{"id":29620,"date":"2025-05-19T14:01:22","date_gmt":"2025-05-19T18:01:22","guid":{"rendered":"https:\/\/www.blackbaud.com\/?post_type=customer-story&#038;p=29620"},"modified":"2025-05-30T10:46:01","modified_gmt":"2025-05-30T14:46:01","slug":"university-of-montevallo","status":"publish","type":"customer-story","link":"https:\/\/www.blackbaud.com\/customer-stories\/university-of-montevallo","title":{"rendered":"University of Montevallo"},"content":{"rendered":"\n<section class=\"hero hero--customer-story\" id=\"hero--customer-story-block_758c5ec0dd395526329a211780b56cc7\">\n    <div class=\"hero--customer-story__container has-image\">\n        <div class=\"hero--customer-story__container-diamonds d-none d-md-block\">\n            <div class=\"diamond-top__gradient\"><\/div>\n            <div class=\"diamond-top__green\"><\/div>\n        <\/div>\n        <div class=\"container\">\n            <div class=\"row\">\n                <div class=\"col-9 col-lg\">\n                    <ul class=\"breadcrumbs list-unstyled\">\n    <li><a href=\"https:\/\/www.blackbaud.com\"><i class=\"fa fa-home\"><\/i><\/a><\/li>\n            <li><a href=\"\/customer-stories\">Customer Stories<\/a><\/li>\n            <\/ul>                <\/div>\n            <\/div>\n            <div class=\"row\">\n                <div class=\"col-md-5\">\n                    <div class=\"hero--customer-story__container-content\">\n                        <p><span class=\"green-eyebrow\">University of Montevallo<\/span><\/p>\n<h1 class=\"h2\">University of Montevallo Builds a Prospect Research Function with Predictive Analytics<\/h1>\n                    <\/div>\n                                            <div class=\"hero--customer-story__container-download\">\n                            <a href=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/Univ-of-Montevallo_CS_FINAL.pdf\" target=\"_blank\"><i class=\"fa-solid fa-arrow-down-to-bracket\"><\/i> Download PDF<\/a>\n                        <\/div>\n                                    <\/div>\n            <\/div>\n        <\/div>\n                            <div class=\"hero--customer-story__container-image\">\n                        <img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1704\" src=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/Palmer-scaled.jpg\" class=\"img-fluid wp-post-image\" alt=\"\" srcset=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/Palmer-scaled.jpg 2560w, https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/Palmer-300x200.jpg 300w, https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/Palmer-1024x681.jpg 1024w, https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/Palmer-768x511.jpg 768w, https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/Palmer-1536x1022.jpg 1536w, https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/Palmer-2048x1363.jpg 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/>                    <\/div>\n                    <\/div>\n    <div class=\"hero--customer-story__vertical-region\">\n        <div class=\"hero--customer-story__vertical-region-diamonds\">\n            <div class=\"diamond-bottom__gradient\"><\/div>\n            <div class=\"diamond-bottom__blue\"><\/div>\n            <div class=\"diamond-bottom__white\"><\/div>\n        <\/div>\n        <div class=\"container\">\n            <div class=\"row\">\n                <div class=\"col-12 d-md-flex\">\n                                        <div class=\"hero--customer-story__vertical-region__vertical\">\n                                                    <img decoding=\"async\" src=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/06\/higher-ed.svg\" class=\"img-fluid wp-post-image\" alt=\"\" \/>                            <span class=\"tag\">\n                                Higher Education Institutions                            <\/span>\n                                                <\/div>\n                                                                <div class=\"hero--customer-story__vertical-region__region\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 24 24\"><g stroke=\"currentColor\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"2\" clip-path=\"url(#map-pin)\"><path d=\"M12 14a3 3 0 1 0 0-6 3 3 0 0 0 0 6Z\"\/><path d=\"M17.657 16.657 13.414 20.9a2 2 0 0 1-2.827 0l-4.244-4.243a8 8 0 1 1 11.314 0v0Z\"\/><\/g><defs><clipPath id=\"map-pin\"><path fill=\"#fff\" d=\"M0 0h24v24H0z\"\/><\/clipPath><\/defs><\/svg>                                                    <span class=\"tag\">\n                                North America                            <\/span>\n                                                <\/div>\n                                    <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n<\/section>\n\n<section class=\"customer-story-single__content\" id=\"customer-story-single__content-block_085c1f8fee309285e706d0042856e289\">\n    <div class=\"container\">\n        <div class=\"row flex-column-reverse flex-md-row\">\n            <div class=\"col-md-7\">\n                <div class=\"acf-innerblocks-container\">\n<section class=\"lede-quote\" id=\"lede-quote-block_2268149140da0677242a718ce664bdd2\">\n                        <div class=\"longform-content-lede-quote__content\">\n                <img decoding=\"async\" class=\"longform-content-lede-quote__content__image\" src=\"https:\/\/www.blackbaud.com\/wp-content\/plugins\/blackbaud-blocks\/blocks\/acf-longform-lede-quote\/\/img\/quote-rectangle.svg\" alt=\"quotes\">\n                <p class=\"body-large\"><span class=\"blue-highlight\">\u201cI was looking for a solution that would still allow me to do deep-dive research when needed, while allowing me to save time and be more proactive with prospect segmentation.