A Large Healthcare Foundation
21,000 Candidates Screened
A large healthcare foundation with a sizable number of donors and prospects was looking for ways to build a segmented and targeted approach for fundraising. They used WealthEngine’s insights to cultivate relationships with major gift donors based on their estimated giving capacity and propensity to give scores.
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The Goal
This healthcare foundation was looking to screen recent donors and determine a cultivation plan, integrate screened data into their donor management system, and use data mining to compare major donor files with patient records to target grateful patients.
WealthEngine's Solution
By utilizing WealthEngine’s insights and screening platform, the foundation was able to prioritize specific fields, determine the desired level of integration, validate data and analyze past donor attributes.
Their Result
With the help of WealthEngine, this large healthcare foundation screened 21,000 records across seven affiliate hospitals and healthcare organizations to discover wealth profiles and cultivate relationships with their top prospects for additional gifts.
“We are able to provide our affiliate organizations and hospitals with immediate and direct access to quality, actionable data, thanks to the screening data we integrated from WealthEngine.” – Senior Information Systems Technologist