How Mercy Ships UK rebuilt its fundraising pipeline and discovered major donor potential hidden behind small recurring donations
Client’s goals
The Mercy Ships UK philanthropy team was facing challenges trying to manage a large database of donors, many of whom had a lot of potential that was unable to be tapped. Their team lacked the resources and capacity needed to research and refine their pipeline properly. On top of that, their existing donor base had grown too large to properly analyze and identify new high-value prospects.
They needed a solution that could:
- Streamline their donor research processes.
- Provide actionable insights to enhance their major donor strategy.
The Altrata difference
Wealth-X became an integral part of Mercy Ships UK’s workflow, becoming the team’s primary tool for researching potential major donors. Without a dedicated prospect researcher on staff, Wealth-X allowed the entire philanthropy team to quickly perform deep research tasks that previously would have required years of manual work. Wealth-X provided immediate wealth intelligence, enabling rapid identification and qualification of ultra-high-net-worth (UHNW) and very-high-net-worth (VHNW) individuals already within their donor database
“Our biggest success story so far has been a gentleman who has been giving £5 per month to our organisation for years. We were completely unaware that he had a net worth of £85 million, meaning we should be taking him on a completely different donor journey.”
Mercy Ships UK
Impact
Utilizing Wealth-X, Mercy Ships UK streamlined their donor pipeline, immediately identifying 75 individuals better suited for mid-level giving, thus optimizing their efforts and resource allocation. Wealth-X also facilitated on-the-spot research during meetings, enhancing their ability to engage new contacts.
Most notably, Wealth-X rejuvenated their major donor pipeline by highlighting nearly 300 previously unidentified UHNW and VHNW individuals already in their database. One striking example involved a long-term donor who had been contributing just £5 per month. Wealth-X revealed this individual had a net worth of £85 million, dramatically reshaping how Mercy Ships UK approached their engagement strategy with this donor.
- Client: Mercy Ships UK
- Region: UK
- Altrata products: Wealth-X, Altrata Screening