Switzerland for UNHCR Streamlined its Donor Prospecting Leveraging Altrata
Client’s goals
With a database of nearly 40,000 donors, manual screening had become too time-consuming and imprecise. The organization needed a way to identify individuals with higher giving capacity, both within their existing donor base and beyond, but lacked the resources to do so effectively. Altrata’s data-driven screening solution offered the opportunity to streamline the process and uncover new prospects with greater wealth potential.
The Altrata difference
Having used Wealth-X for years, the team was confident in the richness of Altrata’s database and the rigor of its methodology. Altrata’s screening stood out for its ability to analyze not only ultra-high-net-worth individuals (UHNWIs) but also very-high-net-worth (VHNWI) and high-net-worth (HNWI) candidates—groups they wouldn’t have otherwise identified. Additionally, the seamless integration with Salesforce added immense value, offering customizable features and real-time donor insights directly within their CRM.
Bertrand Michels, PPH Operations Manager, Switzerland for UNHCR
“The screening results exceeded our expectations and added a new layer of strategy to our fundraising efforts. With Wealth-X profiles integrated into Salesforce, we now have the ability to react faster and build stronger relationships with our donors. This process has set a solid foundation for how we prioritize and engage with high-value prospects moving forward.”
Impact
The screening revealed 350 high value matches from the donor database, providing the organization with a prioritized pipeline for the next one to two years. An additional 700 medium-quality matches opened opportunities for ongoing prospecting. Salesforce integration transformed their workflow, allowing the philanthropy team to quickly identify and act on high-potential donors when they made contributions. This new functionality has significantly enhanced donor engagement and personalized outreach.
- Client: Switzerland for UNHCR
- Region: Europe (Switzerland)
- Altrata products: Wealth-X Application