A Private Research University
Monthly Screenings Lead to Nearly 200 Major Gift Prospects
A private research university with 15,000 students and $8.5B in endowment was looking to establish a more efficient screening process. They teamed up with WealthEngine to replace their outdated yearly database screenings with more frequent monthly batch screenings.
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The Goal
The private research university was screening a large database of 13,000 alumni at once, producing outdated data and ratings that created inefficient workflows for the development team. In order to make things more efficient, they needed to implement more frequent screenings.
WealthEngine's Solution
By working with WealthEngine to implement monthly batch screenings rather than yearly ones, the university received valuable new insights which allowed development officers to quickly identify and validate top prospects.
Their Result
Routine batch screening improved the effectiveness of the development team’s workflow, helping the university pinpoint an average of 187 new prospects with a major gift rating over $100,000 every month.