Case Study: Erskine identifies 22 legacy pledgers with Dataro

Erskine identifies 22 legacy pledgers worth up to £1.1M with Dataro

Erskine, a Scottish veterans charity, wanted to identify potential legacy donors within their supporter base in a more targeted and cost-effective way, moving beyond outdated selection methods. They partnered with vendor Dataro and its machine learning fundraising software to help pinpoint the donors most likely to be interested in leaving a gift in their will.

Using Dataro's AI to rank their donors, Erskine ran targeted telephone and mail campaigns. This approach successfully identified 96 new legacy prospects, including 22 donors who pledged or had already included the charity in their will. Based on average gift sizes, these 22 pledges are projected to contribute between £440,000 and £1.1 million to Erskine's future cause.

Erskine