MAJOR GIFT Wealth screening (<10k DONOR RECORDS - LAST 3 YRS

Do you have a donor database full of passionate donors but have no idea what they can give or even if they can? The first step in major gift fundraising is knowing who has the capacity to make a transformative gift to your organization. 

What is the Major Gift Wealth Screening Service?

Our major gift wealth screening service reveals these hidden gems within your database that are not only passionate about your cause and have a strong affinity to your organization, but that also can make five and six-figure gifts to you. For each of your donors (and their partners!), you will learn:

- What private and public boards they sit on

- What their company name is and their position

- Whether they are on the who's who list

- Boat ownership

- Airplane ownership

- Public sector salary

- Donations (political, education, health, arts, social services, and animals)

- Household dwelling value

- Household net worth

- Household annual income

- Giving capacity (5% of net worth, 2% of income)

- Average 5-year capacity

- Capacity rating

- Affinity score

With these insights, you can fill up your fundraisers' portfolios with prospects who have high capacity that are just waiting to be called by your fundraisers!  

How The Major Gift Wealth Screening Process Works

The wealth screening analysis is composed of two phases: a wealth screening analysis and prospect profiling. The two work together so that you can not only identify new major gift prospects in your database, but can get the insights on those prospects to confidently reach out and effectively cultivate and solicit them to secure major gifts from them. 

The first phase starts with taking the name and home address of all your donors in the database and sending the data to a wealth screening service for analysis. The donor names are then matched against a massive amount of information they have on these donors and send us back the dataset for further analysis. We then add additional data points, taken from your donor database, to enhance the analysis. The dataset will be analyzed and the analysis will reveal those who have the highest capacity, keenest interest in your mission, and have demonstrated giving at the major gift level to organizations such as yours. 

The second phase involves taking this list of donors and choosing the top 10 prospects to investigate further using prospect profiling. We uncover their biographical, occupational, weatlh & assets, charitable giving, and linkages and community connections so that you can confidently reach out to the prospects and begin the cultivation journey with them.