a year or so. This can be made manageable by checking on about 5 everyday; checking on 100 at once isn’t sustainable. If they have a fancy job now is the time to reach out. Build a relationship with emails/ letters early so a larger gift can be solicited in the future. (Jessica Szadziewicz, Prospect Management and Research Analyst, Loyola University)


Dear Tracker,

I worked at two colleges that kept pretty strong FERPA boundaries, which meant we didn’t have access to student records. Both tried parent giving clubs. We often knew when alumni and non-alumni donors were sending their kids, so we’d mark the parents’ records accordingly, and then cross-reference the kids and the parents as soon as the kids became alumni and were added to our databases. Parent giving clubs were modestly successful – anecdotally, I’d guess they had better success if the kids were active in athletics or performing arts or some such – if there was a reason for parents to visit and be proud of their kid, that kept them giving throughout the four years and perhaps beyond; otherwise, it was often one-and-done or two-and-through.

For the second part of your question, my undergrad school’s alumni department started beating the drum during freshman orientation that tuition only covered 75% of an Elite University education with alumni giving making up the difference. That drum kept beating gently but persistently throughout the four years. Class gifts were pushed, and then both online directories and blurbs for the class notes in the alumni magazine were pushed. Donor circles had reduced rates for newer alumni; there would be class challenges, etc. Reunions are pushed hard every five years; local alumni clubs exist, mostly through the efforts of volunteer alumni with serious spirit and love for alma mater…  Now with LinkedIn and other forms of social media, it’s even easier for colleges to keep tabs on new alumni – if they join your school’s groups, you then have instant updates every time they change their page. (Bill Farr, Director of Prospect Research, Rush University Medical Center)


Dear Tracker,

This is a unique group for your pipeline and it’s important to maintain your list within your database and not a separate spreadsheet. Give this group a code or flag to track in the database for reports. Plus, a special indicator on their record will remind anyone coming across their name they may not look like a prospect now, but there’s future potential. Have one person in the research or prospect management department take ownership and maintain this group. That person can set up news alerts and add the names into periodic screening batches. This ensures one person is always keeping them on the radar when there’s inevitable turnover. 

The ideal scenario is to outright rate and assign them to a major or annual gift officer’s portfolio with the relationship now focused on them and not their parents. Unfortunately, metrics will be a common reason given as to why they’re not contacting them annually or dropping them from portfolios. This group of alums is likely not going to meet major giving thresholds or be immediate dollars raised for annual goals. This is another good case to create a metric for cultivation and pipeline building. 

If you’re unable to assign them directly to a portfolio, send the names to your class reunion or other alumni relations colleagues. Keep them in your mind for all types of participation. Is a development officer traveling to their area? How about a quick coffee? Hosting a party in their city for incoming freshmen? Invite them to attend or participate in some way. Ultimately, building a relationship when they’re not giving and keeping them invested in their alma mater is key to cultivation and keeping you as one of their top philanthropic choices. (Angie Herrington, Development Associate, The Helen Brown Group)

Have a question for Dear Analyst? Email us at apraillinois@gmail.com or tweet at us @APRAIllinois


  • Sat, October 20, 2018 3:27 PM | Peterten
    viagra without a doctor prescription <a href=http://viagrawithoutdoctorprescr.today/>how to get viagra without a doctor prescription</a> viagra without a doctor's prescription
    Link  •  Reply
  • Thu, November 22, 2018 11:06 PM | tunt har vid tinningarna kvinna
    tunt har vid tinningarna kvinna

    I love it when people get together and share opinions. Great site, stick with it!
    tunt har vid tinningarna kvinna http://slimmwom.se/cream-for-skin-care/tunt-hr-vid-tinningarna-kvinna.php
    Link  •  Reply
  • Sun, December 02, 2018 6:44 PM | Movidrobe
    Showbox is a popular APK-app for Android. It also works for Windows. <a href=http://stay-fresh-kid.tumblr.com/>http://stay-fresh-kid.tumblr.com/</a>;
    Link  •  Reply
  • Mon, December 03, 2018 2:58 AM | neimemo
    Visitors to Hannah Studio can find many questionnaires girl Avery of any age and nationality performing thai massage in the city Downtown.

