Case Study: UNICEF Switzerland & Liechtenstein identifies CHF 700,000 in future legacy income with Dataro

UNICEF Switzerland & Liechtenstein identifies CHF 700,000 in future legacy income with Dataro

Unicef Switzerland & Liechtenstein faced a challenge in its legacy program, struggling to identify which supporters to prioritize for high-touch outreach without relying on broad, inefficient targeting. This led to low confidence in prioritization and missed opportunities. To address this, the organization partnered with vendor Dataro to implement a propensity-led approach using its analytics service within their Salesforce NPSP system.

Dataro's solution provided a weekly-updated legacy propensity rank for supporters, which enabled Unicef Switzerland & Liechtenstein to create a targeted, cross-channel outreach funnel. This approach coordinated email, direct mail, and phone follow-up based on a shared view of donor intent. The results were significant: over seven months, the program identified 304 high-intent legacy considerers, secured 15 confirmed commitments, and built an estimated future income pipeline of CHF 700,000, alongside achieving a 24% higher legacy response rate.

Unicef Switzerland & Liechtenstein