A Nonprofit Membership Organization
Multiplying Prospects with Inner Circle
A Nonprofit Membership Organization needed to discover new prospects outside of their current pool. They used WealthEngine to improve targeting of current individuals and identify new relationships.
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The Goal
This nonprofit membership organization needed to expand their donor pool using the donors that they already had. Additionally they needed to learn more about their current donors and improve their targeting practices.
WealthEngine's Solution
This organization utilized the Inner Circle feature to screen current prospects to expand relationships to enable a pathway to new donors. They also utilized screening to evaluate individuals potential giving capacity to determine increase donations.
Their Result
100 individuals were uploaded from a company event to be analyzed using the inner circle feature. WealthEngine helped them get a larger picture of their attendees and enabled them to expand their prospecting and improve their follow-up strategies.