Duke University — Major Gift Prospect Intelligence
Prospect Intelligence · built on the entity graph

Duke University — Major-Gift Prospects

A donor researcher hunts for three things on one person: capacity (the wealth to give), affinity (a real tie to Duke), and propensity (a habit of giving). Each fact lives in a different filing. The graph is what joins them onto a single person — and returns the list in one query instead of a researcher's month.

CAPACITY insider · liquidity AFFINITY alumni · Duke PROPENSITY boards · foundations the ask
The prospect you want sits in the middle — and the graph is what finds the overlap.

01 — The pool · affinity × capacity

82 Duke alumni run billion-dollar investment firms

The graph walks it directly — Duke University → 2,013 alumni, a live traversal of the studied_at edge — and filtered to leaders of $1B+ firms it returns 82 names. The top, by the assets they steward (a direct capacity proxy):

AlumRoleFirmFirm AUM
Andrew HolmbergPartner, Chief Solutions OfficerCorient Private Wealth$165B
Richard PotockiMD, Head of US DistributionVan Eck Associates$126B
Jennifer N. RayPartner, Head of Wealth StrategiesBBR Partners$36B
Dmitri MirovitskiPartner, Deputy CIOHBK Investments$36B
Wayne Wilbanks, CFAExecutive Managing DirectorClearstead Advisors$34B
Douglas K. BrattonFounder & Exec MDCrestline Management$22.5B
Maneesh ModiPortfolio ManagerArrowMark Holdings$21B
Gregory BaecherPartner (ex-Warburg Pincus)Arctos Partners$18B

…and 74 more. Every row is a Duke alum, sourced from their own SEC-filed bio, joined to their firm's regulatory AUM. Assembling this by hand is weeks of work; the graph does it in a query.

02 — The 360° prospect

One name, fully assembled

Take the founder highlighted above. Here's everything the graph puts on his card — capacity, affinity, and career, each from a different source, joined onto one person:

Douglas K. Bratton
Founder & Executive Managing Director · Crestline Management, L.P.
Capacity — firm he founded
$22.5B
assets under management
Affinity — Duke tie
Duke University
MBA · with honors
Also educated
NC State University
Role signal
Founder / Owner
— equity, not salary

A founder with a Duke MBA running a $22.5B firm is a textbook principal-gift prospect. The graph surfaced the Duke tie and the capacity in the same result — no manual cross-reference.

03 — Capacity + timing radar

Point it at your pool and it flags the moment to ask

The best time to approach a major donor is when they've just turned equity into cash. The graph watches Form-144 filings — legal notice that an insider is about to sell — in real time. Recent large filers (illustrating the signal; cross-referencing these against your alumni pool is the play):

Joseph Gebbia Airbnb co-founder / director
$481M
August J. Troendle Medpace, Chairman
$185M
Timothy D. Cook Apple, CEO — 6 filings
$165M

When a name in your Duke pool files a 144, the researcher gets a signal — this alum is liquid right now. That timing is worth more than any wealth-screen score.

04 — The warm path · live graph walk

You never cold-ask a major donor. The graph maps the introduction.

Take a name everyone knows: Grant Hill — Duke '94, Basketball Hall of Fame — who now sits on public-company boards. The graph walks his board seats, then walks each board to who else sits on it. In two hops, a prospect becomes a connection map:

Grant Hill
Duke University '94 · director, Campbell Soup & Empire State Realty Trust
↳ Campbell Soup board — who he sits with
The Dorrance family Campbell founding heirs · billionaires Douglas Conant former CEO
↳ Empire State Realty Trust board — who he sits with
Anthony Malkin chairman/CEO · controls the Empire State Building Lawrence Golub Golub Capital

Every one of those is a boardroom relationship — a real, warm path. If a gift officer is cultivating Grant Hill, the graph just named the people in the room with him. And if any of them connects back to Duke, that's your introducer. This is a 2-hop traversal (prospect → board → co-directors) — the difference between a prospect list and a strategy.

Why this is the graph

Every fact here lives in a separate place — an SEC bio, a firm's AUM filing, a Form 144. The power isn't any one of them; it's that the graph resolves them all to one person and lets you query the intersection: capacity × affinity × propensity. A prospect-research team does this by hand, over weeks, for a handful of names. The graph does it across millions of people, in a query — and keeps watching.

BUILT on the MARS entity graph — live traversal of the studied_at (2,013 Duke alumni) + board_member_of edges via graph_resolve/graph_entity/graph_neighbors, plus the prospect-research surface (donor_person_search / _profile / liquidity_events): advisor bios from SEC ADV Part-2B, education + firm AUM joins, Form-144 planned-sale notices, SEC board/insider filings. Coverage varies by edge; the RIA advisor set = the ~3,300 firms that file 2B supplements (a real, deep subset, not every advisor). Form 144 = intent to sell within ~90 days, not a completed sale. Internal — not for external distribution. Illustrative prospect research, not financial or fundraising advice.