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CASE STUDY: FUNDRAISING

Building Stronger Connections Through One Nonprofit Fundraising Strategy


How Musical Theatre West unified teams and data to engage donors, patrons, and learners

Long Beach, California

Logo of Musical Theatre West in California, with the venue name in white on a black background, beside a musical note

Musical Theatre West

Musical Theatre

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SWITCHED FROM DIAMOND TICKETING SYSTEMS IN 2021

Challenge

Disconnected systems limited collaboration, accuracy, and donor engagement.

Solution

Migrating to a single platform has improved outcomes across the organization, with data relating to fundraising, marketing, ticketing, and education all in one place.

Outcome

 With clear data, cross-department collaboration, and automated communication, Musical Theatre West:

  • Improved data accuracy and donor tracking

  • Streamlined the patron experience for donors and ticket buyers

  • Boosted website engagement by 55% 

  • Grew social audience by 24%

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Based in Long Beach, California, Musical Theatre West brings Broadway-quality productions to Southern California audiences, enriching the community through performance, education, and outreach. Founded in 1952, the organization now produces four mainstage shows annually and runs 18 educational programs, from dance and acting classes to youth camps and student matinees.

At the 2025 US Spektrix Hubs, Taylor Presnall (Development Coordinator) and Yadira Del Rincon (Donor Relations & Special Events Coordinator) shared how they transformed their approach to donor engagement, event management, and team collaboration by adopting fundraising tools in Spektrix. Their story demonstrates how fundraisers benefit when development, marketing, and ticketing teams work in sync.

Keeping donor data accurate and actionable

Musical Theatre West switched their ticketing and marketing to Spektrix in 2021, but didn’t begin using fundraising tools until 2023. With that shift they discovered how much clarity a connected CRM could provide.


It was Taylor’s goal to ensure the team had the most accurate information for all of their donors. He reached out to Spektrix asking for advice on how best to record patron information, and was introduced to the Activities Dashboard. Here, every member of the development team could keep track of donations, ticket history, and other interactions, and remember every detail of their relationship with each donor.

The data at their fingertips included:

  • Transaction data, including ticket sales, gifts, and participation in classes or camps
  • Accounting details, with the ability to store records of every check and pay stub
  • Grant tracking, using development tools designed to manage relationships with individual donors, trusts, and foundations
  • Personal details, including photos of each donor against their profiles for easy recognition
  • Financial details, making it possible to split a check across five campaign areas and still link it easily to a single giving history 
“The Activities Dashboard has been a gamechanger for tracking donations. We can record split gifts, assign staff members, and categorize every interaction - nothing slips through the cracks.”
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Taylor Presnall

Development Coordinator

The Activities Dashboard in Spektrix, detailing every donor interaction across the fundraising team

In future, there’s potential to achieve even more, with the ability to add records of every letter, phone call, and conversation to the donor record, and to assign and prioritize tasks across the team.

By using the dashboard to log every donor contact and decision, the team gained complete visibility of giving history and staff actions, strengthening accountability and donor trust. That accurate, granular data also underpins clearer reporting and stronger insights into donor behavior.

Working with the box office team to improve patron journeys

“Now our donors can give easily, purchase their subscriptions online, buy tickets, and identify accessible shows without any confusion. It allows our patrons to more easily engage with us and attend performances, while also enabling us to track their participation through a variety of built-in reports and customizable tracking options.”
Yadira Del Rincon, Donor Relations & Special Events Coordinator at Musical Theatre West

Yadira Del Rincon

Donor Relations & Special Events Coordinator

Musical Theatre West’s fundraising success wasn’t driven by the development team alone. Collaboration with box office and marketing teams helped create a more seamless experience for patrons and donors alike.


The ticketing team helped introduce digital tickets for Apple and Google wallets, making it easier for patrons to access tickets. A new API-driven website reduced clicks, simplified purchases, and showcased accessibility options like ASL performances. 

To support the theater’s work in the community, simple promo codes and ticket discounts helped to improve and track engagement. That granular data, at every step in the patron journey, built the foundations for more personalized communications and closer, lasting relationships.

Improving ROI through personalized communications

Patron communications, from promotional messaging through to pre- and post-event emails, are often seen as the domain of the marketing department. But just like their web journeys, the team at Musical Theatre West recognized every touchpoint as part of the overall fundraising strategy for a successful nonprofit.

Drag and drop segmentation tools made it simple to identify first-time visitors, track engagement by ZIP code, and build a better overall understanding of the theater’s patrons. Once they understood what people are interested in and how often they’re attending, marketing, development, and education teams designed relevant messaging for each group.

“60% were looking at our productions, 40% at our education programs, and the other 10% looking at other events and fundraisers. We could send the right message at the right time and create the pathway to what they were looking for.”
 Yadira Del Rincon, Donor Relations & Special Events Coordinator

The team also embraced targeted pre- and post-show emails, delivered through Spektrix and its marketing engine in Dotdigital. With a big, popular summer show running, it wasn’t a great time for their parking lot to be under construction. They managed patrons’ expectations with clear, automated messaging before every visit, and followed up with post-show surveys to understand visitors’ experience.

“We're better at communicating personally to our patrons and speaking to their interests. We have a higher ROI. We have better engagement. We're encouraging them to return.”
 Yadira Del Rincon, Donor Relations & Special Events Coordinator

Managing complex fundraising events through one platform

In the past year, Musical Theatre West has begun managing one of its most complex initiatives, the Travel Club, through Spektrix. 

The Club takes 65 patrons to New York City each May. With support from Sara, a Fundraising specialist on the Spektrix support team, Yadira was able to book, manage, and coordinate the whole trip from one system. 

By centralizing ticketing and donor management, the team can run events their way while keeping all donor and transaction data within Spektrix - ensuring consistency across records and eliminating manual imports.

 

Website banner for Musical Theatre West's 2026 season, including In the Heights, Joseph & the Amazing Technicolor Dreamcoat, and more
“Sara helped us figure out how we could use events and ticketing, merchandise, reservation features, promo codes, and all the fun things to allow our patrons to enjoy the discounts they were used to, the add-ons they needed, and customize the travel experience. 
We were also able to automate travel information and email updates to them as soon as they registered.”
Yadira Del Rincon, Donor Relations & Special Events Coordinator at Musical Theatre West

Yadira Del Rincon

Donor Relations & Special Events Coordinator

Turning education into lasting relationships

Education is at the heart of Musical Theatre West’s community mission, and now it’s an integral part of their data picture too.

Using the same system for fundraising and education allows the team to nurture long-term relationships: someone who takes a dance class today might become a donor tomorrow. 

“We can send a message like, ‘You loved our tap class - join us for the next session.’ It keeps the joy of learning in motion while building lasting relationships with our community.”

 Taylor Presnall, Development Coordinator

Benefits of a unified fundraising solution

 Musical Theatre West’s story shows how a single nonprofit fundraising strategy - uniting ticketing, marketing, development, and education - can drive deeper relationships across an entire organization.

By embracing collaboration, using the full potential of the Spektrix system, and turning to the Support team for guidance, they’ve created a connected experience for every patron: from first-time visitors to major donors.

“Clean data means clear insight, and clear insight drives stronger connections and real growth across the whole organization.

We can track every donation, task, and relationship detail in one place. It’s made stewardship so much easier.”

Yadira Del Rincon, Donor Relations & Special Events Coordinator at Musical Theatre West

Yadira Del Rincon

Donor Relations & Special Events Coordinator

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