When Wealth Alone Isn’t Enough
Ashley knew her team needed a smarter, more relational approach to grateful patient fundraising – one that could better connect mission to method.
“We relied heavily on capacity-based research, which didn’t adequately reflect a patient’s potential interest or affinity,” Ashley said. “This approach resulted in significant time spent with minimal fundraising return.”
Even with CRM integrations, Beacon’s traditional tools were insufficient. Financial capacity alone didn’t reveal real prospects or effectively guide frontline fundraisers.
“Our biggest challenge was limited donor and patient insights,” Ashley said. “Traditional tools like ResearchPoint focused primarily on financial capacity rather than donor affinity, which led to consistently low conversion rates.”
That disconnect between capacity and engagement only widened over time.
“Without meaningful indicators of connection to our organization, our outreach lacked results,” Ashley said.
Searching for a Better Path
Ashley began to recognize that the limitations weren’t just tactical; they were strategic.
“As part of my role in data management and software integration, it became clear that our prospect research methods weren’t yielding the necessary results,” Ashley said.
Beacon didn’t just need a better database. It required a new approach that combined analytics with empathy and replaced assumptions with insight.
“The persistent disconnect between capacity scores and donor engagement, coupled with poor conversion rates, made it clear that we needed a more intelligent and relational approach,” Ashley said.
Why London Automation Stood Out
Beacon Health Foundation ultimately partnered with London Automation, drawn to the platform’s focus on both donor affinity and automation.
“Since adopting London Automation, we’ve reached a much more qualified audience,” Ashley said. “Our Annual Fund performance has improved, and our Major Gift Officers are scheduling more meetings than ever before - demonstrating clear progress in our outreach efforts.”
Those gains extended beyond major giving.
“This year’s Doctor’s Day appeal raised 410% more than last year’s campaign,” Ashley said. “All donor targeting was guided by data, reflecting the strength of our segmentation and messaging.”
Additionally, Beacon’s nurture series achieved 95% email deliverability and open rates over 50%, further demonstrating segmentation and messaging strength.
Implementation was smooth as well – a contrast from Beacon’s previous tools.
“With ResearchPoint, it took nearly a year to establish daily census screening,” Ashley said. “In contrast, our transition to London Automation was significantly faster – operational in a fraction of the time – with better results.”