    Girls Avery are able not only to give pleasure in this way, but also to the strong semi-gentlemen. Masseuses Kaitlyn perform body work a massage that will produce a Strong gender a vivid impression.
    Prices for body to body massage depends on qualification Masseuses and the skills that she possesses. Before making a choice, carefully study the prices for services and customer feedback about the work of one or another masseur specialist. We are sure that the search for a real professional masseur will be crowned with success and you will be satisfied with the quality of our services. Women Megan are skilled workers in their field and they will help you relax after a hard day.

    We work in Uptown - <a href=https://with-stones.massage-ny.com>massage with stones</a>
    Link  •  Reply
  • Tue, December 11, 2018 9:55 PM | AutoTrouche
    Если у авто стекло трескается и потребуется замена, то вам в сервисе пару типов стекла: старое и новое. Выбирайте.

    Авто стёкла, как и любые другие запасные части машины, делятся на оригинальные и от производителей других фирм. Подлинные автомобильного стекла издаются либо на автобобильном заводе, занимающемся выпуском автотранспорта, либо у поставщиков автоконцерна, выпускающих запасные части по лицензии производства, те что непосредственно устанавливаются в производимые автотранспорта.
    Магазин GQA Industry ведет реализацию Автостекла по всем России.
    Установкой Автостекл Занимается наша фирма.

    Полировка автостекл.
    Очень часто встречающимся повреждением теперешнего машины становится утеря лобовым стёкло от авто прозрачности из-за потёртостей, царапин, как правило, от стеклоочистителей. В угоду надёжности клиентов компании-производители изготовляют автомобильные стёкла из довольно мягких видов стекла, что и делает этот недочёт популярным.
    Частые повреждения автостекл бывают: незначительные, глубокие, средние повреждения.
    AAV Glass Group устанавливает авто стёкла как на отечественные, так и на зарубежные автомобили а также на большие машины.
    Наша компания производит автостекла под заказ.

    Официальный офис продаж автостекол в Самаре <a href=https://hobook.ru/>лобовое стекло автомобиля</a>
    Link  •  Reply
  • Tue, December 18, 2018 2:47 PM | SCTrouche
    This is may depend from implementation front-rank equipment park,technology,equipment,algorithm,cleaning,methods,equipment,components,mechanisms and industrial equipment, specialized detergents and cleaning funds and also beautiful organization work cleaning service.
    In our world use support Cleaning firms made necessarily authoritative and relevant.

    Some enterprises and organizations Partnership long for a time enjoy help with cleaning companies, but not conclude personal frames swabber for such types of services as Cleaning a private house and Bathroom cleaning in TriBeca .

    Long-term practice General Partnership in Chinatown & Little Italy owner specialized company is STEPHEN WILLIAMS, revealed that hired trained staff cleaning firms produce cleaning well faster, neater, scrupulous and cleaner, than for example own regular cleaners.

    You will be spared from wasting time on training and recruitment frames , on check his work, you it will not be necessary to allocate room for cleaners and organize storage inventory.