\u201d <\/span><\/p>\n            <\/div>\n                            <div class=\"longform-content-lede-quote__name\">\n                Lizbeth Juarez, Director of Comprehensive Campaign and Special Giving            <\/div>\n                            <div class=\"longform-content-lede-quote__organization\">\n                University of Montevallo            <\/div>\n            <\/section>\n\n<section class=\"lede-paragraph\" id=\"lede-paragraph-block_52f5df22bbf0e082a7c2a591b03c91ca\">\n    <div class=\"lede-paragraph__heading\">\n        <span class=\"tag\">\n            Overview        <\/span>\n    <\/div>\n    <p class=\"body-large\">\n        The University of Montevallo, Alabama\u2019s only public liberal arts college, has a mission to provide students from throughout the state a high-quality and affordable, \u201csmall college\u201d higher educational experience. The university serves an average annual enrollment of 2,600 undergraduate students across 35 degree programs, 88 percent of whom receive some type of financial aid. In 2022 the University launched a new comprehensive campaign with three main priorities: student access, affordability, and success; academic program support; and capital project support. To achieve the campaign\u2019s goal of raising $30 million over seven years, the University\u2019s foundation team turned to its Blackbaud fundraising and analytics solutions.    <\/p>\n    <\/section>\n\n\n<section class=\"wysiwyg wysiwyg-white white-bg\" id=\"wysiwyg-block_c1ed2e4dd5ca3c48cb843cfdda066769\">\n            <p class=\"body-medium\">When Lizbeth Juarez joined the university foundation team in 2021 as the director of annual giving and prospect research, she was the first team member explicitly tasked with conducting prospect research. In preparation for their upcoming MomentUM campaign, she began using Prospect Insights in Blackbaud Raiser\u2019s Edge NXT, ResearchPoint, and predictive analytics services from Blackbaud. With the help of a Blackbaud strategic consultant, Juarez identified three key priorities to improve their prospect identification: building pipeline, identifying active donors with the potential to give more, and removing outdated portfolio assignments while implementing a more structured portfolio review process. \u201cWe knew that a number of our donors were aging out of major giving, so we wanted to be proactive about building a fresh pipeline of mid-level and major gift donors,\u201d said Juarez.<\/p>\n    <\/section>\n\n<section class=\"lede-stat\" id=\"lede-stat-block_b2a45bd4e22f6e3db6706db604bea163\">\n            <div class=\"lede-stat__wrapper\">\n            <div class=\"row\">\n                            <div class=\"col-12 \">\n                    <div class=\"lede-stat__item \">\n                                                <div class=\"lede-stat__item-stat\">\n                            <h3>\n                                <mark>$37M<\/mark>\n                            <\/h3>\n                        <\/div>\n                                                    <div class=\"lede-stat__item-context\">\n                                <p class=\"body-large\">\n                                    raised one year into the public phase of  MomentUM campaign, surpassing the $30 million goal                                <\/p>\n                            <\/div>\n                                            <\/div>\n                <\/div>\n                        <\/div>\n        <\/div>\n        <\/section>\n\n\n<section class=\"wysiwyg wysiwyg-white white-bg\" id=\"wysiwyg-block_ee7a2740f2520298c785c17745e7d86a\">\n            <h2 class=\"h3\">Leveraging Artificial Intelligence to Surpass Fundraising Campaign Goals<\/h2>\n<p class=\"body-medium\">As the sole researcher and with her time split between research and annual giving, the Prospect Insights tool in Raiser\u2019s Edge NXT, gave Juarez the guidance she needed to automate and segment prospect lists without the need for extensive manual efforts. Prospect Insights provided AI-powered lists of constituents in need of attention, with prescriptive recommendations for major giving actions. \u201cI was looking for a solution that would still allow me to do deep-dive research when needed, while allowing me to save time and be more proactive with prospect segmentation,\u201d she said.<\/p>\n<p class=\"body-medium\">At the launch of the public phase of their MomentUM campaign, Prospect Insights identified 211 assigned donors giving less than their estimated potential and 815 unassigned prospects with capacity and likelihood to give more than $1,000. The tool also identified 57 assigned prospects with low likelihood to give a major gift and recommended their removal from major giving portfolios.<\/p>\n<p class=\"body-medium\">Over the next 10 months, Juarez reviewed nearly 1,500 constituent records using Prospect Insights, easily removing outdated or inaccurate prospect assignments, including those involving fundraisers who had left the organization. She also began updating prospect status designations and implemented a new process to track records of fundraising actions in Raiser\u2019s Edge NXT.<\/p>\n<p class=\"body-medium\">Juarez also reviewed over 350 assigned prospects giving less than their predicted potential during this 10-month time period, qualifying and assigning 37 newly identified major gift prospects to fundraisers for cultivation. Building upon the recommendations provided by Prospect Insights and the process she put in place with the help of her Blackbaud strategic consultant, Juarez was then able to utilize ResearchPoint strategically to perform deep research on the foundation\u2019s very best major gift prospects.<\/p>\n<p>In one specific example, an alum who had donated annually within the $1,000-$3,000 range was identified as having capacity to give more, and the team ultimately ended up securing funding for two $25,000 scholarships, paid in full.