PHILANTHROPY
Capacity, affinity, and propensity tell you who. Relationships tell you how.
Nonprofits, higher education development teams, and healthcare foundations have become increasingly sophisticated at identifying prospects with the capacity, affinity, and propensity to give. Many also work to understand how those prospects connect back to the institution. But starting with the prospect and working backward often produces weak or indirect paths to access. WealthQuotient helps teams begin with the relationships where trust already exists and identify the qualified prospects those relationships can credibly put within reach.
There Is More Than One Way for a Donor to Help
Development organizations devote enormous attention to cultivating and stewarding donors, board members, alumni, volunteers, and institutional advocates toward philanthropic support.
Those same people often have relationships that can create access to future supporters. A donor relationship can therefore create value in more than one way: through the gift itself and through the people that relationship can credibly put within reach. That second dimension is rarely approached with the same structure and intentionality that development teams apply to the first.
Inviting someone to help open the right doors is not simply another financial ask. For someone who genuinely believes in the mission, it can be another meaningful way to advance it and deepen their engagement in the process.
A gift is one way to advance a mission. Opening the right doors can be another.
How the Opportunity Shows Up Across Philanthropy
Higher education development
Higher education development teams screen alumni for good reason. But shared affiliation does not guarantee a response, and most teams know how often a call from an alma mater goes unanswered. The opportunity also extends past the alumni base. Qualified people connected to the institution through donors, trustees, faculty, and other relationships may care deeply about a specific program, research area, or initiative without ever having attended.
Nonprofits
Nonprofits can identify people who have given to adjacent causes, but a giving history somewhere else does not create a path here. Existing donors and board members often sit inside networks that include people who already have affinity, and others who could develop it through a trusted introduction, real education about the work, and direct experience with the mission.
Healthcare foundations
For healthcare foundations, grateful patients are an important source of philanthropic opportunity, and physicians can hold extraordinary trust with the people they serve. At the same time, trustees, board members, existing donors, and other relationships surrounding the institution can create credible paths to financially qualified people who believe in what the institution is building, or who could develop that affinity through the right introduction and experience.
Different organizations. The same opportunity: the relationships already surrounding an organization are often the most credible path to the people it wants to reach.
Experience Across Philanthropy
WealthQuotient has worked with development teams across higher education, nonprofits, and healthcare foundations. Across those organizations, one pattern continues to surface: the people who already believe in the mission are often the most credible path to the people the organization wants to reach next.
“I have been working with WealthQuotient for over five years. Their methodology has helped me engage with my donors in a deeper way and open doors to ultra-high-net-worth prospects I would never have been able to engage with.”
RANDY PRATT
Associate Vice President of Development, Presidential Priorities, Miami University
The people who already believe in your mission can help advance it in more than one way.
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