A Large New Jersey Healthcare System
100 Top Prospects Narrowed Down From 9000 Potential Donors
A large New Jersey healthcare system with a network of independent healthcare providers was lacking an efficient prospect research tool to use their system. They used WealthEngine’s P2G scores to effectively segment groups of prospects that had a higher potential for gift giving.
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The Goal
The large New Jersey healthcare system was looking for a prospect research tool that could target their fundraising efforts and help create a smaller group of more qualified prospects. They could then effectively solicit targeted groups and narrow down their prospect list.
WealthEngine's Solution
By utilizing WealthEngine’s Propensity to Give (P2G) scores and Inner Circle feature, the healthcare system was able to cater to patients and donors more efficiently. They drastically reduce their potential prospects while also conducting highly personalized outreach.
Their Result
By using multiple features of WealthEngine’s data platform, the large New Jersey healthcare system was able to narrow down their prospect list from 9000+ to 100-150 people.
“The Inner Circle is a great service that WealthEngine offers. It gives us a reason to contact an individual.” – Director of Planned Giving and Program Development