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Customer Stories:

How Strategic Prospect Discovery Helped the Northwest Osteopathic Foundation Grow Fundraising More Than Sevenfold

WHO:

When Jacqueline Forsythe became Executive Director of the Northwest Osteopathic Foundation, she stepped into a period of organizational transformation. Tasked with shifting the foundation from a membership focus to a fundraising‑driven mission, she needed a way to both strengthen relationships with current stakeholders and broaden the organization’s reach to new donors. With limited staff and a newly evolving fundraising board, Jacqueline turned to DonorSearch to help identify, qualify, and engage prospects with the capacity and propensity to give — bringing strategy and data to a team that was once driven by hope rather than insight.

THE CHALLENGE:

The Northwest Osteopathic Foundation was rebuilding from the ground up. With a mission to empower the next generation of osteopathic physicians, the organization needed to:

–Identify individuals with philanthropic capacity and affinity
–Broaden its prospect landscape beyond its existing donor base
–Educate and empower a board that had previously functioned as an operational board, not a fundraising board
–Do all of this with a team of one

Previous fundraising results hovered near $10,000 annually — a total that wasn’t sufficient to fuel meaningful growth or strategic initiatives. Jacqueline needed a way to move from uncertainty to intentional cultivation.

WHY EVERTRUE:

DonorSearch by EverTrue became the foundation’s go‑to tool for strategic prospect discovery. With it, Jacqueline could:

– Identify stakeholders with meaningful capacity and philanthropic alignment
– Understand prospects’ circle of influence and giving across the community
– Integrate rich donor insights directly with the foundation’s CRM to inform outreach
– Lean on a dedicated Client Success team for timely help maximizing the platform

Rather than simply hoping donors would step forward, DonorSearch empowered Jacqueline to cultivate relationships based on data, insight, and relevance — amplifying the effectiveness of every outreach conversation.

The Results:

Jacqueline’s strategic use of DonorSearch drove measurable impact in her first year:

–Fundraising Growth: In prior years, the foundation’s annual revenue from donors hovered around $10,000. With DonorSearch, the organization is projected to surpass $70,000 — and possibly approach $80,000 — by year’s end.

–Expanded Prospect Pipeline: DonorSearch helped Jacqueline identify both existing and new individuals with capacity and interest, giving the foundation a far broader pool of potential supporters.

–Board Transformation: Insights from DonorSearch strengthened the board’s understanding of fundraising strategy and enabled Jacqueline to bring leadership into more effective conversations about giving.

–Organizational Confidence: As a sole employee managing a growing fundraising operation, Jacqueline described DonorSearch as essential — not just for data, but for “connecting the data to the relationships” that fuel long‑term sustainability.

The Full Story:

When Jacqueline stepped into her role, the Northwest Osteopathic Foundation was working to redefine itself. The board she inherited was more operational than fundraising‑oriented, and the organization’s donor base was small.

DonorSearch gave Jacqueline the insight she needed to change that. By delivering clear data on capacity, propensity, and philanthropic alignment, the platform helped her approach donors with confidence, informed questions, and tailored conversations. It also gave the board a shared language and understanding of why strategic prospect research matters — helping shift culture and expectations.

And the results speak for themselves.

Where the foundation once relied on limited giving in the low five figures, it’s now on track for fundraising results nearly eight times higher. Jacqueline credits not only the insights from DonorSearch but also the responsive support of her Client Success partner, who helped her quickly apply the platform’s capabilities even as a one‑person team.

As Jacqueline says, DonorSearch is more than a research tool — it’s the bridge between raw data and meaningful donor relationships. That bridge has helped the Northwest Osteopathic Foundation grow its fundraising, strengthen its board, and unlock a future where the sky’s the limit.