[APRA-NW] HNWI Roundtable for Education Week

Rachel Strongin strongin at uw.edu
Thu Dec 18 14:30:30 PST 2014

Wealth-X is another great source for relationship mapping and so much more!

It is basically a collection of "dossiers" on UHNW individuals (so it only includes people they have determined have a net worth of at least $30M) that includes biographical information, a wealth analysis, education, hobbies/interesting facts, information about their philanthropic giving, organizational affiliations, "known associates" (usually corporate) and family information.

Because of the narrow focus on UHNW individuals, most of our donors do not have a Wealth-X dossier, but when they are available it is really a great source of information. They also have researchers in a number of countries so it has been very helpful for those of us who have a lot of international prospects.

From: APRA-NW [mailto:apra-nw-bounces at mailman13.u.washington.edu] On Behalf Of Michie Spradling
Sent: Wednesday, December 17, 2014 12:10 PM
To: apra-nw at u.washington.edu
Subject: [APRA-NW] HNWI Roundtable for Education Week

APRA International is having its second annual Education Week this February!
Your responses to the following Virtual Roundtable will be compiled as part of APRA-NW's submission for Education Week. We promise not to include names in the submission - it will be a compilation of your wonderful online sharing and connecting.
Learn more about last year's Education Week here: http://www.aprahome.org/p/cm/ld/fid=455

High Net Worth Individuals:
Who are the HNWI's in your neighborhood?
How does your program fit their giving interest?
What will get your fundraisers racing out the door to meet them?

Let's have a little chat about HNWI's as we prepare for the holiday season.

Identifying people who live and work near your office is important if, for no other reason, than they are often the easiest to reach out to and connect with regularly.

But once you find those closest to you, how do you know if their interests mesh with your cause? Have they given you small gifts in the past? Or maybe you research their giving and find ways that it fits with your program? What would you look for?

Finally, you have found the people with a high net worth who are next door and connected their interest to your program - how do you team with your fundraiser in reaching out to that donor?

Please remember to send your Virtual Roundtable HNWI thoughts and replies to apra-nw at u.washington.edu<mailto:apra-nw at u.washington.edu>

Michie M Spradling
Prospect Analyst
Prospect Management and Analytics
University of Oregon
Phone: 541-346-8621

CONFIDENTIALITY NOTICE: This information is PRIVILEGED and CONFIDENTIAL property of the University of Oregon. Any reproduction, dissemination or disclosure is prohibited.

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