<\/p>\n<p class=\"body-medium\">Roughly one year after beginning the public phase, MomentUM had raised $37 million against its initial goal of $30 million. Because of this early success, the Board of Trustees decided to extend the campaign through February of 2028 and raise their goal to $50 million.<\/p>\n    <\/section>\n\n<section class=\"lede-stat\" id=\"lede-stat-block_1a50bfbcbf5c09b2d17b2a5b27395b96\">\n            <div class=\"lede-stat__wrapper\">\n            <div class=\"row\">\n                            <div class=\"col-12 \">\n                    <div class=\"lede-stat__item \">\n                                                <div class=\"lede-stat__item-stat\">\n                            <h3>\n                                <mark>$50K<\/mark>\n                            <\/h3>\n                        <\/div>\n                                                    <div class=\"lede-stat__item-context\">\n                                <p class=\"body-large\">\n                                    Prospect Insights identified an alum who historically donated annually at a $1,000-$3,000 giving level had the capacity to give more. A major gift officer approached them and successfully secured funding for two $25K+ endowed scholarships, both of which were paid in full.                                <\/p>\n                            <\/div>\n                                            <\/div>\n                <\/div>\n                        <\/div>\n        <\/div>\n        <\/section>\n\n\n<section class=\"wysiwyg wysiwyg-white white-bg\" id=\"wysiwyg-block_cbc825969593f4f4054f0bfc526dc58f\">\n            <h2 class=\"h3\">Setting a Foundation for Fundraising Success<\/h2>\n<p class=\"body-medium\">With built-in AI recommendations and a powerful prospect research platform, the University of Montevallo is well-positioned for fundraising growth. With solid processes in place for prospect identification and portfolio review, Lizbeth is focused on further developing the foundation\u2019s policies and practices for prospect management. They\u2019re also assessing their future pipeline and using the major giving potential identified within their database to make a case to grow their fundraising team.<\/p>\n    <\/section>\n<\/div>\n                            <\/div>\n            <div class=\"col-md-5 col-lg-4 offset-lg-1\">\n                                <div class=\"customer-story-single__sidebar has-image\">\n                                            <div class=\"customer-story-single__sidebar-logo\">\n                            <img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"250\" src=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/UMlogo250x250.png\" class=\"img-fluid\" alt=\"\" srcset=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/UMlogo250x250.png 250w, https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/UMlogo250x250-150x150.png 150w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/>                        <\/div>\n                                        <div class=\"customer-story-single__sidebar-content\">\n                        <h5>University of Montevallo<\/h5>\n                                                                            <h6>Powered by<\/h6>\n                            <div class=\"customer-story-single__sidebar-products\">\n                                <ul class=\"list-unstyled\">\n                                                                                <li>\n                                                <a class=\"cta-text-arrow\" href=\"https:\/\/www.blackbaud.com\/products\/blackbaud-raisers-edge-nxt\">\n                                                    Blackbaud Raiser&#039;s Edge NXT                                                <\/a>\n                                            <\/li>\n                                                                        <\/ul>\n                            <\/div>\n                                            <\/div>\n                                    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<h5>Fort Collins Habitat for Humanity<\/h5>\n                            <\/div>\n                            <a class=\"related-customer-stories__card-content__link tag\" href=\"https:\/\/www.blackbaud.com\/customer-stories\/fort-collins-habitat-for-humanity\">Fort Collins Habitat for Humanity<\/a>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"col-12 col-lg-4 related-customer-stories__card\">\n                         \n                                <div class=\"related-customer-stories__card-image\">\n                                    <img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"250\" src=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/Georgian_College_logo-250x250-1.png\" class=\"img-fluid icon-img\" alt=\"\" srcset=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/Georgian_College_logo-250x250-1.png 250w, https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/05\/Georgian_College_logo-250x250-1-150x150.png 150w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/>                                <\/div>\n                                                    <div class=\"related-customer-stories__card-content\">\n                                                            <div class=\"tag\">\n                                    Fundraising and Relationship Management                                <\/div>\n                                                    \n                            <div class=\"related-customer-stories__card-content__heading\">\n                                <h5>Georgian College<\/h5>\n                            <\/div>\n                            <a class=\"related-customer-stories__card-content__link tag\" href=\"https:\/\/www.blackbaud.com\/customer-stories\/georgian-college\">Georgian College<\/a>\n                        <\/div>\n                    <\/div>\n 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