WealthEngine

When submitting an input file for a screening it’s helpful to include additional data from your organization’s Donor Management System (DMS). Whether you’re working towards a capital campaign or looking for your next prospect for planned giving, your data combined with WealthEngine’s wealth scores can provide greater insight into the right individuals.

We highly recommend you include these fields within your input file for screening:

What’s the Value in Including Giving History?
When you include your specific giving information within your data file, we’re able to include that giving in our Estimated Giving Capacity score. We also calculate a Total RFM score which compares individuals within your screening file to measure their recency, frequency and monetary (RFM) value ranking their affinity to your organization based on your supplied giving criteria. These scores provide valuable insight which can further be used to identify characteristics that make up an individual who positively impacts your specific mission.

Giving Information to Include:

• Total Gift Amount
• Largest Gift Amount
• Last Gift Amount
• Number of Gifts
• Largest Gift Date
• Last Gift Date

Got Any Additional Client Attributes?
Did you know you can also submit up to fifteen different client attribute fields with your screening data? You can benefit by having client supplied attributes returned within your screening file allowing for further segmentation of your results. Now you may query by both wealth data and additional interests or attributes about an individual. Many clients have the need to use specific fields from their DMS in conjunction with wealth scores before they decide which results they want to fully integrate back into their DMS. Some examples include: internal ratings, prospect manager, major gift officer assigned, or specific campaigns individuals have given to in the past.

Uploading a file for screening?
Remember to include detailed comments about your file and any additional instructions you feel we should know. You may also revisit the WealthEngine file upload page to check the status of your file. After 24 hours you’ll be able to tell whether it was accepted or if it’s currently under review by our team. Feel free to contact WealthEngine for more information about a wealth screening at info@wealthengine.com or customer service with any questions about a submitted file at customerservice@wealthengine.com.