FindWealth Screening Services
FindWealth Screening Services is designed to provide nonprofits with a cost-effective mechanism to assess every constituent record. The right information at the right time for the right development activity—these are the keys to the FindWealth Screening process. Using the same screening and data mining process on all records, FindWealth Screening Services provides value to planned giving, board selection, direct marketing, special events, annual fund, and major gift efforts. View our list of data providers.
Results
Screening
results are returned in the WealthEngine Access Manager database which contains records on each prospect submitted for screening, prospect research information and analysis. This database is a stand-alone file which can be reproduced and placed on a server. Results are also integrated and accessible online through our FindWealth Online research tool (note: WebConnect required).
In addition, clients have the ability to make changes to the components of wealth and recalculate scores for analysis.
Each screening is customized by the volume and extent of detail that you need. Select from three profile types, with varying degrees of detail and analyses:
1. Basic Profile
Every record that is sent for screening is initially run as a basic profile. This is a review of all records to assign ratings for giving capacity, influence, inclination, direct marketing and planned giving. The results are often used to:
- Develop planned giving or direct marketing mailings. For example, after reviewing one hundred thousand records you can use the Basic Profile to determine your top ten thousand Planned Giving prospects
- Develop an overall strategy for donor segments
2. Insight Profile
Insight profiles provide more detail on giving capacity components and direct marketing scores. These profiles:
- Help you segment your file into Annual Fund upgrades and Most Promising Prospect (MPPs)
- Identify individuals with strong links to your organization and/or philanthropic inclination
- Search key word
3. Beyond Profiles
Sometimes referred to as Full Detail profiles, these are comprehensive profiles designed to help the client develop cultivation strategies. The client can use it to project ask amounts for your Major Gift prospects. The detailed profiles are essential to several major gifts activities.
- Find links to similar charitable efforts
- Identify in-the-money stock options due to expire in 90 days
- Develop well-planned ask strategies
Beyond profiles contain all of the available ratings, recommendations, scores and indicators, plus:
- Planned Giving Rating
- WealthEngine Rating Summary
- Estimated Capacity to Give
- Influence and Inclination Ratings
- Inner Circle Connections
- Direct Marketing Score
- RFM Analysis
- Aggregate Information
- Market Guide Total Compensation
- Dun & Bradstreet Company Value
- Total Federal Election Commission Contributions
- Property Count
- Charitable Contributions Flag
- Client Fields Tab
- Data Sources Tab
- Quik Exe. Report
- WebConnect
Deliverables:
- Includes matches to the primary and the secondary individuals in a household when provided by the client or found through search on the primary individual. Example -spouses.
- Access Manager with match results, reporting and Microsoft Office integration.
- Ability to generate donor management system integrate with Raisers Edge, Etapestry, iMIS, Giftmaker Pro, Donor 2 and Results Plus, Donor Perfect, and Telosa. Click here for a full list of donor management systems with which WealthEngine integrates. Inquire about other applications.
- Data entry for enhance donor list search.
- Up to three one-half days of training for all agreements of $6,000 or more.
- Twelve months to review contract volume.
- Unlimited telephone support 9AM to 4:30PM EST.
- Delivery – From the date we receive a usable input file and payment in full, delivery of results takes approximately 10-15 workdays. Travel costs for onsite services not to exceed $750/ visit.
