[APRA-NW] HNWI Roundtable for Education Week

Brown Second Account BrownHA03 at msn.com
Thu Dec 18 15:19:07 PST 2014


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I've used Wealth-X for a client who was a global humanitarian agency and really liked it. They use a proprietary algorithm and the vendor has relationships with wealth advisors, international banking institutions, etc., so they are able to give impressive net worth estimates in a way that a researcher (no matter how talented) could never do. Earlier this year, they quoted me $18,000/yr. for the subscription--OUCH! Unless you have a lot of international prospects who are multi-millionaires (what Wealth-X calls Ultra High Net Worth (UHNW) individuals with a net worth of at least $30M, I would not invest in this data source. I am impressed with the financial data but their relationship mapping tool is fantastic. With your subscription, you get 20 complimentary dossiers (more in-depth research) though you can often download their basic profile at any given time. I found it invaluable with helping me map out family relationships of our wealthy international donors, especially those in China, the Middle East and India. The rep told me that Harvard, Stanford, CARE and UNICEF are using this tool.



Ginger


----- Original Message -----

From: Faulhaber, Christina<mailto:faulhaberc at seattleu.edu>

To: Rachel Strongin<mailto:strongin at uw.edu> ; apra-nw at u.washington.edu<mailto:apra-nw at u.washington.edu>

Sent: Thursday, December 18, 2014 2:49 PM

Subject: Re: [APRA-NW] HNWI Roundtable for Education Week





Thanks for this email about WealthX Rachel. I have been wondering if it is worth purchasing for assistance with international prospects alone. We have few ultra high net worth individuals but we want to branch out to various international regions and the language and resource issues are time consuming. Has anyone else used it for international prospecting?
Christina







From: APRA-NW [mailto:apra-nw-bounces at mailman13.u.washington.edu] On Behalf Of Rachel Strongin
Sent: Thursday, December 18, 2014 2:30 PM
To: apra-nw at u.washington.edu
Subject: Re: [APRA-NW] HNWI Roundtable for Education Week



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<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<mailto: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<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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