    We Limited liability Limited Partnership is that is on the street Douglaston invite you personally work with uson profitable conditions.
    Any Economist Proves You contain Multiple workman at a loss in collation with employ foreign cleaning service.

    find housekeeping jobs : <a href=https://hkeeping.club>good housekeeping mag</a>
    Link  •  Reply
  • Mon, December 24, 2018 9:25 AM | FrankKag
    Привет всем участникам форума! прикольный у вас сайт!
    Нашел обширную базу кино: <b> аниме бесплатно лучшее </b> <a href=http://inspacefilm.ru/>http://inspacefilm.ru/</a>;
    Здесь: фэнтези 2018 фильмы список самых лучших смотреть http://inspacefilm.ru/fentezi/ список 2019
    Тут: <a href=http://inspacefilm.ru/drama/>смотреть фильмы драма онлайн в хорошем качестве</a> смотреть фильмы драма онлайн в хорошем качестве список 2019
    Тут: <a href=http://inspacefilm.ru/dokumentalnyy/>смотреть документальные фильмы онлайн в хорошем качестве</a> лучшие документальные фильмы смотреть онлайн список 2019
    Здесь: http://inspacefilm.ru/4843-repeticii-true-true-lie-2013.html <b> Смотреть Репетиции / True True Lie (2013) онлайн бесплатно </b>
    Тут: http://inspacefilm.ru/3314-izyan-majruh-2010.html
    Link  •  Reply
  • Tue, January 01, 2019 9:12 AM | Michaellot
    Привет хотим представить вам партнерку по http://onebetbest.com/push.php - пуш монетизации.
    Пуш подписки дают отличную возможность манетизировать ваш сайт в пасивном режиме. Этот способ дохода обсюлютно легален.
    Приглашаем Вас начать зарабатывать на своем сайте или по партнерской программе где вы получаете отчисления от приглашенных рекламодателей и вэбмастеров.
    Всем кому интересен данный вид заработка можно перейти по http://onebetbest.com/push.php - ССЫЛКЕ(КЛИК) для регистрации.
    Link  •  Reply
  • Wed, January 09, 2019 5:21 AM | JessicaSep
    online dating for polyamory
    brutal truth about dating a taurus
    which band member are you dating

    <a href=http://www.fresh.dating-links.icu/7/565.php>hello me dating site</a>
    <a href=http://www.free.elite-dating.icu/3/371.php>female hypergamy dating</a>
    <a href=http://www.anonim.ultimate-dating.icu/3/350.php>when should a widower start dating again</a>
    <a href=http://www.extra.androiddating.icu/18/850.php>online dating how to start a message</a>
    <a href=http://www.new.datingguruguide.icu/2/31.php>indian dating apps best</a>

    sacramento dating site
    dating websites algorithms
    Link  •  Reply
  • Tue, January 22, 2019 1:34 PM | RobertRon
    Hello everyone!
    I want to present you the best site for sex Dating. http://sexsigirls.com/ - Click on me.
    Приветик всем!
    Хочу представить вам лучший сайт для секс знакомств. http://sexsigirls.com/ - Нажми на меня.
    Link  •  Reply
  • Sat, February 02, 2019 4:34 PM | AnthonyFub
    поставьте лайк пожалуйста!
    https://www.youtube.com/watch?v=V1YsJxSjA2E - watch dogs 2 на слабом пк
    Link  •  Reply
  • Tue, February 26, 2019 4:45 PM | Andrewerews1
    <a href=https://www.google.com/maps/place/Sam's Tree & Landscape, LLC/@47.7445062,-117.4142949,17z/data=!3m1!4b1!4m5!3m4!1s0x549e1c5607f35023:0xad86086abb2c142e!8m2!3d47.7445062!4d-117.4121062>tree service</a>
    Link  •  Reply
  • Tue, March 12, 2019 1:55 PM | afuhojadajiq
    [url=http://theprettyguineapig.com/prednisone-20-mg/]Prednisone Without A Prescription[/url] <a href="http://theprettyguineapig.com/prednisone-20-mg/">Buy Prednisone Online</a> http://theprettyguineapig.com/prednisone-20-mg/
    Link  •  Reply

Apra-IL is a 501(c)6 non-profit organization. 

332 S Michigan Ave. Suite 1032 #A62, Chicago, IL 60604 | 872.267.2772 | apraillinois@gmail.com

Copyright © 2019 Apra-IL. All rights reserved. 

Powered by Wild Apricot Membership Software