With two campuses in two states more than 2,000 miles apart, St. John’s College faces unique challenges.The college had been using Kintera P!N ProfileBuilder, a client-server based wealth screening service, for four years to help identify potential major gift donors. St. John’s frequently ran into the problem that both campuses couldn’t access the prospect screening program at the same time and experienced recurring network issues.To solve this problem, St. John’s migrated its prospect screening tools to Kintera P!N Electronic Screening in Kintera Sphere, a Web-based technology platform, that helps nonprofits easily identify, profile, monitor and rank the wealth in their database by criteria deemed most important to them. Since P!N Electronic Screening is housed online in Kintera Sphere, both campuses have identical functionality with the ability to access information in real-time, at the same time, from anywhere.

After migrating to P!N Electronic Screening in Kintera Sphere, St. John’s College found the system to be very user-friendly. Importing, exporting and generating reports became faster and easier than ever before.“With Kintera P!N Electronic Screening, we were able to cut the time it normally took us to generate reports down by 50-75 percent,” said James Bixler, coordinator of prospect management and research at St. John’s College.

P!N Electronic Screening enables St. John’s to work with the screening results directly rather than through a central research office.“ Having campuses in two locations and a client-based server made it difficult to keep the entire staff on the same page in terms of prospect screening,” said Bixler.“Because P!N Electronic Screening is housed in Sphere, we are able to work with the results in real-time and are 100 percent confident that the information is always up-to-date.”

Using Web-based P!N Electronic Screening enables staff to create research profiles and attach them to prospect records in the Kintera Sphere database. St. John’s College advancement staff is then able to access the research profile feature while away on business, enabling them to retrieve information from the database they wouldn’t normally be able to get while on the road.

In addition, contact reports show records of who has met with prospects in the past, as well as provide notes recording pertinent information that is beneficial to the staff.“ Kintera’s contact reports make institutional memory more readily available and user-friendly,” said Bixler. “This helped St. John’s take the guesswork out of managing prospect relationships.”

Finally, by being able to assign tasks and schedule meetings through P!N Electronic Screening, it is easier for St. John’s to manage time and delegate jobs. By migrating its prospect management system to P!N Electronic Screening in Kintera Sphere, St. John’s College was able to rid itself of access problems and has found the Web-based system to be a more user-friendly and effective prospect management tool than client-server programs.

Result Highlights

• More easily and effectively screen potential donors based on pre-determined criteria.
• Reduced time to create reports by 50-75 percent.
• Up-to-date prospect information is available in real-time from 2,000 miles apart.

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