University successfully leverages Altrata to engage new donors, reaching seven-figure gift
Client’s goals
The team at Case Western Reserve University (CWRU) came to Altrata seeking data partners to amplify the strength and reach of their small research teams.
The key to identifying new prospects came down to understanding critical information regarding a donor’s real estate and stock holdings by conducting regular screenings against their database to uncover new wealthy individuals.
The Altrata difference
During the WealthEngine Screening process, CWRU identified a completely new donor that until then, had been off the research team’s radar.
Until that time no one from the University had approached them. By leveraging the profile data and with a detailed knowledge of their capacity to give, the team
The routine Screening process is key in enabling lean research teams stay on top of their ever-changing donor database.
Without the resources that Altrata provides us, it would be very difficult to gather the information we need to engage donors
Dorothy Oluonye, Case Western University
Impact
Since uncovering the new prospect in the Screening process, CWRU has received numerous gifts from them that have now exceeded seven figures. The team relies on the screening process to augment the capabilities of their research team and uncover new prospects in a timely manner to showcase opportunities to their respective development officers. The in-depth wealth data regarding real estate and stock holdings helps the University quickly qualify new donors and understand their capacity and affinity to give.
The unique details of an individuals Interests, Passions and Hobbies help the team chart a path for strategic ways to engage each donor.
- Client: Case Western Reserve University
- Region: North America
- Altrata products: Wealth-X, WealthEngine, RelSci