Case Study

Planning + Technology = Continued Progress

Client: Saint Ursula Academy, Toledo, OH

Needed: Strategic Plan, Advancement Audit, and Major Gift Initiative

At Saint Ursula Academy in 2005, major supporters were completing pledges to a capital campaign for a new wing. They were not ready for another campaign, but school leadership did not want to lose the momentum of their advancement efforts. Working with Advancement Partners, the school completed an update of its strategic plan, underwent an advancement audit, and prepared for a major gift initiative. Utilizing the resources of API, Saint Ursula Academy adopted technology that brought their prospect research to a new level and provided additional online tools to connect with alumnae. School leadership successfully prioritized their major gift program, enabling them to fund essential renovations and build their endowment and scholarship program.

"Advancement Partners tailored a program to meet our specific needs," states Jane A. Charette, President of Saint Ursula Academy. "The ongoing major gift initiative has resulted in over $1.5 million, a number that continues to grow. API provided the expertise and impetus we needed to continue our upward progress and make the significant improvements necessary to fulfill our legacy of challenging each student to be her best."