WealthEngine

Get actionable insight on your donors and prospects, so you can build effective fundraising programs.

Analytics are useful to not only identify your best prospects, but to uncover those individuals who are giving below their ability. Use this insight to segment and prioritize your donors and prospects at every level, and assign the right individuals to the right fundraising program or campaign.
 

A Proven Approach to Wealth Intelligence

Through the FindWealth 8 platform, WealthEngine provides the most accurate and sophisticated scores available, so you can:

• Identify donors with the best ability and propensity to give
• Segment and prioritize prospect lists
• Establish a data-driven cultivation strategy for each donor or prospect pool
• Maximize fundraising ROI

Propensity to Give (P2G) Total Assets Net Worth Cash on Hand Estimated Annual Donations Estimated Giving Capacity Gift Capacity Range

Gift Capacity Rating RFM Planned Giving—Bequest, Annuity & Trust Influence Inclination: Giving Inclination: Affiliation