All case studies
Major Gifts
Dream Volunteers
From wealth screening to a major gift in one quarter.
Turned a data-driven wealth screen into a prioritized major-donor portfolio — and a confirmed five-figure commitment within the quarter.
$10K
major gift secured in one quarter
89/100
avg. major-gift-likelihood score
5
prioritized donor portfolio
12-mo
monthly giving journey designed
The challenge
Dream Volunteers wanted to move from broad appeals to a focused, data-grounded major-donor strategy.
What we did
- Ran a wealth screen and built a 5-donor prioritized portfolio with likelihood scores and recommended gift sizes.
- Designed a multi-tier major-donor ask strategy.
- Built a 12-month monthly giving stewardship journey rotating dreamer, staff, volunteer, and parent stories.
The results
The wealth-screening portfolio averaged an 89/100 major-gift-likelihood score with $10K-$25K recommended asks. A trip participant's parent gave $10,000 after a mini-campaign appeal — real conversion inside the first quarter.