Rocky Mountain Institute screened their database using the DonorSearch database of charitable giving and intuitive matching logic to isolate major gift prospects. RMI used the DonorSearch philanthropic markers inside their instance of Salesforce to further segment prospects who strongly supported RMIs interests. RMI used this integrated solution to create automated marketing campaigns and build strong portfolios in their Salesforce database. This data and integrated utilization streamlined workflows facilitatedfacilitated a process that let’s RMI raise the major gifts to help create about a cleaner tomorrow.

RMI wanted to identify major gift prospects from known individuals in their Salesforce database to build major gift portfolios, finding $25,000+ in known charitable giving and $1 million+ in qualified opportunities." They needed to understand their donors philanthropic history to build relationships matching known interests to RMI’s mission. RMI needed this data integrated in their Salesforce instance to create new portfolios for gift officers and streamline efficient prospect development and major gifts programs.

Rocky Mountain Institute (RMI) transforms global energy use to create a clean, prosperous, and secure low-carbon future. RMI is an independent, nonpartisan nonprofit cofounded in 1982 by Amory Lovins, RMI’s chairman emeritus and chief scientist. RMI has approximately 170 full-time staff, annual operations of $35 million, and a global reach and reputation. RMI enengages businesses, communities, institutions, and entrepreneurs to accelerate the adoption of market-based solutions that cost-effectively shift from

fossil fuels to efficiency and renewables.

IDENTIFY YOUR MAJOR GIFT PROSPECTS