Case Study: Specialised Graduate Institution identifies 300 UHNW alumni and prioritises major-gift prospects with Wealth‑X Screening

Specialised Graduate Institution - Customer Case Study

Specialised Graduate Institution faced the challenge of expanding its donor base and getting accurate, actionable intelligence on alumni to prioritise outreach and identify ultra‑high‑net‑worth (UHNW) prospects most likely to give. To solve this, the institution engaged Wealth‑X, using Wealth‑X Screening and its private wealth valuation to match and evaluate alumni against comprehensive UHNW intelligence.

Wealth‑X screened the alumni file and returned detailed profiles (net worth, company, title, contact) presented in tiers by wealth and match quality, enabling targeted outreach and resource allocation. The engagement identified 300 UHNW alumni—270 more than expected—helping the institution focus on top prospects and maximise major gift donations.