Wealth Tracker Helps Oregon State University Find Major Gift Prospects

When the Oregon State University Foundation undertook a major gift discovery program as part of its six-year, $625 million fundraising campaign, Wealth Tracker was one of the first tools that it turned to. Since the launch of the foundation's discovery program in October 2008, Wealth Tracker's powerful web-crawling capability has doubled the number of prospects identified among OSU alumni and friends at the senior executive level.

"Wealth Tracker has allowed us to be much more nimble about being at the right place at the right time," says Mark Koenig, Director of Prospect Research at Oregon State University. "Your product continues to help us identify the high-end prospects and move them up." Koenig says that, thanks in part to Wealth Tracker, just over 10% of the initial discovery pool has been qualified by direct contact and half of that group has been successfully moved to a major-gift relationship.

Wealth Tracker finds new prospects for OSU by searching the web daily for wealth events such as stock transactions, company mergers and acquisitions, new appointments, venture financing, and more. According to John Wright, HEP's Business Development Director, 95% of the data that Wealth Tracker finds is hard-to-locate information about private companies that ordinary searching usually misses.

Unlike other match technologies that only identify prospects on a quarterly or yearly basis, Wealth Tracker's exclusive Rapid Match technology runs prospect lists daily and sends up-to-the-minute information to clients every morning, which Koenig then sends to development officers at each of the university's schools for follow-up. "They are very pleased with the flow of prospects," says Koenig. "In fact, they're swapmed right now. That's one of the reasons I like Wealth Tracker; we're constantly bubbling up new names, so it keeps things fresh."

For more information about how Wealth Tracker can help your institution identify your best major gift prospects, contact HEP Development at (800) 681-4438 or info@hepdata.com, or by mail to 105 Loudoun Street, SW, Suite One, Leesburg, VA 20175.

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Wealth Tracker Now Incorporates NOZA Data

HEP Development is pleased to announce that Wealth Tracker now incorporates data from NOZA -- the world's largest searchable database of charitable donations -- thanks to DonorTrends, the exclusive licensor of NOZA data for screening. For Wealth Tracker users, this means access to information about your prospects' gifts to organizations with similar missions, their giving levels that may be higher than what you are receiving now, and the depth and breadth of their giving.

"NOZA is constantly mining data on the web, so there are billions of dollars worth of 2009 gifts to go with all of the historical data," says David Lawson, President of Screening & Analytics at DonorTrends and the founder of Prospect Information Network (P!N). "NOZA even has donations that are no longer on the web. That is because the honor roll is taken down by the organization so when you do a Google Search you will not find it." All of NOZA's information comes from publicly available Web sources, including annual reports, donor lists, and honor rolls.

Your nonprofit can take advantage of this powerful resource by providing HEP and DonorTrends with a list of prospects with their home addresses. HEP then screens the list and sends it to DonorTrends, which matches the names to the NOZA database; confirmed exact matches will then be tracked monthly so that as new gifts appear in the NOZA system for those people, the information will be reported in your daily Wealth Tracker updates. The data collected includes the donors' names; the types and ranges of their gifts as reported; the names, locations, types, and websites of the recipient organizations; and the URLs of sources of information.

Lawson notes that the data collected by DonorTrends provides nonprofits with actionable intelligence that they can use to make savvy donor decisions. "It's great to use NOZA data to find big gifts, but you also need to look at the type of gifts," says Lawson. "You may find a new interest area for your prospect, or a prospect who has made a planned gift to another organization."

DonorTrends also screens files to find historical data on older gifts, to complement the most current data from Wealth Tracker -- providing you with the complete spectrum of prospect information.

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Product Profile: Rapid Match

Are you a university fundraiser looking for a better way to identify the best major gift prospects among your alumni? Rapid Match is Wealth Tracker's next-generation push technology, identifying and generating hard-to-find wealth and business event data on the private company executives who are your strongest prospects. Rapid Match generates detailed, up-to-the-minute intelligence about executives -- promotions and new appointments, stock transactions, mergers and financings, speaking engagements, venture financing, and much more -- and pushes that valuable information out to you every morning.

Unlike other match services, Rapid Match doesn't require you to spend valuable staff time time pulling the data down from the vendor's website and processing it. "People are looking for timely and actionable data that requires nothing from staff to extract it," explains Theodore "Ted" Hafner, HEP Development's Managing Director for Wealth Services. "That's why they usually get pretty excited when they see Rapid Match in action."

Rapid Match re-screens prospect files daily. All in real-time, Rapid Match offers the latest information on:

• Names and contact information
• Extensive biographical profiles
• SEP Retirement Plan data for backdoor wealth identification
• Proprietary Financial Times of London projected M&A news stories related to your alum
• FEC political philanthropy
• . . . and more

Find out more about Wealth Tracker with Rapid Match here. If you have questions or would like a live demo, including an opportunity to view profiles on your top private company executives, please contact Ted Hafner at (703) 623-5028 or thafner@hepdata.com.

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Wealth Tracker Searches Real Estate Data

HEP Development has announced that Wealth Tracker now includes a real estate search option on its database search platform -- offering you another valuable source of information about your most important major gift prospects.

Want to learn more about Wealth Tracker? Contact HEP Development at (800) 681-4438 or info@hepdata.com, or by mail to 105 Loudoun Street, SW, Suite One, Leesburg, VA 20175.

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Wealth Tracker Flags Matching Gift Companies

HEP Development reports that matching gifts are now part of Wealth Tracker. Both Wealth Tracker's alerts and individual executive profiles will now identify companies and executives who are matching-gift eligible. More than 16,000 companies and subsidiaries match gifts -- let Wealth Tracker help you increase your gift revenue!

HEP Development Services specializes in finding matching gift eligible donors who have remained hidden in your client files. For more information on our full spectrum of matching gift products, give HEP Development a call at (800) 681-4438.

January 2010