WealthEngine
58 Case Studies
A WealthEngine Case Study
Case Western Reserve University sought to amplify its fundraising efforts by identifying new major donor prospects. The university partnered with Altrata, leveraging its WealthEngine product to screen its database for critical wealth indicators like real estate and stock holdings to uncover new, high-capacity individuals.
Altrata's WealthEngine screening process successfully identified a previously unknown prospect. By utilizing the detailed wealth and affinity data provided, the university secured a series of gifts from this new donor, which have now exceeded seven figures. This solution allows the lean research team to continuously uncover and qualify new prospects in a timely manner.