Charities
WHY HEIRTRACE?
- Cost effective
Heirtrace is a small yet flexible company with vast experience in probate research able to bring you cost savings for your clients.
- Thorough and efficient
No stone will be left unturned, Heirtrace take all steps within the confines of the law to resolve your case completely.
- No case is too complex
With wide ranging experience in very old and complex cases, we are confident that no case is too difficult for us.
- Unique wealth index
Heirtrace not only provides you with accurate and up to date address listings, but if required an indication of the individuals wealth, ideal for major donor fundraising.
In a world were 2.5 million people, or 4% of the population change address each year and 1 % of the population, or 600,000 die, charities like most other organisations have a problem in keeping records of their supporters up-to-date. In a sector which is increasingly overcrowded, the need to retain supporters as well as seek new ones is a vital aspect of survival.
Tracing Gone Aways
Combining technology with intelligent researcher led investigation, Heirtrace provide the most accurate solutions available to trace the current addresses for “gone away” supporters. The service goes a step beyond technological capabilities, using human intelligence to forensically analyse and verify all cases.
Trace past Alumni
Educational establishments, especially in the shape of public (private) schools are increasingly expected to provide Bursaries and scholarships to less privileged members of society, in order to continue to qualify for charitable status.
Bequests for this purpose need to be sought from past alumni who have acheived highly in life and who are likely respond to such appeals. With only minimal information, such as a name and approximate age, Heirtrace can accurately trace the whereabouts of almost all past alumni. This offers the school or university the ideal platform on which to base their future fundraising strategy.
Wealth Index
Heirtrace has developed some unique tools to indicate the profile of an individual’s wealth. This tool is essential for maximising return on investment and for ensuring the correct initial level of approach is made.
Consumer lifestyle Index
Fundraising given patterns are well documented and can be tracked in much the same way as most consumer spending patterns. In addition to the wealth index, Heirtrace can provide charities with a full picture of an individual’s social economic background.
If you would like any further information or would like us to quote on a case in particular please contact us.
