A Major University’s Business School
Over 1,000 New Major Gift Prospects Identified
A major university’s business school was looking for a new approach to screen their database of 13,000 alumni records during the silent phase of their campaign. They worked with WealthEngine to create a major donor list of alumni who could donate over $500K based on their giving capacity and Propensity to Give (P2G) scores.
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The Goal
The business school wanted to be able to screen their alumni without outdated data. They were also hoping to segment their alumni by state while screening smaller groups on a monthly basis in order to maintain fresh data and discover new prospects.
WealthEngine's Solution
With WealthEngine’s help, the university created a “hot list” of alumni who could donate over $500K and started to prioritize prospects by P2G and giving capacity. This proactive approach to wealth screening allowed the school to quickly validate top prospects and create routine workflows that fed development officers a fresh pipeline of new prospects on a rolling basis.
Their Result
With the new process in place, development officers receive a monthly average of 187 prospects with a major gift rating over $100,000. Over 1,100 new prospects were found in the alumni pool and data is regularly updated and segmented into manageable chunks.