Schools and Universities

WHY HEIRTRACE?

  • Cost effective

    The ability to reactivate lapsed donors or make contact with past Alumni, the people with the greatest affinity to your organisation, will unquestionably result in a greater ROI than from any other approach.

  • Thorough and efficient

    No stone will be left unturned, Heirtrace take all steps within the confines of the law to ensure all details are accurate and current.

  • 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.

  • Avoid expensive lists

    Heirtrace not only provides you with accurate and up to date address listings, but can also provide an indication of wealth and socio economic background, ideal for structuring fundraising appeals.

Educational establishments, especially in the shape of public (private) schools are increasingly expected to provide Bursaries and Scholarships to less well off members of society, in order to continue to qualify for charitable status and to ensure they balance their income levels proportionately to weather any economic downturns.

Bequests for this purpose can often be sought from alumni who have succeeded in life, and who are likely to foster a long term relationship with the school or university.

Trace Alumni
With only minimal information, such as a name and approximate age, Heirtrace can accurately trace the whereabouts of up to 90% of a school or universities Alumni. This offers the School or University the ideal platform from which to base their future fundraising strategy.

Wealth Index
Heirtrace has developed some unique tools to ascertain detailed profiles of an individual’s wealth. A tool proving extremely useful for maximising return on investment and for ensuring the correct level of approach is made from day one.

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 help Schools and Universities to gain a fully rounded image of an individual’s social economic background.

 

Bancrofts Logo

Bancrofts School Malcolm Fleet, Chairman of the Old Bancroftians Association: We used Heirtrace to conduct a data cleansing exercise on our alumni data base. The work was done on time and the results well presented. The after sales follow up was also very efficient.

 

 

If you would like any further information or would like us to quote on a case in particular please contact us.