Prospect Identification

Each year, the MSUM Foundation submits all individual constituent records to Blackbaud WealthPoint for wealth screening. The following scores are produced and used as the primary identification and prioritization variables.

Annual Gift Likelihood (AGL)

Scored 1-1000 based on giving history, assets, and known income. Scores of 600+ indicate strong likelihood of making an annual gift. Drives Target Gift Range assignment.

Target Gift Range (TGR)

The appropriate yearly ask amount per donor, calibrated to their AGL score and known capacity. Used to personalize appeal amounts in stewardship and annual fund communications.

Major Gift Likelihood (MGL)

Scored 1-1000. Scores of 700+ indicate capacity and propensity for a major gift of $25,00 or more. Primary trigger for portfolio consideration.

Planned Gift Likelihood (PGL)

Scored 1-1000. Indicates propensity for a deferred or estate gift. High PGL scores are shared with gift planning staff for stewardship outreach.

Minnesota State Moorhead Institutional Data

Alumni records, board member lists, event attendance, and parent information provided by MSUM serve as the Foundation’s constituent universe.

Giving History

Recency, frequency, and dollar amount of past gifts. LYBUNTs and SYBUNTs are high-priority re-engagement segments.

Event Engagement

Attendance at Foundation and MSUM events signals affinity and access points for cultivation.

LinkedIn Data

Professional titles, career changes, company affiliation, and board service - particularly for identifying C-suite alumni.

Survey and Alumni Inquire Responses

Self-reported interests and connection levels inform both segmentation and individual outreach strategies.

Departmental and College Graduation Data

Graduates of specific programs are screened for departmental giving interest and alumni affinity.

Corporate and Organizational Research

Local companies, regional employers of alumni, and granting organizations are researched for sponsorship, matching gift, and grant opportunities.

LYBUNTs

Last Year But Unfortunately Not This Year

SYBUNTs

Some Years But Unfortunately Not This Year